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Illustrative scenario · Trucking

Two trucks, one owner, and the paperwork piling up

An owner-operator adds a second truck. Driving, booking loads and chasing brokers now compete for the same hours. Invoices go out days late, fuel receipts sit in the cab, and an IFTA deadline is approaching with no clear records.

How it unfolds
  1. Week 1
    Agreement and intake

    Written dispatcher-carrier agreement signed. Current loads, broker setup packets and open invoices gathered in one place.

  2. Week 2
    Billing rhythm

    Every delivered load invoiced the same day with BOL and POD attached. Open receivables listed and followed up in writing.

  3. Week 3
    Fuel and filings

    Fuel records organized by jurisdiction and quarter, ready for the IFTA return. Renewal dates for insurance, UCR and Form 2290 calendared.

  4. Ongoing
    Dispatch and back office

    Loads booked to the carrier's lanes and rates, rate confirmations sent to the owner to sign, weekly receivables review.

Composite example for illustration; not a specific client. Timelines vary with each engagement.

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