Records
Carriers
The trucking companies you hire. Their authority, insurance, W-9, FMCSA email, vetting, score and what you owe them.
A carrier is a trucking company that hauls your containers. Each carrier record holds its MC and USDOT numbers, insurance, W-9, the email address registered with FMCSA, safety rating, payment terms and factoring company. A carrier can only be dispatched once it has passed compliance (R1); how that works is on Carrier compliance & FMCSA.
- Where
- Records › Carriers (/carriers); New carrier (/carriers/new); Edit (/carriers/[id]/edit)
- Who opens it
- Carriers · view
- Add, look up at FMCSA
- Carriers · create
- Edit, re-check, vetting ticks, incidents
- Carriers · edit
- Approve
- Carriers · approve, on Approvals
- New carriers start as
- Pending compliance
- Audited
- carrier.create, carrier.update, carrier.file, carrier.fmcsa_check, carrier.vetting_tick, carrier.incident
What you see
The numbers band
| Number | What it counts |
|---|---|
| Carriers | Carriers on file. |
| Open payable | What you owe carriers on unpaid bills. |
| Insurance ≤ 30 days | Carriers whose insurance ends within 30 days. |
| Compliance | A bar split into Cleared and Blocked. |
Filters
All carriers, Cannot be dispatched, Cleared to haul, Insurance expiring, and a search box.
Columns
| Column | Shown by default | What it holds |
|---|---|---|
| Carrier | Always | The name. |
| Docket | Yes | MC and USDOT numbers. |
| Standing | Yes | Approved, Documents blocked (approved but no FMCSA email), Dispatch blocked, or Rejected. |
| Insurance | Yes | The expiry date and days left. |
| Vetting | Yes | Progress on your company's vetting checklist. |
| Score | Yes | The carrier score, or New. |
| Open payable | Yes | What you owe this carrier. |
| Gaps | Yes | What is missing, in words: no W9 · no reviewer. |
| Loads, Spend, Last load | Hidden | Turn them on from the column menu. |
Approved is grey on purpose: it is the ordinary state, so blocked carriers stand out.
The carrier drawer
Click a carrier to open a side panel with four tabs.
| Tab | What it holds |
|---|---|
| Details | Compliance (the gate and its gaps, Review on Approvals for approvers, Edit), document address (the FMCSA email), identity (MC, USDOT, safety rating, insurance, W-9, payment terms, factoring), reviewer decision (who approved and the written comment), operations (equipment, fleet size, contact, phone, insurance limits, notes), the Verification box and the Vetting checklist. |
| Files | The W-9 and insurance certificates on file. |
| Performance | The carrier score and incidents. See Carrier score. |
| Statement | Loads hauled, open bills, spend, what you owe, and every carrier bill aged against its terms. |
Request documents is shown but not built yet.
Add a carrier
There are two ways in.
From FMCSA (recommended)
Press Look up MC
On the Carriers list.Search by MC or USDOT
Type the number. MC-123456, MC 123456 and 123456 all work.Read the answer
Legal name, MC, USDOT, allowed to operate, safety rating, liability cover, power units, phone, registered email, address, and any problems FMCSA shows. If the carrier is already on file, you are told so.Press Start a new carrier from this
The New carrier form opens, filled from FMCSA.Add insurance and the W-9, then save
See below.
Until your company connects FMCSA on Integrations, the answer is simulated and marked so. See Carrier compliance & FMCSA.
By hand
Press New carrier (or open /carriers/new) and fill in:
| Section | Fields |
|---|---|
| Who they are | Legal name (required), MC docket (digits only), USDOT (MC or USDOT required), contact person, phone, FMCSA registered email (documents go here only). |
| Insurance and the W-9 | BIPD limit (usually $1,000,000) and its expiry, cargo limit and its expiry, W-9 on file (required to pay). |
| More details | Safety rating, payment terms (days; 0 = quick pay), fleet size, factoring company (pick one or type a new name), correspondence email (day to day only), notes. |
A box shows the five compliance checks as you fill the form.
What happens when you save
- The carrier is saved as pending compliance, whatever you entered. Nobody can approve a carrier from this form.
- Compliance is notified: New carrier to review.
- 15 minutes later, if it is still pending, compliance is reminded (R11).
- An audit entry records the MC, DOT and what is still missing.
Carriers can also be created from the Rate board when you take a rate whose MC you do not have. They also start pending compliance.
Edit a carrier
Open the carrier and press Edit (or go to /carriers/[id]/edit). Needs Carriers · edit.
Upload files
On the edit page (or the Files tab), upload a W-9 or an insurance certificate: PDF, PNG or JPEG, up to 10 MB. The file's contents are checked, not just its name. Files are stored privately for your company.