Load profitability
Enter a load and see what it actually earns after fuel, driver pay, fixed costs and fees.
Break-even rate for this trip: –. Estimates only; actual costs vary.
Cost per mile
Know your number before you negotiate. Enter your monthly costs and miles.
"Minimum rate" is your cost per mile plus your target profit. Estimates only.
Receivables aging
List open invoices and how many days each has been outstanding. Sample invoices are filled in; replace them with yours.
Factoring cost
See what getting paid early really costs, and the annualized rate behind the fee.
Cost of disorganization
Paperwork that runs late has a price. Put a number on yours.
Weekly settlement
What actually reaches the carrier after the week's deductions. Enter the percentages in your own agreements.
An estimate for planning. Your settlement statement and your CPA are the final word.
Gather the right documents the first time.
Pick a task to get its checklist. Check items off as you go; progress is saved in your browser.
Rate confirmation checker.
Before you sign, check the rate confirmation against this list. Anything missing is worth asking the broker about first.
General information, not legal advice. Your broker-carrier agreement and the signed rate confirmation govern the load.
Florida lien deadline helper
Enter your dates to see the key Florida construction lien deadlines. Confirm every date with your attorney.
General information based on Florida Statutes chapter 713, not legal advice. Deadlines can be affected by many facts; your attorney decides what applies.
Break-even point
How many sales a month cover your costs, and what you keep after that.
An estimate for planning. Your CPA can help you refine the numbers.
Tax set-aside planner
Plan what to move to savings each month so estimated taxes are never a surprise.
Use the percentage your CPA gives you. This is a savings planner, not tax advice.
Cost of holding a property
What an empty lot or vacant home really costs you each month, including fines if a violation stays open.
An estimate for planning. Fines and procedures depend on your local government.
Bates number generator
Plan a Bates range and download every number for a production log.
A convenience tool. Numbering conventions follow counsel's instructions.
Car hauler trip planner
See what a trip really pays per car, per loaded mile and per total mile.
An estimate for planning. Does not include fixed costs like insurance or truck payments.
Meeting minutes builder.
Fill in the meeting details and get clean, consistent minutes ready to print or save as a PDF.
Records retention schedule builder.
List your record types, how long you keep each and where they live. Set the periods with your attorney or CPA, then print the schedule for your office.
| Record type | Keep for | Where it is stored | Responsible | |
|---|---|---|---|---|
Retention periods depend on the record and the law that applies. Confirm each period with your attorney or CPA.
Carrier profile sheet.
One clean page with everything a broker asks for at setup. Fill it in, print it or save it as a PDF, and attach it to every packet.
Invoice builder.
A clean, professional invoice in two minutes. Add your lines, print it or save it as a PDF. Nothing is stored online.
Mileage log.
Log business trips as you go. Entries stay in this browser; download the log for your CPA any time.
| Date | Purpose | Route | Miles |
|---|
Your CPA decides which trips qualify and the rate that applies.
Detention calculator
Work out what detention you are owed and copy a ready-to-send request for the broker.
Detention follows the terms on your rate confirmation. Keep signed in and out times on the bill of lading.
Fuel surcharge calculator
See the fuel surcharge per mile and for the trip, using the base price in your agreement.
Common formula: (current price minus base price) divided by miles per gallon. Your agreement sets the actual method.
IFTA mileage organizer.
Log miles and gallons by state as trips happen. See quarter totals by state, ready for the return. Entries stay in this browser.
| State | Miles | Gallons bought | Entries |
|---|
A recordkeeping aid. Tax rates and the return itself are handled on your official IFTA filing.
Broker payment tracker.
Log invoices as you send them and mark them paid. See who owes you, for how long, and which brokers pay slowest. Saved in this browser.
| Broker | Invoice | Sent | Amount | Days | Status |
|---|
Average days to pay, by broker
Maintenance planner.
Enter the odometer and when each item was last done. See what is coming due. Intervals are examples; use your manufacturer's schedule. Saved in this browser.
| Item | Every (miles) | Last done at | Next due at | Miles left |
|---|---|---|---|---|
| – | – | |||
| – | – | |||
| – | – | |||
| – | – | |||
| – | – | |||
| – | – |
13-week cash flow forecast.
Enter your starting cash and what you expect in and out each week. See the low point before it arrives. Sample numbers are filled in.
| Week | Cash in | Cash out | Ending balance |
|---|---|---|---|
| Week 1 | – | ||
| Week 2 | – | ||
| Week 3 | – | ||
| Week 4 | – | ||
| Week 5 | – | ||
| Week 6 | – | ||
| Week 7 | – | ||
| Week 8 | – | ||
| Week 9 | – | ||
| Week 10 | – | ||
| Week 11 | – | ||
| Week 12 | – | ||
| Week 13 | – |
A planning estimate. Your bookkeeper or CPA can help refine it.
Late invoice interest and fees
See what an overdue invoice has added up to under the late terms in your agreement.
Only charge what your written agreement allows, and follow any limits under the law that applies. Ask your attorney if unsure.
Contractor quote comparison.
Put up to three written quotes side by side. Price is only one line; licensing, insurance and terms matter as much.
A comparison aid, not an endorsement. Verify licenses with Florida DBPR and the county, and read every contract before signing. We can do the vetting for you.
Exhibit list builder.
Build a clean exhibit list with Bates ranges and status, then print it or download it. Saved in this browser.
| # | Description | Bates | Status |
|---|
A drafting aid. Format and numbering follow counsel's instructions and the court's rules.
Grant deadline tracker.
Keep every grant, its deadline and its status in one list, with a countdown. Saved in this browser.
| Deadline | Funder | Program | Amount | Status | Countdown |
|---|
Dispatcher or do it yourself?
Compare the dispatch fee with what your own time is worth when you book loads and chase paperwork yourself.
An honest estimate: it depends on your lanes, your rates and how you use the hours you get back.
Target rate per mile
Work backward from the weekly take-home you want to the rate per mile you need to book.
An estimate for planning. Use it as your floor when setting green-light rules.
Load offer comparison.
Two or three offers on the board? Compare what each really pays once deadhead, tolls and time are counted.
An estimate for comparing offers. The best load also depends on where it leaves you for the next one.
Storm prep checklist.
Hurricane season runs June 1 through November 30. Work through the steps for carriers, property owners and offices. Your checkmarks are saved in this browser.
General information, not insurance advice. Your policies and your agent decide what is covered.
Days to get paid
See how long customers really take to pay you, and how much cash is waiting beyond your terms.
An estimate.
Records request letter builder.
Fill in the details and get a clean cover letter for a medical records request, ready for counsel's review. Nothing you type leaves your browser.
A draft for the supervising attorney's review. Authorization and request requirements vary by provider and situation; counsel decides what is sent.
Can I afford this truck?
See what a truck payment does to your cost per mile and the revenue you need each month.
An estimate. Lenders, credit and taxes change the real numbers.
Records request log.
Track every records request: when it went out, when to follow up and when it arrived. Overdue follow-ups are highlighted. Saved in this browser only.
| Sent | Matter | Provider | Method | Follow-ups | Next follow-up |
|---|
Stored only in this browser. Avoid entering patient details here; use matter and provider names.
Lease settlement checker
Leased onto a carrier? See what you really keep each week after the carrier's share and every deduction.
An estimate. Your lease decides every percentage and deduction; read it carefully.
Date calculator.
Count calendar days or business days from any date, forward or back, or find the days between two dates. Business days can skip U.S. federal holidays.
