Every expiry date, before it expires
CDLs, medical cards, drug tests, registrations, inspections and the company’s own filings, with a reminder before each one runs out.
Step by step
- Open Compliance. The tiles Lapsed, Running out and Never recorded count what needs you, and the table lists each item and who or what it belongs to.
- Under Requirement set, choose the set that fits your company (for example Trucking / motor carrier) and press Save.
- Trucks: open Fleet, open a truck, and under Paperwork type the Number and the expiry date beside each item, then press Save.
- Drivers: open Driver files, click a name and fill in the Qualification record the same way. The scanned documents live in the Document folder.
- Company filings go under Company records on Compliance.
Anything without a date counts as missing, so it stays on the list until you record it.
Set up first
The dates on each document.
Worth knowing
- Upload the new document when you renew, so the reminder moves to the next date.
- Compliance lists every CDL, medical card, registration and inspection, soonest to expire first.
- Running out: truck 103’s annual inspection is inside its warning window.