Quick Start Guide
Overview
The Quick Start Guide helps new users get up and running with Fr8Labs, the modern operating system for freight forwarders.
It provides a step-by-step walkthrough of the most important features you’ll use daily — from navigating & customising the interface to managing core workflows and finding help when you need it.
It also provides users and administrators an introduction to topics that affect access and security, as well as onboarding matters.
Whether you’re in Sales, Operations, Finance, or Management this guide is designed to give you a clear starting point for working confidently in Fr8Labs.
Who This Guide Is For
New users joining your organization or new to Fr8Labs
Team leads or managers training others on system workflows
Administrators responsible for onboarding and permissions setup
Quick Links to Sections in This Guide
Section | Description |
|---|---|
Learn your way around the sidebar, dashboard, and key pages. | |
Understand how quotations, bookings, shipments, and invoices connect. | |
Manage logins, roles, and permissions securely. | |
Guide to setting up your company data, users, and migration steps. | |
Find support through Mattermost and other self-help tools. |
Reports and AI-assisted analysis
Reporting & Analytics — choose between CRM, job, accounting, and analytics reports.
Analytics Portal — Getting Started — access dashboards and understand permissions.
AI Analytics Assistant — Self-Service Dashboards — ask questions and refine reports in the Analytics Portal editor.
Documentation owner: Fr8Labs Customer Success. Text reviewed: 21 September 2026.