Date math only. Court rules, statutes and contracts decide how a deadline is counted, including which holidays apply.
Lot research checklist.
Twelve things to check before you buy, sell, build on or lease a vacant lot. Your checkmarks and notes are saved in this browser.
General information. Confirm zoning, access and title with the county and a licensed professional.
Trip time estimator.
Estimate arrival with the required breaks built in: a 30-minute break after 8 hours of driving and 10 hours off after 11 hours of driving.
A planning estimate that ignores the 14-hour window, traffic, weather and dock time. The driver's actual hours and the carrier's policies govern.
Trip fuel cost
Fuel and DEF for a trip, and what they cost per mile.
An estimate. Load weight, terrain, weather and idling change real fuel use.
Medical bills summary.
List each provider's dates of service, billed, adjustments and paid amounts, and get the totals and balance. Copy it as a table or download a spreadsheet.
| Provider | Dates of service | Billed | Adjustments | Paid | Balance | Source |
|---|
Saved only in this browser. Use matter and provider names; avoid patient identifiers. A summary of the bills as entered, not a legal or medical opinion.
1099 rate calculator
Work backward from the take-home you want to the hourly rate you need to charge.
An estimate. Your CPA can refine the tax percentage.
Deposition summary planner.
List the transcripts, pick the format and your pace, and see total pages, hours and a realistic finish date in business days.
| Deponent | Pages | Hours |
|---|
A planning estimate. Transcript condition, exhibits and counsel's instructions change the real time. Saved only in this browser.
Vehicle inspection checklist.
Walk around every vehicle the same way at pickup and delivery. Mark anything that is not OK, add notes, then print or save it with your photos.
A checklist to support your inspection report and photos. Your carrier's inspection form and the bill of lading govern.
Company due diligence checklist.
Twelve checks before you hire a contractor, sign with a vendor or partner with a business. Your progress is saved in this browser.
General information. Public records can be incomplete; confirm anything important with the source.
Code fine calculator
See how fast a daily code enforcement fine adds up, and what waiting costs.
An estimate. Your city or county's order and rules decide the real amount; ask for a payoff letter.
Reload or reposition?
Compare taking the nearby reload with driving empty to a stronger market.
An estimate. Where each option leaves the truck for the next load matters too.
Price increase letter builder.
Raise your prices without losing the relationship. Fill in the details and get a clear, friendly letter to copy.
A starting point. Check your contracts for any notice period before changing prices.
Discovery tracker.
Every discovery set in one list: type, who served it, the date served and the response date counsel calculated. Anything due within 7 days is highlighted.
| Due | Matter | Set | Direction | Served | Status |
|---|
Enter the response date counsel calculated under the applicable rules. Saved only in this browser.
E-filing readiness checklist.
Ten checks before you upload to a court's e-filing portal. Your progress is saved in this browser.
General information. The court's rules and the portal's requirements govern.
Driver pay comparison
Compare paying a driver per mile, by percentage of the load or by the hour, for the same week.
An estimate for comparison. Employment law, overtime rules and your agreements decide how drivers must be paid.
Cash reserve calculator
How much to keep in reserve for the slow months, and how much to set aside in the busy ones.
General information, not financial advice.
Rent ledger.
Every charge and payment for a tenant, with a running balance you can print or download. Saved in this browser.
| Date | Description | Charge | Payment | Balance |
|---|
A record-keeping tool. Your lease and landlord-tenant law decide charges, late fees and deposits.
Settlement breakdown
Estimate how a settlement divides among attorney fees, case costs, liens and the client.
An estimate. The fee agreement and the signed closing statement govern.
Maintenance fund calculator
Turn the repairs you know are coming into cents per mile you set aside every week.
An estimate. Track real repair costs and adjust.
Hire or outsource?
Compare the full cost of an employee with outsourcing the same work.
An estimate. Management time, flexibility and expertise matter too.
Injury case file checklist.
Ten things to set up in the first week of an injury matter, so the file stays organized from intake to trial. Progress is saved in this browser.
Litigation support is performed at the direction of a licensed attorney.
Mileage reimbursement
Total a mileage reimbursement from your trips and the rate per mile you use.
The IRS sets the standard mileage rate each year, and your policy may differ. Keep a log of every trip.
Dispatch fee comparison
Compare a percentage fee, a flat weekly fee and a per-load fee at your real volume.
An estimate. Compare what each dispatcher includes, not just the fee.
Bid or no-bid checklist.
Eight questions to answer before you spend days on a proposal. Check the ones that are true; fewer than six usually means pass.
General information.
Closed file retention planner.
List closed files with their close date and retention period, and get the destroy-after date for each. Files whose date has passed are flagged for counsel's review.
| Matter | Closed | Keep | Destroy after | Notes |
|---|
Retention periods are set by counsel, firm policy and the applicable rules. Saved only in this browser.
Detention invoice builder.
Enter the times and the terms from the rate confirmation and get a clear detention request, ready to send with the BOL.
An estimate based on what you enter. The rate confirmation decides whether and how detention is paid.
Medical lien tracker.
Every lien and reimbursement claim in one list: who holds it, what they claim, the final amount and where it stands. Totals update as you go.
| Lienholder | Type | Claimed | Final | Status | Notes |
|---|
A working list for the legal team. Which liens apply and how they are resolved is counsel's decision. Saved only in this browser.
Breakdown plan checklist.
Ten things to settle before a breakdown happens, and what to do when it does. Progress is saved in this browser.
General information. Follow the federal and state rules for warning devices and stopped vehicles.
Monthly bills planner.
Every recurring bill in one list, tied to a person or property, with what is due in the next seven days. Check bills off as you pay them; the checkmarks reset each month.
| Paid | Bill | For | Category | Amount | Next due | Autopay |
|---|
Saved only in this browser. Check autopay bills against your statements each month.
Tax receipts checklist.
Ten things to gather before you meet your tax preparer. Progress is saved in this browser.
General information, not tax advice.
Case deadline tracker.
Every deadline by matter, with what is overdue, due this week and due in the next 30 days. Record the source of each date so anyone can check it.
| Done | Date | Matter | Event | Source |
|---|
This tracker records dates; it does not calculate them. How a deadline is calculated is counsel's decision under the applicable rules and orders. Saved only in this browser.
Cargo claim checklist.
Ten steps from the dock to a filed claim when freight arrives damaged, short or refused. Progress is saved in this browser.
General information, not legal advice. Your contracts and insurance policy decide how a claim is handled.
Important documents inventory.
What you have, whose it is, where the original is kept and when it expires. Anything expiring in the next 90 days is flagged.
| Document | Whose | Where it is | Expires | Notes |
|---|
List where documents are, not what is on them: do not enter Social Security, license, passport or account numbers. Saved only in this browser.
Subscription audit.
List every recurring charge, mark it keep, cancel or review, and see what you pay a year and what cancelling saves.
| Service | For | Amount | How often | Per year | Decision |
|---|
Saved only in this browser. Cancel through each service and check the next statement.
Witness and subpoena tracker.
Every witness for trial: role, subpoena status, when they are expected and whether they confirmed. Shows who still needs to be served.
| Expected | Witness | Role | Matter | Status | Contact or notes |
|---|
A working list for the trial team. Who is called and how subpoenas are issued and served is counsel's decision. Saved only in this browser.
Idling cost calculator
What idling costs you in fuel over a year.
An estimate. Idle fuel burn depends on the engine, the RPM and the load on it. Many states and cities also limit idling.
Rental turnover checklist.
Ten steps from move-out to the next move-in. Progress is saved in this browser.
