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Free dispatcher toolkit

Every document and calculator a dispatcher needs, in one place: dispatch invoices, detention and TONU claims, rate confirmations, carrier onboarding forms and Excel trackers. Free and editable.


Online tools

These run in your browser. Nothing you type is stored or sent anywhere.

Document generator: invoices, claims, settlements, rate confirmations

Fill in the fields, see the document update, then print or save as PDF. Nothing is stored or sent.

Load profit and comparison calculator

Compare two loads on real profit per day, with fuel, deadhead, dispatch and factoring fees.

Cost per mile calculator

Your true cost per loaded mile, including deadhead.

Dispatch fee calculator

Percentage or flat weekly: which is cheaper at your gross.

Dispatcher-carrier agreement builder

Build a dispatch service agreement, then print or save it.

Dispatch agreement checker

Paste a contract and see the clauses that cost carriers money.

Deadhead calculator

What empty miles really cost.

Route profitability calculator

Weekly profit and break-even rate per mile.

Templates you can download and edit

41 professional templates. The Word files and the Excel files are fully editable: change the wording, add your logo, delete what you do not need. Free to use for your own dispatch work.

Invoices and getting paid

Dispatch-specific invoices, not generic ones: fee invoices, freight invoices with accessorials, corrections and weekly settlements.

Dispatch service invoice

Bill a carrier for your dispatch fee: percent of gross, flat per load or flat per week.

Dispatch service invoice (Excel)

Same invoice in Excel. The fee and totals calculate for you.

Freight invoice, carrier to broker

The invoice a carrier sends the broker: line haul, accessorials, remit-to and attached documents.

Freight invoice (Excel)

Freight invoice with automatic due date and totals.

Corrected invoice and credit memo

Fix a wrong invoice without confusing the broker, and issue a credit memo.

Carrier weekly settlement statement

Show the carrier what was paid, your fee, deductions and the net amount due.

Payment follow-up letters

Four letters from a friendly reminder to a final notice for late freight payments.

Short-pay dispute letter

Challenge a broker who paid less than the rate confirmation.

Invoice packet cover sheet

A checklist cover page so no BOL, POD or rate con is missing.

Detention, TONU and claims

The letters that get accessorial charges and claims paid, with the facts brokers ask for.

Detention invoice and claim

Times, free hours and hourly rate, with a claim letter.

TONU claim letter

Claim the truck order not used fee after a cancellation.

Layover claim letter

Claim layover when a load is delayed overnight.

Lumper and expense reimbursement

Get lumper and other approved costs reimbursed with the receipt.

Cargo claim acknowledgement and response

Acknowledge a cargo claim and answer it in writing.

Carrier onboarding and agreements

Everything for the first call, the packet and the paperwork with a carrier.

Carrier intake form

Capture the carrier, equipment, lanes, money and compliance on the first call.

Carrier packet checklist

Every document a broker asks a new carrier for, with expiry dates.

Authorization to dispatch

A limited authorization for a dispatcher to act for a carrier.

Dispatch service summary

A one-page summary of what you do and what you charge.

Accessorial terms sheet

Agree detention, TONU, layover and lumper terms before the first load.

Notice to end dispatch service

End a dispatch arrangement properly and in writing.

Loads and daily operations

The checklists and forms you use on every load.

Rate confirmation (load tender)

Confirm a load in writing: parties, stops, freight, rate, accessorials and signatures.

Rate confirmation review checklist

Read a broker rate con before you sign and catch bad terms.

Broker vetting scorecard

Score a broker on authority, payment history and red flags.

Load booking sheet

One page per load from booking to invoice.

Driver load instructions

Clear pickup and delivery instructions for the driver.

Incident and breakdown report

Record a breakdown, accident or delay with the facts that matter.

Bill of lading reference sample

A sample BOL showing what each field means.

Sales and communication

Scripts and templates for finding and keeping carriers.

Dispatcher email templates

Emails for brokers, carriers and follow-ups.

Carrier discovery call script

Qualify a new carrier in 20 minutes.

Weekly dispatch review

A ten-minute Friday review for each truck.

Spreadsheets and calculators (Excel)

Yellow cells are for your numbers; grey cells calculate.

Load profit calculator

Profit per load, per mile and per day.

Load and payment tracker

Track every load, invoice date and payment.

Load comparison sheet

Compare loads on profit per day, not just rate.

Weekly truck planner

Plan each truck day by day.

Broker and lane book

Brokers, lanes and the rates you have seen.

Carrier pipeline CRM

Follow every carrier lead to a signed agreement.

Expense log and monthly P&L

Record expenses and see monthly profit.

Cost per mile worksheet

Your cost per loaded mile and your rate floor.

Quarterly mileage and fuel log

A helper for fuel tax (IFTA) reporting.

Check call and detention log

Log check calls and time on site, with a detention timer.

Dispatcher income and break-even planner

How many trucks you need to cover your costs and reach your goal.

Please read: these templates are general information and sample wording. They are not legal, tax or financial advice, and rules differ by state and by situation. Have a qualified attorney or accountant review any agreement, claim or notice before you rely on it. Replace everything in [square brackets] with your own details.

Mega toolkit for complete PDF editing: NeedMyTools

Dispatching runs on PDFs: rate confirmations, bills of lading, proof of delivery, invoices. NeedMyTools.com is our free sister site with more than 70 tools: merge, split, sign and edit PDFs, convert photos, and generate invoices, credit notes and statements. Here are the ones dispatchers use most.

PDF and photo tools

Merge PDF

Put the rate confirmation, signed BOL, POD and invoice into one PDF for the broker.

JPG to PDF

Turn phone photos of a BOL or lumper receipt into a clean PDF.

HEIC to JPG

iPhone photos that a broker portal will not open.

Image Compressor

Make photos small enough to email or upload.

Sign PDF

Sign a rate confirmation or agreement without printing it.

PDF Editor

Fill in or correct text in a PDF form or invoice.

Delete PDF Pages

Remove blank or extra pages from a packet.

Rotate PDF

Fix a sideways or upside-down scan.

Split PDF

Send only the page the broker asked for.

Add Page Numbers

Number the pages of a long carrier packet.

Word to PDF

Fill in a Word template here, then send it as a PDF.

Excel to PDF

Send an Excel invoice or settlement as a PDF.

Watermark PDF

Stamp a document PAID, DRAFT or COPY.

Text to PDF

Turn notes or an email into a PDF for your records.

Invoices, notes and business tools

Invoice Generator

A general business invoice.

Credit Note Generator

Credit a customer for an overcharge.

Debit Note Generator

Charge an extra amount you forgot to invoice.

Statement of Account

Show everything a customer owes.

Payment Reminder Letter

A ready reminder for late invoices.

Quotation Generator

Quote a price to a new client.

Receipt Voucher

Confirm a payment you received.

Delivery Note Generator

Record what was delivered.

Invoice Maker

Another invoice layout.

QR Code Generator

A QR code for your website or payment link.

Profit Margin Calculator

Margin and markup.

Percentage Calculator

Fee and discount percentages.

NeedMyTools generates general business invoices. For dispatch-specific ones (fee percent, accessorials, detention, rate confirmations) use the document generator above. Browse all tools on NeedMyTools

Learn the business behind the paperwork

The Truck Dispatcher Pro Course explains how to use these documents on real loads: rates, negotiation, paperwork, getting paid and building a dispatch business.

Want to learn this properly?

Plain-English trucking courses. Lesson 1 of every course is free to read, with no sign-up.

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