> This page is for version Staging.
> For other versions, use one of these documentation indexes:
> - Prod (default): https://docs.chrt.com/prod/llms.txt
> - Staging: https://docs.chrt.com/staging/llms.txt
> - Dev: https://docs.chrt.com/dev/llms.txt

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.chrt.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.chrt.com/_mcp/server.

# Getting Started with chrt

> Set up a chrt organization, choose Shipper or Provider, add teammates and customers, connect with providers, and create your first order or shipment.

These guides help you set up the correct organization and follow the current workspace. Start with your role and the work you need to do.

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 with numbers 1 to 4 on the progress count, the Fleet step, the Connections step and the Add customer button.](/_fern-files/_img/43ca1fcd793ddfa03847a32c495083669745eef59c5ea8bea2517cd9aa4d56b3.webp)

*The **Get started with chrt** card in a provider organization. **1** progress count, **2** **Fleet** step, **3** **Connections** step, **4** **Add customer** button.*

## Account setup

* [Create or select an organization](/staging/help/getting-started/create-or-select-organization).
* [Choose organization type](/staging/help/getting-started/choose-how-you-use-chrt).
* [Add an organization member](/staging/help/getting-started/add-org-member), including driver prerequisites.

## Provider setup

* [Set up a rate sheet](/staging/help/getting-started/set-up-rate-sheet)
* [Add a customer](/staging/help/getting-started/add-a-customer).
* [Create and assign an order](/staging/help/getting-started/create-and-assign-order).
* [Driver app](/staging/app) for assigned work, proof and location controls.

## Shipper setup

* [Connect with a provider](/staging/help/getting-started/connect-with-provider).
* [Set up shipper information](/staging/help/getting-started/set-up-shipper-org-info).
* [Create your first shipment](/staging/help/getting-started/create-first-shipment).

## Tracking and integrations

Review [Tracking](/staging/docs/concepts/tracking), [Trackers](/staging/trackers) and the [SDK guide](/staging/sd-ks/sdk) for the source and prerequisites relevant to your operation. Use the [API reference](/staging/api-reference/api-reference) for endpoint schemas and examples.

Complete each setup step in the active organization and reopen the saved result before proceeding. An invitation or draft preview is not a finished driver setup or staged order. For financial setup, use the existing [billing reference](/staging/docs/concepts/billing-primitives); these steps do not replace that guidance.

Contact [support](/staging/support) with the organization, reference and error when something differs.