Help Center
How can we help?
29 topics across 12 categories.
Getting started
Forms
Import a paper or PDF form into the builder
Upload a blank PDF and let Google Document AI plus Gemini draft the form for you.
Connect a dropdown to a managed list
Use one tenant-wide list (Vehicle Types, Hazards, Risk Severity) on every form. Edit once, every form updates.
Every field type explained
Twenty-plus field types: when to use each one.
Workers & Locations
Add workers, import a CSV, or send invites
Three ways to get your roster into the app.
Permissions, power levels, and reach
Power level is what someone can do. Reach is what they can touch. Combine for the role you actually need.
Track worker certifications and ticket photos
Upload a photo of a First Aid or H2S card; the OCR pulls the expiry and files it against the worker.
Workflows & Automation
Equipment
Equipment files, meters, and scheduled service
Per-unit pages with meter history, maintenance log, service schedules, and every form ever submitted on the unit.
Set up a commercial vehicle file (registration, insurance, CVIP, maintenance)
Mark a truck or trailer as commercial (NSC) and the file requires registration, insurance, CVIP, and a maintenance record, then tracks every renewal date.
Inventory
Set up inventory tracking
Turn on the Inventory module and answer two questions about anything you count: how many, and where.
Add inventory items and stocking places
Describe the things you stock, and the places they can sit. A yard, a customer site, a truck, and a worker are all just places.
Record stock movements and read On Hand
Bring stock in, move it between places, write it off. Every change is a move between two places, and On Hand shows the result.
Move a load between places with transfers
Send a truckload in two legs: it leaves, it sits in transit, it arrives. A load that never arrives stays visible instead of quietly vanishing.
Record stock moves from the field, offline
A driver records a pickup or a drop from their phone. It saves on the device right away and syncs when signal returns, exactly once.
Count stock and reconcile the difference
Count what is actually on the shelf, enter the real number, and the system posts the difference for you. Nobody edits a balance by hand.
Get low-stock alerts with reorder points
Set a floor under the things you must not run out of, and get told before you hit it.
Bill rental charges from the ledger
See what each customer site owes for a period, worked out from the moves themselves. Partial pickups are handled for you.
Transport & ELD
Connect your fleet's Motive ELD (register the developer app)
One-time setup so the app can pull Hours of Service straight from Motive. Register a Motive developer app and hand over its two keys.
Set up a commercial driver file (Driver Qualification and Hours of Service)
Add a driver, build their Driver Qualification (DQ) file, track abstracts, medicals, and licences, and keep Hours of Service current.