TRUCKER BUSINESS TOOLKIT (10 FORMS)

📦 Trucker’s Business Toolkit – Run Your Trucking Business Like a Pro

This all-in-one downloadable, fillable PDF bundle is perfect for truckers who are ready to get organized, manage their finances, and present their business professionally. Whether you're just getting started or looking to level up, this toolkit includes the essential documents you need to bill clients, track expenses, and secure work—all while showcasing your brand.

✅ Most Useful Forms to Include in the Toolkit:

  1. Trucking Invoice Template
    ✔️ Send professional invoices and get paid faster

  2. Trucking Rate Confirmation Sheet
    ✔️ Confirm hauling rates and load details in writing

  3. Trucking Quote/Estimate Sheet
    ✔️ Present clear estimates to brokers and clients

  4. Trucker’s Expense Tracker
    ✔️ Keep daily and monthly expenses organized

  5. Fuel Expense Tracker
    ✔️ Log all fuel purchases and monitor cost per trip

  6. Profit & Loss Spreadsheet
    ✔️ Track income vs. expenses and analyze business performance

  7. Trucking Load Checklist
    ✔️ Ensure nothing is missed before hauling a load

  8. Freight Tracking Sheet
    ✔️ Track shipments and delivery progress

  9. Company Profile Sheet
    ✔️ Showcase your services and credentials to potential clients

  10. Customizable Business Letterhead
    ✔️ Maintain a consistent, branded look for documents

🛠️ Instructions for Adding Your Logo:

Each form includes a placeholder logo labeled “BoldRoots” to show you where to add your branding. Simply replace it with your own using the steps below:

1️⃣ Open the PDF form on your device
2️⃣ Click “Add Picture”
3️⃣ Select your logo (PNG or JPG format)
4️⃣ Delete the BoldRoots logo by clicking and pressing delete
5️⃣ Insert your logo, then left-click to drag, resize, and position it in the designated area

Now every document you send out reflects your brand with confidence and professionalism.