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.
The 5 steps
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.
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.
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.
Configure agents
Request access to enable 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.
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.
Verify
You should see:- Your company name in the Account Info under Settings → General Settings.
- 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.
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.