EZ Loader TMS - Video Training Hub

Welcome to the EZ Loader TMS Training Academy Video Hub

Below you will find step-by-step tutorials to walk you through everything you'll need to know to begin working within your EZ Loader account. From the moment you first log in to building your first load, we'll show you the way.

We strongly recommend viewing each tutorial while simultaneously working within your EZ Loader account. Practicing the processes demonstrated within these tutorials is critical to your success in becoming an EZ Loader expert.

We're confident that by spending a little time working through each tutorial, you'll experience how EZ Loader can truly partner in the growth of your business!

Click Here for Onboarding Check List (PDF)

Click Here for Video Hub Chapter Glossary (PDF)


Operational Processes (Tutorials 1 - 7)

Video 1 | User Profile Setup


Video 1.2 | Company Settings and Documents


Video 2 | Visual Overview and Knowledge Base


Video 3 | Creating a Prospect & Customer


Video 4 | Onboarding a Carrier


Video 5  |  Carrier - Accounting  |  Approving a Factoring Co Request

This tutorial is designated for Admin and Accounting users only

Video 6 | Building a Load | Rate Confirmations


Video 7 | Delivering a Load - POD Invoice Request


Accounting Processes (Tutorials 8 - 12)

Video 8 | Accounting Statuses | Customer Invoice Settings & Requirements


Video 9 | Invoice Audit


Video 10 | Creating a Customer Invoice


Video 11 | Entering Payments into a Load Profile


Video 12 | Setting Up Your Quickbooks Online Integration

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