Templates
Five documents every brokerage uses, each shown filled in for a real-looking load and offered blank as a download. No email gate. Field-by-field explanations live in the guides.
PDF · Word
A rate confirmation needs seven things on one page: the parties and references, each stop with its date and appointment window, the freight, the rate with fuel stated in or out, the accessorial terms, the instructions the driver works from, and the legal terms carried in from the carrier agreement. This template has all seven, with the four fields that start disputes made explicit..
PDF · Word
A bill of lading is the shipper's receipt and the contract of carriage: who shipped what, to whom, on which carrier, in what condition. This template follows the standard straight bill of lading used across US truckload and LTL freight, with the customer-order and carrier-information tables that receivers and carriers expect, and the consignee block that turns the same page into the proof of delivery at the other end..
PDF · Word
A proof of delivery is valid when it carries the receiver's signature, the date and time, the shipment identification, and any exceptions noted at the moment of delivery. This form puts those four on one page, adds the facility times that a detention claim needs, and reminds the driver to photograph the signed page before leaving..
PDF · Word
A carrier packet collects what a brokerage needs before the first load: the signed broker-carrier agreement, a W-9, a certificate of insurance naming the broker, a copy of the operating authority, payment details or a factor's notice of assignment, and working contacts. This template is the checklist and the profile form on two pages, with the safety and identity checks that stop double brokering written into it..
Excel .xlsx · CSV
A load tracking sheet works when every row answers three questions at a glance: where was the truck last seen and when, will it make the delivery window, and does anyone need to do something. This spreadsheet has the columns for exactly that, a status column with six values that sort the board into what needs a person and what does not, and a legend sheet that defines them..
