Add a Driver or Truck

Roles

Customer Admin, Scale Clerk Supervisor

• Search for Driver profiles
• Create Driver profiles
• Edit Driver profiles
• Search for Trucks
• Create Trucks
• Edit Trucks

Scale Clerk

• Search for Driver profiles
• Create Driver profiles
• Search for Trucks
• Create Trucks

Overview

Scale Clerks and Scale Clerk Supervisors can quickly and easily find and/or create new drivers and trucks that arrive for loads and pickups.

Find and Add Drivers

You can search for existing Drivers by State or keyword search on the FLEET screen. The keyword search is a “type-ahead” or partial search of the following fields:
First Name

Last Name

Email

Phone Number

State

Zip

This means the system will start looking for matches as soon as you start entering characters in this field (e.g., name, email address, etc.). If you can’t find the driver you are looking for from among the existing drivers, you can create one by following the steps below.

1. Click + CREATE NEW DRIVER on the Drivers tab of the FLEET screen.
   
   
   
   
2. Enter the driver’s First Name and all other fields on the form that you have, and click CREATE DRIVER. Your new driver has been added to the list of Drivers on the FLEET screen.
   
   

Find and Add Trucks

You can search for existing Trucks by Truck Type, or by keyword search of Truck ID, Vehicle ID, or Hauler Company (e.g., Search by Keyword). The keyword searches are “type-ahead” or partial searches, which means the system will start looking for matches as soon as you start entering characters in one of the keyword search fields. If you can’t find the truck you are looking for from among the existing trucks, you can create one by following the steps below.

1. Click + CREATE NEW TRUCK on the Trucks tab of the FLEET screen.
   
   
   
   
2. Enter the Vehicle ID. This is a unique ID for each truck.
3. Enter the Truck Type from the drop-down list.
4. Select all of the known Linked Customers that this truck is “linked” to or associated with. Because third-party trucks are often hauling for more than one customer, this is a multi-select field.
5. Enter all additional information about the truck, including Assigned Driver. This is the driver who will auto-populate on the ticket when the truck is selected.
6. Click ADD TRUCK to complete the process.