General information, not legal advice. Landlord-tenant and fair housing laws set the rules.
Job profit calculator
See the full cost of a job, including overhead, and what you really keep at your quoted price.
An estimate. Use your real labor cost, including payroll taxes, and your real overhead.
Evidence photo and video log.
Every photo, video and recording in a matter: what it is, who made it, when, where it came from and where the original is kept.
| # | Description | Type | Taken | Received | Source | Original | Number |
|---|
A working log for the legal team. How evidence is preserved, authenticated and used is counsel's decision. Saved only in this browser.
Safety audit readiness checklist.
Ten files and programs to have in order before your new entrant safety audit. Progress is saved in this browser.
General information, not legal advice. FMCSA rules decide what is required for your operation.
Monthly profit and loss snapshot
Revenue, direct costs and overhead for one month, and what is really left.
A snapshot for planning. Your accountant can prepare a full profit and loss statement.
Collections letter builder.
Enter the invoice and get the right reminder for how late it is, from a friendly nudge to a final notice. Edit, then copy or open it in your email.
Keep it factual and polite, and keep a copy of every message. Collecting consumer debts is regulated; talk to an attorney before collecting from individuals.
Deposition scheduler.
Every deposition with what is done and what is still open: notice, court reporter, interpreter, exhibits, confirmation and transcript.
| Date | Witness | Matter | Notice | Reporter | Interpreter | Exhibits | Confirmed | Transcript | Ready |
|---|
A working list for the legal team. Notices, subpoenas and procedure are counsel's decision. Saved only in this browser.
Axle weight check
Enter the weights from your scale ticket and compare them with the basic federal limits.
Basic federal Interstate limits: 80,000 lbs gross, 20,000 single axle, 34,000 tandem. The bridge formula, state limits, permits and tire and equipment ratings also apply.
Property damage inventory.
Room by room: what was damaged, what it would cost to replace, and whether you have photos and receipts. Totals update as you go.
| Room | Item | Description | Bought | Replacement | Photos | Receipt |
|---|
A working list for your claim. Your policy and the law decide what is covered. Saved only in this browser.
Contractor or employee? Question list.
Ten questions based on how the IRS looks at the relationship. Check each one as you answer it, and keep notes for your accountant.
General information, not legal or tax advice. When in doubt, ask an accountant or attorney; the IRS offers Form SS-8 for a determination.
Conflict check log.
Record every conflict search: who was searched, when, by whom, the result and who cleared it. Possible conflicts stay flagged until the attorney decides.
| Date | Client or matter | Names searched | Run by | Result | Cleared by |
|---|
A record of searches. Whether a conflict exists, and how it is handled, is the attorney's decision. Saved only in this browser.
Carrier compliance calendar.
Enter your USDOT number and what applies to you, and get every recurring deadline for the next twelve months, ready to add to your calendar.
General information. Confirm current dates and requirements with FMCSA, the IRS, your base state and the UCR program. Saved only in this browser.
Owner's pay planner
What the business can safely pay you each month, after expenses, taxes and a reserve.
General information, not tax advice. How you pay yourself depends on how the business is set up.
Business and personal money: separation checklist.
Ten steps to keep business money and personal money apart. Progress is saved in this browser.
General information, not legal or tax advice.
Client contact log.
Every call, email and meeting with each client, with the next follow-up date. Follow-ups that are due show at the top, and on your dashboard.
| Date | Client | Matter | How | Summary | Next follow-up |
|---|
A record of contacts. Legal advice to clients comes from the attorney. Saved only in this browser.
Lease-purchase cost check
Add up every payment in a truck lease-purchase and compare the total with what the truck is worth today.
Math only, not legal or financial advice. Ask who pays for repairs and what happens if you leave early.
Short-term or long-term rental
Compare a yearly lease with nightly rentals on the same basis: what each leaves you after its costs.
An estimate before repairs, taxes and insurance, which apply to both. Check local and association rules for short-term rentals first.
Customer lifetime value
What a typical client is worth over the whole relationship, and what you can afford to spend to win one.
An estimate. Use your real averages; they change by service and by client.
Translation cost estimator
A quick budget for translating documents into English, with certification.
An estimate for budgeting. Rates vary by language, subject and deadline; get a written quote. Whether certification is required is counsel's decision.
Driver settlement builder.
List the loads and deductions for a pay period and get a clear, printable settlement statement with gross pay, deductions and net pay.
Loads
| Load | Delivered | Miles | Revenue | Extra | Pay |
|---|
Deductions
| Deduction | Amount |
|---|
Only take deductions your written agreement allows. Saved only in this browser.
Continuity checklist.
Ten pieces of a one-page plan to keep the business running if you are out for two weeks. Progress is saved in this browser.
General information. For licensed work, the plan must follow the professional rules.
Price increase calculator
See how many clients you could lose after a price increase and still come out ahead.
An estimate. Give clients notice in writing, with the date and a short reason.
Demand package checklist.
Ten pieces to have complete and organized before counsel sends a demand. Progress is saved in this browser.
Litigation support is performed at the direction of a licensed attorney. The content of any demand is counsel's decision.
Round-trip profit calculator
The outbound load, the backhaul and every empty mile together: what the whole run really pays.
An estimate. Use your real cost per mile, including fuel, truck payment, insurance and your pay.
Seller's document checklist.
Ten things to gather before you list a property for sale. Progress is saved in this browser.
General information, not legal advice. Ask your attorney or title company about disclosure duties and closing requirements.
Business health check.
Ten yes-or-no questions about the basics. Your score, and a link to fix each gap. Saved in this browser.
Answer the questions below.
- Business money is in its own accounts.Separation checklist →
- We have at least three months of expenses in reserve.Cash reserve calculator →
- We set aside money for taxes from every payment.Tax set-aside planner →
- Every client has a written agreement or scope.Writing a scope clients approve →
- Our insurance policies are current and fit the work.Important documents inventory →
- Our records are backed up somewhere other than one device.Continuity checklist →
- Invoices go out within two days of finishing the work.Invoice builder →
- We know our profit margin on our main service.Job profit calculator →
- Renewals and filings are on a calendar.Important documents inventory →
- Someone could keep things running if I were out two weeks.Continuity checklist →
General information. A no is not a failure; it is the next thing to fix.
Treatment gap finder.
Paste the visit dates from the records, one per line with the provider, and see the delay to first treatment and every gap longer than your threshold.
A working list for the legal team. How gaps are addressed is counsel's decision. Nothing you paste leaves this browser.
70-hour clock calculator
Enter on-duty hours for today and the days before, and see the hours available now and tomorrow.
General information. The FMCSA rules, including exceptions, decide what applies; your ELD is the record. A 34-hour restart resets the count.
Rent increase calculator
See the new rent, what it adds over a year, and how it compares with market rent and the cost of a vacancy.
General information, not legal advice. Your lease and landlord-tenant law decide notice and limits.
Household emergency fund planner
Set a target from your monthly essentials and see how long it takes to get there.
General information, not financial advice. Keep the fund in a separate savings account.
Lost wages calculator
Total the regular pay, overtime and paid time off a client lost while out of work.
A working figure for the legal team, to be matched with pay records and the employer's letter. What is claimed is counsel's decision.
Deadhead calculator
See the share of empty miles, the rate on all miles and what the empty miles cost.
Your cost per mile should include fuel, maintenance, tires, insurance, truck payment and driver pay.
Security deposit return calculator
Total the deductions, see the refund and the Florida notice deadline.
General information, not legal advice. Florida Statutes section 83.49 and your lease decide.
