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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.

  • Modify the desired information and tap "Save."

2. Uploading Provider Documentation

Driver's License Verification (Veriff©)

  • Navigate to the "Account" tab located at the bottom-right.

  • Tap "Driver’s License Verification," then click "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."

  • There are 3 main types of insurance documents that you can submit, as well as additional documents if applicable:

    • General Liability Insurance

    • Auto Insurance

    • Workers Compensation Insurance (If available)

  • Tap the "Upload" 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 that you may have as needed by tapping the "+" icon at the bottom right of the screen.

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 the "Vehicles" tab, located in the center at the bottom of the screen.

  • Tap the "+ Add New" 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 ellipsis (three dots) on the vehicle card and select "Edit" or "Delete." If you select edit, make any changes needed and tap "Save." If you select delete, you will be asked to confirm the deletion.