4.1.a Understanding the Carrier Onboarding Webform
Understanding the Carrier Onboarding Webform
By now, you've clicked the [+] button to access the Command Center, selected "New Carrier" and entered your Carrier information into the applicable fields. After clicking the green SEND ONBOARDING button, a pop up window appears confirming your "Send Onboarding" email has been sent.
Click the video below to view a summary tutorial of the Carrier Onboarding webform:
Carrier Onboarding webform walkthrough
Carrier Onboarding E-mail
The email recipient will receive the email message below and click the link in the message to access their Carrier Onboarding webform.
The Carrier Onboarding webform
The webform is an internal webpage only accessible to the Carrier. Instructions illustrating how to edit the webform are provided in blue.
1. The Carrier will be required to input their accounting details. They will have the option to select either "We Do Our Own Invoicing", allowing them to manually input their Payee information, OR select the green button, "We Use a Factoring Company."
2. By selecting the green button, the Carrier can search within your Factoring Companies Address Book for the factoring company they utilize.
Click Here for Help on Adding A Factoring Company to Your Address Book
3. Clicking "Find" after entering the name of their factoring company will display any matching results from your EZ Loader account's Factoring Companies Address Book.
5. If the Factoring Company is not listed inside your EZ Loader account's Factoring Companies address book, the Carrier will select the red "My Factoring Company Is Not Listed" button.
6. The Carrier will type in their Factoring Company's information and select save.
Note: If the Carrier cannot find their Factoring Company and manually enters their Factoring Company information as seen above, an EZ Loader Accounting user will receive an automated "New Factoring Company Request" email.
See links below on how to audit and approve a Carrier's New Factoring Company request.
Click Here for Help Article on Approving a Factoring Company Request
Click Here for Video Tutorial on Approving a Factoring Company Request
7. If a Factoring Company has been entered into the Accounting Details section of the webform, the Carrier must upload a PDF copy of their Notice of Assignment.
8. If a carrier indicates they do their own invoicing, a fourth upload box will be titled "Bank Info/Voided Check" giving the carrier a place to upload payment details. This box is not required to complete the onboarding form
Regardless of whether the Carrier utilizes a Factoring Company or not, the Carrier must upload a copy of their Insurance, W-9, and MC# Authority.
If the Carrier has all 4 of these documents in one PDF file, they must upload the PDF file into all 4 boxes shown below.
8. The Carrier MUST click the link in blue to download a copy of your company's Carrier Agreement. For more information on adding/editing company documents, see link below.
Click Here for Help on Settings and Documents
9. After downloading a copy of your Carrier Agreement, the Carrier must check the box confirming they agree to your Carrier Agreement.
10. The Carrier digitally signs the webform.
11. The Customer MUST click the "Accept Signature" button, turning the signature box from Red to Green.
12. Clicking the blue Save button completes the Carrier Onboarding webform.
13. The Carrier will receive a confirmation email that includes a PDF copy of their digitally signed Carrier Onboarding webform including your company's Carrier Agreement.
Pending Carrier Onboarding Notification e-mail
The EZ Loader User who originally sent the Carrier Onboarding email to the Carrier will also receive an automated e-mail notifying them that the Carrier has completed their Carrier Onboarding webform.
Clicking the link inside the e-mail will take the EZ Loader user directly to the Carrier profile to continue the final steps of the onboarding process.
Click Here for Carrier Profile Requirements to be Active
