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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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What this solves

A job comes in at 4:30 PM and needs trucks rolling at 6 AM. Today, that means a dispatcher juggling phone calls, sticky notes, and a whiteboard — then re-keying the same details into payroll and accounting tomorrow. This workflow gets a Project, Order, and dispatched drivers live in one screen, in under five minutes, with every detail flowing downstream to tickets, approvals, and billing.

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Walkthrough

1

Create the Project

Open Projects → New Project. Pick the customer, the job site, and the Service Class. A Project is the container for a multi-day or multi-order job — every Order, ticket, and timesheet rolls up to it.
2

Add Project details

Enter the start date, end date, foreman, and any project-level notes. Attach the PO or work order PDF if the customer requires it on the invoice.
3

Create the daily Order

From the Project, click New Order. Set the date, material, origin and destination sites, expected loads or tons, and the truck count needed.
4

Assign trucks on the dispatch board

Open the Dispatch board for the order date. Drag drivers and trucks from the available pool onto the order. Tread shows each driver’s current location, status, and equipment.
5

Send the dispatch

Click Send Dispatch. Drivers get a push notification on the Driver App with the order details, route, and start time. Vendors with assigned trucks see the dispatch in their Tread account.
6

Watch them roll

The Live Map shows every assigned truck moving toward the origin site. Geofence arrival auto-starts the shift clock. From here, tickets and timesheets flow back automatically.

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Watch it

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Common pitfalls

Don’t dispatch before the truck has equipment assigned. A driver record without a truck record will dispatch, but tickets and timesheets won’t bind to a unit — and your billing team will spend hours reconciling. Set up Equipment Types and Equipment before you dispatch your first job.
Site geofences must be live before the dispatch sends. No geofence (a virtual fence around a site) means no auto-arrival, no auto-shift-start, and a manual fix later. Confirm both origin and destination sites have geofences before you click Send.