# CARRIER

## Carrier User Documentation

- [Welcome to Carrier](https://rute.gitbook.io/carrier/welcome-to-carrier.md)
- [Account creation & login](https://rute.gitbook.io/carrier/getting-started/account-creation-and-login.md)
- [Inviting users / team members](https://rute.gitbook.io/carrier/getting-started/inviting-users-team-members.md)
- [Navigating the dashboard](https://rute.gitbook.io/carrier/navigating-the-dashboard.md)
- [Settings](https://rute.gitbook.io/carrier/company/settings.md)
- [Overview](https://rute.gitbook.io/carrier/company/settings/overview.md)
- [Company Info](https://rute.gitbook.io/carrier/company/settings/company-info.md): Manage company identity, contact details, time zone, billing structure, and compliance settings using Basic and Additional tabs.
- [Basic Info](https://rute.gitbook.io/carrier/company/settings/company-info/basic-info.md): View and edit key company identifiers, regulatory data, and business contact fields. Most values are pre-filled from Setup Wizard Step 1.
- [Additional Info](https://rute.gitbook.io/carrier/company/settings/company-info/additional-info.md): Manage advanced company settings including department contacts, load formatting, preferred billing, and expiration tracking across your fleet.
- [Payroll Info](https://rute.gitbook.io/carrier/company/settings/company-info/payroll-info.md): Overview of the payroll setup fields under Company Info. This section provides a summary of how payroll details are configured for drivers and departments, including all required inputs.
- [Bank & Card](https://rute.gitbook.io/carrier/company/settings/bank-and-card.md): Manage company bank accounts and cards for use in payroll, factoring, and invoicing. Data is stored securely and used across financial modules.
- [Add Bank Account](https://rute.gitbook.io/carrier/company/settings/bank-and-card/add-bank-account.md)
- [Add Company Card](https://rute.gitbook.io/carrier/company/settings/bank-and-card/add-company-card.md)
- [Validation Rules & Bank List](https://rute.gitbook.io/carrier/company/settings/bank-and-card/validation-rules-and-bank-list.md)
- [Payroll Setup](https://rute.gitbook.io/carrier/company/settings/payroll-setup.md): Define company-wide salary, commission, and split rules for departments and drivers. Controls default pay types and affects user setup and payroll calculations.
- [Solo / Team / Combined Setup](https://rute.gitbook.io/carrier/company/settings/payroll-setup/solo-team-combined-setup.md): Defines how many drivers a unit requires for dispatch—Solo (1), Team (2), or Combined (1 required + optional co-driver). Affects fields shown on the Dispatch Board.
- [Driver & Owner Payroll](https://rute.gitbook.io/carrier/company/settings/payroll-setup/driver-and-owner-payroll.md)
- [Department Pay Types](https://rute.gitbook.io/carrier/company/settings/payroll-setup/department-pay-types.md): Set default pay types per department to streamline user onboarding and ensure consistent salary or commission logic.
- [Salary vs Commission Logic](https://rute.gitbook.io/carrier/company/settings/payroll-setup/salary-vs-commission-logic.md): Define how base salary and commission values are applied, combined, and calculated for payroll across departments and driver roles.
- [Insurance Policies](https://rute.gitbook.io/carrier/company/settings/insurance-policies.md): Manage all company insurance policies, grouped by type. Supports document uploads, and expiration tracking.
- [Policy Types Overview](https://rute.gitbook.io/carrier/company/settings/insurance-policies/policy-types-overview.md): Overview of all available insurance policy categories, including use cases, compliance relevance, and asset coverage.
- [Commercial General Liability](https://rute.gitbook.io/carrier/company/settings/insurance-policies/policy-types-overview/commercial-general-liability.md): Covers third-party injury or damage claims not related to vehicles. Required for brokers, shippers, and contract agreements.
- [Automobile Liability](https://rute.gitbook.io/carrier/company/settings/insurance-policies/policy-types-overview/automobile-liability.md): Covers injury or damage caused by company vehicles. Required for all active trucks. Must be linked to a unit and include valid coverage, expiration, and document upload.
- [Motor Truck Cargo & Reefer](https://rute.gitbook.io/carrier/company/settings/insurance-policies/policy-types-overview/motor-truck-cargo-and-reefer.md): Covers loss or damage to freight in transit, including reefer breakdown if enabled. Required for carriers transporting goods.
- [Physical Damage](https://rute.gitbook.io/carrier/company/settings/insurance-policies/policy-types-overview/physical-damage.md): Covers repair or replacement costs for your owned trucks and trailers. Required for leased or financed units. Applies to physical assets only.
