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Templates / Haulage and couriers

Every licence, tachograph and vehicle check a haulier chases.

Hauliers chase licence and CPC checks, tachograph records, vehicle checks and account forms, all year round. Docsroom gives each driver, subcontractor and customer their own link, then chases whoever has not replied.

8 templates80 requestsWritten for haulage and couriers

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Eight templates for haulage and couriers

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new account customers · before the first collection12 requests12 requests
New customer starter checklistKingsley Building Supplies · new account9 of 12 back
  • Your business
  • FormCompany details8 questionsAssigned to CMColin Mercer, yard managerFrom Debbiein 2 daysComplete
  • QuestionAccounts contactname and emailAssigned to CMColin Mercer, yard managerFrom Debbiein 2 daysComplete
  • QuestionPurchase order neededon every job or notAssigned to CMColin Mercer, yard managerFrom Debbiein 3 daysReady to check
  • Your loads
  • QuestionWhat you usually sendgoods, weight, palletsAssigned to CMColin Mercer, yard managerFrom Debbiein 3 daysReady to check
  • QuestionDangerous or valuable loadsand what they are worthAssigned to CMColin Mercer, yard managerFrom Debbiein 3 daysComplete
  • TableCollection and delivery sitesaddress, hours, contactAssigned to CMColin Mercer, yard managerFrom Debbiein 4 daysAwaiting reply
  • QuestionVehicle limits at your sitesheight, width, weightAssigned to CMColin Mercer, yard managerFrom Debbiein 4 daysReminder sent
  • DecisionUnloading at your endforklift, tail-lift, handAssigned to CMColin Mercer, yard managerFrom Debbiein 4 daysComplete
  • Terms
  • TableTrade referencessupplier, contact, phoneAssigned to CMColin Mercer, yard managerFrom Debbiein 5 daysReady to check
  • UploadSite rules and inductionif you have themAssigned to CMColin Mercer, yard managerFrom Debbiein 5 days2 files sent
  • ApprovalConditions of carriageread and approveAssigned to CMColin Mercer, yard managerFrom Debbiein 6 daysComplete
  • ApprovalCredit termsread and approveAssigned to CMColin Mercer, yard managerFrom Debbiein 7 daysAwaiting reply
Driver starter checklistfor new drivers · before their first run11 requests11 requests
Driver starter checklistWayne Hollis · Class 1 driver9 of 11 back
  • Licence and cards
  • UploadPhotocard driving licencefront and backAssigned to WHWayne Hollis, driverFrom Debbiein 2 daysComplete
  • QuestionDVLA licence check codefrom your DVLA accountAssigned to WHWayne Hollis, driverFrom Debbiein 2 daysComplete
  • UploadDriver CPC proofcard or DVLA recordAssigned to WHWayne Hollis, driverFrom Debbiein 3 days1 file sent
  • UploadTachograph driver cardfront and backAssigned to WHWayne Hollis, driverFrom Debbiein 3 days2 files sent
  • QuestionRight to work share codenine charactersAssigned to WHWayne Hollis, driverFrom Debbiein 3 daysComplete
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to WHWayne Hollis, driverFrom Debbiein 4 daysAwaiting reply
  • QuestionNational Insurance numberone lineAssigned to WHWayne Hollis, driverFrom Debbiein 4 daysReminder sent
  • ApprovalEmployment contractread and approveAssigned to WHWayne Hollis, driverFrom Debbiein 5 daysComplete
  • ApprovalDrivers’ hours policyread and approveAssigned to WHWayne Hollis, driverFrom Debbiein 6 daysReady to check
  • Kit and contact
  • QuestionBoots and hi-vis sizesboots, hi-vis, glovesAssigned to WHWayne Hollis, driverFrom Debbiein 6 daysReady to check
  • QuestionEmergency contactname and numberAssigned to WHWayne Hollis, driverFrom Debbiein 6 daysComplete
Weekly checks and delivery notesfor drivers · Every Friday9 requests9 requests
Weekly checks and delivery notesPiotr Zielinski · weekly check7 of 9 back
  • This week’s checks
  • UploadWalkaround check sheetsone photo per dayAssigned to PZPiotr Zielinski, driverFrom DebbietomorrowComplete
  • TableDefects founditem, day, reported toAssigned to PZPiotr Zielinski, driverFrom DebbietomorrowComplete
