Truckcess User Manual

Step-by-step guides for using the Owner-Operator Suite, License Vault, and CDL Academy.

• Create and run your first load — From booking a load to marking it delivered — the loop that powers every profit number in Truckcess.
• Invoice a completed load and get paid — Turn a delivered load into a professional PDF invoice, track the payment, and close the loop when the money lands.
• Put your license in the Vault — Store your CDL, medical card, and credentials with their expiration dates — Truckcess reminds you before anything expires. Free, forever.
• Track expenses and receipts — Every fuel stop, premium, and repair — categorized, attached to its load, and ready for tax time.
• Pay a driver with settlements — Completed loads with a driver surface on the Settlements page automatically — set the payout, track what's owed, and mark it paid.
• Import your existing records — Bring months of history in at once — trips, fuel, and mileage CSVs land as real records, matched to your trucks automatically.
• Stay ahead of maintenance — Service intervals tracked by real odometer miles — so the reminder arrives before the breakdown does.
• From first lesson to exam-ready — How the Academy's study loop works — lessons, daily review, weak-spot drills, and the readiness score that tells you when to book the test.
• Set up your organization and hand out seats — From paid order to students studying: claim your dashboard, find your redemption codes, and distribute one per student.
• Run your student dashboard: track progress and homework — See every student's progress, spot who's falling behind, assign homework, and pull an outcomes report — your program's command center.
• For students: activate your Academy seat — Got a redemption code from your school or employer? Here's how to turn it into 12 months of full CDL Academy access.