> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tread.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Welcome to Tread

> Everything you need for your first live dispatch — prerequisites and the 5-step setup.

## Prerequisites

* Admin access to Tread Horizon (the web app for office staff).
* Master data exports from your accounting system
  * Customers
  * Vendors
  * Drivers (Internal and Third Party)
  * Materials
  * Equipment (Trucks and Trailers)
  * Sites
* A point of contact for at least one driver and one customer

## The 5 steps

<Steps>
  <Step title="Confirm company hierarchy">
    Decide whether you run as a single company or as a parent with child companies. Flat is the default. Use child companies only for true regional splits with separate billing and dispatch.

    See [Company Hierarchy](/onboarding/company-hierarchy).
  </Step>

  <Step title="Upload master data">
    Load data in this order: Users → Drivers → Customers → Vendors → Equipment Types → Equipment → Materials → Sites. Order matters. An Equipment Type, for example, must exist before you can add Equipment to it.

    See [Master Data Overview](/onboarding/master-data/overview).
  </Step>

  <Step title="Connect integrations">
    Connect your accounting system (QuickBooks, Sage 300, Vista, Foundation, or Spectrum). Connect telematics (Samsara or Geotab) for live truck location. Connect Paver Tracker if you pave.

    See [Integrations Setup](/onboarding/integrations).
  </Step>

  <Step title="Set up agents">
    AI Ticket Scanning and AI Reviews can read tickets and flag issues for you — both stay off until you configure them.

    See [Agent Configurations](/onboarding/agent-configurations).
  </Step>

  <Step title="Run your first dispatch">
    Create a project, add a daily order, and assign drivers. Drivers receive the job on the Driver app. Tickets and timesheets flow back the same day.

    See [Create Project, Order, Dispatch](/workflows/create-a-project).
  </Step>
</Steps>

## Verify

You should see:

* Your company name in the Account Info under **Settings** → **General Settings**
* Make sure you add a logo!
* At least one driver in **Settings → Drivers** with a phone number.
* One project on the dispatch board with a driver assigned.
* One ticket or timesheet returned from the field by end of day.

## What's next

<CardGroup cols={2}>
  <Card title="Core Concepts" icon="lightbulb" href="/concepts/overview">
    Learn the model behind the screens.
  </Card>

  <Card title="Onboarding Guide" icon="list-check" href="/onboarding/company-hierarchy">
    Full setup, page by page.
  </Card>

  <Card title="Workflow Guides" icon="route" href="/workflows/create-a-project">
    Daily ops, end to end.
  </Card>

  <Card title="Common Mistakes" icon="triangle-exclamation" href="/resources/common-mistakes">
    Avoid the traps first-time admins hit.
  </Card>

  <Card title="Glossary" icon="book" href="/resources/glossary">
    Terms you will see across the docs.
  </Card>
</CardGroup>