Build a carrier
network without
onboarding chaos.
Collect documents, verify compliance, approve carriers, and create operationally ready carrier records inside Salesforce.
Most onboarding happens in email.
Teams manage onboarding through PDFs, email threads, shared inboxes, compliance websites, and spreadsheets. The result is slow onboarding, incomplete records, compliance risk, and carrier frustration.
The problem is not paperwork. The problem is operational readiness.
Most transportation companies do not struggle to find carriers. They struggle to trust them. Before a carrier can move freight, teams need to verify insurance, authority, compliance, documents, contacts, and operational readiness, and most do it through tools that were never built for governance.
Turn onboarding into a governed workflow.
Every carrier enters the network through the same process. No shortcuts, no missing records, no tribal knowledge sitting in one person’s inbox.
Every carrier follows the same path. No carrier moves freight by skipping a step because someone vouched for them. The record proves it, not a person’s memory.
Six capabilities. One governed path to the network.
Each capability moves a carrier closer to operationally ready, not just paperwork complete.
Carriers tell you about themselves once, in a structured way.
Every required document, attached to the record it belongs to.
Checks happen the same way, every time, for every carrier.
A carrier moves forward only when the right person says so.
Approval produces a real Salesforce record, not a checked box.
Approved doesn’t mean filed away. It means ready to move freight.
Reduce onboarding risk before freight moves.
The cheapest time to identify risk is before a carrier is awarded a load, not after something goes wrong on a lane.
Risk caught at onboarding never reaches a load. The same gaps that show up after a missed pickup or a denied insurance claim are visible during onboarding, if onboarding is actually a checked process instead of a folder of emails.
The quality of your carrier network starts at onboarding.
Network quality is not something you fix at the sourcing stage. It is built or lost during onboarding, before a carrier ever sees a load.
Everything downstream depends on what happens here. Private Loadboard and Dispatch Console only work as well as the carrier data they’re built on.
The first step in the carrier lifecycle.
Carrier Onboarding is where every carrier enters the operating system. Approved carriers move directly into sourcing and execution workflows.
This is the same record described on the Private Loadboard and Dispatch Console pages. Carrier Onboarding is where it starts, not a separate compliance tool your team has to reconcile against it.
One workflow. Different value for every team.
The same governed process creates value differently depending on who is looking at it.
Why Carrier Onboarding works better on Salesforce.
Every onboarding action becomes part of the carrier record. Nothing is lost between systems, because there is no second system to lose it in.
What better onboarding creates.
These are the operational shifts teams report after moving onboarding into a governed workflow, not promises about specific numbers your operation will see.
Deploy without changing how carriers work.
Carrier Onboarding works with the process carriers already expect. It does not require carriers to learn a new system before they can join your network.
Questions teams ask before rolling out.
For questions specific to your carrier base, a transportation specialist can walk through your use case.
See how carriers enter your network.
Bring your onboarding process. FTM will show how Carrier Onboarding, Private Loadboard, and Dispatch Console work together.
