Carrier Setup Packet
Carrier packet for new broker relationships: W-9, COI, packet cover, payment terms, reference sheet.
Resources / Templates
Templates
Editable templates for the paperwork that costs real money when handled wrong. Word and Google Docs versions.
Templates ship as part of paid kits. The list below shows what is in active build. The Free Downloads page covers the no-cost checklists and reference sheets.
Rate Confirmation Template
Editable rate con format you can hand to a small shipper or use as a counter to a sketchy broker rate con.
Driver Hire Packet
Application, employment agreement, drug consent, MVR consent, DQ file index. Tab-by-tab structure auditors expect.
Independent Contractor Agreement
Lease-purchase, fuel advance, deadhead, detention, escrow language. Editable DOCX plus locked PDF.
P&L Worksheet
Monthly P&L for a 1-5 truck operation. Categorized for trucking, not for general small business.
12-Month Compliance Calendar
Every recurring filing, renewal, and inspection date for a small carrier. Quarterly and annual cadence in one view.