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Getting started

How to set up your company in Tovarlo and what the dashboard shows you each day.

Set up your company account

After you confirm your email, Tovarlo asks you to "Set up your company account". This is the account your team, drivers and loads belong to.

  • Enter the "Company name" and "Your name".
  • Pick a "Plan": Solo or Fleet. Every plan includes every feature. Solo is for 1 or 2 trucks and Fleet for 3 or more; the owner can move from Solo to Fleet at any time, and back to Solo with 2 trucks or fewer, from the next billing period (see /help/billing).
  • "How did you hear about Tovarlo?" is optional.

Click "Create company". A carrier company then opens the setup wizard.

The setup wizard

The wizard has six short steps. Click "Next" to save each one, or "Back" to go back.

  • "Your company": company name, MC number, USDOT number and phone.
  • "Logo and color": upload your logo and pick a brand color. They're used on invoices, pay statements and tracking links.
  • "Getting paid": your factoring company, its email and fee, detention free time and rate, and whether to email late customers automatically at 1, 7 and 14 days past due.
  • "Drivers and pay": the day your pay periods start.
  • "Bring in your records": "Import from a spreadsheet" brings in your trucks, drivers and customers from a CSV file instead of typing them in (see /help/import). You can also skip it and do it later in Settings.
  • "You’re set": links to create a load or add trucks.

You can run it again any time: "Run setup wizard" on the dashboard checklist or in Settings. Your role needs the "Settings, integrations and billing" permission.

The getting-started checklist

The owner sees a "Getting started" panel on the dashboard until every item is done. Each item opens the screen where you do it:

  • "Add your company details and logo"
  • "Bring in your trucks, drivers and customers" (a spreadsheet import, or all three added by hand)
  • "Add drivers"
  • "Add trucks and trailers"
  • "Add your customers"
  • "Add your factoring company"
  • "Invite your office team"
  • "Create your first load"

Items tick themselves off as you go. Click "Hide" to put the checklist away.

Try it with a sample load

Until you have a load of your own, the dashboard offers "Try it with a sample load". It makes one load labelled "Sample", with a sample customer, driver and truck ("Sample Broker LLC", "Sample Driver", "SAMPLE-1"), so you can dispatch it, mark it delivered and create its invoice in about two minutes.

The sample is never counted: not in reports, IFTA, driver pay, your bill or referrals, and its invoice is never emailed to anyone (download the PDF to see it). The sample driver, truck and customer can't be used on real loads.

"Remove sample" archives it all in one click and voids its invoice. Each company gets one sample: once it's removed, the card goes away. The sample's details (its rate, stops, customer, driver and truck) can't be changed; to try that, add a load of your own.

At sign-up, "What do you want to do first?" (Invoice a load, Track IFTA or Dispatch drivers) puts the matching checklist items first and opens that screen after the setup wizard.

What the dashboard shows

The top line shows today’s date, your plan and, during the trial, the days left in your free trial. "+ New load" starts a load (needs the "Dispatch and assign loads" permission).

  • "Active loads": booked, dispatched and in transit, and how many have no driver.
  • "Revenue · this month": the rate of this month’s loads, the number of loads and the rate per mile.
  • "Drivers" and "Trucks": how many you have, how many drivers are available and how many trucks are in the shop.
  • "Load pipeline": how many loads are booked, dispatched, in transit and delivered.
  • "Needs attention": loads that need a driver, were rejected, are waiting for a driver to accept or are running late, plus CDLs, medical cards, registrations, insurance and inspections that are expiring, and maintenance due. Depending on your permissions it also shows invoices, driver pay and bills that need you. Click a line to open it.
  • "On the road": every load that’s dispatched or in transit, with the driver, unit and status. Click one to open the load.

Switching company and previewing a role

If you belong to more than one company, a "Company" box appears at the top of the page. Pick the company and click "Switch".

The owner can see the app the way a team member does: in Settings, under "Preview the app as another role", pick "Dispatcher" or "Accountant" and click "Preview". A bar at the top reminds you that you still have owner rights. Click "Back to owner view" to stop.

Getting help

Click "Help" in the menu (at the top on a phone), or press the ? key. It opens the help page for the screen you’re on, Tovarlo Assistant (an AI that answers from these help pages; 40 questions a day for your company) and "Email support". Every help page is also listed under /help, in English and Spanish.

Trial ending and read-only

A banner at the top tells everyone when the free trial is ending, a payment didn’t go through, or Tovarlo is read-only. While read-only you can still view and export everything and finish loads already on the road, but nothing new can be added. Nothing is deleted. Only the owner sees the button to fix it. See /help/billing.

Page checked on November 7, 2026.