01Verify the parties and applicable authority
Record the fleet and provider's exact legal names, business contacts, tax and remittance workflow, insurance evidence, applicable state or federal authority, subcontractor rules, and who actually performs each service. FMCSA records can inform interstate-carrier due diligence but do not replace state, local, insurance, or contract review.
02Define authorized callers and assignment control
List who may request, change, cancel, or approve a job; required unit, driver, location, safety, destination, purchase-order, and cost-center information; after-hours escalation; and what constitutes a confirmed assignment. An email, portal entry, or voicemail should not be mistaken for dispatch unless the agreement makes the confirmation process explicit.
03Create a service and capability matrix
Separate towing, roadside assistance, accident recovery, winching, garage work, motorcycles, heavy units, trailers, cargo, EVs, specialty vehicles, storage, transport, and excluded hazards. Map vehicle classes, weights, dimensions, locations, hours, equipment limits, partner or subcontractor approval, and conditions that require a new quote.
04Write pricing and invoice rules precisely
Define starting, hookup, loaded mileage, approach or return, recovery, equipment, labor, waiting, storage, after-hours, toll, tax, third-party, cancellation, and changed-condition treatment. Require unit, date, pickup, destination, authorization, work performed, line items, receipt support, dispute contact, and payment terms on each invoice.
05Protect vehicle custody and business data
Set key, property, photo, condition, release, delivery, storage, and signature records. Minimize driver, customer, location, VIN, payment, and account data; restrict access; define approved systems and retention; and put service-provider security expectations in writing. Do not send unnecessary sensitive data through ordinary email or text.
06Measure performance and plan escalation
Define acknowledgement, assignment, status-update, arrival-estimate, completion, documentation, invoice, complaint, damage, cancellation, and outage measures without promising impossible response times. Set operational and safety escalation, backup-provider rules, audit rights, insurance and authority rechecks, review cadence, termination, and open-job handoff.