🔍
Ultimate Trucking Bundle: three templates shown together, the trucking invoice factoring dashboard, the trucking dispatcher scheduler for up to 15 trucks a day, and Ultimate Trucking Accounting.
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.
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.
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.
For owner-operators and independent dispatchers: the scheduler calculates the week's revenue and a percentage of revenue for each load dispatched.
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.
Ultimate Trucking Accounting: a collage of its sheets, including the financial overview dashboard, load search, profit and loss, comparative profit and loss, weekly overview, and miles and fuel summary.
Features of the Ultimate, Elite, Advanced, Pro and Standard trucking accounting editions compared: all include load setup, income and expenses per load, an automatic profit and loss and IFTA aids; load search and the dashboards vary by edition.
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. Feature tables compare the Ultimate, Elite, Advanced, Pro and Standard editions and the P&L, V2 and V3 trackers.
Dynamic financial overview dashboard: pick any month, quarter or year to date to see net cash flow, net profit, income, fixed, variable and reimbursable expenses, and mileage and fuel figures.
Trucking daily and weekly overview: pick the start day, week and month to see quick financial results for the week, each day's operation and financial data, and the highest and lowest variable and fixed expenses for each day.
Trucking profit and loss with notes: data is organized by month, quarter and year to date; all descriptions can be edited, with pay types, fixed and variable costs, profit per mile and cash flow after all costs and reimbursements.
Month-over-month and quarter-over-quarter comparative financials: pick the current and prior period from drop-down lists to compare operation information, trucking income and operating expenses with dollar and percent change.
Trucking profit and loss analysis with a start month and year selector: data is pulled from the income, expense and miles and fuel logs to create monthly, quarterly and annual statements.
Miles and fuel summary by state, an aid for IFTA reporting: data is pulled from the miles and fuel log; pick any month, quarter or year to date to see loaded, empty and total miles, gallons purchased and used, and fuel rates by state.
Load search: type a load number to see its operational, financial and load data, including expected versus actual performance, fuel usage and states traveled.
Income and expense description setup: edit the descriptions in the yellow cells and they update throughout the spreadsheet.
Load setup to track all loads, and a miles and fuel log to track fuel and miles by state; states with weight-mile tax are highlighted yellow.
Income and expense logs: pick the load each income or expense entry belongs to from a drop-down list, to keep a record of each load's revenue and expenses.
Trucking invoice factoring tracker: total invoices factored, factoring costs and net payment received, a quick analysis, payment status counts, factoring rate analysis, invoices factored by month and an invoice list.
The invoice factoring dashboard pulls data automatically from the invoice factoring log to show charts and totals.
Invoice factoring log: after setting up invoices and factoring companies, enter each factored invoice with factoring company, fees, dates, payment status, reserve held and net payment.
Invoice setup and factoring company setup tabs: list invoices with load, bill of lading, dates and terms, and set up to 15 factoring companies with fee rates, reserve and contact information.
Filter the invoice factoring dashboard by year, month, factoring company and invoice number.
Quick analysis table that updates with the filters: invoices factored, total amount, net payment received, factoring costs and rates, reserves, average days to payment, and a count of invoices by payment status.
Mini dashboard and analytics: the quick analysis table, net payment receipt chart, factoring rate analysis, total invoice amount factored by month, and an invoice table that updates with the drop-down selections.
This is a digital product; no physical item is sent. You receive a ZIP file with 3 Excel files and 3 PDFs linking to the Google Sheets templates. Works with Excel 2021 or later.
  1. Ultimate Trucking Bundle: three templates shown together, the trucking invoice factoring dashboard, the trucking dispatcher scheduler for up to 15 trucks a day, and Ultimate Trucking Accounting.
  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. 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.
  5. Schedule loads and track miles: enter the load origin, destination, broker, rate, and empty and loaded miles; total miles are calculated.
  6. 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.
  7. For owner-operators and independent dispatchers: the scheduler calculates the week's revenue and a percentage of revenue for each load dispatched.
