HerdCreate your account and get ready
Quick reference guide
1Create your account
Use your own email address and a password. If your company invited you, start from its invitation link and use the invited email.
2Confirm your email
Open the latest confirmation email. The confirmation screen can resend it or check whether you have confirmed. If you confirmed on another device, sign in to continue.
3Join or create your company
Review your company invitation and accept it. If you are creating a new company, enter its name and dispatch timezone. New company creation currently requires beta approval; contact support if Approval needed appears. Unfinished company entries can be restored in the same browser.
4Bring in your records
In Setup → Get started, connect QuickBooks and import customers or vendors if enabled for your role and company. Or add your customers, locations and drivers or carriers directly. QuickBooks is optional.
5Create your first load
Follow the next-step button to your usual New Load screen. Review the customer, locations and assignment, then save and share the private driver link. Return to Setup → Get started anytime; progress follows saved company records.