Debt payoff planner
See how long a balance takes to pay off, the interest it costs, and what an extra payment saves.
General information, not financial advice.
Injury journal.
A short daily record of pain, sleep and what you could not do. Entries stay on this device; print them for your attorney.
| Date | Pain | Sleep | Could not do | Notes |
|---|
Talk to your attorney before you start, and write only facts: others may read it someday. Entries are saved only on this device.
Tire cost calculator
Turn tire prices and expected miles into a cost per mile and a weekly set-aside.
Prices and tire life vary by brand, load and road. Follow the federal tread-depth rules.
Utility bill splitter
Split a shared electric or water bill between up to three units or households.
For rentals, the lease decides what tenants can be billed. Send each household a copy of the bill.
Savings goal planner
How much to set aside each month, week and paycheck to reach a goal on time.
General information, not financial advice.
Case cost ledger.
Every cost advanced on a matter, with who was paid, where the receipt is and whether it has been reimbursed. Totals by matter and by category.
| Date | Matter | Category | Paid to | Amount | Receipt | Reimbursed |
|---|
A working ledger for the legal team. The fee agreement and the professional rules decide how costs are charged.
Form 2290 estimator
Estimate the heavy vehicle use tax and the filing due date for a truck.
General information, not tax advice. Check the current IRS instructions for Form 2290.
Florida homestead savings estimator
See what the homestead exemption takes off a property tax bill.
General information. Use the millage on your TRIM notice; your county property appraiser decides eligibility.
Card fee calculator
Find the effective rate you pay to take cards, and what it costs a year.
General information. Before adding a card surcharge, check the card network rules and state law.
Court day reminder.
Fill in the hearing details and get a full reminder and a short day-before text, ready to send.
Logistics only. Legal advice to the client comes from the attorney. Nothing you type leaves this browser.
Per diem estimator
Count the days away from home and estimate the per diem deduction for an owner-operator.
General information, not tax advice. Confirm the current rate and your eligibility with a tax professional.
Rent or buy calculator
Compare your rent with the full monthly cost of owning the same kind of home.
General information, not financial advice. Talk to a lender for real numbers.
Loan payment calculator
The monthly payment, the total interest, and how well the business covers it.
General information, not financial advice. Ask about prepayment penalties, guarantees and collateral.
Coverage summary
Add up the insurance that may apply to a claim and compare it with the damages so far.
A working summary for the legal team. Which coverages apply, and in what order, is counsel's decision.
Downtime cost calculator
What a truck in the shop really costs: lost revenue, fixed costs and the repair.
Use your own numbers from settlements and bills. A maintenance fund and a breakdown plan soften the blow.
Rental depreciation estimator
Estimate the yearly depreciation on a residential rental and the first-year amount.
General information, not tax advice. Improvements are usually depreciated on their own schedule; your CPA decides.
Early payment discount calculator
See what a discount for fast payment really costs, as a yearly rate.
General information. Compare with factoring, a credit line or a late fee policy.
Preservation letter builder.
Pick what needs to be kept and get a draft preservation letter for counsel to review.
Draft letter (for counsel to review)
A drafting aid only. Every letter is reviewed, adapted and sent by counsel. Nothing you type leaves this browser.
Fuel economy log.
Log every fill-up and see the miles per gallon tank by tank, the trend and the fuel cost per mile.
| Date | Truck | Odometer | Miles | Gallons | MPG | Cost | Per mile |
|---|
Saved on this device; in the back office it syncs across your devices.
Rent-to-income check
Check an applicant's income against the rent, using the same rule for everyone.
Apply the same written criteria to every applicant. Fair housing laws apply. General information, not legal advice.
Margin and markup calculator
See the margin and markup on a price, and the price you need for a target margin.
Overhead, taxes and your own pay come out of margin.
Judgment interest calculator
The daily interest on a money judgment and the total to a date.
Simple interest at one rate. The Florida rate can change each January 1 while a judgment is unpaid; counsel confirms the rate and how payments are applied.
Accessorial log.
Every lumper, detention, layover and TONU by load, with receipts, what was billed and what was paid.
| Date | Load | Broker | Type | Amount | Receipt | Billed | Paid |
|---|
Saved on this device; in the back office it syncs across your devices.
Pet fee calculator
See what a pet policy adds over a lease, and how the deposit compares with typical damage.
Assistance animals are generally not pets and are not charged pet fees. Check your lease, insurance and the law.
Advertising return calculator
Cost per lead, cost per client and the return on what you spend.
Ask every new inquiry how they found you, and write it down.
Privilege log builder.
Log each withheld document as you review: number, date, author, recipients, type, privilege and a short description. Print it or download it for counsel.
| Doc # | Date | Author | Recipients | Type | Privilege | Description |
|---|
A working log for the legal team. Privilege decisions and the final log are counsel's. Saved on this device; in the back office it syncs.
Cargo coverage check
Check a load's value against your cargo limit and deductible before you book.
General information. Your policy, its limits and its exclusions decide; talk to your agent.
Hurricane deductible calculator
Your hurricane deductible in dollars, next to the all other perils deductible.
General information. Your declarations page and your agent decide. Flood needs a separate policy.
Retainer pricing calculator
Set a monthly retainer from the hours and your rate, and see the effective rate when hours run over.
Write down the scope, the overage terms and the notice to change it.
Future care rough estimate
A quick planning figure for future care: yearly cost, years and growth. Experts' work replaces it.
For internal planning only. Future damages are determined by counsel and qualified experts, who may also figure present value.
Fuel discount calculator
What a fuel card discount is worth over a year, after fees.
Check which stops on your lanes give the discount, and every fee on the card agreement.
Property management fee calculator
Add up what a manager costs over a year, beyond the monthly percentage.
Read the management agreement for every fee and how to end it.
50/30/20 budget planner
Split take-home pay into needs, wants and savings, and compare with what you spend.
A starting point, not a rule. Keep something going to savings every month.
Provider list.
Every provider on a matter, with the records and billing contacts, treatment dates and notes.
| Provider | Doctor | Records contact | Billing contact | Treatment | Notes |
|---|
A working list for the legal team. Saved on this device; in the back office it syncs.
Repair or replace calculator
Compare a year with your current truck against a year with a newer one.
Add insurance differences and the trade-in value if they apply. General information, not financial advice.
Move-in cost calculator
Everything a new tenant owes before getting the keys, with prorated first-month rent.
Florida section 83.49 covers deposits and advance rent. General information, not legal advice.
Invoice reminder schedule.
Enter the invoice and get the reminder dates and a ready message for each step.
Reminder schedule
General information. Follow your written payment terms.
Notary journal.
Record each notarial act: date, act, document, signer, identification and fee. Print or download it any time.
| Date | Act | Document | Signer | Identification | Fee |
|---|
Do not record full ID numbers here. Online notarizations require the journal kept by your approved platform. Saved on this device.
Pre-trip checklist.
Twelve checks in the same order every time. Progress is saved on this device and resets each day.
General information. The FMCSA rules and your company's procedures decide.
Settlement disbursement checklist.
Ten steps from funds received to file closed, in order. Progress is saved on this device.
Counsel controls every step; the professional rules govern trust accounting.
Deposition cost estimator
A budget for a deposition: reporter, transcript, video, interpreter and room.
Use the vendors' written rate sheets. Expedited transcripts cost more.
Case timeline builder.
Add events in any order; the timeline sorts itself. Print it or download it for counsel.
| Date | Category | Event | Source |
|---|
Facts with sources, for counsel. Saved on this device; in the back office it syncs.
