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Trucking Spreadsheet Templates: Complete TMS Template Library

Professional trucking spreadsheet templates built specifically for small fleets. Excel and Google Sheets versions included, plus upgrade path to full automation.

Complete Trucking Template Collection

Load Management Templates

  • Master load tracking spreadsheet
  • Dispatch board with driver assignments
  • Load profitability calculator
  • Rate per mile analyzer
  • Delivery status tracker

Perfect for organizing all your freight operations in one place.

Invoice & Billing Templates

  • Professional invoice templates (5 formats)
  • Customer billing database
  • Payment tracking and aging reports
  • Rate confirmation templates
  • Factoring company integration sheets

Create professional invoices that get paid faster.

Fleet Management Templates

  • Truck and trailer inventory tracker
  • Maintenance scheduling system
  • Driver database with CDL tracking
  • Equipment utilization reports
  • DOT compliance checklists

Keep your fleet running safely and efficiently.

Financial Dashboard Templates

  • Revenue and expense tracking
  • Profit and loss statements
  • Cash flow projections
  • Driver settlement calculators
  • Tax preparation summaries

Understand your profitability with clear financial reports.

Excel vs Google Sheets: Which Template to Choose?

FeatureExcel TemplatesGoogle Sheets Templates
CostFree template, Excel license requiredCompletely free
CollaborationEmail attachments, version issuesReal-time editing
Mobile AccessLimited mobile editingFull mobile functionality
BackupManual backup requiredAutomatic cloud backup
Advanced FeaturesMore formula optionsGood for trucking needs
Offline AccessFull offline capabilityLimited offline access

Template Recommendations by Fleet Size

2-5 Trucks

Recommended: Basic Google Sheets template

  • Simple load tracking
  • Basic invoice generation
  • Customer database
  • Manual processes acceptable

Focus on organization and professional appearance.

6-15 Trucks

Most Popular

Recommended: Full template suite + automation upgrade

  • Complete TMS templates
  • Driver mobile access
  • Customer collaboration
  • Ready for automation

Start with templates, upgrade when ready for efficiency.

16-20 Trucks

Recommended: Templates as transition to automation

  • Advanced template features
  • Multi-user collaboration
  • Professional automation ready
  • Scale planning essential

Use templates to organize, then automate quickly.

What's Included in Each Template

Master Load Tracking Template

Core Data Fields:

  • Load number (auto-generated)
  • Customer information
  • Pickup/delivery dates and locations
  • Commodity and weight details
  • Rate and billing information
  • Driver and equipment assignments

Advanced Features:

  • Status tracking with dropdowns
  • Automatic calculations
  • Customer lookup functions
  • Performance analytics
  • Conditional formatting
  • Data validation rules

Professional Invoice Suite

Invoice Formats Included:

  • Standard freight invoice
  • Detailed line-item format
  • Simple one-page layout
  • Multi-load consolidation
  • Customer-specific templates

Automated Calculations:

  • Rate per mile calculations
  • Fuel surcharge application
  • Tax calculations by state
  • Payment terms and due dates
  • Aging analysis for collections

Quick Setup Guide

1. Download

I email all the templates within one business day

2. Company Setup

Add your business info and logo

3. Import Data

Add customers, drivers, and fleet info

4. Start Tracking

Enter loads and generate invoices

Complete setup in 30-60 minutes with included instructions.

When to Upgrade from Templates to Automation

Download Your Complete Template Library

Get all trucking spreadsheet templates (Excel + Google Sheets), setup guides, sample data, and bonus invoice formats. Free, emailed within one business day.

12 Templates

Complete TMS suite

Both Platforms

Excel + Google Sheets

Setup Guide

Step-by-step instructions
Download Free Templates

No credit card required. Templates emailed within one business day.