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Trucking bundle: the trucking dispatcher scheduler for up to 15 trucks a day and Trucking Profit and Loss V3. Excel and Google Sheets.
Important information: this tool is designed by a licensed CPA as a general organizational tool. It is not personalized professional advice, creates no CPA-client relationship, the user verifies all information, and it is sold as-is.
Trucking dispatcher scheduler for up to 15 trucks a day: counts of available, urgent, booked, pending and out-of-service loads, revenue, and a daily schedule of drivers, trucks and loads. Excel and Google Sheets.
Dispatch data is archived with one button, and the schedule is cleared with another.
Status calendar: choose a status to see the trucks with that status for each day of the week, with the number of loads per day counted automatically.
What's included, 6 tabs: data setup, dispatch scheduler for up to 15 trucks a day, calendar view, archiving with a button, history, and clearing the schedule with a button. A video tutorial is linked in the description.
Truck status at a glance: each truck's status is color-coded, and a selected truck turns green to show it is available for booking.
Trucking dispatcher: pick the week to schedule from drop-down lists; load status counts and revenue are shown, and 7 scheduling tables appear, one for each day of the week.
Schedule loads and track miles: enter the load origin, destination, broker, rate, and empty and loaded miles; total miles are calculated.
For owner-operators and independent dispatchers: the scheduler calculates the week's revenue and a percentage of revenue for each load dispatched.
Trucking Profit and Loss V3: a collage of its sheets, including the daily and weekly dashboard, financial dashboard, profit and loss analysis and load search.
The difference between the two sets: the IFTA set requires state-by-state travel entries for IFTA reporting; the non-IFTA profit and loss trackers do not. Both track load-specific income and expenses and general business expenses.
Features of Trucking P&L, P&L V2 and P&L V3 compared, with P&L V3 highlighted: V3 includes every feature, including quarterly breakdowns, comparative P&L, load search and the daily, weekly, monthly, quarterly and annual dashboards.
Monthly, quarterly and annual financial dashboard: choose any month, quarter or year to date to see net cash, revenue, expenses and charts.
Daily and weekly dashboard: choose a week, month, year and start day to see each day's loads, miles, revenue, expenses and profit, with the highest and lowest expenses for the dates chosen.
Trucking profit and loss with notes: data is organized by month, quarter and year to date, with pay types, fixed and variable costs, profit per mile and cash flow after all costs and reimbursements.
Comparative profit and loss: drop-down lists let you pick any two months or quarters to compare, with dollar and percent change.
A complete trucking profit and loss statement is generated as income and expenses are entered, organized by month, quarter and year to date. All descriptions can be edited.
Load search: enter a load ID to see its load information, revenue and cash flow analysis, and operating expenses.
This is a digital product; no physical item is sent. You receive 2 Excel files and 2 PDFs with links to the Google Sheets templates. The Excel files work only with Excel 2021 or later.
  1. Trucking bundle: the trucking dispatcher scheduler for up to 15 trucks a day and Trucking Profit and Loss V3. Excel and Google Sheets.
  2. Important information: this tool is designed by a licensed CPA as a general organizational tool. It is not personalized professional advice, creates no CPA-client relationship, the user verifies all information, and it is sold as-is.
  3. Trucking dispatcher scheduler for up to 15 trucks a day: counts of available, urgent, booked, pending and out-of-service loads, revenue, and a daily schedule of drivers, trucks and loads. Excel and Google Sheets.
  4. Dispatch data is archived with one button, and the schedule is cleared with another.
  5. Status calendar: choose a status to see the trucks with that status for each day of the week, with the number of loads per day counted automatically.
  6. What's included, 6 tabs: data setup, dispatch scheduler for up to 15 trucks a day, calendar view, archiving with a button, history, and clearing the schedule with a button. A video tutorial is linked in the description.
  7. Truck status at a glance: each truck's status is color-coded, and a selected truck turns green to show it is available for booking.
  8. Trucking dispatcher: pick the week to schedule from drop-down lists; load status counts and revenue are shown, and 7 scheduling tables appear, one for each day of the week.
  9. Schedule loads and track miles: enter the load origin, destination, broker, rate, and empty and loaded miles; total miles are calculated.
  10. For owner-operators and independent dispatchers: the scheduler calculates the week's revenue and a percentage of revenue for each load dispatched.
  11. Trucking Profit and Loss V3: a collage of its sheets, including the daily and weekly dashboard, financial dashboard, profit and loss analysis and load search.
  12. The difference between the two sets: the IFTA set requires state-by-state travel entries for IFTA reporting; the non-IFTA profit and loss trackers do not. Both track load-specific income and expenses and general business expenses.
  13. Features of Trucking P&L, P&L V2 and P&L V3 compared, with P&L V3 highlighted: V3 includes every feature, including quarterly breakdowns, comparative P&L, load search and the daily, weekly, monthly, quarterly and annual dashboards.
  14. Monthly, quarterly and annual financial dashboard: choose any month, quarter or year to date to see net cash, revenue, expenses and charts.
  15. Daily and weekly dashboard: choose a week, month, year and start day to see each day's loads, miles, revenue, expenses and profit, with the highest and lowest expenses for the dates chosen.
  16. Trucking profit and loss with notes: data is organized by month, quarter and year to date, with pay types, fixed and variable costs, profit per mile and cash flow after all costs and reimbursements.
  17. Comparative profit and loss: drop-down lists let you pick any two months or quarters to compare, with dollar and percent change.
  18. A complete trucking profit and loss statement is generated as income and expenses are entered, organized by month, quarter and year to date. All descriptions can be edited.
  19. Load search: enter a load ID to see its load information, revenue and cash flow analysis, and operating expenses.
  20. This is a digital product; no physical item is sent. You receive 2 Excel files and 2 PDFs with links to the Google Sheets templates. The Excel files work only with Excel 2021 or later.

Trucking Business

Trucking Bundle – Dispatcher & Profit and Loss V3

$47.99

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
How does it work?

 Check out the Youtube video on how to use it below.

What will I get?

You will receive a zip file that contains

  • 2 Excel file (compatible with Excel 2021 and later)
  • 2 PDFs with a link to a Google Sheet, allowing you to easily make a copy to your Google Drive

⚠ Important: The dispatcher Excel file requires enabling macros and the Google Sheet template requires enabling two scripts for full functionality.

How will I get the files?

 Once your payment is successfully processed, you will receive instant access to download links for your digital product. A confirmation email will also be sent with downloadable links.

Returns & Exchanges?

These are digital products and sales are final. If a template does not work as described, you may report the issue within 7 days of purchase and may be eligible for a refund under the Terms of Service.

About this template

This trucking dispatcher bundle works in Excel and Google Sheets. It is the Trucking Bundle – Dispatcher & Profit and Loss V3, designed by a licensed CPA.

What is in the trucking dispatcher bundle

The template includes the trucking dispatcher scheduler for up to 15 trucks a day and Trucking Profit and Loss V3.

Who uses it

Owner-operators and small fleets that want bookkeeping and dispatch in one purchase. See all trucking bundles.

What you receive

A ZIP file with one Excel file (Excel 2021 or later) and a PDF with a link to the Google Sheets version. The Excel file uses macros, and the Google Sheets version needs its scripts turned on.

How does it work?

Check out the Youtube video on how to use it here:

Trucking Profit and Loss V3

Dispatcher: 

Please Note: This item functions exactly as demonstrated in the YouTube video. However, it does not include Google API capabilities, and users must manually input the distance in miles between two points

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