Weekly truck profit calculator
What one truck really made this week, after every cost.
Use your own settlement numbers. Add driver pay if someone else drives.
Truck parking calculator
Compare paying by the night with renting a monthly spot.
Check local rules on parking commercial trucks at home.
Insurance cost per mile
Turn yearly premiums into a cost per mile and per week.
Use the full yearly premium for each policy, with fees and taxes.
Capital expense reserve calculator
Set aside for each big replacement: roof, AC, water heater and more.
Costs and lives vary; use quotes for your property. General information.
Rental return calculator
Cap rate and cash-on-cash return for a rental.
30-year loan assumed. Use real expenses, even if you manage it yourself. General information.
Rental setup checklist.
Eleven things to set up when you buy a rental or between tenants. Progress is saved on this device.
General information.
Estimated tax calendar.
The quarterly due dates for the year, and the amount for each payment.
Payments
Your tax preparer sets the right amount. If a date falls on a weekend or legal holiday, it moves to the next business day. General information, not tax advice.
Holiday budget planner.
Set a total, list everyone, and see what to set aside each week.
| Person or item | Category | Planned | Spent |
|---|
Saved on this device.
Sinking funds planner.
Every known future expense with its target, date and what to save each month.
| Fund | Target | Needed by | Saved | Each month |
|---|
Saved on this device; in the back office it syncs.
Account inventory.
Every online account the business uses, without the passwords.
| Service | Used for | Login | Two-step | Owner | Renews |
|---|
Never enter passwords here. Keep them in a password manager. Saved on this device; in the back office it syncs.
File name builder.
Build a file name in the same pattern every time: date, client or matter, document type, description.
File name
Recent
Characters that do not work in file names are removed for you.
Lane rate history.
Log every offer and booking by lane, and see the average rate per mile for each.
| Lane | Loads | Average per mile | Best | Lowest | Last |
|---|
Saved on this device; in the back office it syncs.
Medical records review checklist.
Ten checks for a first pass through a provider's records, before they go to counsel.
A first pass for counsel; interpretation is for counsel and medical experts.
Out-of-pocket log.
Copays, prescriptions, equipment and mileage paid by the client, with receipts and a running total.
| Date | Client | Type | What | Amount | Receipt |
|---|
The mileage rate is whatever counsel tells you to use. Saved on this device; in the back office it syncs.
Driver advance log.
Every fuel or cash advance by driver, and the settlement it was taken from.
| Date | Driver | Amount | Reason | Code | Deducted |
|---|
Follow the written agreement on how advances are repaid. Saved on this device; in the back office it syncs.
IFTA calendar.
The four quarters and their usual due dates, with what to have ready.
Quarters
Usual due dates; check your base jurisdiction for weekend and holiday rules. The back office calendar shows these dates too.
Dispatcher's daily checklist.
Ten checks from morning to end of day. Clears itself each new day.
A routine, not a rulebook. Adjust it to your carriers.
3-day notice date counter
Count three days after delivery, skipping weekends and the holidays you mark.
For planning only. Confirm holidays, delivery rules and the notice with an attorney.
Rental inspection checklist.
Twelve checks for a routine inspection, starting with proper notice.
Give notice as Florida section 83.53 and the lease require.
Rent receipt maker.
Fill it in and print a clean receipt.
Receipt
Nothing you type leaves this browser.
Car cost calculator
The full monthly cost of a car: payment, insurance, fuel, upkeep and tags.
General information. Get real quotes for the loan and insurance.
Side income tracker.
Every side payment by source, with a running set-aside for taxes.
| Date | Source | Amount | Paid by | Expense |
|---|
Ask your tax preparer for the right set-aside percentage. Saved on this device; in the back office it syncs.
Unit price comparer
Compare up to three options by price per ounce, pound or item.
Use the same unit for every option.
Meeting notes builder.
Who and when, decisions, and action items with owners and dates, formatted to send.
Notes to send
Nothing you type leaves this browser.
Time block planner.
Lay out the day in blocks and print it.
| Time | Kind | What |
|---|
Saved on this device.
Vendor list.
Everyone the business pays, with W-9 status and the total paid this year.
| Vendor | Provides | Contact | Terms | W-9 | Paid this year |
|---|
Your tax preparer decides who gets a 1099; the threshold changed for 2026. Saved on this device; in the back office it syncs.
Hearing prep checklist.
Ten steps from the notice of hearing to the signed order.
Counsel runs the hearing; the judge's division instructions control.
Service of process log.
Each person to be served, every attempt, and the days since filing.
| Matter | Person | Filed | Status | Days since filing |
|---|
Counsel tracks the deadline that applies; in Florida state court it is generally 120 days. Saved on this device; in the back office it syncs.
Client update log.
When each client last heard from the firm, and who is due for an update.
| Client | Last update | How | Note | Next due |
|---|
What is shared with clients is counsel's decision. Saved on this device; in the back office it syncs.
Broker past-due tracker.
Loads by carrier and broker, with terms in business or calendar days. See exactly how late each payment is and write the email in one click.
| Carrier | Broker | Load | Amount | Delivered | Due | Status |
|---|
Write the email
Tick the loads to include, or leave them all unticked to use every past-due load for the first carrier and broker in the list.
Business days skip weekends and, if ticked, bank holidays. Check your rate confirmation for the terms and what starts the clock. Saved on this device; in the back office it syncs.
New broker checklist.
Ten checks before the first load with a broker you do not know.
General information. Use FMCSA's public records for authority and bond.
Bond claim packet checklist.
What to gather before a claim against a broker's bond or trust.
General information, not legal advice. Talk to an attorney about larger amounts or a lawsuit.
Maintenance request log.
Every tenant request, from report to repair, with costs by property.
| Reported | Property | Issue | Urgency | Vendor | Cost | Status |
|---|
Give notice to enter as section 83.53 and the lease require. Saved on this device; in the back office it syncs.
Move-out checklist.
Twelve steps from the move-out notice to the deposit deadline.
Florida section 83.49 sets the deposit deadlines and the notice form. General information.
Vacancy cost calculator
What an empty month costs, and whether a lower rent that fills sooner comes out ahead.
Estimates. Real days on market vary.
Variable income planner
Paste your last weeks of pay. See the average, the low weeks, and a safe weekly budget.
General information, not financial advice.
Shared child expense log.
Costs for the kids, who paid, the agreed split, and who owes whom.
| Date | Child | What | Amount | Paid by | My share |
|---|
If a court order sets the split, follow the order. Saved on this device; in the back office it syncs.
Warranty tracker.
What you bought, when the warranty ends, and where the receipt is.
| Item | Bought | Price | Warranty ends | Receipt |
|---|
Saved on this device; in the back office it syncs.
Weekly billing checklist.
Ten steps, once a week, so every invoice goes out and every payment is followed up.
Uncheck everything each billing day to start fresh.
SOP builder.
Turn a task into written steps someone else can follow.
Procedure
Nothing you type leaves this browser.
Email signature builder.
A clean signature to paste into your email settings, with MC and DOT for trucking.
Preview
Nothing you type leaves this browser.
Expert tracker.
Every expert by matter, with report and deposition dates and what has been billed.
| Matter | Expert | Report due | Deposition | Billed |
|---|
Counsel chooses and directs experts. Report and deposition dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Client document checklist.
Twelve items commonly requested from a new client, checked off as they come in.
Counsel decides what each case needs. Uncheck all to start the next client.
Transcript tracker.
