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Video Walkthrough

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Getting Started

Welcome to Rooler! This guide will walk you through the initial setup and core workflows.
1

Receive Your Invitation

Rooler uses an invitation-based system. You’ll receive an email with:
  • Your login credentials
  • A temporary password
We strongly recommend changing your temporary password immediately after your first login for security.
If you forget your password later, visit our Forgot Password section.
2

Log In to Rooler

Navigate to app.rooler.ai and log in with your credentials.
Rooler login screen
After your first successful login, you’ll be prompted to change your temporary password.
Change password button location
Click the Change Password button to open the password change dialog.
Change password dialog
Enter your current password and choose a new strong password that meets the requirements:
  • At least 8 characters
  • At least 1 number
  • At least 1 lowercase letter
  • At least 1 uppercase letter
3

Organization Setup

Your organization is set up by the Rooler team, but if you have Owner or Admin role permissions, you can:
  • Create new companies within your organization
  • Manage existing companies
  • Configure company settings
Learn more in Company Management.
4

Set Up Integrations

Connect your essential tools to Rooler:
  • Email - Sync your Gmail, Outlook, or other email providers
  • Telegram - Connect your Telegram account for messaging
  • ELD Systems - Integrate with Samsara, Motive, or other tracking systems
Admin/Owner Only: ELD system integrations can only be managed by users with Admin or Owner roles.
Quick Access: Press Ctrl+K (or Cmd+K on Mac) to open the command palette:
Command palette
Then type “integrations” to jump directly to the integrations page:
Search for integrations
Or navigate manually:
  1. Click your user dropdown at the bottom left
User dropdown menu
  1. Select Settings
Settings menu
  1. Click the Integrations tab
Switch to integrations tab
  1. Connect your integrations
Integrations page
View Integrations Guide
5

Organize Your View

Group your dashboard by dispatchers to focus on what matters.Click the filters/groups icon in the top toolbar:
Filters and groups toolbar
Select Group by Dispatcher from the dropdown:
Groups dropdown menu
Loads are organized with collapsible sections for each dispatcher, making it easy to focus on one dispatcher at a time:
Loads grouped by dispatcher with collapsibles
You can also apply filters and different grouping options to customize your view exactly how you need it.
Learn more about Layout Customization and Organization.
6

Create Your First Load

Ready to start dispatching? Create a load in seconds:
Press Ctrl+L (or Cmd+L on Mac) to open the load creation panel from anywhere.
The load creation form will open:
Create new load form
You can create loads:
  • Automatically - AI extracts load details from rate confirmations
  • Manually - Enter load information step by step
Learn about Load Management

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Essential Keyboard Shortcuts

Speed up your workflow with these shortcuts:
ShortcutAction
Ctrl+K / Cmd+KQuick search / command palette
Ctrl+L / Cmd+LCreate new load
View all keyboard shortcuts

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What’s Next?

Explore the Dashboard

Learn how to use the Dispatch and Gross Boards

Manage Your Fleet

Set up your drivers, trucks, and trailers

Set Up Clients

Add and manage your broker relationships

Customize Your Workspace

Tailor Rooler to your workflow

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Need Help?

Get Support

Contact our support team

Report an Issue

Found a bug? Let us know