The Dashboard is the first page you see after logging in. It shows the health of your fleet's paperwork and lets you act on expiring documents right away.
Summary cards
The cards at the top give you quick counts:
Active Drivers, Active Vehicles, Active Trailers – with how many are inactive, assigned, or unassigned.
Total Documents – active and archived.
Expired and Expiring soon – with the percentage of all documents.
Review – documents waiting for your approval.
File Drop – files drivers have sent in.
Expiration list
Below the cards, the Active tab lists expired and expiring documents. The Days column shows how many days are left. A negative number means the document expired that many days ago.
Use the other tabs to switch views: Snoozed, Inactive, Missing Docs (required documents that haven't been added), and Live View. Use the search bar, Filters, and Export to narrow down or download the list.
Act on a document
Each row has these actions:
Blue + (Renew) – opens a new document with the name, type, and description already filled in, so you can upload the renewed copy and set the new expiry date.
Eye – view the document.
Download – save a copy.
Bell (Snooze) – snooze the reminder. Snoozed items move to the Snoozed tab.
Archive – move an outdated document to the archive.
Trash – delete the document.
Click the pencil in the Note column to add a note, such as "waiting on owner," so your team knows where things stand.
Live View
Live View shows each active driver with their current vehicle and trailer, and a bubble summarizing their documents:
Gray – only missing documents.
Yellow – documents expiring soon (and possibly missing ones).
Red – expired documents (and possibly expiring or missing ones).
The Location and Driving columns require an ELD integration.
Tip: Missing documents are based on the Doc Types you mark as Required in Settings > Doc Types. If a unit has several documents of the same type, only the one with the latest expiration date is tracked, so archive old copies.