Document Library

Templates, checklists and reference files. Templates are for training — they are not official government forms.

  • Shipment Checklist (training) Dispatch Training checklist
    A pre-dispatch checklist for any truckload shipment.
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  • Bill of Lading (training template) Dispatch Training template
    Straight bill of lading fields for practice — shipper, consignee, freight description, signatures.
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  • Broker–Carrier Agreement outline (training) Brokerage Training checklist
    Topics a broker–carrier agreement typically covers. Have real agreements reviewed by a lawyer.
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  • Carrier Vetting Checklist (training) Brokerage Training checklist
    Layered carrier verification steps used throughout the brokerage course.
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  • Rate Confirmation (training template) Brokerage Training template
    Broker–carrier load agreement: rate, stops, equipment, accessorials and payment terms.
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  • Border Crossing Checklist (training) Cross-Border Training checklist
    Driver and dispatcher checks on the day of the crossing.
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  • Customs Information Checklist (training) Cross-Border Training checklist
    What to confirm before a truck is dispatched to the border.
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  • Commercial Invoice (training template) Cross-Border Training template
    Practice layout for the data a commercial invoice usually contains for a US–Canada shipment.
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  • Packing List (training template) Cross-Border Training template
    Pieces, packaging, weights and dimensions — must match the manifest and invoice.
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  • Load Evaluation Worksheet (training) Finance Training template
    Work a load offer by hand before booking.
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