Skip to main content

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.

​
What you’ll do

Prepare and upload nine master data sets in order. Each set unlocks the next.

​
Before you start

  • Confirm your company hierarchy first. All master data lives at the parent level.
  • Export source data from your accounting and HR systems (drivers, customers, vendors, materials).
  • Decide which records carry an Ext. ID — Tread’s external identifier used to match rows back to your accounting system. Each Ext. ID must be unique within Tread and is reusable only across integrations.

​
Walkthrough

Upload in this order. Skipping ahead breaks references.
1

Users

Add the people who log into Tread. See Users.
2

Drivers

Add the drivers who receive dispatches. See Drivers.
3

Customers

Add who you bill. See Customers.
4

Vendors

Add the third-party haulers you dispatch to. See Vendors.
5

Equipment Types

Set up types before equipment — capacity and unit of measure (UoM) live here. See Equipment Types.
6

Equipment

Add the trucks and trailers. See Equipment.
7

Materials

Pull from accounting; flag prevailing-wage materials. See Materials.
8

Sites

Add jobsites and yards with lat/long and geofences. See Sites.
9

Departments, Labels & Service Classes

Optional categorization for reporting and dispatch flow. See Departments, Labels & Service Classes.

​
Verify

Settings → each panel shows a populated list. Spot-check three rows per set against your source export.

​
Common mistakes

Uploading equipment before equipment types. Capacity and UoM live on the type. Without types, material tracking and ticket calculations don’t work. Always do types first.