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This feature is in active development. The page below describes what it will do. Reach out to your CSM if you’d like early access.

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When to use this

Use document management when you need proof that a driver or vendor is legal to be on a job — insurance, CDL, drug-test, W-9 — and you want Tread to block dispatch when those docs lapse. Common requirement on public-works, union, and large-GC projects.

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How it works

Each driver and each vendor has a document shelf — a set of files and expiration dates. Tread tracks two things per document.
  • Status. On file, missing, or expired.
  • Expiration date. When the document stops counting.
When a dispatch (assigning a driver or vendor to an order) is attempted, Tread checks the assigned party’s documents against the requirements set on the project or order. If a required doc is missing or expired, the dispatch is blocked or flagged based on your settings.

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Setup

1

Define your document types

In Settings → Document Types, add the document types you require (insurance, CDL, W-9, drug screen, etc.). Each gets a name and an expiration policy.
2

Set requirements

Pick which document types are required for drivers and which for vendors. You can also set a company-wide baseline.
3

Choose block vs warn

Decide whether a missing or expired doc blocks dispatch outright or just warns the dispatcher. Most teams block insurance and CDL, warn on the rest.

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Common pitfalls

Vendor docs are owned by the vendor, not by you. If a vendor refuses to upload, you cannot fix it from your side. Set the expectation during vendor onboarding — no docs, no dispatch.
An expired doc blocks dispatch even if the driver is already on a job. A doc expiring mid-shift will not pull the driver off the current load, but the next dispatch will fail. Run a weekly expiration report so you are not surprised on a Monday morning.