How to use Carrier RUTE

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Getting Started

How to Set Up Your Company

After registering and verifying your email address, you'll complete the Company Setup wizard before accessing the platform. The setup consists of three required steps that establish your company's default configuration. While most settings can be updated later from the Company page, completing the initial setup is required before using the system. Before You Begin 1. Register your company account. 2. Verify your email address using the verification link sent to your inbox. 3. Log in to Carrier Rute. The Company Setup wizard opens automatically after your first login. Step 1 – Company Information Enter your company's basic information, including the required fields: - Business Name - USDOT Number - EIN - Company Address - Time Zone - Currency Once all required fields are completed, click Next. Note: The remaining fields on this step are optional and can be completed later. Step 2 – Company Defaults This step contains your company's default operational settings. The fields are preconfigured with recommended values. If the default configuration meets your needs, simply click Next. Step 3 – Driver & Owner Defaults Configure your company's default payroll settings for newly created Drivers and Owners. These values are prefilled and can be adjusted if needed before clicking Finish. Tips Verify Your Company Information The Business Name and USDOT Number should exactly match the information registered with FMCSA/SAFER. Carrier Rute uses this information to verify your company and synchronize company data from FMCSA. Choose the Correct Time Zone Your company's Time Zone is one of the most important settings in the platform. It is used throughout Carrier Rute to display operational times, including: - Pickup appointments - Delivery appointments - Driver arrival status - Fuel Stops - Repair Shops - Other time-based activities Selecting the correct time zone ensures that dates and times are displayed consistently across the platform. Default Company Settings The settings configured during Steps 2 and 3 become the default values for your company. Although they are preconfigured, you can modify them to better match your business before completing the setup. Company Settings Can Be Updated Later After completing the setup wizard, you can reopen and update your company settings at any time from the Company page. Exception: The following fields cannot be changed after the company has been created: - Company Name - EIN - Email Address Complete All Three Steps The Company Setup wizard must be completed before you can begin using Carrier Rute. All three steps are required, even if you keep the default values for Steps 2 and 3.

Getting Started

How to Add a Company Truck

Adding a truck allows you to manage your fleet, assign trucks to loads, and track operational data throughout the system. Standard Method 1. Open the Main Menu. 2. Select List. 3. Click Truck. 4. In the Truck module, click + Add Truck in the top-right corner. 5. Complete the required information. 6. Click Save. Quick Add Shortcut You can also create a truck from anywhere in the application using the Add New (+) shortcut in the left navigation menu. 1. Click the + icon in the left sidebar (Main Menu). 2. Under the General section, select Truck. 3. Complete the truck information. 4. Click Save. This shortcut lets you quickly add new records without navigating to the Truck module. Tips VIN Lookup When you enter a valid VIN, the system automatically retrieves and populates: - Year - Make - Model You only need to select the Truck Type and enter the Unit No. before saving. Set the Initial Mileage If you want to track the truck's mileage across the platform (such as Loads, Repairs, and other mileage-based features), enter the current Mileage on the Additional tab. Note: If no mileage is entered when the truck is created, the system starts tracking mileage from 0. You can update the mileage at any time. Save Time with the Add New Shortcut The Add New (+) shortcut is available throughout the application, allowing you to quickly create new records without opening the corresponding module first. Use it whenever you need to add a new truck while working in another part of the system.

Getting Started

How to Add a Company Driver

Adding a Company Driver allows you to assign the driver to loads, process payroll, and provide access to the Driver Mobile App. Standard Method 1. Open the Main Menu. 2. Select List. 3. Click Driver. 4. In the Driver module, click + Add Driver in the top-right corner. 5. Complete the required driver information. 6. Select Company Driver as the Driver Type. 7. Configure the driver's payroll settings. 8. Click Save. Quick Add Shortcut You can also create a driver from anywhere in the application using the Add New (+) shortcut in the left navigation menu. 1. Click the + icon in the left sidebar. 2. Under the General section, select Driver. 3. Complete the required information. 4. Click Save. This shortcut lets you quickly add new records without navigating to the Driver module. Tips Select the Correct Driver Type Before saving the driver, select Company Driver from the Driver Type dropdown. The available payroll options and driver settings depend on the selected driver type. Driver App Access The Email entered under Driver App Access is used to create the driver's mobile application account. Note: The email address must be unique. If the email is already assigned to another driver, the system will display an Already in use message. Social Security Number (SSN) The driver's SSN must also be unique. Note: If the SSN already exists in the system, it cannot be assigned to another driver. Payroll Setup Payroll is available only for Company Drivers. Select one of the available Pay Types: - Per Mile Pay - Commission Pay - Flat Rate Pay Depending on the selected pay type, the payroll section automatically displays the required fields. Save Time with the Add New Shortcut The Add New (+) shortcut is available throughout the application, allowing you to quickly create new records without opening the corresponding module first. Use it whenever you need to add a new driver while working in another part of the system.

