Secure onboarding links
Send tokenized links so carriers complete paperwork without a Route-Guardian login.
Carrier Onboarding
Electronic Carrier Onboarding and Compliance Documents
Route-Guardian carrier onboarding software helps dispatch companies collect company information, electronic dispatch agreements, W-9, COI, authority documents, and factoring details through secure onboarding links.
Benefits
Electronic signatures
Collect signed dispatch agreements digitally with audit history.
Compliance document collection
Gather W-9, COI, authority, and factoring documents in one workflow.
Onboarding Workflow Screenshot
Features
Company information
Collect carrier legal name, contacts, DOT/MC numbers, and operating details.
Electronic dispatch agreements
Send agreements for electronic signature before first dispatch.
W-9 & COI
Request tax and insurance certificates during onboarding.
Authority documents
Store operating authority and compliance paperwork per carrier.
Factoring information
Record factoring company details for billing workflows.
Internal approval & audit history
Review submissions, approve carriers, and retain a complete audit trail.
Who It Is For
Independent dispatch companies
RG-DISPATCHER customers onboarding multiple carriers.
Dispatch managers
Teams standardizing carrier paperwork before assigning freight.
Compliance staff
Office teams verifying authority and insurance documents.
Carriers being onboarded
Carriers completing secure links without creating their own account first.
Connected Workflow
- Manage carriers in trucking dispatch software
- Dispatch loads from the truck dispatch board
- Store ongoing paperwork in trucking document management
- Invoice carriers with dispatch invoicing software
FAQ
Do carriers need a Route-Guardian account to onboard?
No. Secure tokenized onboarding links let carriers submit documents without signing up first.
Is carrier onboarding part of RG-DISPATCHER?
Yes. Carrier onboarding is available in the RG-DISPATCHER dispatch TMS workspace.