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.