Company foundation
Confirm company type, legal name, support contacts, branding, users, roles, package modules, and subscription access.
Orion TransportationOrionOS
Onboarding
A guided launch path for carriers, brokers, shippers, and mixed logistics teams.
OrionOS onboarding brings customer setup, users, integrations, freight workflows, LMS, documents, billing, support, reporting, and training into one implementation path so clients do not have to stitch together separate apps.
Freight workflow
Load CRM, shippers, carriers, drivers, assets, rate/quote patterns, dispatch boards, tracking views, and document workflows.
LMS and evidence
Assign training paths, prepare DQ/personnel files, compliance packets, safety evidence, and department-specific onboarding tasks.
Integrations and support
Connect approved vendors, test credentials, confirm monitoring, validate billing, train users, and open live support channels.
Client Launch Checklist
Everything OrionOS brings into one place.
Carriers
- Drivers, equipment, ELD/telematics, dispatch, DQ files, LMS, maintenance, billing, load board, and support.
- FMCSA verification and add-on products stay tied to paid account access.
Brokers
- CRM, shipper book, carrier book, preferred carriers, quotes, load board, tracking, documents, margins, follow-ups, and customer support.
- Carrier vetting and vendor tools sit inside the same broker workflow.
Shippers
- Shipment requests, inventory, dock appointments, vendor/customer records, tracking, invoices, documents, support, and reporting.
- Team members see the right portal tools without leaving OrionOS.