Getting started
Sign up, run the FMCSA lookup, add your first driver, truck, and load.
- → Sign up and the 30-day free trial
- → Verify your DOT and auto-fill from FMCSA
- → Invite your dispatcher and accountant
- → Import your customers from a CSV
Dispatch
Drag-and-drop board, load wizard, rate confirmation import, and Relay Dispatch (multi-leg loads with separate drivers per leg).
- → Create a load with the wizard
- → Drop a rate confirmation PDF onto the board
- → Assign a driver, truck, and trailer
- → Split a load into legs (Relay)
Drivers and compliance
Driver profiles, CDLs, medical cards, drug testing, and the digital permit book.
- → Add a driver and capture CDL details
- → Upload medical card and MVR
- → Set up the drug testing log
- → Compliance calendar — what each color means
Billing and subscription
Invoices to customers, paying your CloudTMS subscription, factoring submission.
- → Send your first customer invoice
- → Connect QuickBooks Online
- → Submit invoices to your factoring company
- → Change your CloudTMS plan or cancel
Settlements
Run weekly driver pay, deductions, advances, and fuel and toll auto-deductions.
- → Run your first driver settlement
- → Set up recurring deductions
- → Issue an advance and recover it weekly
- → Toggle fuel and toll deductions
CloudTMS Driver mobile app
iOS and Android driver app — capturing BOLs and PODs, status updates, and permits.
- → First sign-in on the driver app
- → Capture a BOL, POD, or lumper receipt
- → Update load status from the road
- → Why the app asks for location and camera
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