Getting Started as a Forwarder
In the app, the Get started with chrt card shows your setup progress 1 through steps such as Fleet 2 and Connections 3, and offers an Add customer button 4 next to a Guide link.
The Get started with chrt card in a provider organization. 1 progress count, 2 Fleet step, 3 Connections step, 4 Add customer button.
1. Select your organization
Sign in to CHRT or use Sign up. Create or select the organization you will work in. Couriers and freight forwarders use Provider mode for logistics operations. Confirm the active organization before entering records or inviting teammates.
2. Set up your team
Use Add an Organization Member to invite teammates with the access they need. Confirm the member’s saved role and active organization. For drivers, verify the driver profile and mobile access separately; a membership invitation alone does not confirm driving eligibility.
3. Connect the organizations you work with
Open Orgs. Use Shippers for customers, Executors for couriers performing legs, and Coordinators for upstream providers. Create the relationship in the correct list. Search by handle where offered, choose Connect, and reopen the saved relationship.
4. Build an order
Click Create Order in Orders, or use New order. Review the customer/coordinator in the header, enter cargo, and build the route in Timeline. Configure stop locations, contacts, time requirements, cargo, instructions, and task artifacts. Review the shipment and use Stage order when ready.
5. Confirm and operate
Reload the order and inspect the saved status, route, and assignments. Dispatch each relevant ground segment to the intended driver or executor and verify the assignment. Follow the Timeline and inspect proof on the relevant tasks.
6. Set up notifications
Use Organization Notifications for group routing and Personal Notifications for your own preferences. Select the events and channels your team needs, then confirm actual delivery with an approved internal test recipient.
Create your forwarder organization
chrt routes provider sign-ups through subscription checkout before dropping you in the app. Complete checkout to land on the activation checklist.
For billing workflows and rate configuration, see Billing.