Each deposition transcript from order to errata, with the dates that matter.
| Matter | Witness | Deposition | Received | Errata |
|---|
Counsel confirms the errata deadline under the rule that applies. Saved on this device; in the back office it syncs.
Truck expense log.
Every cost by unit and category, with monthly totals and cost per mile.
| Date | Unit | Category | Vendor | Amount |
|---|
Keep the receipts for taxes and IFTA. Saved on this device; in the back office it syncs.
Equipment list.
Each truck and trailer with its annual inspection, registration and insurance dates.
| Unit | Carrier | Annual inspection | Registration | Insurance |
|---|
Each commercial motor vehicle needs a periodic inspection at least every 12 months. Dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Rate per hour calculator
What a load really pays per hour, counting deadhead, loading and waiting.
Estimates. Use your own speeds and fuel cost.
Rental expense log.
Expenses by property and by the categories your tax preparer will use.
| Date | Property | Category | Paid to | Amount |
|---|
Your tax preparer decides how each item is treated, including repairs versus improvements. Saved on this device; in the back office it syncs.
Insurance claim log.
Each property claim with the adjuster, every contact, and how long it has been open.
| Property | Claim | Reported | Last contact | Status | Paid |
|---|
Florida law sets timelines for insurers; check the current law and your policy. Saved on this device; in the back office it syncs.
Showing log.
Prospects for a vacant unit, from showing to application.
| When | Property | Prospect | Status |
|---|
Give every prospect the same information and criteria. Saved on this device; in the back office it syncs.
Birthday list.
Who is next, how many days away, and the gift budget for the year.
| Birthday | Name | Who | Budget | Ideas |
|---|
The year of birth is optional; any year works. Birthdays also show on the back office calendar. Saved on this device; in the back office it syncs.
Car maintenance log.
Every service by vehicle, with the next one due.
| Date | Vehicle | Service | Odometer | Cost | Next due |
|---|
Follow your owner's manual for intervals. Saved on this device; in the back office it syncs.
Extra payment calculator
How much time and interest an extra monthly payment saves on a loan.
Estimates for a fixed-rate loan. Check for prepayment penalties first.
Project budget tracker.
Every client project's budget, what is spent, and what is left.
| Project | Budget | Spent | % done | Left |
|---|
Update spent and % done each week; a project is at risk when spending runs ahead of progress. Saved on this device; in the back office it syncs.
Client offboarding checklist.
Ten steps to close out a client the right way.
Never send passwords by plain email.
Supply reorder list.
What you keep on hand, when to reorder, and a shopping list built for you.
| Item | On hand | Reorder at | Where | Status |
|---|
Saved on this device; in the back office it syncs.
Incoming mail log.
Every document received, who it went to, and whether its deadline is on the calendar.
| Received | Matter | What | Routed to | Deadline |
|---|
Counsel calculates every deadline. Deadlines also show on the back office calendar. Saved on this device; in the back office it syncs.
Case closing checklist.
Ten steps from final disbursement to closed storage.
Counsel directs each step; trust accounting follows the professional rules.
Case status report builder.
One line per matter: this week, next step, and what is waiting on counsel. Builds the Friday report.
| Matter | This week | Next step | Waiting on counsel |
|---|
Report
Edit any cell in the table; the report updates. Saved on this device; in the back office it syncs.
Carrier onboarding checklist.
Twelve steps to set up a new carrier client before the first load.
Uncheck all to start the next carrier.
Weekly dispatch report builder.
Paste the week's loads; get totals, rate per mile, the fee and a report to send the carrier.
Lines that cannot be read are skipped and counted. Nothing you type leaves this browser.
Driver document tracker.
CDL, medical card, annual record review and Clearinghouse query dates by driver.
| Driver | CDL | Medical card | Record review | Clearinghouse |
|---|
Record review and Clearinghouse dates show the next one due, 12 months after the last. Dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Appliance list.
Every appliance by property, with model, age, warranty and service.
| Property | Appliance | Model and serial | Age | Warranty | Notes |
|---|
Saved on this device; in the back office it syncs.
Escrow calculator
The monthly amount for property taxes and insurance, and whether the account will be short.
Estimates. Your lender's yearly escrow analysis is the final word.
Key and access log.
Every key, remote and code by property, who has it and when it came back.
| Property | What | Who | Given | Returned |
|---|
Do not log the code itself here, only who has it. Saved on this device; in the back office it syncs.
Chore chart maker.
Write each child's chores and print a weekly chart for the fridge.
Preview
Nothing you type leaves this browser.
Weekly meal planner.
Dinners for the week and one combined grocery list.
Grocery list
Saved on this device; in the back office it syncs.
Emergency card maker.
Wallet-size cards with the family's key numbers and meeting place.
Card
Nothing you type leaves this browser. Nothing is saved.
Weekly scorecard.
Five numbers every Friday, with the trend against last week and the last four.
| Week | Invoiced | Collected | Leads | Work done | Past due |
|---|
Saved on this device; in the back office it syncs.
Call script builder.
Opening, one question, value, the ask, and answers to common objections.
Script
Follow do-not-call rules. Saved on this device; in the back office it syncs.
Decision log.
Important decisions, the reasons, and the date to look at each one again.
| Date | Decision | Why | Who | Review |
|---|
Review dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Mediation prep checklist.
Ten logistics steps from confirming the date to recording the outcome.
Counsel handles the substance; mediation is generally confidential under Florida law.
Crash report request builder.
A request letter to the investigating agency, ready to print or email.
Letter
Each agency has its own request process and fees; check its website. Nothing you type leaves this browser.
Authorization tracker.
Every records authorization: sent to the client, signed, sent to the provider, and when it expires.
| Client | Provider | Signed | Expires | Sent to provider |
|---|
Expiration dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Broker rating log.
Score each broker after every load. See who pays and treats you right.
| Date | Broker | Load | Pay | Detention | Comms | Info | Note |
|---|
Average by broker
Saved on this device; in the back office it syncs.
Home time planner.
Each driver's days out and next home date.
| Driver | Left | Days out | Home by | Back out |
|---|
Home dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Truck week planner.
One row per truck, one column per day. Print it or keep it open.
| Truck | Mon | Tue | Wed | Thu | Fri | Sat | Sun |
|---|
Type the lane, or Home, Shop, Empty. Empty and blank days are highlighted.
Saved on this device; in the back office it syncs.
Rent comparables list.
Similar rentals nearby, with average rent and rent per square foot.
| Address | Beds/Baths | Sq ft | Rent | Per sq ft | Source |
|---|
A starting point; adjust for condition and features. Saved on this device; in the back office it syncs.
Lease issue log.
Each lease issue by property: what happened, notice given, and how it was resolved.
| Date | Property | What happened | Notice | Resolved |
|---|
Talk to an attorney before serving a statutory notice. Saved on this device; in the back office it syncs.
Association list.
Each property's HOA or condo association: dues, due dates, contacts and leasing rules.
| Property | Association | Dues | Next due | Manager | Leasing rules |
|---|
Due dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Trip budget planner
Every cost of a family trip, and what to save each month until you go.
Estimates. Check prices before booking.
Kids' activity schedule.
Every practice, lesson and game by day, with the monthly cost.
| Day | Time | Child | Activity | Where | A month |
|---|
Saved on this device; in the back office it syncs.
Bill savings tracker.
What each bill cost, what it costs after you asked, and when the deal ends.
| Provider | Was | Now | Saves a month | Deal ends |
|---|
Deal end dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Testimonial log.
