Truck bookkeeping
Know what every load made you
Your books come from the trips you already enter. Bill the load, track what you are owed, record every cost and see your profit, without a second set of paperwork.
Bookkeeping is included with the Optimum and Premium plans.
Invoices
Bill the load from the trip
Every trip records the broker or company you bill and the freight charge. When the load is delivered, the invoice is already there.
- A PDF invoice built from the trip, with nothing to retype
- Your business name, remit-to address and EIN come from your company profile
- Print one invoice or several at once
- Add charges and adjustments to a trip and they appear on the invoice
| Description | Amount |
|---|---|
| Linehaul, Duluth GA to Laredo TX | $3,150.00 |
| Detention | $150.00 |
| Lumper reimbursement | $85.00 |
| Total due | $3,385.00 |
Example invoice with sample numbers
Open invoices
See who still owes you
The Open Invoice Report lists every trip with money outstanding, oldest first, so you know exactly who to call this week.
- One row per trip with a balance, with its age in days
- The broker or company that owes you, the route and the amount
- Record full or partial payments and add a payment note
- A paid trip drops off the list on its own
| Trip | Owes | Balance | Age |
|---|---|---|---|
| 1018 | Broker A | $2,900 | 47 d |
| 1031 | Broker B | $1,450 | 33 d |
| 1042 | Broker C | $3,385 | 12 d |
Example report with sample numbers
Expenses
Every cost in one place
Record each cost where it happens. Everything feeds your reports, so nothing falls through the cracks at tax time.
- Trip expenses: fuel, tolls, lumper fees, scales, meals and parking
- Business expenses: permits, insurance, office costs, subscriptions and equipment loans
- Maintenance records: what was done to each truck, when, where and for how much
- Expense reports by trip, vendor and year
- Scan a receipt in the iPhone app and it files with the trip
| Type | Vendor | Amount |
|---|---|---|
| Fuel | Truck Stop #214 | $421.50 |
| Scale | CAT Scale | $13.00 |
| Repair | Main St Truck Repair | $864.20 |
| Insurance | Carrier Insurance | $1,250.00 |
Example expenses with sample numbers
Profit and loss
Your profit, any month of the year
The Profit and Loss report shows what your business earned, what it spent and what was left. Choose a month or the full year.
- Income from every trip, counted in the month of pickup
- Trip expenses, business expenses and maintenance counted by expense date
- Net profit with a month-by-month summary and trend
- Profit per mile on your dashboard in the iPhone app
| Month | Income | Expenses | Net |
|---|---|---|---|
| July | $16,200 | $9,100 | $7,100 |
| August | $15,850 | $8,640 | $7,210 |
| September | $17,420 | $9,980 | $7,440 |
Example report with sample numbers
Also in the books
The rest of the back office
Shippers, brokers and vendors
A searchable address book that grows as you add loads, with notes on each contact.
Trip plan
Record each stop with shipper or receiver, BOL, seal number, product, weight and piece count.
Driver pay statements
Set each driver's pay by mile, load, percentage or weekly amount, then print or email a pay statement. Included with Premium.
Documents
Keep rate confirmations, BOLs and receipts with the trip. Premium adds electronic document management and driver qualification files.
Accountant ready
Give your accountant their own login. Reports are generated live from your data and you can drill down to each transaction, so tax time is a few clicks instead of a box of paper.
Works with your IFTA
Trips, miles and fuel feed both your bookkeeping and your IFTA report. Enter them once and both stay in step.