How to Add a Driver in CarrierOS AI
Driver setup connects the person to dispatch assignments, settlement review, and driver records. Follow the steps below to add a driver in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Add a driver in CarrierOS AI: quick answer
Open Drivers, add the driver, enter profile and contact details, set status and pay-related information, then save the record before assigning loads.
Before you start
- Have driver name, contact details, and pay type ready.
- Know whether the driver is active.
- Collect compliance or document details your office tracks.
Step-by-step instructions
- From the left menu, open Fleet > Drivers.
- Choose Add Driver.
- Enter name and contact details.
- Set driver status.
- Add pay or settlement details if used.
- Attach records or notes if needed.
- Save and confirm the driver appears in dispatch options.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Driver name: The driver shown in loads and settlements.
- Contact details: Phone or email used by the office.
- Status: Whether the driver is active.
- Pay setup: Details used by settlement review.
- Documents: Compliance or driver record files.
What happens next
After adding the driver, connect them to trucks or loads as dispatch work begins.
Common problems and fixes
- If the driver does not appear on a load, check active status.
- If settlement pay is wrong, review pay setup.
- If documents are missing, attach them to the driver record.
Tips for carrier offices
- Use one driver record per person.
- Keep inactive drivers out of dispatch work.
- Review driver records before settlement batches.
