Written by Josh Asbury
COO, Infinity Software Solutions
Updated June 2026
A new piece of software is only valuable if your team actually adopts it. With BrokerPro, most users are booking loads and tracking shipments on day one, and comfortable with the full dashboard within their first couple of weeks. This guide walks through what to expect when you get started, in the order most brokerages tackle it.
Day One: Your Dashboard and Core Navigation
When you first log in, BrokerPro’s dashboard is organized around the day-to-day rhythm of a brokerage: loads, carriers, customers, and documents are each a click away from the main view. Rather than working through every menu, new users typically start with three things:
- Booking a load. This is the workflow you’ll use most, and it mirrors the way most brokers already think about a shipment, from pickup and delivery details to rate confirmation.
- Tracking shipment status. Load statuses update as a shipment moves, giving dispatch and customer-facing staff a shared view without needing to call each other for updates.
- Finding a document. Rate confirmations, PODs, and invoices are attached directly to the load record, so anyone on the team can find what they need without digging through email.
Most users find that these three workflows cover a large share of daily work, which is why they’re the natural starting point.
Week One: Setup and Configuration
Once your team is comfortable navigating the dashboard, the next step is configuring BrokerPro to match how your brokerage actually operates. This is typically handled by an admin or owner, with support from the onboarding team:
- Set up user accounts and permissions. Create accounts for dispatch, operations, and accounting staff, and assign permissions so each person sees the views relevant to their role.
- Connect your core integrations. Linking your load board (such as DAT ) and accounting platform (such as QuickBooks ) early means your team isn’t doing double data entry while learning the system. Our Freight Broker Integration Checklist walks through how to validate these connections.
- Configure load statuses and workflows. BrokerPro’s default workflow covers most brokerages out of the box, but you can adjust load statuses and notifications to match terminology and steps your team already uses.
None of this requires dedicated IT staff. It’s handled through the dashboard, and the onboarding team is available to help with anything that comes up during setup.
Tips for Getting Your Team Up to Speed Faster
A few practices consistently shorten the learning curve for new BrokerPro users:
- Train with real loads, not sample data. Walking through an actual load your team is currently working on makes the workflow click faster than a generic demo.
- Train by role, not all at once. Dispatch, accounting, and operations each use BrokerPro differently. Short, role-specific sessions are more effective than one long all-hands walkthrough.
- Lean on support during the first few weeks. Questions that come up while actually using the system, rather than during training, are often the ones that matter most. Don’t wait to ask them.
What Week Two and Beyond Looks Like
By the second week, most teams have moved from “learning the system” to “using the system,” with occasional questions about more advanced features like reporting or less-common workflows. This is also a good time to revisit your configuration. As your team gets hands-on experience, you may find small adjustments, like a custom load status or a notification setting, that make day-to-day work smoother.
If you’re still in the evaluation stage and want to understand what onboarding support looks like before committing, our TMS Demo Checklist for Freight Brokers includes questions to ask vendors about training and support. And if you’re planning a full migration from another system, our TMS Implementation Timeline Guide breaks down what to expect from kickoff through go-live.
Final Thoughts
The most common concern we hear from prospective users is that switching systems will mean weeks of disruption while everyone learns something new. In practice, BrokerPro is built so that core workflows feel familiar from day one, with configuration and advanced features layered in as your team gets comfortable. If you have questions about what onboarding looks like for your specific operation, our team is happy to walk through it with you.