How It Works

From scattered information to one organized place.

Clear To Roll helps you organize records, connect load paperwork and payment information, stay ahead of important dates, reuse information you've already entered and share selected records — on your terms.

Driver-Owned & Controlled
Private by Default
Secure Packet Sharing
Cancel Anytime

The Clear To Roll Process

Five steps to keep the work connected.

Start with what you already have, organize it around the way you work, and reuse it when you need it again.

01

Set Up Your Information.

Start with the driver, business and equipment information you already use.

02

Add What You Already Have.

Upload records and load paperwork or collect incoming files through your Document Inbox.

03

Keep the Work Connected.

Connect records with loads, payments, dates, source checks, maintenance, recovery documentation, business calculations and route planning.

04

Reuse Instead of Rebuilding.

Reuse saved information, saved calculations, and documents already in your account. Reuse a Preferred Cost Per Mile in Load Profitability, or reopen any saved calculation from My Worksheets. For supported paperwork, Document Assist can suggest information for you to review.

05

Share What You Need.

Build Business or Recovery Packets using selected records already in your account. Nothing is shared automatically.

Built Around How You Drive

Your hub should fit how you operate.

A company driver should not have the same record needs as an owner-operator with their own authority. Your setup helps Clear To Roll organize the records and tools that apply to how you actually work.

Clear To Roll supports these driver types:

Company Driver
Owner-Operator
Leased to Carrier
BCO-Style / Leased Contractor
Lease-Purchase Driver
Owner-Operator With Own Authority
Small Fleet Owner
CDL Student / New Driver

Your setup helps organize your account. It is not a compliance determination, qualification or eligibility assessment.

What setup helps organize

So your hub reflects how you actually operate.

Driver type
CDL and medical information
Equipment information
Authority information, when applicable
Insurance and renewal dates
Maintenance and mileage needs
Packet preferences

Add What You Already Have

Bring records in without rebuilding them.

Upload files from your phone or computer, or collect supported incoming attachments through your Document Inbox. Review what comes in before saving it to your Records Hub.

Document Inbox

Pending records ready for review

Insurance CertificateInsurance AgentPending
Medical CardDriver UploadPending
Settlement StatementEmail ReceivedPending

Review Before Saving

Pending items can be reviewed before they become part of your organized Records Hub.

Track the Source

Keep source information with applicable records so you know where they came from.

Save to the Right Category

Organize records into the applicable Records Hub category when you are ready.

Keep an Activity History

Relevant account activity can be recorded so you can see what was added, changed or organized.

Keep the Work Connected

A record should be useful wherever the work needs it.

Clear To Roll is designed around one physical file with references where needed. A saved record can be connected to the work it supports — such as a Load File, Business Packet, Recovery record or reminder — without requiring unnecessary duplicate uploads.

Load paperwork connected to the Load File

Rate confirmations, BOL/PODs, invoices and settlements stay linked to the load they belong to.

Payment proof connected to the related load

Keep payment records and settlement details with the load they support.

Records referenced in Business or Recovery Packets

The same saved document can be included in a packet without uploading it again.

Dates connected to reminders

Expiration and follow-up dates can be tied to calendar reminders so nothing slips.

Supporting evidence connected to recovery activity

Documents and notes stay linked to the recovery case they support.

Calculations connected to the load

Use supported Load Profitability, Fuel Surcharge and Detention & Layover calculations with the Load File they relate to.

Your hub is not tied to one carrier.

The records and business information you keep in Clear To Roll remain in your account when your carrier, job or operating setup changes. If you switch carriers, lease on somewhere new or change how you operate, you can keep building on the information you've already organized instead of starting over.

Reuse What You Already Have

Enter it once. Use it where you need it.

Reuse saved contacts and business information, reference documents already in your account and use Document Assist on supported paperwork when you want help reducing manual entry.

Already entered it?

Reuse saved information where supported.

Already uploaded it?

Reference the existing document instead of uploading another physical copy.

Already on the paperwork?

Document Assist can suggest supported information for you to review.

Document Assist works only when you choose to use it. Suggestions are reviewed by you before confirmed information is saved, and manual entry remains available.

Share On Your Terms

Share selected records without exposing your full hub.

Create Business or Recovery Packets for the purpose at hand. Choose what belongs in the packet, review it and decide whether to share a secure link or download the selected files.

You choose the records.

Only selected records are included.

Your full Records Hub stays private.

Recipients do not receive access to your entire account.

Nothing is shared automatically.

You decide when and how to share.

Use the method that works for you.

Share an available secure packet link or download the selected files to send yourself.

Representative packet examples:

Carrier Onboarding / Lease-OnInsurance Quote or RenewalTax AccountantMaintenance HistoryComplete LoadRecovery PacketCustom Packet

After You Get Started

Your hub keeps working with you.

01

Keep Adding Records

Add new records, load paperwork and supporting documents as your business changes.

02

Stay Ahead of Important Dates

Track expirations, renewals, maintenance dates and other dates you want to remember.

03

Track Loads, Payments & Follow-Up

Keep load history, payment information, source checks and recovery follow-up connected to the work they belong to.

04

Build Packets When Needed

Use records already organized in your account to prepare selected Business or Recovery Packets.

Ready to Get Organized?

Ready to stop starting over?

Start with the records and information you already have and build a driver-controlled hub that stays with you.