Setting Up Your Profile
When you log in for the first time, you’ll be asked to choose the service types you offer. Mark the checkboxes next to the services you provide, then click "Save" to continue.
1. Editing Account Details
Navigate to the "Account" tab located at the bottom-right.
Tap Contact Information.
This is split up into 3 sections and allows you to add more about your business.
Tap each category to view the current information and to update your profile with new or additional information.
2. Uploading Provider Documentation
Driver's License Verification (Veriff©)
Navigate to the "Account" tab located at the bottom-right.
Tap "Driver License," then tap "Let’s Go."
Follow the prompts to upload the front of your driver’s license, scan the barcode on the back, and capture a selfie for verification.
Proof of Insurance
Navigate to the "Account" tab located at the bottom-right.
Tap "Compliance," and three more options will appear:
Proof of Insurance
There are 3 main types of insurance documents that you can submit -
General Liability Insurance
Auto Insurance
Workers Compensation Insurance (If available)
Tap the "+" button in the respective section to upload each document and additional fields will be displayed.
Insurance Company - Enter the name of the insurance company you hold the policy with.
Policy Holder - Enter the name of the person who holds the policy.
Issue At - A calendar will be displayed. Select the effective date of your current policy.
Expiration At - A calendar will be displayed. Select the expiration date of your current policy.
Coverage Amount - Tap the drop-down and select the currency type that is used on your current policy and then enter the amount covered.
Upload File - Tap the document icon to open your file explorer on your mobile device and select the file containing your corresponding insurance policy.
Tap "Save" to save the document to your profile.
You may add as many additional insurance documents as needed by tapping the "+" icon at the top-right of the screen and follow the steps above for each.
Tax Information
Enter your tax ID number.
Upload a PDF of supporting documents that include your tax identification number.
Tap “Save.”
State Permits
Tap “+” at the top-right.
Enter the State Permit Name.
Upload a PDF copy of the permit.
Tap “Save.”
You must have CheckSammy listed as additionally insured for work performed on their behalf. All COI's must be uploaded as a PDF. No other file type is accepted.
3. My Vehicles Tab
Adding a New Vehicle
Tap "Account" and then tap "Vehicles."
Tap the "+" button at the top right of the screen.
Enter the required information:
Vehicle Name, Make, Model, Year, Color, License Plate Number, VIN Number, Vehicle Type, Load Capacity, Service Radius, and Vehicle Images.
Tap "Save" to save to your account.
Managing Existing Vehicles
To "Edit" or "Delete" an existing vehicle tap the vehicle card and select "Edit" or the trash can icon to edit and delete vehicles respectively. If you select edit, make any changes needed and tap "Save." If you select delete, you will be asked to confirm the deletion.