Sign Up and Your First Day

Create your CloudTMS account, confirm your email to start your 30-day free trial, and work through the setup wizard and a short first-day checklist.

Where in CloudTMS: /signup, /verify-signup, /login, /dashboard, /settings/company, /drivers, /fleet, /users, /compliance, /dispatch

Create Your Account

Signing up takes two steps: you fill in the form, then you confirm your email. Your workspace is not created until you confirm.

  1. Open the sign-up page. If you have a USDOT number, enter it in USDOT # and click Auto-fill to pull your company name, address, phone and fleet size from FMCSA. You can edit anything it fills in. (page: /signup)
  2. Fill in the required fields: Company name, Your name, Work email and Password (at least 8 characters). MC #, Fleet size, Phone, Address, City, State and ZIP are optional. (page: /signup)
  3. Complete the security check and click Create Account. The page changes to Check Your Email. (page: /signup)
  4. Open the confirmation email and click the link. The link works for 24 hours.
  5. On the Confirm Your Email page, click Confirm My Email. Opening the link by itself does not create anything; the click does. (page: /verify-signup)
  6. When you see You're All Set, click Sign In and sign in with the email and password you chose. (page: /login)

If the Email Doesn't Arrive

Check your spam folder first. If you submit the form again with the same email while your first link is still valid, CloudTMS sends a fresh link (up to two more times).

Disposable email addresses are not accepted. Use a permanent work address.

If that email already has a CloudTMS account, the form shows the same “check your email” message but no new account is created. Sign in instead, or reset your password from the sign-in page.

Your Free Trial

Your trial is 30 days and starts the moment you click Confirm My Email. No credit card is needed to sign up.

In the last 5 days of the trial, a banner in the app shows how many days are left. When the trial ends, the app sends everyone in your company to the pricing page until a plan is chosen.

The Setup Wizard

The first time a company admin signs in, a Set Up CloudTMS window opens. It has five steps: Welcome, Driver, Truck, Load and Done.

Use Skip for Now to move past any step. The X button closes the window but keeps a Continue Setup link in the sidebar so you can come back. Skip Setup ends the wizard for good.

If you have already added a driver, truck or load somewhere else in the app, the wizard checks that step off for you.

  1. Welcome: enter your USDOT number and click Verify to save your address, phone and fleet size from FMCSA, then click Next.
  2. Driver: enter a first and last name (email, phone and CDL number are optional) and click Add driver.
  3. Truck: enter a Unit number (year, make, model and plate are optional) and click Add truck.
  4. Load: click Open load wizard to create your first load on the dispatch board. The step counts as done once you open it. (page: /dispatch)
  5. Done: click Got it to close the wizard.

First-Day Checklist

  1. Upload your logo, check your address and set your timezone on Company Profile. (page: /settings/company)
  2. Add your drivers with Add Driver, or bring them in from a spreadsheet with Import Drivers. (page: /drivers)
  3. Add trucks and trailers with Add Truck and Add Trailer, or use Import Vehicles. (page: /fleet)
  4. Give your dispatcher and office staff their own logins with Invite User. (page: /users)
  5. Open the Compliance Center to see which driver and equipment documents are missing or expiring. (page: /compliance)
  6. Create your first load from the dispatch board. (page: /dispatch)

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Didn't find what you needed?

Send us a support request — if you're signed in, we can look up the load, settlement or invoice you're asking about. Or email support@cloudtms.io.