Owner Admin · Management Office · Settlements & Banking · PDF Library · S&L Dispatcher Application · S&L Carrier Application
| Screenshot requirement | Current verified package status / next step |
|---|---|
| Company separation Separate ELTA and S&L records, branding, roles and financial destinations | Database structures present; permission testing pending |
| Employee and management login Role-based access, manual employee provisioning, owner access to both | Existing pages; real login/authorization testing pending |
| Filing system 12 folders, navigation, document registry, audit history, retention holds | Backend structures; complete UI and workflow testing pending |
| Secure upload Employee request, signed upload, confirmation, automatic correct-folder filing | Backend services; website end-to-end testing pending |
| Document actions Add, open, upload, save, print, remove, recycle bin, restore | Some pages and services; end-to-end testing pending |
| Master PDFs Original approved PDFs matched to each company and correct folder | Template PDFs bundled; originals and approvals not fully verified |
| S&L dispatcher application Separate dispatcher intake with named uploads, S&L logo | Page bundled; submission/upload test pending |
| S&L carrier application Separate carrier intake with named uploads, S&L logo | Page bundled; submission/upload test pending |
| ELTA onboarding DQ, consent, payroll, safety, vehicle, onboarding and e-sign | Forms bundled; signing and assignment not fully connected |
| Settlements 7% S&L preview, ELTA authorized deductions, net amounts | Preview page bundled; backend connection pending |
| Approval and locks Owner review, lock approved settlements, audit changes | Database functionality requires verification and UI connection |
| Banking Separate business, factoring, direct deposit and carrier destinations | Setup preview only; provider not connected |
| Payments Provider confirmation, failed transfers, reconciliation and history | No real transfers; integration and tests pending |
| Invoices and archive Invoices, statements, PDF filing and verified payment archive | Database records; PDF generation and end-to-end filing pending |
| Notifications Owner email alerts and portal activity notices | Services may exist; delivery verification pending |
| Safety and compliance DOT records, truck binders, HOS, audit indexes | PDF templates bundled; legal review and operational completion needed |
| Testing and deployment All buttons, links, permissions, devices, staging before release | Not yet fully tested; live website unchanged |
Branding rule: ELTA PDFs use blue, yellow and white. S&L PDFs use red, black and white. Templates in the ZIP require individual visual review against this rule.