  • UploadPhoto of any damagecab, body or trailerAssigned to PZPiotr Zielinski, driverFrom Debbietomorrow1 file sent
  • QuestionTyres and lightsanything worn or blownAssigned to PZPiotr Zielinski, driverFrom DebbietomorrowReady to check
  • Load and trailer
  • QuestionTrailer number this weekfleet numberAssigned to PZPiotr Zielinski, driverFrom DebbietomorrowComplete
  • DecisionStraps and load kitcomplete or items missingAssigned to PZPiotr Zielinski, driverFrom DebbietomorrowAwaiting reply
  • UploadSigned delivery notesa photo of each oneAssigned to PZPiotr Zielinski, driverFrom DebbietomorrowReminder sent
  • QuestionBreakdowns or delaysany this weekAssigned to PZPiotr Zielinski, driverFrom Debbiein 2 daysComplete
  • ApprovalWeekly declarationread and approveAssigned to PZPiotr Zielinski, driverFrom Debbiein 2 daysReady to check
Tachograph and drivers’ hours reviewfor transport managers · every four weeks9 requests9 requests
Tachograph and drivers’ hours reviewTyne Valley Haulage · four-week review7 of 9 back
  • Downloads
  • TableDriver card downloadsdriver, date, doneAssigned to APAlan Price, transport managerFrom Debbiein 5 daysComplete
  • TableVehicle unit downloadsreg, date, doneAssigned to APAlan Price, transport managerFrom Debbiein 5 daysComplete
  • UploadAnalysis reportfrom your softwareAssigned to APAlan Price, transport managerFrom Debbiein 7 days1 file sent
  • Findings
  • QuestionInfringements foundhow many, what typeAssigned to APAlan Price, transport managerFrom Debbiein 7 daysReady to check
  • QuestionDrivers spoken tonames and datesAssigned to APAlan Price, transport managerFrom Debbiein 8 daysComplete
  • UploadLetters to driverscopies of any sentAssigned to APAlan Price, transport managerFrom Debbiein 8 daysAwaiting reply
  • Records
  • UploadCalibration certificatesany due soonAssigned to APAlan Price, transport managerFrom Debbiein 10 daysReminder sent
  • QuestionFaulty or missing cardswho and whyAssigned to APAlan Price, transport managerFrom Debbiein 10 daysComplete
  • ApprovalDrivers’ hours reviewread and approveAssigned to APAlan Price, transport managerFrom Debbiein 12 daysReady to check
Subcontract haulier packfor subcontract hauliers · before the first load10 requests10 requests
Subcontract haulier packFraser and Sons Haulage · subcontractor8 of 10 back
  • The company
  • FormCompany details8 questionsAssigned to GFGordon Fraser, directorFrom Debbiein 3 daysComplete
  • UploadOperator licencecurrent, all pagesAssigned to GFGordon Fraser, directorFrom Debbiein 4 daysComplete
  • UploadTransport manager CPCcertificateAssigned to GFGordon Fraser, directorFrom Debbiein 5 days1 file sent
  • Insurance and standards
  • UploadMotor insurancecertificate and scheduleAssigned to GFGordon Fraser, directorFrom Debbiein 5 days2 files sent
  • UploadGoods in transit insurancecurrent certificateAssigned to GFGordon Fraser, directorFrom Debbiein 5 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to GFGordon Fraser, directorFrom Debbiein 6 daysAwaiting reply
  • UploadFleet accreditationFORS or similarAssigned to GFGordon Fraser, directorFrom Debbiein 6 daysReminder sent
  • Vehicles and terms
  • TableVehicles you would usereg, type, plated weightAssigned to GFGordon Fraser, directorFrom Debbiein 6 daysComplete
  • TableDrivers you would usename, licence, CPC expiryAssigned to GFGordon Fraser, directorFrom Debbiein 6 daysReady to check
  • ApprovalSubcontractor termsread and approveAssigned to GFGordon Fraser, directorFrom Debbiein 7 daysReady to check
Self-employed courier packfor owner-driver couriers · before their first delivery10 requests10 requests
Self-employed courier packEmeka Obi · long wheelbase van8 of 10 back
  • About you
  • FormBusiness details6 questionsAssigned to EOEmeka Obi, courierFrom Debbiein 2 daysComplete
  • UploadPhotocard driving licencefront and backAssigned to EOEmeka Obi, courierFrom Debbiein 2 daysComplete
  • QuestionDVLA licence check codefrom your DVLA accountAssigned to EOEmeka Obi, courierFrom Debbiein 2 daysReady to check
  • Your van