Truck

How to Create a Truck

Add & Edit Truck You can add or edit a truck using a two-tab modal: Basic Info and Additional Info. These tabs allow you to enter all technical and administrative details needed to manage your fleet β€” whether the truck is company-owned or owned by a contractor. The form adjusts based on what type of truck you're entering, and whether the company owns it. β€”β€”β€” When to Use It Use this when: - You’re onboarding a new truck into your fleet - You're adding an owner-operator’s truck for dispatch and payroll - You need to update truck specs, VIN, or ownership details - You're assigning a truck to a driver or trailer β€”β€”β€” How to Add or Edit a Truck To add a truck: 1. Click the βž• Add Truck button from the truck list view 2. Complete both the Basic and Additional tabs 3. Click Save To edit: 1. Click the three-dot menu on a truck row or card 2. Select Edit 3. Modify any required data 4. Save your changes β€”β€”β€”

Getting Started

How to Add a Company Trailer

Adding a trailer allows you to manage your fleet, assign trailers to loads, and track operational data throughout the system. Standard Method 1. Open the Main Menu. 2. Select List. 3. Click Trailer. 4. In the Trailer module, click + Add Trailer in the top-right corner. 5. Complete the required information. 6. Click Save. Quick Add Shortcut You can also create a trailer from anywhere in the application using the Add New (+) shortcut in the left navigation menu. 1. Click the + icon in the left sidebar. 2. Under the General section, select Trailer. 3. Complete the trailer information. 4. Click Save. This shortcut lets you quickly add new records without navigating to the Trailer module. Tips VIN Lookup When you enter a valid VIN, the system automatically retrieves and populates: - Year - Make - Model You only need to select the Trailer Type, Length, and enter the Unit No. before saving. Set the Initial Mileage If you want to track the trailer's mileage across the platform (such as Loads, Repairs, and other mileage-based features), enter the current Mileage on the Additional tab. Note: If no mileage is entered when the trailer is created, the system starts tracking mileage from 0. You can update the mileage at any time. Save Time with the Add New Shortcut The Add New (+) shortcut is available throughout the application, allowing you to quickly create new records without opening the corresponding module first. Use it whenever you need to add a new trailer while working in another part of the system.

Getting Started

How to Add an Owner Operator

Adding an Owner Operator creates a driver who owns or operates their own equipment. During setup, you can associate the driver with either a Sole Proprietor or an Owner Company. Standard Method 1. Open the Main Menu. 2. Select List. 3. Click Driver. 4. In the Driver module, click + Add Driver in the top-right corner. 5. Complete the required driver information. 6. Select Owner Operator as the Driver Type. 7. Under Owner Info, select Sole Proprietor. 8. Complete the remaining information. 9. Click Save. Quick Add Shortcut You can also create an Owner Operator from anywhere in the application using the Add New (+) shortcut in the left navigation menu. 1. Click the + icon in the left sidebar. 2. Under the General section, select Driver. 3. Select Owner Operator as the Driver Type. 4. Complete the required information. 5. Click Save. This shortcut lets you quickly add new records without navigating to the Driver module. Tips Select the Correct Driver Type Before saving the driver, select Owner Operator from the Driver Type dropdown. Selecting this driver type enables the Owner Info section. Owner Information Owner Operators can be associated with one of two owner types: - Sole Proprietor - Company This article covers the Sole Proprietor workflow. The Company workflow is covered in a separate guide. Existing Sole Proprietor If the entered SSN matches an existing Sole Proprietor in the Owner module, the system automatically links the driver to that owner. In this case: - Sole Proprietor is automatically selected. - The Owner Info section becomes read-only. - No duplicate owner profile is created. This ensures that a single Sole Proprietor owner record is shared across the system. Driver App Access The Email entered under Driver App Access is used for the driver's mobile application account. Note: The email address must be unique. If it is already assigned to another driver, the system displays an Already in use message. Social Security Number (SSN) The driver's SSN must be unique. If the SSN belongs to an existing Sole Proprietor owner, the driver is automatically associated with that owner profile instead of creating a new one. Save Time with the Add New Shortcut The Add New (+) shortcut is available throughout the application, allowing you to quickly create new records without opening the corresponding module first. Use it whenever you need to add a new driver while working in another part of the system.