Describe your carrier requirements. Makeform builds a carrier onboarding form for authority identifiers, insurance, W-9 details, contacts, equipment, lanes, and payment setup.
Route carrier submissions to email, Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose an example, adapt it, or send it to the builder. The structure is not a completed carrier review.
Audience
Motor carriers applying to haul brokered loads
Format
Multi-section intake with uploads and acknowledgment
Prompt size
264 chars
Example form structure
Multi-section intake with uploads and acknowledgment
Legal name, DBA, addresses, and entity type
USDOT and MC identifiers
Upload W-9 and insurance certificate
Equipment types and preferred lanes
Information acknowledgment
Suggested routing tags
Ready for review
Missing documents
Renewal follow-up
Separate policy expiration dates from document uploads so staff can sort renewals without opening every certificate.
Step 1
Identify
company, authority, contacts, and equipment
Step 2
Document
W-9, insurance files, dates, and payment details
Step 3
Review
staff checks records and follows up on gaps
Step 4
Route
approved carrier data moves to the right team
Why structured intake
One carrier onboarding form replaces email threads containing unnamed attachments, partial authority details, and scattered payment instructions.
Capture legal name, DBA, USDOT and MC numbers, and authority notes in separate fields for review.
Pair W-9 and insurance uploads with policy numbers, coverage types, and expiration dates.
Route submissions to operations, safety, or accounting while separating decisions from carrier answers.
Adapt it to the network
Begin with the operating model closest to yours, then change required fields, document instructions, routing, and reviewer notes in the builder.
Collect authority identifiers, insurance, W-9, lanes, and dispatch contacts for staff review.
Record fleet size, trailer mix, terminals, regions, capabilities, and operating contacts.
Use a mobile flow for equipment, availability, documents, payment setup, and emergency contacts.
Request changed records, replacement files, new dates, and an explanation.
Carrier setup workflow
Define what carriers submit and what employees verify, then keep those two responsibilities visible throughout the onboarding workflow.
Name your operating model, accepted carrier types, required records, and responsible reviewers.
Use fields for identifiers and dates, uploads for documents, and separate internal verification steps.
Show reefer, factoring, or replacement-document questions only when relevant.
Route submissions and follow-ups, then label records missing, under review, or accepted.
Form vs email packet
Compare a structured submission with packets reconstructed from messages and spreadsheets.
Field guide
Use these six sections to build a review-ready intake. Adjust every request to your operating process and have the appropriate specialists review tax, insurance, contract, and authority requirements.
Business identity
Capture legal name separately from DBA, entity type, and addresses. Reviewers can match those fields with the W-9, insurance certificate, and vendor record.
Authority identifiers
Ask for USDOT and MC numbers in dedicated fields. Treat responses as intake data; a reviewer should check status and record the source and date.
Insurance
Request insurer, policy number, coverage category, and expiration date beside the certificate. Your team can review the file against its requirements.
Tax & payment
Request a completed W-9 plus payment contact, remittance preference, and factoring status. Use your approved process for sensitive payment data.
Operations
Use selectable equipment and service values. Dispatchers get a summary of trailers, capacity, terminals, lanes, and special capabilities.
Contacts & acknowledgment
Separate dispatch, safety, claims, and accounting contacts. Add an accuracy acknowledgment while stating that submission does not approve the carrier.
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Open toolFAQ
Practical answers for freight brokers, shippers, and logistics teams designing a cleaner carrier intake.
It collects a carrier's identity, authority identifiers, contacts, insurance, W-9, equipment, lanes, and payment setup. Submission starts review; it does not approve or activate the carrier.
Ask for legal name, USDOT number, MC number or relevant identifier, and status notes. Separate submitted details from reviewer fields for source, date, result, and follow-up.
Add a certificate upload plus named insured, agent contact, policy numbers, coverage categories, and expiration dates. A reviewer must inspect the file against company requirements.
Yes. Request a completed W-9 upload and the matching tax or business name. Let accounting review it and use your approved process for sensitive payment information.
Yes. Conditional logic can show reefer, flatbed, factoring, or renewal questions only when relevant, keeping the initial form focused.
No. State that submission is not approval, authority verification, insurance acceptance, a contract, or promised freight. Use your own review process before activation.
Collect expiration dates in dedicated fields, route them to your workflow, assign a reviewer, and create renewal reminders. Use an update form for replacement files.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses. The paid tier only removes the Makeform badge, so you can build and operate the full carrier intake without a usage limit on the free plan.
Replace scattered carrier packets with one structured intake.