  • UploadHire and reward insurancecertificate and scheduleAssigned to EOEmeka Obi, courierFrom Debbiein 3 days2 files sent
  • UploadGoods in transit insurancecurrent certificateAssigned to EOEmeka Obi, courierFrom Debbiein 3 daysComplete
  • UploadMOT certificatecurrentAssigned to EOEmeka Obi, courierFrom Debbiein 4 daysAwaiting reply
  • UploadPhotos of the vanoutside and load areaAssigned to EOEmeka Obi, courierFrom Debbiein 4 daysReminder sent
  • Working with us
  • QuestionAreas you coverpostcodes or townsAssigned to EOEmeka Obi, courierFrom Debbiein 4 daysComplete
  • DecisionDays you can workweekdays, weekends or bothAssigned to EOEmeka Obi, courierFrom Debbiein 5 daysReady to check
  • ApprovalCourier agreementread and approveAssigned to EOEmeka Obi, courierFrom Debbiein 6 daysReady to check
Yearly operator licence packfor the business · each year, ahead of the audit10 requests10 requests
Yearly operator licence packTyne Valley Haulage · yearly pack8 of 10 back
  • Licence and vehicles
  • UploadOperator licencecurrent, with conditionsAssigned to JHJulie Hargreaves, directorFrom Debbiein 7 daysComplete
  • UploadTransport manager CPCcertificateAssigned to JHJulie Hargreaves, directorFrom Debbiein 7 daysComplete
  • TableVehicles on the licencereg, type, plated weightAssigned to JHJulie Hargreaves, directorFrom Debbiein 8 daysReady to check
  • Insurance
  • UploadMotor fleet insuranceschedule of vehiclesAssigned to JHJulie Hargreaves, directorFrom Debbiein 8 days2 files sent
  • UploadGoods in transit insurancecurrent certificateAssigned to JHJulie Hargreaves, directorFrom Debbiein 8 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to JHJulie Hargreaves, directorFrom Debbiein 8 daysAwaiting reply
  • Safety, people and finance
  • TableDrivers and licence checksname, licence check, CPCAssigned to JHJulie Hargreaves, directorFrom Debbiein 10 daysReminder sent
  • UploadFinancial standing evidencerecent bank statementsAssigned to JHJulie Hargreaves, directorFrom Debbiein 10 daysComplete
  • UploadSafety inspection recordsPMI sheets, last 12 monthsAssigned to JHJulie Hargreaves, directorFrom Debbiein 12 days1 file sent
  • ApprovalHealth and safety policyread and approveAssigned to JHJulie Hargreaves, directorFrom Debbiein 12 daysReady to check
Damage and shortage follow-upfor customers with a claim · within a day of the delivery9 requests9 requests
Damage and shortage follow-upAshby Timber Merchants · damaged pallet7 of 9 back
  • What happened
  • FormClaim details6 questionsAssigned to SNStuart Nolan, buyerFrom DebbietomorrowComplete
  • QuestionWhat was damaged or shortitems and how manyAssigned to SNStuart Nolan, buyerFrom DebbietomorrowComplete
  • UploadPhotos of the damageclose up and wideAssigned to SNStuart Nolan, buyerFrom Debbiein 2 days1 file sent
  • UploadDelivery notethe copy you signedAssigned to SNStuart Nolan, buyerFrom Debbiein 2 days2 files sent
  • The delivery
  • QuestionTime of deliveryas near as you knowAssigned to SNStuart Nolan, buyerFrom Debbiein 2 daysComplete
  • QuestionWho received the goodsname and roleAssigned to SNStuart Nolan, buyerFrom Debbiein 2 daysAwaiting reply
  • UploadPhoto of the packaginglabels and wrappingAssigned to SNStuart Nolan, buyerFrom Debbiein 3 daysReminder sent
  • Next steps
  • DecisionWhat you would likereplace, credit or repairAssigned to SNStuart Nolan, buyerFrom Debbiein 4 daysComplete
  • ApprovalClaim conditionsread and approveAssigned to SNStuart Nolan, buyerFrom Debbiein 5 daysReady to check

Written for haulage and couriers. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each driver, haulier and customer

Nobody makes an account or remembers a password. Drivers answer from the depot or on a break, on their own phone.

Licence, CPC and tachograph records on file

Licence checks, CPC proof, tachograph cards and insurance certificates land in one list, with the date each one came in.

Reminders go out on a schedule

Docsroom chases whoever has not replied until each one is in, then stops.

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