Carrier Onboarding Checklist

_One copy per carrier. Nothing rolls until every box is checked._

Verify (Quanta)

☐ MC# and USDOT# active — check SAFER (safer.fmcsa.dot.gov), no involuntary revocations
☐ Insurance certificate current (auto liability + cargo); certificate holder / additional insured as required
☐ W-9 collected
☐ Master packet PDF built (W-9 + MC letter + COI + cover page, one file) → saved in carrier folder
☐ Signed dispatch service agreement on file
☐ Signed limited authority letter (template in this folder) — lets brokers accept setup packets from us

Enroll (Quanta assists, Carrier signs)

☐ Factoring application submitted → account # received
☐ Fuel card application submitted → cards received
☐ DAT / load-board guest access or dispatcher-added user (as applicable)
☐ ELD / tracking app confirmed working (for check calls)

Profile (Cam confirms with driver)

☐ Equipment type, trailer specs
☐ Preferred lanes + no-go areas
☐ Rate floor per mile (all-in)
☐ Home-time rules
☐ Driver name, direct phone, best contact hours
☐ Payment terms chosen: ___% of gross / $___ flat weekly

Go-live

☐ Exhibit A (truck profile) attached to agreement
☐ First load booked — rate con filed in carrier folder
☐ Settlement tracking sheet started

Carrier folder: ~/workspace/goals/get-back-on-my-feet/files/dispatch-relaunch/carriers/[carrier-name]/ (rate cons, settlements, docs — one folder per carrier, Quanta maintains)