Show the workflow.
Explain the decisions.

1. Open the intake

   From Load Desk or the intake actions, choose + Create Load(s). Use a Confirmation or TONU to establish a new load identity. A supporting BOL is not a replacement for the Confirmation.

2. Choose the source files

   Choose or drop the appropriate PDF files. Review file names and remove unintended files before uploading. The dialog allows up to 20 PDFs, with a 50 MB limit for each file.

3. Review the processing result

   In the live app, Upload & process queues intake. Check the resulting load or Document Inbox. Completed processing does not guarantee that every document was confidently matched.

Read training transcript

1. Establish the identity

   In Drivers & Equipment, choose Add Driver. Enter a unique assigned number and the correct first and last name. This example uses fictional driver D-104, Jordan Ellis.

2. Check contact information

   Review the email, phone and address. Use an address the person controls for any login invitation. The example.com address and 555 phone number here are deliberately fictional.

3. Review before saving

   Check the HR & Payroll and Compliance tabs. Review the User account options before Save & Create User. Account creation and sending an activation invitation are separate decisions.

Read training transcript

1. Identify the vehicle

   Choose Add Truck in Drivers & Equipment. Enter the unit number, VIN, year, make and model. Use the actual vehicle VIN in production; the visible DEMO VIN is not a valid vehicle identifier.

2. Review ownership

   Confirm the ownership type. When an owner is required, select an existing Personnel Owner using the autocomplete. Do not use a company administrator as a substitute for the subcontractor owner.

3. Complete compliance details

   Review the plate state, registration expiration and DOT inspection expiration. Save the profile, then add the supporting files. Source dates should be verified against the actual documents.

Read training transcript

1. Create a distinct trailer record

   Choose Add Trailer. Enter the trailer unit number and vehicle identity. Keep a trailer record distinct from the truck that may pull it today.

2. Check ownership and identifiers

   Verify the VIN, year, make and model against the supporting records. Confirm the ownership type and the existing owner association where applicable.

3. Save and maintain the file

   Check compliance dates, save the profile and attach the relevant documents. When assignments change, review the new truck and trailer combination rather than assuming the previous pairing still applies.

Read training transcript

1. Start with readiness

   Open Invoicing and review the Ready grid. Confirm the load, broker, amount and available supporting documents. Resolve readiness issues before attempting delivery.

2. Select the intended loads

   Select individual eligible rows or Select filtered loads. Verify the count and dollar total. These two fictional loads total $4,200: $2,400 for factoring and $1,800 for direct billing.

3. Review delivery settings

   Check the invoice settings and destination before Submit Selected Invoice(s). Keep email preview enabled when you want to review the draft. This demonstration does not create or send invoices.

Read training transcript

1. Select the driver

   Open Driver Settlement, locate the driver and expand the settlement. Confirm the assigned number and pay setup. Use the correct start and end dates for the settlement period.

2. Review earnings and adjustments

   Review each selected load and expense. The sample shows $600 plus $450 in earnings and a $125 reimbursement. Selection determines which eligible items are included.

3. Prepare for review

   Verify the $1,175 sample net and use Save driver review preview in the live workflow. Review before finalization. Finalizing records settlement history; it does not itself transfer money.

Read training transcript

1. Open HR & Payroll

   Open the driver profile and select HR & Payroll. Confirm the engagement type and hire date before reviewing compensation settings.

2. Choose the pay structure

   Select the appropriate pay structure and enter the agreed rate. This demonstration shows a 25 percent pay plan. Check the carrier off-the-top fee separately, where used.

3. Check the effect of changes

   Review the Show YTD on settlement option. The screen notes that existing settlements are not recalculated. Validate future settlement calculations after an authorized pay-plan change.

Read training transcript

1. Open the compliance tab

   Select the driver and open Compliance. Check the license number and issuing state against the source document. Do not infer an expiration date from a filename.

2. Enter verified dates

   Review the license issue date, license expiration and medical expiration. Keep the supporting documents in the correct Personnel file and review extraction results for accuracy.

3. Keep the record current

   Check other applicable review dates, such as the last MVR review. Save authorized changes in the live app and monitor the relevant requirements and expiration queues.

Read training transcript

1. Confirm the truck

   Open the correct truck profile by unit number and VIN. Registration and inspection information should belong to that specific vehicle.

2. Review registration and inspection

   Open Compliance. Verify plate number, plate state, registration expiration and DOT inspection expiration. Roadside enforcement reports are distinct from annual service-center inspections.

3. Keep evidence with the record

   Save verified dates and attach the supporting files. Check each document type and expiration. A date on a screen is not a substitute for the underlying record.

Read training transcript

1. Understand the two groups

   The Ready grid shows factoring and direct-bill totals. Broker and load settings determine the appropriate treatment. Do not factor a load that is designated Do Not Factor.

2. Filter, then inspect selection

   Use the Factor or Direct Bill total buttons to focus the grid. Review the filtered results and selection count. A filter changes the view; always confirm the actual selected items before submission.

3. Check the final total

   Use individual checkboxes or the filtered-selection action as appropriate. Confirm the selected dollar amount and destination. Clear unwanted selections before processing.

Read training transcript

1. Expand advanced controls

   Open Invoice settings & advanced controls when needed. The available controls depend on your permissions. Keep the grid visible for the day-to-day review.

2. Verify date, number and signer

   Check the invoice date and next number. Use the explicit number-change confirmation if changing it. Confirm the factoring company and the saved signing manager where applicable.

3. Review delivery readiness

   Use the available readiness tools to understand missing setup. Review the selected loads before processing. This walkthrough does not validate real provider credentials or prove a delivery succeeded.

Read training transcript

1. Separate earnings from expenses

   In the settlement builder, review the loads and the Expenses & adjustments grid. Verify that a reimbursement is due to the driver and has appropriate supporting evidence.

2. Compare the selected totals

   With the sample $125 reimbursement included, the net is $1,175. With it excluded, the net is $1,050. This demonstrates the selection effect, not a recommendation to omit a valid reimbursement.

3. Save a reviewable preview

   Confirm the final items, dates and net amount before saving the review preview. Do not pay the same expense twice. Follow your authorized review and finalization process.

Read training transcript