> ## 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.

# Foreman: Run the Day from the Jobsite

> Create orders, dispatch trucks, track progress live, and approve work — all from the Foreman App.

A foreman runs the whole day from a phone: create the [order](/concepts/orders-projects), dispatch trucks, watch every load on a live map, and approve work at the end of shift. The office sees the same data in real time — fewer status calls, and billing starts from hours the foreman already approved.

## Set up a foreman

<Steps>
  <Step title="Assign the Foreman role">
    In Settings → Users, give the user the Foreman role. This unlocks order creation and approval permissions on mobile. See [Adding Users](/onboarding/master-data/users).
  </Step>

  <Step title="Add the foreman to the project">
    On the [project](/concepts/orders-projects), add the foreman as a project contact. Only projects they're assigned to show up on their device.
  </Step>

  <Step title="Install the app">
    Foremen use the same Tread app as [Drivers](/mobile/driver-app), signed in with their own credentials. The bottom tabs are **Assigned**, **Review**, **Live Map**, and **Account** — plus **Dispatch** when their role includes dispatch access.
  </Step>
</Steps>

## Create an order

<Steps>
  <Step title="Open the order form">
    On the **Assigned** tab, tap **+ NEW ORDER**. Pick an [order type](/workflows/order-types): Trucking (request a number of trucks), Equipment Moves (heavy equipment haul), or Service (a single truck for a service like water or fuel).
  </Step>

  <Step title="Fill in the form and create">
    Key fields: **Project**, **Customer** (the account charged for the order), **Pick Up / Drop Off**, and **Unit** — Truck, Ton, or Load. Tap **CREATE**.

    <Frame caption="Tap NEW ORDER (1), fill the form, then tap CREATE (2)">
      <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/create-order.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=fb639ac69ec53b8e7a5fec3a1941322e" alt="Creating a new order in the Foreman App" width="1166" height="1178" data-path="images/workflows/foreman/create-order.png" />
    </Frame>
  </Step>

  <Step title="Dispatch accepts or rejects the request">
    Orders from a foreman start in a **Pending** state and require dispatcher review. Dispatchers find the request on the web in the **External** tab, where they Accept, Reject, or Cancel it.

    <Frame>
      <img src="https://mintcdn.com/treadtechnologiesinc/blpHGI_vvZb_7gaB/images/Order-request-created-v3.png?fit=max&auto=format&n=blpHGI_vvZb_7gaB&q=85&s=443a16514adc888eeb5ca200a431b3e7" alt="A foreman order request pending dispatcher review" width="2080" height="900" data-path="images/Order-request-created-v3.png" />
    </Frame>

    If the request is rejected, the foreman sees the rejection and its reason. If it's accepted, the foreman sees the assigned Drivers and [Vendors](/concepts/connected-ecosystem) (an account you send dispatches to, instead of assigning your own Driver).

    <Frame>
      <img src="https://mintcdn.com/treadtechnologiesinc/blpHGI_vvZb_7gaB/images/Order-accepted-v2.png?fit=max&auto=format&n=blpHGI_vvZb_7gaB&q=85&s=de9c29a0248c18539aacb9b191ee4872" alt="An accepted order showing assigned drivers" width="2080" height="900" data-path="images/Order-accepted-v2.png" />
    </Frame>
  </Step>
</Steps>

## Copy an order

Repeat yesterday's work without retyping the form. On an order card, tap **••• ACTIONS**, then pick one:

* **Duplicate Order** — set the start date and truck count, keep or clear the job assignments, tap **CONFIRM**.
* **Copy & Edit Order** — opens the full order form pre-filled with the source order's details. Update anything, then tap **SAVE**.

<Frame caption="ACTIONS (1) opens the Duplicate / Copy & Edit sheet (2)">
  <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/copy-order-actions.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=135c1d2f0506550f4a7a031b811ab6fb" alt="The order Actions sheet with Duplicate and Copy & Edit options" width="1123" height="1190" data-path="images/workflows/foreman/copy-order-actions.png" />
</Frame>

<Frame caption="Duplicate Order: set the start date (2), then CONFIRM (3)">
  <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/duplicate-order.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=b7185e1ed89799ecd8388b20b4024fd9" alt="The Duplicate Order screen" width="1210" height="1190" data-path="images/workflows/foreman/duplicate-order.png" />
</Frame>

<Frame caption="Copy & Edit Order: review the pre-filled form (1), then SAVE (2)">
  <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/copy-edit-order.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=95f0ba78088a02f1e701c1aa6a6e0da5" alt="The Copy & Edit Order form" width="1210" height="1190" data-path="images/workflows/foreman/copy-edit-order.png" />
</Frame>

## Assign drivers

When the foreman's role includes dispatch access, the **Dispatch** tab assigns trucks right from the jobsite.

<Steps>
  <Step title="Expand the order's trucks">
    Tap the down arrow next to the truck count (1) to see each truck slot, then tap **+ ASSIGN** (2).

    <Frame>
      <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/assign-drivers-expand.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=d5bdc216c42bbc157e4d023b305768fb" alt="Expanding an order's truck list and tapping Assign" width="1318" height="1081" data-path="images/workflows/foreman/assign-drivers-expand.png" />
    </Frame>
  </Step>

  <Step title="Pick a driver and send">
    Search by name or truck number on the **Drivers** tab (or hand the job to a **Vendor**). Tap **SEND** — the [Driver](/concepts/dispatching-drivers-vendors) gets a notification and can accept and start the job in the app.

    <Frame>
      <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/assign-drivers-send.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=6f8e0193992745162e0f782adb8840a8" alt="Selecting a driver and sending the assignment" width="1866" height="1840" data-path="images/workflows/foreman/assign-drivers-send.png" />
    </Frame>
  </Step>
</Steps>

## Track the day in real time

### Order card

On the **Assigned** tab, tap the down arrow on an order card (1) to see live counts (2): trucks driving, loads delivered, and units against the order total — plus each truck's current status.

