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Getting Started for Carriers

Set up your carrier account, add drivers and terminals, and invite your customers.

What you'll learn

This guide walks you through carrier setup. By the end, your drivers can record wait times and you can send records to your customers.

Quick Overview

1
Create Your Account
2
Finish the Setup Wizard
3
Add Your Drivers
4
Add Terminals
5
Invite Your Customers
6
Set Up Payouts
Step 1

Create Your Account

Sign up at demurly.com/signup and choose the Carrier account type.

You'll enter: • Company name • Your first and last name • Email address and password

Confirm your email address, then sign in. Demurly opens a short setup wizard the first time you log in.

Step 2

Finish the Setup Wizard

The setup wizard walks through five steps. Progress is saved as you go.

1. Company Profile: your address and phone number 2. Payouts: click Connect Stripe Account to set up payouts on Stripe (you can skip this and do it later) 3. Default Settings: your default hourly rate and free time (at least 60 minutes) 4. Add Your First Driver: Demurly shows the driver number and PIN to give your driver 5. Invite Customers: enter a customer's company name and contact email to send them an invite

Step 3

Add Your Drivers

Drivers don't sign up themselves. You create each driver's login.

To add a driver: 1. Go to Drivers and click Add Driver 2. Enter first name, last name, a driver number (for example DRV001) and a 6-digit PIN 3. Click Create Driver 4. Give the driver their driver number and PIN (use Copy Credentials). The PIN is shown only once.

Drivers sign in at demurly.com/driver/login in their phone's browser. There's nothing to download.

Step 4

Add Terminals

Drivers pick the terminal they're waiting at when they start a record, so add the terminals your drivers visit.

Go to Terminals and click Add Terminal. If no terminals are set up, drivers will see "No terminals configured" on the record screen.

Step 5

Invite Your Customers

Records are sent to customers you're connected with. Customers join Demurly by accepting your invite.

To invite a customer: 1. Go to Customers and click Invite Customer 2. Enter the company name and contact email 3. Click Generate Invite Link

Demurly emails the invite, and you can also copy the link and send it yourself. The link expires in 7 days. The customer creates a free account (or signs in) and accepts the connection.

Once a customer is connected, you can give them their own hourly rate and free time: on Customers, open the customer's menu and choose Set rate and free time. Customers without their own use your defaults.

Step 6

Set Up Payouts

To get paid by card through Demurly, connect a Stripe account.

1. Go to Settings and find Payment Processing 2. Click Connect Stripe (or Payouts & Stripe if you've started already) 3. Finish setup on Stripe, then return to Demurly

When a customer pays by card, your share is sent to your Stripe account and paid out to your bank. Payouts are sent weekly; bank arrival follows Stripe's schedule. Customers can also pay you outside Demurly (check, ACH, wire) and mark the record paid.

You're all set!

With these steps complete, your drivers can start recording wait time at terminals. When a driver stops a record, it appears under Records as Carrier Review for you to check and send to the customer.

Next Steps

Getting Started for Carriers