Compliance, documents and files

Files and uploads

Compliance & Records › Files & Uploads is your paperwork library. Keep receipts, rate confirmations, BOLs and PODs next to the loads they belong to.

1. Open Compliance & Records › Files & Uploads and open Upload a file.
2. Choose a file (JPG, PNG, WEBP or PDF, up to the size shown on the page).
3. Pick the Type (Receipt, Rate confirmation, Bill of lading, Proof of delivery, Lumper receipt or Other) and, if it belongs to a load, choose the load.
4. Tap Upload.

Attaching a rate con, BOL or POD to a load ticks its closeout checkbox. Use Type and the filter to find things later. Files that were read with AI have an AI details button.

Document registerOwner, Dispatcher, Accountant

Compliance & Records › Documents is a list of the paperwork you need to track, with due dates. Add things like PODs, insurance, permits, registration and inspections. Fill in the Type, Title, what it's for (Record Type), any load, truck or driver, the Due Date and Received Date, and a Reference / Link such as where the file is. Tap Add Document.

Compliance & Records › Attachments (Attachment Control) shows records with no file reference, and Compliance & Records › Doc Expirations shows what is expiring soon.

Compliance trackerOwner, Dispatcher

Compliance & Records › Compliance tracks the things the DOT cares about: annual inspections, registration, insurance, IFTA decals, 2290, UCR, permits, medical cards and driver licenses. Pick the Type, give it a Name, set the Due Date, pick a truck if it applies and tap Add Item.

Compliance & Records › Compliance Risk ranks what is overdue or due soon. Compliance & Records › DOT Audit Binder pulls documents, compliance, maintenance and safety records into one inspection-ready view. Compliance & Records › Driver Qual Files and Compliance & Records › Equipment Files gather the records for each driver and truck.

Maintenance and safetyOwner, Dispatcher

Compliance & Records › Maintenance records service due by date or miles. Pick the truck and service, set what's due and tap Add Service. Compliance & Records › Maintenance Costs shows what you've spent on repairs.

Compliance & Records › Safety Incidents logs accidents, violations and inspections. Fill the form and tap Add Incident.

Calendar and remindersOwner, Dispatcher

Dispatch & Ops › Calendar puts due dates for compliance, maintenance, bills, collections and active loads on one calendar list. Dispatch & Ops › Reminders (the Reminder Center) lists what is overdue or coming up soon. The office assistant also watches expiring items for you (see Office assistant).