- [Trailer Interchange](https://rute.gitbook.io/carrier/company/settings/insurance-policies/policy-types-overview/trailer-interchange.md): Covers non-owned trailers used under interchange agreements. Required when pulling trailers not registered to your company.
- [Add / Edit Policy Modal](https://rute.gitbook.io/carrier/company/settings/insurance-policies/add-edit-policy-modal.md): Learn how to fill out insurance policy forms for each type. Covers required fields, validations, and dynamic behavior in the modal.
- [Document Uploads](https://rute.gitbook.io/carrier/company/settings/insurance-policies/document-uploads.md): Upload, preview, and manage insurance documents. Required for all policy types. Used for audits, renewals, and compliance.
- [Factoring Company](https://rute.gitbook.io/carrier/company/settings/factoring-company.md): Configure your factoring partner and manage invoice footer details, including Notice of Assignment using a rich text editor.
- [Setup & Required Fields](https://rute.gitbook.io/carrier/company/settings/factoring-company/setup-and-required-fields.md): Define and enable your factoring partner by completing required fields such as name, address, and remittance info. These values appear on invoice footers when factoring is enabled.
- [Notice of Assignment](https://rute.gitbook.io/carrier/company/settings/factoring-company/notice-of-assignment.md): Define a legal statement shown on broker invoices instructing payment to your factoring company; supports rich text formatting.
- [Text Editor Logic & Limits](https://rute.gitbook.io/carrier/company/settings/factoring-company/text-editor-logic-and-limits.md): Outlines formatting options, limitations, and behavior of the Notice of Assignment editor used in factoring company setup.
- [Division Company](https://rute.gitbook.io/carrier/company/settings/division-company.md): Create internal divisions under your main company for reporting, grouping, and visibility control. Used across loads, payroll, and reporting filters.
- [Add Division Flow](https://rute.gitbook.io/carrier/company/settings/division-company/add-division-flow.md): Guide for creating new division companies, assigning admins, and configuring base settings such as office location, payroll, and data visibility rules.
- [Inherited vs Custom Settings](https://rute.gitbook.io/carrier/company/settings/division-company/inherited-vs-custom-settings.md): Understand how settings behave across parent and division companies—what gets inherited, what can be customized, and how overrides are managed.
- [Shared vs Isolated Data](https://rute.gitbook.io/carrier/company/settings/division-company/shared-vs-isolated-data.md): Control whether division companies share access to key records like trucks and loads, or operate in isolated silos with separate data visibility.
- [Setup Wizard (First Login)](https://rute.gitbook.io/carrier/company/settings/setup-wizard-first-login.md): Three-step onboarding flow for new company owners to set up basic info, configuration, and payroll defaults during first login.
- [Step 1 – Basic Company Info](https://rute.gitbook.io/carrier/company/settings/setup-wizard-first-login/step-1-basic-company-info.md): Collect the core details of your company, such as name, address, MC/DOT numbers, EIN, and logo during onboarding.
- [Step 2 – Additional Settings](https://rute.gitbook.io/carrier/company/settings/setup-wizard-first-login/step-2-additional-settings.md): Set company-wide preferences like timezone, IFTA, factoring, and feature toggles that influence core module behavior.
- [Step 3 – Payroll Configuration](https://rute.gitbook.io/carrier/company/settings/setup-wizard-first-login/step-3-payroll-configuration.md): Define how your company pays drivers by setting default pay types per department. Can be inherited or customized later per division.
- [Step 4 - Billing Plan](https://rute.gitbook.io/carrier/company/settings/setup-wizard-first-login/step-4-billing-plan.md)
- [Integration](https://rute.gitbook.io/carrier/company/settings/integration.md): Rute integrates with trusted third-party providers to automate compliance, financial data, and fuel transaction workflows for carriers. This section provides step-by-step guides for enabling and mana
- [WEX/EFS](https://rute.gitbook.io/carrier/company/settings/integration/wex-efs.md): This guide explains how to enable EFS/WEX data sharing so your company can integrate with Rute.  Once enabled, EFS/WEX will allow transaction and fuel-related data to be shared with our platform.
- [RTS Financial](https://rute.gitbook.io/carrier/company/settings/integration/rts-financial.md)
- [FMCSA](https://rute.gitbook.io/carrier/company/settings/integration/fmcsa.md)
- [Location](https://rute.gitbook.io/carrier/company/location.md): Overview of all company-linked locations, including the auto-generated Main Office created during company setup.
- [Parking Locations](https://rute.gitbook.io/carrier/company/location/parking-locations.md): Overview of all required and optional fields when viewing or editing a parking location. Supports both company-owned and rented lots, with address or GPS input.
