Follow our step-by-step onboarding guide, watch video walkthroughs, and check off every task to get your freight operations running at full speed.
5
Setup Phases
21
Checklist Items
6
Video Tutorials
~2h
Core Setup Time
Get your workspace ready
Sign up with your business email and verify your account via the confirmation link.
Create AccountAdd your company name, DOT number, MC number, and business address in Settings.
Open SettingsCustomize your platform with your logo for rate confirmations and invoices.
Branding SettingsAdd dispatchers, billing staff, and managers with role-based access control.
Team ManagementSet up email and in-app alerts for load updates, margin alerts, and compliance events.
NotificationsVideo Library

A complete walkthrough of the RBRISA platform — from the dashboard to dispatch, billing, and analytics.
Import carriers, run FMCSA verification, set rate cards, and configure compliance alerts step by step.
Create a load, use AI carrier matching, generate a rate confirmation, and track delivery in real time.
Set up shippers, generate invoices, track aging, and analyze lane profitability with the revenue dashboard.
Automate carrier outreach, rate negotiation, and load assignment using RBRISA's AI agent system.
Connect ELD data, set up compliance calendars, and configure violation alerts for your driver fleet.
FAQ
Our onboarding specialists are available to walk you through setup, migrate your data, and train your team.