Clients' own words, with their written permission and where each is used.
| Date | Client | Quote | Name | Permission | Where |
|---|
Use only real testimonials, as written, with permission; disclose any payment or connection. Saved on this device; in the back office it syncs.
Time off planner.
Who is out, when, and who covers.
| Who | Dates | Days | Type | Covers |
|---|
Time off also shows on the back office calendar. Saved on this device; in the back office it syncs.
Meeting agenda builder.
Topics with owners and minutes, decisions first, ready to send.
Agenda
Saved on this device; in the back office it syncs.
PIP tracker.
Bills sent to the PIP carrier, what was paid, and what is left of the limit.
| Client | Provider | Service | Billed | Sent | Paid |
|---|
Pick one client to see what is left of that client's limit. Counsel and the carrier apply the rules. Saved on this device; in the back office it syncs.
Deposition summary builder.
Page and line entries become a clean summary, with flagged testimony at the top.
Summary
Report what was said; counsel decides what it means. Saved on this device; in the back office it syncs.
Settlement offer log.
Every demand and offer by date, with response deadlines and the gap between the sides.
| Date | Matter | Who | Amount | How | Respond by |
|---|
Counsel negotiates and the client decides. Response dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Load booking checklist.
Ten checks before you confirm a load.
Uncheck all for the next load.
Revenue goal planner
Work back from your take-home goal to the revenue, miles and rate per mile it takes.
Estimates. Compare the rate needed with what your lanes pay.
Check call log.
Loads in transit, their status, and how long since the last update.
| Load | Status | Last update | ETA | Times |
|---|
A load in transit needs an update after 4 hours. Arrival and departure times are kept for detention. Saved on this device; in the back office it syncs.
Renew or turn over calculator
Compare a year with the current tenant against a year with a new tenant at market rent.
Estimates. A good tenant has value the numbers do not show.
Service schedule.
Pool, lawn, pest control and more by property, with the monthly cost.
| Property | Service | Vendor | How often | Cost a month | Paid by |
|---|
Saved on this device; in the back office it syncs.
Tenant welcome packet checklist.
Twelve items for move-in day, including Florida's required notices.
Check sections 83.49 and 83.50 for the required notices. Uncheck all for the next tenant.
Allowance ledger.
Each child's money in and out, split into spend, save and give.
| Date | Child | In or out | Jar | Amount | What for |
|---|
Saved on this device; in the back office it syncs.
Insurance policy list.
Every policy, its coverage, premium and renewal date.
| Type | Insurer | Coverage | Premium | Renews |
|---|
Never store full policy or account numbers here. Renewal dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Home maintenance schedule.
Each job, how often it repeats, and when it is next due.
| Job | Every | Last done | Next due |
|---|
Next due dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Rate sheet builder.
Your services and prices on one clean, printable page.
Preview
Saved on this device; in the back office it syncs.
Follow-up planner.
Four spaced follow-ups after a first contact, with dates and drafts.
Schedule
Stop when someone says no or asks you to stop. Nothing you type leaves this browser.
Month-end checklist.
Ten steps to close the books each month.
Clears itself at the start of each month.
Client contact preferences.
How and when each client wants to be reached, in their language.
| Client | Language | Best way | Times | Messages | Backup |
|---|
What may be sent by text or email is counsel's decision. Saved on this device; in the back office it syncs.
Research log.
Each question counsel asked, the sources checked, what was found, and what counsel must verify.
| Date | Question | Sources | Found | Status |
|---|
Counsel verifies every legal source. Saved on this device; in the back office it syncs.
Hold notice tracker.
Who received a preservation notice, who confirmed, and when it was released.
| Matter | Recipient | Sent | Confirmed | Last reminder | Released |
|---|
Counsel decides who receives a hold, how often to remind, and when it ends. Saved on this device; in the back office it syncs.
Tire tread log.
Tread depth by unit and position, flagged near the legal minimum.
| Unit | Position | Brand | Installed | Tread | Checked |
|---|
Minimums: 4/32 on steer tires, 2/32 on others. Update the tread in the table at each check. Saved on this device; in the back office it syncs.
Fuel stop planner
How many fuel stops a trip needs, how far apart, and the fuel cost.
Estimates. Plan stops near the mile marks at your discounted chains.
Factoring log.
Each factored invoice: the advance, the fee, and the reserve still owed.
| Load | Invoice | Advance | Fee | Reserve | Broker paid | Reserve released |
|---|
Advance and fee percentages are examples; use your factoring agreement. Saved on this device; in the back office it syncs.
Rent reminder planner.
Three reminders for the month, with dates and messages ready to copy.
Reminders
Friendly reminders only; talk to an attorney before any legal notice. Saved on this device; in the back office it syncs.
Landlord insurance quote comparison.
Three quotes side by side: coverage, deductibles, loss of rent, and the cost of a hurricane year.
Ask each agent about exclusions such as water damage, mold and flood. Nothing you type leaves this browser.
Tenant list.
Who lives in each unit, how to reach them, and their emergency contact.
| Property | Tenants | Contact | Emergency contact | Household | Lease ends |
|---|
Never store Social Security or bank account numbers here. Saved on this device; in the back office it syncs.
School info sheet.
Each child's school, teacher, times and approved pickups, printed one page each.
| Child | School | Teacher | Times | Getting there | Pickups |
|---|
Never include passwords. Saved on this device.
Paycheck planner.
Match each bill to the paycheck before it is due, and see what is left from each check.
By paycheck
Bills due before the month's first payday come from the last check of the month before. Saved on this device; in the back office it syncs.
Price book.
Prices you have seen by store, compared by unit, with the cheapest store for each item.
| Item | Store | Price | Per unit | Seen |
|---|
Cheapest store by item
Saved on this device.
Contract tracker.
Each client contract's end date, auto-renewal and the last day to give notice.
| Client | Contract | Ends | Renews | Notice by | Rate |
|---|
Notice deadlines also show on the back office calendar. Saved on this device; in the back office it syncs.
Daily email routine.
Ten steps, morning to end of day. Clears itself each day.
A routine, not a rulebook.
Lead source tracker.
Every lead, where it came from, and which sources bring paying clients.
| Date | Lead | Source | Status | Value a year |
|---|
By source
Saved on this device; in the back office it syncs.
Narrative report tracker.
Each request to a treating doctor: questions, fee, follow-ups and the date received.
| Client | Doctor | Requested | Fee | Followed up | Received |
|---|
Counsel decides what to ask and approves fees. Saved on this device; in the back office it syncs.
Intake call checklist.
Twelve facts to gather on the first call, for counsel to review.
Staff gather facts; counsel decides whether to take a matter and gives any advice. Uncheck all for the next call.
Exhibit label maker.
A printable sheet of numbered or lettered exhibit labels.
Preview
Prints three labels across, sized for common 1 by 2-5/8 inch label sheets. Follow the judge's instructions for marking. Nothing you type leaves this browser.
Roadside inspection log.
Every inspection, clean or not, with violations and out-of-service orders.
| Date | Where | Driver and unit | Result | Violations | Report |
|---|
Challenge incorrect reports through FMCSA's DataQs. Saved on this device; in the back office it syncs.
Driver scorecard.
Points for what goes right and wrong, totaled by driver each month.
| Date | Driver | Event | Points | Note |
|---|
This month by driver
Use it to recognize and coach, not to punish. Saved on this device; in the back office it syncs.
Detention clock.
Start it on arrival. It counts free time, then billable detention, live.
If the appointment was missed, many brokers count from the appointment time; check your rate confirmation. Saved on this device; in the back office it syncs.
Capital improvement log.
