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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.

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Prerequisites

  • Admin access to Tread Horizon (the web app for office staff).
  • Master data exports from your accounting system — customers, vendors, materials, equipment.
  • A point of contact for at least one driver and one customer.
  • Roughly 60–90 minutes for the first pass. You can return to any step later.

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The 5 steps

1

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.
2

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.
3

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.
4

Configure agents

Turn on Ticket Chaser (an AI agent that reads ticket photos and fills in the load details) and AI Auto Approvals (an agent that auto-approves clean tickets). Both can stay off until you are ready.See Agent Configurations.
5

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.

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Verify

You should see:
  • Your company name in the top-left of Tread Horizon.
  • At least one driver in Settings → Users 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.

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What’s next

Core Concepts

Learn the model behind the screens.

Onboarding Guide

Full setup, page by page.

Workflow Guides

Daily ops, end to end.

Common Mistakes

Avoid the traps first-time admins hit.