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Capabilities & system design

What Clear automates — and exactly how.

Built so a fleet owner and their IT person both get it: the outcomes, the mechanism, what it connects to, and what runs on its own versus what you approve. We stand each capability up during onboarding (1–4 weeks) — nothing here is a magic switch.

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Standard

set up during onboarding

Configurable

tailored to your stack

Custom build

we'd build this for you

Capabilities

The same catalog that runs inside the product — outcome first.

Driver document intake

Driver files build themselves from a photo — audit-ready, no data entry.

How it works

  1. Read the image and pull the fields (name, DOB, license #, class, state, expiry).
  2. Propose a driver record and a matching QuickBooks vendor.
  3. Show you the extracted fields over the image to confirm or edit.
  4. Save to the driver qualification file and set an expiry reminder.
Standard

Needs

Inbox access

Insurance COI intake

Insurance never lapses silently; COIs filed with expiry reminders.

How it works

  1. Read the COI and pull carrier, policy #, coverage, and expiry.
  2. Match it to the right driver / unit / authority.
  3. File it to the compliance record.
  4. Set an expiry reminder so nothing lapses silently.
Standard

Needs

Inbox access

BOL / POD capture

Billing pulls the POD instantly; nothing waits on a driver's photo roll.

How it works

  1. Read the document and pull load #, shipper, consignee, dates, signatures.
  2. Match it to the open load.
  3. Attach it to the load record so billing can pull it instantly.
Standard

Needs

Inbox / upload

New-load setup

Booked loads become complete records with timers queued.

How it works

  1. Create the load record from the rate con.
  2. Attach the broker, lane, rate, and appointment windows.
  3. Queue the check-call and detention timers.
Standard

Needs

—

Check-call reminders

Brokers stay happy — check-calls never slip.

How it works

  1. Track each load’s required check-call cadence.
  2. Remind the right person before it’s late.
  3. Log the check-call to the load’s paper trail.
Standard

Needs

—

Detention alerts

Detention caught the moment it starts, with the timestamps as proof.

How it works

  1. Timestamp arrival and watch against the free-time window.
  2. Alert you the moment detention starts accruing.
  3. Build the detention claim with the timestamps as proof.
Standard

Needs

ELD / telematics

Send rate confirmation to broker

Rate cons sent the moment you book — and you approve before they go.

How it works

  1. Pull the load + broker details from the load record.
  2. Fill the rate confirmation and attach the signed copy.
  3. Draft the email to the broker (you see it before it goes in Review mode).
  4. Send, and log it to the load’s paper trail.
Configurable

Needs

Email + load record

Send invoice + factoring packet

Invoices + factoring packets out the door automatically; cash comes faster.

How it works

  1. Assemble the invoice from the rate con and load record.
  2. Bundle the POD, BOL, and rate con into the factoring packet.
  3. Draft the submission to your factoring company / the broker.
  4. Submit and record the receivable in QuickBooks.
Configurable

Needs

QuickBooks + factoring details

Receipt & fuel capture

Receipts and fuel booked straight to QuickBooks — no shoebox.

How it works

  1. Read the receipt and pull vendor, date, amount, category.
  2. Propose the QuickBooks expense + category.
  3. Book it (you confirm in Review mode).
Configurable

Needs

QuickBooks

How it fits your stack

The data flow

Your systems → Clear watches them 24/7 → the next move, with the dollars attached. Clear reads what comes in (documents, ELD, fuel), proposes the action, and logs everything it did.

Integrations

ELD/telematics: Motive, Samsara, Geotab. Accounting: QuickBooks. Fuel: WEX/Comdata. Freight: load boards & brokers. Clear sits on top — you keep the gear you run.

Automated vs. you-approve

Every automation has three modes you control: Auto — fires automatically on its trigger. Review — drafts it, then waits for you to approve, edit, or discard. Off — won't run. clear leaves it alone. Anything that leaves the building (an email, a submission) shows you the draft first in Review.

Documents & data handling

Documents are read (OCR), the extracted fields are shown for you to confirm or edit, then written to the right place (driver file, load, QuickBooks). Your data stays yours — encrypted in transit and at rest, not sold.

What we automate today

  • Driver document intake
  • Insurance COI intake
  • BOL / POD capture
  • New-load setup
  • Check-call reminders
  • Detention alerts
  • Send rate confirmation to broker
  • Send invoice + factoring packet
  • Receipt & fuel capture

What we'd build for you

Custom builds — planned/configurable to your operation, not live out of the box.

  • IFTA automation: Auto-build quarterly fuel-tax filings from miles + fuel.
  • Insurance-renewal package: A renewal-ready compliance + safety dossier.
  • Broker/shipper scorecards: Share carrier reliability scores with partners.
  • Fuel routing: Route to in-network, cheapest fuel along the lane.
  • Churn-risk signals: Flag drivers likely to leave before they do.
  • CSA simulator: Model how a fix changes the CSA score.
  • Maintenance forecasting: Predict the next failure window per unit.
  • Compliance calendar: Every expiration + filing on one timeline.
  • Lane profitability: True margin by lane, incl. deadhead + detention.

See exactly what it does — on a sample fleet

Open the live demo