Truck Dispatcher Bundle, Dispatching Business Starter Kit, Training Course, CRM and Contracts, Excel & Google Sheets

Truck dispatcher bundle and dispatching business starter kit: a dispatcher training course PDF, a truck dispatch CRM spreadsheet and carrier contract templates.

✓ SAVE VS. BUYING SEPARATELY
Bought separately: course $24.99 + CRM $19.99 + contract pack $14.99 = $59.97. The bundle is $44.99 for the same files, $14.98 less.

✓ WHAT YOU RECEIVE (18 files, one ZIP)
From the Truck Dispatcher Course:
• Truck Dispatcher Blueprint (25-page PDF): 14 modules covering the dispatcher role, dispatch service vs. broker (FMCSA's June 2023 guidance), evaluating loads (loaded vs. true trip rate per mile), rate negotiation, booking, managing the load, hours-of-service basics, documentation and closeout, multiple trucks, the dispatch business, finding carrier clients and KPIs. Includes 7 decision drills with an answer guide, a capstone load, a compliance quick reference, a glossary, a 30-day practice plan, official sources and a completion certificate
• Dispatcher Toolkit (Excel .xlsx, 11 tabs): load evaluation, dispatch board, check calls, driver dispatch sheet, load closeout, broker contacts, KPI dashboard and more
• Start Here PDF
From the Truck Dispatch CRM:
• Truck Dispatch CRM (Excel .xlsx, 11 tabs): dashboard, leads, carriers, drivers & trucks, brokers, load pipeline, follow-ups, revenue (dispatch fee per load), documents with expiry alerts, and settings
• 5 Dispatcher Marketing Templates (editable .pptx + PDF preview): square posts for promoting a dispatch service
• Start Here PDF
From the Dispatcher Contract & Onboarding Pack (each as editable .docx + PDF):
• Dispatch Service Agreement (5 pages): appointment as the carrier's dispatch agent, a "dispatch service only, no brokerage" section, no allocation of traffic between carriers, the carrier's right to refuse any load, fee and payment terms, insurance and liability allocation, confidentiality, termination, signature blocks, Load Scope and Fee schedule exhibits
• Limited Authorization to Act: per-load approval, a "not authorized" list, expiry date and revocation notice
• Carrier Onboarding Checklist: authority status, BOC-3, UCR, insurance, W-9, NOA or factoring letter, equipment, ELD and drivers
• Carrier Information Sheet
• Fee & Payment Terms + Dispatch Fee Invoice (billed to the carrier only)
• Start Here PDF with the official FMCSA, Federal Register and eCFR sources

✓ HOW TO USE IT
1. Download and unzip the file.
2. Learn: read the course, try each drill, check the answers.
3. Practice: run sample loads through the toolkit.
4. Run: set up the CRM with your fee % and minimum RPM, then track leads, carriers, loads and fees.
5. Sign: fill in the contract templates, have a licensed attorney in your state review them, then sign and onboard each carrier with the checklist.

✓ WORKS WITH
• Workbooks: Microsoft Excel and Google Sheets (both tested; formulas, dropdowns and highlighting carry over). No macros or scripts.
• Contract templates: Microsoft Word and Google Docs (.docx, tested in Google Docs and LibreOffice), plus PDF copies.
• Marketing templates: PowerPoint and Google Slides (tested).
• Course: any PDF reader, US Letter.
• Desktop or laptop recommended.

✓ IMPORTANT
Educational only. The course is not a license, certification or government credential, and nothing in this bundle promises income, clients, loads or a job. Contract templates: TEMPLATE ONLY. NOT LEGAL ADVICE. Have a licensed attorney in your state review before use. Nothing here is legal or tax advice or creates an attorney-client relationship. Whether a dispatch business needs FMCSA broker authority depends on how it actually operates; read Module 2 and the pack's Start Here guide and check the current rules with FMCSA. Regulatory statements were checked against official FMCSA, Federal Register, eCFR, UCR and IFTA sources on October 7, 2026. Sample rows in the workbooks are for training; delete them when you start. HaulLedger Studio is not a law firm and is not affiliated with FMCSA or the U.S. DOT.

✓ PREFER ONE PART?
• Truck Dispatcher Training Course on its own: https://www.etsy.com/es/listing/4590835683/curso-de-capacitacion-para-despachadores
• Truck Dispatch CRM on its own: https://www.etsy.com/es/listing/4590849220/hoja-de-calculo-crm-para-despacho-de
• Dispatcher Contract & Onboarding Pack on its own: https://www.etsy.com/es/listing/4590861398/dispatcher-carrier-agreement-template
Browse the full shop: https://www.etsy.com/shop/HaulLedgerStudio

✓ DIGITAL DOWNLOAD AND LICENSE
This is an Instant Download. No physical item will be shipped. After purchase, download the ZIP from your Etsy Purchases page. For one buyer's use in one dispatch business; please do not resell or share the files. Marketing templates may be used to promote your own dispatch service, and contract templates may be used with your own carriers. Because this is a digital file, returns and exchanges aren't accepted, but message us if anything doesn't open and we'll help.

✓ AI DISCLOSURE
The course, workbooks, templates, contract templates and listing images were created with AI assistance and reviewed by HaulLedger Studio: calculations re-checked, workbooks tested in Google Sheets, contract templates tested in Google Docs, regulatory statements compared with official sources, and every page visually checked. The contract templates still need review by a licensed attorney before use.