- [Office Locations](https://rute.gitbook.io/carrier/company/location/office-locations.md): Overview and management of company office locations. Includes details, department contacts, ownership status, and rent info.  markdown Copy Edit
- [Repair Shops](https://rute.gitbook.io/carrier/company/location/repair-shops.md): Create and manage company-owned repair shops under Company Location. Define basic info, services, work hours, cover photo, and contact directory.
- [Working Hours](https://rute.gitbook.io/carrier/company/location/repair-shops/working-hours.md): Configure work schedules for each repair shop. Supports daily ranges, split shifts, 24/7 mode, and holiday-specific hours.
- [Terminal](https://rute.gitbook.io/carrier/company/location/terminal.md): Manage company-owned terminals. Add or edit office, parking, warehouse, and fuel station contact data, slots, rent, and visual identifiers from a single modal.
- [Company User](https://rute.gitbook.io/carrier/company/company-user.md): Manage company users, assign departments, payroll, and module-level permissions. Users can be Active or Inactive based on invite and status.
- [Overview](https://rute.gitbook.io/carrier/driver/overview.md): Manage drivers across statuses (active, inactive, applicant), assign equipment, track documents, and configure payroll
- [Add & Edit Driver](https://rute.gitbook.io/carrier/add-and-edit-driver.md): Add or update driver records with personal, payroll, and off-duty details across Basic and Additional tabs.
- [Payroll Logic](https://rute.gitbook.io/carrier/add-and-edit-driver/payroll-logic.md): Defines payroll logic by driver type and pay mode, including restrictions and effects on load and payroll
- [Owner Logic (Sole Proprietor vs Company)](https://rute.gitbook.io/carrier/add-and-edit-driver/owner-logic-sole-proprietor-vs-company.md): Difference between Sole Proprietor and Company owner types and how they affect payroll, permissions, and UI behavior.
- [Applicant](https://rute.gitbook.io/carrier/applicant.md): Covers applicant creation, invite logic, agreement requirements, edit behavior, and resend/deactivation rules.
- [Compliance](https://rute.gitbook.io/carrier/compliance.md): Centralizes all regulatory records related to a driver, including CDL, MVR, Medical, and Drug & Alcohol Test entries.
- [CDL](https://rute.gitbook.io/carrier/compliance/cdl.md): Covers CDL add, edit, and renewal logic, including validation rules, document upload, and endorsements/restrictions.
- [Drug & Alcohol Test](https://rute.gitbook.io/carrier/compliance/drug-and-alcohol-test.md): Manage drug and alcohol testing records with type, reason, result, and document uploads per DOT compliance rules.
- [Medical](https://rute.gitbook.io/carrier/compliance/medical.md): Track and manage DOT medical certificate records, including issue/expiration dates, document uploads, and validation rules.
- [MVR](https://rute.gitbook.io/carrier/compliance/mvr.md): Manage MVR records linked to active CDLs, with logic for creation, editing, file upload, and expired CDL handling.
- [Overview](https://rute.gitbook.io/carrier/truck/overview.md): Overview of the Truck module with logic for visibility, ownership, states, and module relationships. Covers what data is managed and who can access it.
- [List & Views](https://rute.gitbook.io/carrier/list-and-views.md): View and manage all trucks in the system using table or card layouts. Use Active and Inactive tabs to filter trucks by status, track expirations, and take quick actions.
- [Add & Edit Truck](https://rute.gitbook.io/carrier/add-and-edit-truck.md): Detailed instructions for adding or editing a truck, including ownership rules, field logic, and validation behavior in Basic and Additional tabs.
- [Truck Details](https://rute.gitbook.io/carrier/truck-details.md): This page provides an overview of the Truck Details view, explaining how registration, FHWA inspection, insurance, and title documents are managed, displayed, and updated for each truck.
- [Registration](https://rute.gitbook.io/carrier/truck-details/registration.md): Manage truck registration records including license plate, issuing state, and expiration tracking with document upload and renewal alerts.
- [FHWA Inspection](https://rute.gitbook.io/carrier/truck-details/fhwa-inspection.md): The FHWA Inspection tab tracks all federal annual inspections for a truck. It helps ensure compliance by keeping detailed records of every issued inspection, attached documents, expiration periods, an
- [Insurance](https://rute.gitbook.io/carrier/truck-details/insurance.md): The Insurance tab in Truck Details tracks all active, expired, and canceled insurance policies tied to a truck. It supports renewals, cancellations, document uploads, and audit-ready notes.
- [Title](https://rute.gitbook.io/carrier/truck-details/title.md): The Title tab stores legal ownership documents for each truck. It allows users to add, view, and edit title details, attach files, and track issued records for auditing and compliance.
- [Overview](https://rute.gitbook.io/carrier/trailer/overview.md)
- [Overview](https://rute.gitbook.io/carrier/customer/overview.md)