--- title: Creating and Configuring Driver, Truck, Trailer, and Dispatch Unit Setup description: "## **Creating a new driver’s profile and setting him as available** [VIEW GUIDE IN FULL SCREEN](https://scribehow.com/embed/Creating_and_Configuring_Driver_Truck_Trailer_and_Dispatch_Unit_Setup__uvWEQNwiRSyDqliUcwoFaw?as=video) [https://scribehow.com/embed/Creating_and_Configuring_Driver_Truck_Trailer_and_Dispatch_Unit_Setup__uvWEQNwiRSyDqliUcwoFaw?as=video](https://scribehow.com/embed/Creating_and_Configuring_Driver_Truck_Trailer_and_Dispatch_Unit_Setup__uvWEQNwiRSyDqliUcwoFaw?as=video) To create a driver’s profile, navigate to the left sidebar and click the **Personnel** section, then select **Drivers**. Next, click the **Create New**…" url: "https://accur8.help/docs/creating-and-configuring-driver-truck-trailer-and-dispatch-unit-setup/" updated: "2026-02-11" category: Safety --- # Creating and Configuring Driver, Truck, Trailer, and Dispatch Unit Setup ## **Creating a new driver’s profile and setting him as available** [VIEW GUIDE IN FULL SCREEN](https://scribehow.com/embed/Creating_and_Configuring_Driver_Truck_Trailer_and_Dispatch_Unit_Setup__uvWEQNwiRSyDqliUcwoFaw?as=video) [https://scribehow.com/embed/Creating_and_Configuring_Driver_Truck_Trailer_and_Dispatch_Unit_Setup__uvWEQNwiRSyDqliUcwoFaw?as=video](https://scribehow.com/embed/Creating_and_Configuring_Driver_Truck_Trailer_and_Dispatch_Unit_Setup__uvWEQNwiRSyDqliUcwoFaw?as=video) To create a driver’s profile, navigate to the left sidebar and click the **Personnel** section, then select **Drivers**. Next, click the **Create New** button in the top-right corner. This will open a new page with various sections. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-1-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-1.png) To add a new driver, you must fill in the required information. In the **Contact Info** section, provide the email address, first name, and last name. In the**CDL Info** section, enter the driver's CDL details. These fields are mandatory and sufficient for creating a profile. If you wish, you can add additional information later. Please remember that the driver’s email address must be unique. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-2-1024x509.jpg)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-2.jpg) Once you have completed all the required fields, click the **Save** button. A pop-up window will appear, prompting you to choose your next step. To proceed to the driver’s page, select that option. Initially, the driver's status in the system will be set to **Pending**. This status indicates that the driver's profile has been created but not yet activated, as it is awaiting completion of required documents, background checks, orientation, or other pre-employment steps. **Note:** You can always check the status under the Status column in the Driver's list. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-3-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-3.png) To set his status to **Available**, you need to add a contract by creating an employment profile for the driver. This can be done under the **Employment tab** on the Driver's page. Clicking the **Create new**button opens a pop-up window. Here, you will need to enter the hire date and select the employment type that best fits the driver's arrangement. These two fields are mandatory to create a new entry, but you may also fill in any additional fields if desired. After clicking the **Create** button, the driver’s status will change to Available. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-4-1024x510.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-4.png) ***Note:** When the contract ends, the driver will be marked as inactive. The system allows you to extend the driver’s contract by creating a new one. ****** To find more about driver’s statuses in the ACCUR8 TMS, please follow this link: [https://accur8.help/docs/how-drivers-status-management-works/](https://accur8.help/docs/how-drivers-status-management-works/) ## **Managing Documents (adding, finding missing ones, expiration dates)** On the **Driver’s page**, under the **Documents** tab, you can find all the necessary documents that drivers must possess. The missing documents will be marked in red, and a blue notification will show the number of documents that need to be uploaded. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-5-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-5.png) To determine which documents are required, navigate to the **Personnel**section. Select the **Settings** section and then, under the **Required documents** tab, choose the **Driver** entity. On the right side, you will see various document types. You can toggle the button next to each document type to indicate whether it is required for drivers. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-6-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-6.png) To check which documents are missing, go to the **Reports**section. Under the **Missing documents** tab, select the entity from the **Type** field and mark the **Has active employment** checkbox. This will display a list of all active drivers, along with the missing documents for each one. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-7-1024x508.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-7.png) To check the expiration dates of documents, go to the **Expiration items**section. Under the Expiring tab, you will find a list of all documents, along with their types and expiration dates. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-8-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-8.png) Additionally, you can access this information for an individual driver by visiting the **Expiration Items tab** located on each Driver's Info page. **Note:** To find out how to replace a document or renew an expired document, please follow the link below: [https://accur8.help/docs/document-management-guide/#3-toc-title](https://accur8.help/docs/document-management-guide/#3-toc-title) ## **Creating a new truck’s profile** To create a truck’s profile, navigate to the left sidebar and click the **Fleet** section, then select **Trucks**. Next, click the **Create New** button in the top-right corner. This will open a new page with various sections. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-9-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-9.png) To add a new truck, you must fill in the required information. In the **Basic Info** section, provide the truck number and VIN number, and select the Office and the Group/Department/Team from the corresponding drop-down menus. These fields are mandatory and sufficient for creating a profile. If you wish, you can add additional information later. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-10-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-10.png) Once you have created the profile, the truck's status in the system is set to **Available**. If a truck is no longer available and needs to be removed from the system, you must first set it to inactive status. To do this, go to the selected **Truck’s page** and click the **Set Inactive** button in the top-right corner. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-11-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-11.png) A pop-up window will appear where you will add a retired note and save it. