Help Center
How to set up and run HaulerBase
10 articles covering the work an account owner actually does: opening the account, loading a rate sheet, getting the booking flow in front of customers, deciding which moves book themselves, taking deposits and managing seats and billing. If none of them answers your question, open a ticket and a person will reply.
Topic 1 of 5
Getting started
Open the account, load your rates and take a first booking end to end.
- 01
Set up HaulerBase and take your first booking
The order to do things in on a brand new HaulerBase account: branding, rate sheet, distribution channel, payment connection, then a test session run end to end before you send it to a customer.Read - 02
Choose the plan that matches the problem you have
What HaulerBase Inventory™, Estimate™, Reserve™ and Enterprise™ each add, what they cost per month, and which one to start on depending on where your quoting breaks down today.Read
Topic 2 of 5
Distribution and embedding
Put the booking flow in front of customers on every channel you already run.
- 01
Share your hosted booking link
What the hosted booking link is, what your customer sees when they open it, and the channels it can be dropped into without making any change to your website.Read - 02
Embed the booking widget on your website
How the HaulerBase widget mounts the branded booking flow inside a page you control, which platforms it embeds on, what it inherits from your account and how origin allowlisting works.Read
Topic 3 of 5
Pricing and rates
Decide what a move costs, and how a quote behaves once it has been issued.
- 01
Set up lane rates, minimums and service add-ons
What feeds a HaulerBase price, how lane rates are organised by origin, how rate versions are drafted and published, and what to check before a rate change reaches a customer.Read - 02
How quote versions and expiry dates work
Why a HaulerBase quote is versioned rather than edited, what causes a new version to be issued, what an expiry date does, and which version a customer is accepting.Read
Topic 4 of 5
Booking and deposits
Review, agreements, electronic signatures and where deposit money lands.
- 01
Tune confidence scores and work the review queue
What the confidence engine measures on a submitted inventory, how to set the threshold that decides which moves book themselves, and what a coordinator sees on a session that was held.Read - 02
Agreements, signatures and deposits
How the reservation agreement is generated from the confirmed inventory, how the electronic signature is recorded, and why the deposit settles into your own Stripe account rather than ours.Read
Topic 5 of 5
Account and billing
Trials, plan changes, seats and who on your team can do what.
- 01
Trials, plan changes and cancelling
What the HaulerBase free trial includes, why a payment method is required to start one, when the first charge happens, and what changes the moment you move between plans or cancel.Read - 02
Users, seats and who can do what
How owner and staff seats are counted on each HaulerBase plan, how to add more, and how roles and permissions decide which screens and actions each member of your team gets.Read
Still stuck?
Open a support ticket
Describe what you were doing and what happened instead. The form is validated and rate limited on the server, and you get a reference back that you can quote if you email us before we reach you.
Elsewhere
Answers that live somewhere else
The Help Center covers operating the account. These three cover everything either side of that.
FAQ
Short answers to the questions asked before an account is opened — what the platform does, what it costs and who owns the data.
Developers
The API, the widget, signed webhooks and the quickstart, for anyone wiring HaulerBase into systems you already run.
Blog
Longer pieces on why the pipeline is shaped the way it is, rather than instructions for operating it.
Get started
Start taking bookings from your own website
Set up your rates, drop the link into the channels you already run, and let the clean jobs book themselves.