Roofs, AC systems, flooring and other improvements by property, with costs and warranties.
| Date | Property | What | Cost | Contractor | Warranty |
|---|
Your tax preparer decides what is an improvement and how it is depreciated. Saved on this device; in the back office it syncs.
Notice to enter builder.
A written notice of a planned entry, with a check on Florida's timing rules.
Notice
Section 83.53: for repairs, at least 24 hours' notice, entry between 7:30 a.m. and 8:00 p.m.; emergencies excepted. General information. Nothing you type leaves this browser.
Owner statement builder.
Rent, expenses, the management fee and the owner's net, printed as a clean monthly statement.
Statement
Saved on this device; in the back office it syncs.
Moving checklist.
Twelve steps from notice to move-in walkthrough.
Uncheck all for the next move.
Utility tracker.
Monthly usage and cost by utility, compared with the same month last year.
| Month | Utility | Where | Usage | Cost | Vs last year |
|---|
Saved on this device; in the back office it syncs.
Gift card tracker.
Gift cards and store credits, with balances and where each one is.
| Store | Balance | Where | Expires |
|---|
Do not store card numbers or PINs here. Saved on this device.
Weekly planning sheet.
Three results for the week, appointments by day and the calls to make, on one page.
This week
Saved on this device; in the back office it syncs.
Referral partner tracker.
Partners who send you work and get work from you, and who is due a call.
| Partner | Type | Received | Sent | Last contact |
|---|
Saved on this device; in the back office it syncs.
Meeting cost calculator
What a meeting costs in people's time, and what it adds up to in a year.
Use pay plus taxes and benefits for the hourly cost.
Translation log.
Each document sent for translation: languages, translator, due date, cost and certification.
| Matter | Document | Languages | Translator | Due | Received |
|---|
Counsel decides what needs translation and certification. Saved on this device; in the back office it syncs.
Vehicle damage tracker.
Each client's vehicle: insurer, estimate, repair or total loss, payment and rental days.
| Client | Vehicle | Insurer | Estimate | Rental days | Status | Paid |
|---|
Counsel decides how the firm handles property damage. Saved on this device; in the back office it syncs.
Hearing outcome log.
Each hearing's outcome, who prepares the order, new deadlines and the client update.
| Date | Matter | Hearing | Outcome | Order | Client updated |
|---|
Order due dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Carrier rating log.
Score each carrier you dispatch after every load, and see averages by carrier.
| Date | Carrier | Load | On time | Comms | Paperwork | Professional | Note |
|---|
Average by carrier
Saved on this device; in the back office it syncs.
Truck posting builder.
A short load board post and an email to your brokers, from one form.
Saved on this device; in the back office it syncs.
Repair history log.
Every repair by unit, with cost, downtime and repeat failures flagged.
| Date | Unit | System | What | Shop | Cost | Down |
|---|
This year by unit
A repeat failure is the same system on the same unit twice in 12 months. Saved on this device; in the back office it syncs.
Rental listing writer.
A clear listing from the facts, describing the home and the criteria that apply to everyone.
Listing
Describe the property, not who should live there. Saved on this device; in the back office it syncs.
Security deposit tracker.
Where each deposit is held, the 30-day notice, and the move-out deadlines.
| Property | Tenant | Deposit | Held | 30-day notice | Move-out |
|---|
Section 83.49 sets where deposits are held and the notice wording. Deadlines also show on the back office calendar. Saved on this device; in the back office it syncs.
After-hours call log.
Each urgent tenant call: when, what, what was done and the cost.
| When | Property | Issue | What was done | Cost | Resolved |
|---|
Gas smell or fire: tell the tenant to leave and call 911 and the gas company first. Saved on this device; in the back office it syncs.
Family weekly calendar.
One row per person, one column per day. Print it for the fridge.
| Who | Mon | Tue | Wed | Thu | Fri | Sat | Sun |
|---|
Type practices, appointments and pickups with times.
Saved on this device; in the back office it syncs.
Grocery budget tracker.
Each trip against a weekly budget, with the month's total.
| Date | Store | Total |
|---|
Weeks start on Monday. Saved on this device; in the back office it syncs.
Used car checklist.
Twelve checks before you pay for a used car.
General information. Uncheck all for the next car.
Delegation tracker.
What you handed off, to whom, when it is due, and when to check in.
| Task | Who | Due | Check in | Status |
|---|
Saved on this device; in the back office it syncs.
Quote follow-up tracker.
Open quotes, the next follow-up date, and your win rate.
| Client | Quote | Amount | Sent | Follow up | Status |
|---|
Follow-up dates also show on the back office calendar. Saved on this device; in the back office it syncs.
Business hours card.
Hours, holidays, reply times and an after-hours contact, for your website, email and door.
Card
Saved on this device; in the back office it syncs.
Document index builder.
Number the documents in a binder or production and add page ranges, ready to print.
Index
Saved on this device; in the back office it syncs.
Damages summary builder.
Each item of economic loss with its source, totaled by category for counsel.
Summary
Counsel decides what is claimed and how it is proven. Saved on this device; in the back office it syncs.
New matter checklist.
Ten steps to open every case the same way.
Counsel decides to take a matter; uncheck all for the next one.
Lease-on checklist.
Twelve things to check before an owner-operator signs a lease with a carrier.
General information, not legal advice.
Fuel price log.
Every fill-up's price by state, with averages and the cheapest states.
| Date | State | Stop | Price | Gallons | Paid |
|---|
Average by state (last 90 days)
Saved on this device; in the back office it syncs.
Dispatch income tracker.
Your dispatch fees by carrier and week: owed, paid, and the year's total.
| Week of | Carrier | Gross | Fee | Paid |
|---|
This year by carrier
Set aside taxes from each payment. Saved on this device; in the back office it syncs.
Smoke and CO detector log.
Each detector by unit: type, age, last test and battery change.
| Property | Location | Type | Age | Last test | Battery |
|---|
Follow each manufacturer's replacement schedule. Saved on this device; in the back office it syncs.
Rental application log.
Applications in the order received, screening status, the decision and any adverse action notice.
| Received | Property | Applicant | Status | Decided | Notice |
|---|
Apply the same written criteria to everyone. Saved on this device; in the back office it syncs.
Tenant communication log.
Every call, text, email and visit with tenants, and any promise made.
| Date | Property | How | What was said | Next step |
|---|
Follow important calls with a short text or email. Saved on this device; in the back office it syncs.
Packing list.
One reusable list, by category, to check off every trip.
Check off
Saved on this device.
52-week savings challenge.
Check off each week's deposit and watch the total grow.
Saved on this device.
Car insurance quote comparison.
Three quotes side by side on a yearly basis, with limits and deductibles.
Florida requires PIP and property damage liability; compare the same coverage across quotes. Nothing you type leaves this browser.
Client survey builder.
Pick a few short questions and get a survey to email or text.
Survey
Nothing you type leaves this browser.
First hire checklist.
Twelve steps to hire your first employee in Florida.
General information. Confirm with your accountant and the state agencies.
Client health score.
Score each client on payment, communication, profit and growth.
| Client | Pays | Comms | Profit | Growth | Score | Scored |
|---|
Saved on this device; in the back office it syncs.
These calculators produce estimates for planning only. They are not accounting, tax or financial advice.
Want these numbers watched every week?
Cost tracking, rate analysis and receivables follow-up are part of our back-office and consulting engagements.
Social media checklist.
The points counsel commonly reviews with clients about social media during a case.
Counsel gives the guidance; this list helps make sure it is covered.