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Glass box, not black box

Every automation explains itself — and asks first.

You shouldn't have to trust software with your business on faith. Clear names every automation in plain English, shows you exactly what it does and what it touches, and lets you decide what runs on its own versus what Scout checks with you first. Then it logs every action so you can see — and undo — anything.

You hold the controls

Every automation has three modes. Flip any of them, any time.

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.

What Clear does for you

The exact same catalog runs inside the product — so what we show you here is what you get.

Money

Send rate confirmation to broker

Default: Review

Drafts and sends the signed rate con back to the broker the moment you book a load.

Trigger

When you click “Send rate con” on a booked load.

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.
Load recordBroker contactOutbound email

Send invoice + factoring packet

Default: Review

Builds the invoice and the factoring packet from the load + POD and submits it.

Trigger

When a load is marked delivered and the POD is in.

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.
Load recordPOD / BOLQuickBooksOutbound email

Receipt & fuel capture

Default: Review

Reads a receipt or fuel ticket and books the expense in QuickBooks.

Trigger

When a driver photographs a receipt or fuel ticket.

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).
InboxQuickBooks

Detention alerts

Default: Auto

Watches the clock at the dock and flags detention the moment it starts.

Trigger

When a driver passes free time at a shipper/receiver.

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.
Load recordNotifications

Compliance

Driver document intake

Default: Review

Reads a driver’s license (or other doc) and builds the driver record for you.

Trigger

When a driver emails or uploads a license / med card / CDL.

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.
InboxDriver fileQuickBooks

Insurance COI intake

Default: Review

Reads a Certificate of Insurance and files it with an expiry reminder.

Trigger

When a COI lands in the inbox.

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.
InboxCompliance record

Paperwork

BOL / POD capture

Default: Auto

Reads the bill of lading / proof of delivery and attaches it to the load.

Trigger

When a driver sends a BOL or POD photo.

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.
InboxLoad record

Operations

New-load setup

Default: Auto

Turns a booked load into a complete load record with everything attached.

Trigger

When you book a new load.

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.
Load recordCalendar

Check-call reminders

Default: Auto

Reminds you (or the driver) when a check-call is due, so brokers stay happy.

Trigger

On the schedule a load / broker requires.

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.
Load recordNotifications

See the glass box on a sample fleet

Watch Scout read a document, draft an email you approve, and log every action — on demo data, nothing real touched.

Open the live demo