Owner-Operator Trucking Dispatch, Accounting & Settlement System

Disclaimer: This product is a spreadsheet-based organizational tool designed to help manage user-entered data. It does not provide accounting, tax, legal, or payroll advice. All calculations and reports are based on information entered by the user and should be reviewed and verified before reliance or use.

Standard Version — Owner-Operator Trucking Dispatch, Accounting & Settlement System

The Standard version provides a complete, spreadsheet-based system for managing dispatch, tracking trip costs, recording driver deductions, and generating flexible settlement reports — all without subscriptions. This version is designed for owner-operators and small fleets who want full visibility and control over their operations using a clear, structured workflow.

What’s included:

• Master Dispatch to schedule loads, record revenue and fees, and calculate driver pay, clean gross, and truck gross

• Trip Costs to log variable, trip-specific expenses such as fuel, tolls, and repairs

• Driver Deductions & Additions to track fuel advances, escrow, bonuses, and other pay adjustments

• Monthly Financial Summary with revenue, trip costs, overhead expenses, and key performance metrics

• Settlement Report that auto-populates by driver using any begin and end date (weekly, biweekly, or custom)

Platform compatibility:

• Includes both Google Sheets and Microsoft Excel (2024+) versions

• Settlement reports can be viewed on-screen, exported and printed/emailed manually

Important notes:

• PDF generation, email delivery, settlement archiving, and advanced performance summaries are not included

• All calculations and reports are based on user-entered data and should be reviewed and verified by the user

This version is ideal if you want a solid operational foundation without automation or advanced performance analysis.

Pro Version — Owner-Operator Trucking Dispatch, Accounting & Settlement System

The Pro version includes everything in the Standard version, plus automation and performance insights designed to save time and provide deeper visibility into driver and truck performance. This version is best for owners who generate settlements regularly and want one-click reporting, historical records, and performance summaries.

Everything in Standard, plus:

• One-Click Paystub Generator (Google Sheets)
  Generate settlement reports as PDFs and email them directly

• Settlement Archive (Google Sheets)
  Automatically log emailed paystubs with stub number, amount, and date

• Driver Performance Summary
  Analyze driver pay and balances using monthly, ALL, or custom date ranges (daily, weekly, or custom periods)

• Truck Performance Summary
  Compare truck performance across flexible date ranges, with visual highlights for highest and lowest results

Platform compatibility:

• Includes both Google Sheets and Microsoft Excel (2024+) versions

• Google Sheets Pro supports PDF generation, email delivery, and settlement archiving

• Excel Pro supports PDF generation and local saving only (no email delivery or archiving)

Important notes:

• Scripts (Google Sheets) or macros (Excel 2024+) must be enabled for Pro features

• Excel macros are supported on Windows only

• All calculations and reports are based on user-entered data and should be reviewed and verified by the user

The Pro version is ideal if you want automation, historical records, and performance visibility without ongoing software subscriptions.

How does it work?