Compliance
Everything that can expire, maintenance that’s due, service records and work orders, and driver scorecards.
Expiring documents
The top cards count what’s "Expired", "Expiring in 30 days", "Maintenance due" and "Open work orders".
"Documents" lists CDLs, medical cards, annual record reviews and Clearinghouse queries for drivers, and registration, insurance and annual inspections for trucks and trailers. "Expired or next 30 days" shows only what needs you; "All" shows every date.
When something is renewed, click the button on its row ("Record renewal", "Record review", "Record query" or "Record inspection"), enter the new date and click "Save". The dates themselves are entered on the Drivers and Trucks & trailers screens. You need the "Dispatch and assign loads" or "Settings, integrations and billing" permission to change them.
Maintenance due
Set up maintenance on each truck with "Add maintenance" on the Trucks & trailers screen: the "Service", "Every (miles)", "Or every (months)", and the odometer and date of the last service. It’s due by miles or months, whichever comes first.
A service shows "Due soon" within 2,000 miles or 14 days, and "Overdue" after that. "Maintenance due" lists them; click "Log service" when it’s done.
Logging a service
"Log service" asks for the "Service" (one of the truck’s scheduled services, or "Repair or other service"), a "Description (for repairs)", "Date", "Odometer (mi)", "Cost (USD)" and "Shop or vendor". Click "Log service".
A scheduled service starts its interval again from this date and odometer. The cost goes into expenses. The record shows in the truck’s "Service history".
Work orders
Open one with "Work order" on a truck or trailer, or "+ Work order" on the "Work orders" tab of Trucks & trailers. Enter "What needs doing", the "Shop", an "Estimate (USD)" and whether to "Take the truck out of service". A truck in the shop can’t be put on a load until it’s back in service.
When the work is done, click "Mark finished" and enter the "Cost (USD)", "Finished on" and the "Odometer (mi)". The cost goes into expenses and the unit’s service history, and a truck taken out of service goes back in service.
Voiding a service record or cancelling a work order
Records are never deleted. To fix a mistake, click the × next to the record in the truck’s "Service history" (or "Cancel" on an open work order), give a "Reason" and click "Void" (or "Cancel work order"). It stays on record with your reason, and its expense is voided too.
Driver scorecards
"Driver scorecards" cover the last 90 days for each driver: hours-of-service violations, on-time delivery, clean inspections, MPG and a score.
- Add roadside inspections and hours-of-service violations by hand with "+ Inspection or violation".
- On-time delivery comes from arrival times at the last stop.
- MPG comes from each driver’s fill-ups. It shows only to people with the "Expenses, fuel and IFTA" or "Driver pay and payroll" permission.
"Driver file" on a row opens the driver’s file dates.
Page checked on November 7, 2026.