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-12-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-12.png) The truck will then be marked as **Retired**. To delete the truck from the system, navigate to the **Trucks list**, hover over the truck you want to delete, and then click the **Archive** button. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-13-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-13.png) ## **Managing Documents (adding, finding missing ones, expiration dates)** To find all the necessary documents for a selected truck, go to that **Truck’s** page and then click the **Documents** tab. The missing documents will be marked in red, and a blue notification will show the number of documents that need to be uploaded. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-14-1024x508.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-14.png) To determine which documents are required, navigate to the **Fleet**section and then click **Settings**. Under the **Required documents** tab, select the **Truck** entity. On the right side, you will see various document types, and you can toggle the button next to each one to indicate whether it is needed. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-15-1024x508.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-15.png) To check which documents are missing, go to the **Reports** section. Under the **Missing documents**tab, select the entity from the **Type** field and mark the **Not sold or retired** checkbox. This will display a list of all active trucks, along with the missing documents for each one. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-16-1024x508.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-16.png) To check the expiration dates of documents, go to the **Expiration items** section, and under the **Expiring** tab, you will find a list of all documents, along with their types and expiration dates. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-17-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-17.png) Additionally, you can access this information for an individual truck by visiting the **Expiration Items** **tab** located on each Truck's info page. **Note:** To find out how to replace a document or renew an expired document, please follow the link below: [https://accur8.help/docs/document-management-guide/#3-toc-title](https://accur8.help/docs/document-management-guide/#3-toc-title) ## **Creating a new trailer’s profile** To add a trailer to the system, navigate to the left sidebar and click the **Fleet** section, then select **Trailers**. Next, click the **Create New** button in the top-right corner. This will open a new page with various sections. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-18-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-18.png) To add a new trailer, you must fill in the required information. In the **Basic Info** section, provide the trailer number and VIN number, and select the Office and the Group/Department/Team from the corresponding drop-down menus. These fields are mandatory and sufficient for creating a profile. If you wish, you can add additional information later. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-19-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-19.png) Once you have created the profile, the trailer's status in the system is set to **Available**. If a trailer is no longer available and needs to be removed from the system, you must first set it to inactive status. To do this, go to the selected **Trailer’s page** and click the**Set Inactive** button in the top-right corner. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-20-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-20.png) A pop-up window will appear where you will add a retired note and save it. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-21-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-21.png) The trailer will then be marked as **Retired**. To delete the trailer from the system, navigate to the**Trailers list**, hover over the trailer you want to delete, and then click the **Archive** button. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-22-1024x511.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-22.png) ## **Managing Documents (adding, finding missing ones, expiration dates)** To find all the necessary documents for the selected trailer, go to that **Trailer’s page** and then click the **Documents** tab. The missing documents will be marked in red, and a blue notification will show the number of documents that need to be uploaded. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-23-1024x510.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-23.png) To determine which documents are required, navigate to the **Fleet**section, then click the**Settings**. Under the **Required documents** tab, select the **Trailer** entity. On the right side, you will see various document types, and you can toggle the button next to each one to indicate whether it is needed. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-24-1024x508.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-24.png) To check which documents are missing, go to the **Reports** section. Under the**Missing documents** tab, select the entity from the **Type** field and mark the **Not sold or retired** checkbox. This will display a list of all active trailers, along with the missing documents for each one. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-25-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-25.png) To check the expiration dates of documents, go to the **Expiration items** section. Under the**Expiring** tab, you will find a list of all documents, along with their types and expiration dates. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-26-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-26.png) Additionally, you can access this information for an individual trailer by visiting the **Expiration Items** **tab** located on each Trailer's info page. **Note:** To find out how to replace a document or renew an expired document, please follow the link below: [https://accur8.help/docs/document-management-guide/#3-toc-title](https://accur8.help/docs/document-management-guide/#3-toc-title) ## **Creating a Unit in the Dispatch Manager** After entering the drivers and assets into the system, you can create a Unit within the Dispatch Manager. This will enable the system to automatically record relevant details for those entities when a load is dispatched. To create a new Unit, navigate to the **Dispatch section** and select the**Dispatch Manager**. Then, click the **Create New** button in the top-right corner. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-27-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-27.png) In the form that appears, choose a specific driver, codriver, truck, and trailer from the dropdown lists that will be associated with this unit. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-28-1024x508.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-28.png) Please note that a Unit must include both a **Driver** and a **Truck**, as these are the required fields. You may also include additional entities and select the primary dispatcher from the corresponding field. **Note:** To add a Unit to a load, use the **Select from dispatch manager** option under the **Assets** section on the **Load’s details page**. [![](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-29-1024x509.png)](https://accur8.help/wp-content/uploads/2026/01/Creating-and-Configuring-Driver-Truck-Trailer-and-Dispatch-Unit-Setup-29.png)