Onboarding Wizard

When you first log into FreightConnect, you'll walk through a guided setup wizard. This document explains what each step does.

Step 1: Welcome

Read the 60-second overview of FreightConnect's core features:

• AI-powered carrier quoting
• Carrier vetting & KYC (know your carrier)
• Real-time tracking
• Automated settlements

Click Next to continue.

Step 2: Load Creation Basics

Learn how to create a load:

1. Click + New Load (or use the sidebar shortcut)
2. Enter pickup/delivery locations, weight, equipment type
3. The AI suggests a rate based on historical data
4. Post to the carrier network
5. Review carrier quotes in real-time

You'll see a sample load walk-through. You can go back and edit anything before posting.

Click Next to continue.

Step 3: Understanding Carrier Scores

FreightConnect scores every carrier on:

• FSC (Freight Service Class) — 1-100, based on on-time delivery, customer satisfaction, and claim history
• FMCSA Safety Rating — "Acceptable," "Conditional," or "Unsafe" from the SAFER database
• Insurance Status — verified and current (yes/no)
• Fraud Risk — 0-100 (higher = more risk; our vetting agent flags > 50)

You can set minimum requirements in Settings → Carrier Filters. The AI will only quote carriers that meet your standards.

Click Next to continue.

Step 4: Email-to-Load Integration

FreightConnect can parse incoming shipper emails automatically. Forward emails to:

load@freightconnect.ai

The AI extracts:

• Origin and destination
• Weight and commodity
• Equipment type
• Shipper name
• Special instructions

The parsed load lands in Drafts for you to review before posting.

Click Next to continue.

Step 5: Team Invites

Add your first team member:

1. Go to Settings → Team
2. Click Add Member
3. Enter their email
4. Choose their role (Admin, Broker, Dispatcher, Viewer)
5. Send the invite

They'll receive an email and can set their password.

Click Next to continue.

Step 6: Your First Dashboard

You're now in the main dashboard. Here's what you see:

• Loads Overview — active loads, pending quotes, completed shipments
• Quick Stats — revenue this month, average margin, carriers used
• Recent Activity — latest load posts, carrier acceptances, tracking updates
• Alerts — exceptions (late pickups, unresponsive carriers, etc.)

The sidebar has shortcuts to:

• New Load — post immediately
• Loads — view all loads by status
• Shipments — tracking and delivery proof
• Carriers → manage your carrier network
• Analytics — margins, rates, carrier performance
• Settings — configure everything

Click Explore to dismiss the wizard and start using the platform.

What to Do Next

1. Post your first load: Click + New Load and walk through it
2. Review carrier quotes: Check FSC scores and rates
3. Track a shipment: Once a carrier accepts, click into it and watch real-time updates
4. Invite your team: Add brokers and dispatchers so they can help manage loads
5. Check your analytics: See which carriers perform best and which routes are most profitable

Need help?

• In-app tutorials: Hover over any field to see tooltips
• Email support: matt@freightconnect.ai
• AI chat assistant: Click the chat bubble in the bottom right (available 24/7)

Video Tutorials

We have short 2-3 minute videos for:

• Creating your first load
• Understanding carrier quotes
• Managing a shipment through completion
• Running margin reports

Find them under Help → Video Tutorials.

You've got this. Welcome to FreightConnect.