Onboarding

Onboard drivers, carriers, and customers in minutes

Chasing CDLs, insurance certificates, and W-9s by email slows down every new driver and carrier. AI TMS sends one invite link, collects OTP-verified applications with the right documents for each role, and creates the user, equipment, and carrier records the moment you approve.

Key capabilities

Onboarding features

One invite link

Invite by email or SMS — one link per driver, carrier, or customer.

OTP-verified

Applicants verify by one-time passcode before they apply.

Role-specific documents

Collect the right uploads for drivers, carriers, and customers.

One approval queue

Track submissions and approve or reject in one place.

Auto-provisioning

Users, equipment, and carrier records created on approval.

Carrier vetting

FMCSA authority and insurance checks for new carriers.

One link instead of an email chain

Send an invitation by email or SMS and the applicant gets a single link. They verify with a one-time passcode, fill in a role-specific application, and upload the documents you require. You see every submission in one queue and approve or reject with a click.

  • Account-scoped: you only see your own invites and applications
  • Status tracking for every outstanding invite
  • Documents filed against the new driver, carrier, or customer

Records created for you on approval

Approving an application provisions the user account, equipment, and carrier record automatically, so a new driver can be dispatched and a new carrier can be tendered to without anyone re-entering data.

Carrier compliance from day one

For brokers, carrier onboarding includes FMCSA authority and insurance checks, and workflows can request a fresh certificate of insurance and freeze tendering when coverage is about to expire.

FAQ

Frequently asked questions

Can I onboard customers as well as drivers and carriers?

+

Yes. Drivers, carriers, and customers each get their own application and document requirements.

How do applicants verify their identity?

+

Each applicant verifies with a one-time passcode sent to their email or phone before submitting.

What happens when I approve an application?

+

The user, equipment, and carrier records are created automatically and are ready for dispatch or tendering.

Ready to put your fleet on autopilot?

See the AI-native TMS in action with a live walkthrough tailored to your operation.

Get the mobile app
Coming soon toApp StoreGet it onGoogle Play