<Frame>
  <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/order-card-progress.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=85bdfbc90a51ea34ff97e3334c1df3f4" alt="An expanded order card showing driving, loads, and tons progress" width="1383" height="1154" data-path="images/workflows/foreman/order-card-progress.png" />
</Frame>

### Order detail

Tap an order to open it. Tabs across the top: **Jobs** (each dispatch on the order), **Loads**, **Metrics**, **Details**, and **Map**.

<Frame>
  <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/order-detail-tabs.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=21253f849f9e85d31fda61392d67b18b" alt="Order detail showing the Jobs list and the order Map" width="1534" height="1178" data-path="images/workflows/foreman/order-detail-tabs.png" />
</Frame>

### Metrics tab

The **Metrics** tab has two views: **Performance** and **Trucks**.

**Performance** shows progress against the order goal — units shipped versus ordered, delivered / in-transit / remaining loads, first ticket and first drop times, units per hour (shipped and delivered), onsite time at pickup and dropoff, cycle time, and cost per unit.

<Frame caption="The metrics icon on the order card (1) opens Performance: goal progress (2) and active trucks (3)">
  <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/metrics-performance.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=aa3a4528ce32db8a35def519465f21de" alt="The Metrics Performance view with goal progress and productivity stats" width="1470" height="1688" data-path="images/workflows/foreman/metrics-performance.png" />
</Frame>

**Trucks** lists every truck on the order with its current status (1) — To Pickup, At Pickup, To Dropoff, At Dropoff — its cycle time (2), an idle flag when a truck sits too long, and a connectivity indicator (3) that confirms the driver's GPS is reporting.

<Frame>
  <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/metrics-trucks.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=2998b85ff70fed1ee440e77565e1574a" alt="The Metrics Trucks view with per-truck status, idle flag, and cycle times" width="991" height="1688" data-path="images/workflows/foreman/metrics-trucks.png" />
</Frame>

The **Loads** tab lists the order's [tickets](/concepts/tickets-timesheets) (proof of load delivered) with delivered totals and cycle averages, so arriving loads can be checked against what was expected.

### Map and Live Map

The order **Map** tab shows pickup and dropoff sites and every truck sharing GPS. Tap a truck (1) to see the driver and truck details with **Call** and **Send Text** (2), plus delivered totals, idle and cycle times, and GPS status (3).

<Frame>
  <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/order-map-truck.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=81cd57401e6b119e03fcd68b71105630" alt="Tapping a truck on the order map opens driver contact and performance details" width="1740" height="1688" data-path="images/workflows/foreman/order-map-truck.png" />
</Frame>

<Frame caption="SEE ALL JOBS (1) also jumps to the order Map (2)">
  <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/monitor-jobs-map.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=09f057a6143b9aeddf8cbcf01a0160c5" alt="Monitoring job progress from the order map" width="1188" height="1190" data-path="images/workflows/foreman/monitor-jobs-map.png" />
</Frame>

The **Live Map** tab in the bottom bar shows the same live truck view across all of the foreman's orders.

## Approve work

<Steps>
  <Step title="Open the Review tab">
    The **Review** tab lists each day's jobs (and their loads) for orders assigned to the foreman. Tap **APPROVE** on a completed job, or tap the job to check it first.

    <Frame>
      <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/approve-jobs.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=11aec91b3a642b48d010aa5a2083f231" alt="The Review tab with per-job Approve buttons" width="1167" height="1190" data-path="images/workflows/foreman/approve-jobs.png" />
    </Frame>
  </Step>

  <Step title="Review hours, loads, and tickets">
    The job detail shows total hours with scheduled start, start, and end times (2), the linked timesheet (3), delivered totals, and each ticket. Tap **APPROVE** when it matches the day.

    <Frame>
      <img src="https://mintcdn.com/treadtechnologiesinc/S9hDaJreqzST7GIo/images/workflows/foreman/job-review-details.png?fit=max&auto=format&n=S9hDaJreqzST7GIo&q=85&s=c831320b5e86643e143a31fe140aed60" alt="A job's Review & Confirm detail with times, timesheet, tickets, and Approve" width="1710" height="1688" data-path="images/workflows/foreman/job-review-details.png" />
    </Frame>
  </Step>

  <Step title="The office sees the approval">
    Company Admins and Billers see the foreman's sign-off as the **Field** approval in Approvals → Approve Work on the web. Billing pulls from the same approved data.

    <Frame>
      <img src="https://mintcdn.com/treadtechnologiesinc/Ntzt_d9-iwnkOdac/images/Field-approval-in-web.png?fit=max&auto=format&n=Ntzt_d9-iwnkOdac&q=85&s=8ccd24c096c458151338887a7d008b7c" alt="Field approval shown in the web Approvals view" width="990" height="357" data-path="images/Field-approval-in-web.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  Approve daily, not weekly. End-of-shift approvals keep details fresh and shorten the billing cycle.
</Tip>

## Common pitfalls

<Warning>
  **Foreman orders skip dispatch creation, not dispatch review.** The office sees requests appear without warning — set notifications so dispatchers catch new foreman orders quickly.
</Warning>

<Warning>
  **Field-first approvals take a few weeks to stick.** A multi-entity hauler saw about four weeks of resistance from drivers and subhaulers before end-of-shift approvals became routine. Stay firm on the workflow during the transition.
</Warning>

## Related

* [Create a Project, Order, and Dispatch](/workflows/create-a-project)
* [Order Types](/workflows/order-types)
* [Intra-Day Changes](/specialized/intra-day-changes)
* [Driver App](/mobile/driver-app)
