Getting started as an ownerOWNERS

Create your account, set up factoring, add trucks and drivers, add your first load.

1. Create your account

Sign up with your name, email, password, MC number, DOT number and your factoring company (pick None if you don't factor, or Other and type its name). Add your factoring account number if you have one. Then open the verification email we send you.

2. Check your factoring settings

Go to Settings → Account → Edit:

• Factoring fee %: what your factoring company actually charges you. It's used for the advance on invoices and in Finance.
• How do you submit invoices? Email (LoadLedger emails the package for you) or Portal (you download the package and upload it on the factoring website). For a company we don't list, enter its invoice email.

3. Add your trucks

Settings → My Trucks → + Truck: name or unit number, plate, equipment, and optionally the fuel card number and a default driver.

4. Invite your team (optional)

Settings → My Team → + Driver (or + Associate for office staff). They get an email invitation to join your fleet. See Inviting drivers and office staff.

5. Add your first load

Tap + New Load on the Dashboard and photograph (or upload) the rate confirmation. See Adding a load from a rate con.

6. Set your fleet week (optional)

Settings → Fleet Settings → Week starts on sets what "this week" means on the Dashboard, in Finance and for weekly driver bonuses (Monday by default).