1) Click the Login button at the top of www.cotasystem.com



Click Create Account


2) Enter the following fields for the Account Owner:


  • First Name
  • Last Name
  • Email Address
  • Password
  • Re-enter Password


Click Create




3) You will be brought to the Account Settings screen:



Enter the following required fields:


  • Company Name
  • Motor Carrier #
  • Dispatch Address
  • City
  • State/Province
  • Zip Code
  • Country
  • Phone Number
  • Tax ID                         required to enable quick pay options
  • Bank Routing #        we are always FREE, only required so quick payers can send you money
  • Bank Account #      


The following fields are optional:


  • Dept of Transportation #
  • Liability Insurance Limit
  • Cargo Insurance Limit
  • Fax Number
  • Website
  • Facebook Business Page
  • Twitter Business Page



The following fields for billing show up on the invoices you generate:

  • Billing Contact First Name
  • Billing Contact Last Name
  • Billing Email Address
  • Billing Phone Number
  • Billing Fax Number


Click Save


4) Invite other Dispatch Users:

  • First Name
  • Last Name
  • Email Address
  • Permission Level


Click Invite


5) Click the Invoice Factoring tab


Enable one of our great Quick Pay partners.  They've been highly vetted and are the best of the best in customer service and rates.