Know exactly what every tab does.
Follow the freight from the first broker offer through booking, dispatch, delivery, driver pay, receivables, and company profit. Each guide explains when to use the tab, what to enter, and what CarrierOS does with the information.
Showing all 20 guides.From offer to collected revenue.
CarrierOS keeps each decision attached to the same operating story.
Guides for every workspace tab.
Use the search above or browse the same groups shown in the application navigation.
Daily workflow
Quote, book, dispatch, deliver, and understand the money on each load.
Dashboard
Read the fleet's operating picture and move quickly to the records needing attention.
Open guideDispatch
Plan current movements and open the controlled assignment workflow for a load.
Open guideRate quotes
Test a broker or customer offer against real operating assumptions before booking.
Open guideRateCon inbox
Review a rate confirmation against the booked load before assignment and dispatch.
Open guideLoads
Maintain the operational and financial record for every shipment.
Open guideDrivers and equipment
Create the people, pay rules, trucks, and trailers used by quoting and dispatch.
Open guideMoney
Analyze load economics, company results, driver balances, and recorded payments.
Open guideReview and tools
Maintain the records, controls, and decision-support tools around the fleet.
Reports and idle fixed cost
Account for fixed equipment cost during non-load periods without distorting load results.
Open guideShortcuts
Keep frequently used load boards, broker portals, and operating tools one click away.
Open guideCompliance
Track renewal dates and responsibilities for company, driver, and equipment records.
Open guideDocuments
Generate editable operating-document drafts from company-supplied information.
Open guideDetention and A/R
Track invoice status, aging, collections attention, and detention claim drafts.
Open guideWeekly fuel
Maintain the diesel-price input used when a load does not have a specific fuel override.
Open guideGrowth mentor
Stress-test an equipment purchase or financing scenario before signing.
Open guideDocument audits
Extract review findings from supported business documents without silently changing company records.
Open guideStartup guide
Work through the major authority, safety, insurance, finance, and recordkeeping foundations.
Open guideAdministration
Configure the company workspace, users, subscription, and optional programs.
Onboarding
Invite an office user into the correct private company workspace with an appropriate role.
Open guideReferral program
Create and administer OTW-authorized driver referral links and commission records.
Open guideSettings
Set the company assumptions and decision thresholds used throughout CarrierOS.
Open guideBilling
Review the plan, trial, active-unit limit, payment portal, upgrades, and cancellation state.
Open guideAsk the person who built it.
Email the tab name, what you were trying to do, and the exact message shown on screen. Do not email passwords, payment details, or sensitive driver documents.