  8. 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.
  9. Ultimate Trucking Accounting: a collage of its sheets, including the financial overview dashboard, load search, profit and loss, comparative profit and loss, weekly overview, and miles and fuel summary.
  10. Features of the Ultimate, Elite, Advanced, Pro and Standard trucking accounting editions compared: all include load setup, income and expenses per load, an automatic profit and loss and IFTA aids; load search and the dashboards vary by edition.
  11. 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. Feature tables compare the Ultimate, Elite, Advanced, Pro and Standard editions and the P&L, V2 and V3 trackers.
  12. Dynamic financial overview dashboard: pick any month, quarter or year to date to see net cash flow, net profit, income, fixed, variable and reimbursable expenses, and mileage and fuel figures.
  13. Trucking daily and weekly overview: pick the start day, week and month to see quick financial results for the week, each day's operation and financial data, and the highest and lowest variable and fixed expenses for each day.
  14. Trucking profit and loss with notes: data is organized by month, quarter and year to date; all descriptions can be edited, with pay types, fixed and variable costs, profit per mile and cash flow after all costs and reimbursements.
  15. Month-over-month and quarter-over-quarter comparative financials: pick the current and prior period from drop-down lists to compare operation information, trucking income and operating expenses with dollar and percent change.
  16. Trucking profit and loss analysis with a start month and year selector: data is pulled from the income, expense and miles and fuel logs to create monthly, quarterly and annual statements.
  17. Miles and fuel summary by state, an aid for IFTA reporting: data is pulled from the miles and fuel log; pick any month, quarter or year to date to see loaded, empty and total miles, gallons purchased and used, and fuel rates by state.
  18. Load search: type a load number to see its operational, financial and load data, including expected versus actual performance, fuel usage and states traveled.
  19. Income and expense description setup: edit the descriptions in the yellow cells and they update throughout the spreadsheet.
  20. Load setup to track all loads, and a miles and fuel log to track fuel and miles by state; states with weight-mile tax are highlighted yellow.
  21. Income and expense logs: pick the load each income or expense entry belongs to from a drop-down list, to keep a record of each load's revenue and expenses.
  22. Trucking invoice factoring tracker: total invoices factored, factoring costs and net payment received, a quick analysis, payment status counts, factoring rate analysis, invoices factored by month and an invoice list.
  23. The invoice factoring dashboard pulls data automatically from the invoice factoring log to show charts and totals.
  24. Invoice factoring log: after setting up invoices and factoring companies, enter each factored invoice with factoring company, fees, dates, payment status, reserve held and net payment.
  25. Invoice setup and factoring company setup tabs: list invoices with load, bill of lading, dates and terms, and set up to 15 factoring companies with fee rates, reserve and contact information.
  26. Filter the invoice factoring dashboard by year, month, factoring company and invoice number.
  27. Quick analysis table that updates with the filters: invoices factored, total amount, net payment received, factoring costs and rates, reserves, average days to payment, and a count of invoices by payment status.
  28. Mini dashboard and analytics: the quick analysis table, net payment receipt chart, factoring rate analysis, total invoice amount factored by month, and an invoice table that updates with the drop-down selections.
  29. This is a digital product; no physical item is sent. You receive a ZIP file with 3 Excel files and 3 PDFs linking to the Google Sheets templates. Works with Excel 2021 or later.

Trucking Business

Ultimate Trucking Bundle – Accounting, Dispatch & Factoring

$54.99

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 containing:

  • 3 Excel files (compatible with Excel 2021 and later)
  • 3 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.

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 ultimate trucking bundle works in Excel and Google Sheets. It is the Ultimate Trucking Bundle – Accounting, Dispatch & Factoring, designed by a licensed CPA.

What is in the ultimate trucking bundle

The template includes three templates shown together, the trucking invoice factoring dashboard, the trucking dispatcher scheduler for up to 15 trucks a day, and Ultimate Trucking Accounting.

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:

Ultimate Trucking Spreadsheet

Invoice Factoring: 

Trucking 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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