Over-The-Road Driver Templates

Looking for Over-The-Road Driver Templates to download? See the main templates that a Over-The-Road Driver would use in their day-to-day work.

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Over-The-Road Driver Templates

There is a huge number of templates that someone in the Over-The-Road Driver role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Over-The-Road Driver. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Trip Sheet
2. Fuel Log
3. Maintenance Log
4. Expense Report
5. Delivery Receipt
6. Bill of Lading
7. Load Sheet
8. Time Sheet
9. Vehicle Inspection Report
10. Route Plan

Reports

Reports are often prepared by a Over-The-Road Driver to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Mileage Report
2. Fuel Consumption Report
3. Vehicle Maintenance Report
4. Delivery Performance Report
5. Hours of Service Report
6. Accident and Incident Report
7. Customer Satisfaction Report
8. Route Efficiency Report
9. Compliance and Safety Report
10. Expense Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Over-The-Road Driver does and how they do it.

1. Pre-Trip Inspection SOP
2. Loading and Securing Cargo SOP
3. Route Planning SOP
4. Vehicle Maintenance SOP
5. Hours of Service SOP
6. Fueling Procedures SOP
7. Accident Reporting SOP
8. Delivery and Pickup Procedures SOP
9. Breakdown and Emergency SOP
10. End-of-Trip Procedures SOP

Presentations

Over-The-Road Driver presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Safety Training Presentation
3. Fleet Maintenance Update
4. Customer Satisfaction Review
5. Route Optimization Analysis

Legal Docs

There are several key times when a Over-The-Road Driver needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Bill of Lading Template
2. Vehicle Inspection Report Template
3. Driver’s Daily Log Template
4. Accident Report Template
5. Expense Report Template

Health & Safety Templates

Health & Safety templates for a Over-The-Road Driver ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Vehicle Inspection Checklist
2. Driver Log Template
3. Accident Report Form
4. Hazard Communication Program Template
5. Safety Meeting Agenda Template

Calendars

Setting up Over-The-Road Driver calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Dispatch Calendar
2. Trip Planner Calendar
3. Maintenance Schedule Calendar
4. Payroll Calendar
5. Time Off Request Calendar

Invoice Templates

Several types of Over-The-Road Driver invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Freight Invoice
2. Fuel Expense Invoice
3. Toll and Permit Invoice
4. Maintenance and Repair Invoice
5. Miscellaneous Expense Invoice

Survey Templates

For a Over-The-Road Driver to get insights related to the work they do, they need to send out Over-The-Road Driver surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Driver Satisfaction Survey
2. Route Efficiency Survey
3. Customer Feedback Survey
4. Vehicle Maintenance Survey
5. Safety and Compliance Survey

Meeting Agendas

Having premade Over-The-Road Driver meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Safety Meeting
2. Route Planning Meeting
3. Performance Review Meeting
4. Equipment Maintenance Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Over-The-Road Driver would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Fuel and Maintenance Budget
3. Food and Meal Expenses Template
4. Lodging and Accommodation Budget
5. Miscellaneous Expenses Tracker

Dashboards

Dashboards are a useful way for a Over-The-Road Driver to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Driver Performance Dashboard
2. Fuel Efficiency Dashboard
3. Delivery Performance Dashboard
4. Vehicle Maintenance Dashboard
5. Safety Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Over-The-Road Driver needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Fuel Cost Reduction Proposal
2. Vehicle Maintenance and Repair Proposal
3. Driver Training and Safety Proposal
4. Route Optimization and Efficiency Proposal
5. Equipment Upgrade and Replacement Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Over-The-Road Driver templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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