How to use LaneTally

Trucks on the road, brokers calling, drivers texting, papers about to expire. So what needs you first? LaneTally answers that on one screen, and points out what is urgent. From the same place you plan and book loads, chat with your drivers, make freight invoices for the brokers, do driver pay, and keep each carrier's books apart. All in one place, for dispatchers and carriers. Try all of it free at lanetally.com/demo: no sign-up, no card, fake data. This video explains every part of the Home screen, so every morning you can see in one look what needs you first.

Use the chapters to jump to any part. If this helps you, subscribe, so you see the next how-to videos. Let's start where every morning starts. Every morning a dispatcher asks the same thing: what needs me first? A late truck, a missing paper, a load nobody booked. The LaneTally Home screen answers it in one place. This video covers the top bar, the left menu, every card on the page, and, at the end, the phone version. Top left is the carrier picker. A dispatcher can work for several carriers, and this decides whose loads you see.

Let's open it. Pick All carriers together to see everything at once, or one carrier to focus. The percent beside each name is your dispatch fee for that carrier. Below the names are two actions. Let's try them. Change fee sets your fee for this carrier. How you charge: a percent of the load, or flat dollars per load. Your dispatch fee goes here. A percent is worked out on the load rate, or on the total freight. It applies to loads you book from now on. Loads already booked keep their old fee. Add a carrier asks for the company name, the MC and USDOT numbers, how you charge, the next freight invoice number, and your smallest profit per mile.

I will not save anything, and close it. Now pick All carriers, and Home changes. A Your carriers card appears, one row per carrier, with its fee, its drivers, loads on the road and fees still to come. Open goes into that carrier. The fee chip is gone, because there is no single fee, and the number cards add the carriers together. This is also where a red Urgent line shows up: an invoice that is overdue, or a paper that has already expired. The pill at the top is red when anything is Urgent.

Let's go back to Bluewater. The chip that says Fee 8% is your dispatch fee for this carrier. Click it, type a new number, and press Save. If your fee is flat dollars per load, the chip shows dollars instead. The search box finds pages. Type a name, like Brokers, press Go, and you are there. Or tap a page button, there is one for every page. I will tap Home. The sun button switches light and dark, and remembers your choice. Dispatcher screens are in English, so there is no language button here. Carrier owner and driver screens have an English and Spanish switch.

On the left, the menu. At the top, the logo with the Beta tag, and a box that says who you are and which carrier is picked. The box is only information, you do not click it. Home is the page you are on, in orange. Loads is where you plan a load and book it, and a booked load shows on the driver's phone right away. Chat is a group chat plus private chats, and drivers never see each other's private chats. The number is unread messages. Fleet shows where your trucks are and how each load is going.

Under Companies and paperwork: Carrier is everything for one carrier, its drivers, loads, invoices and books. It says Carriers when you pick All. Brokers are the companies that give you loads, with contact details and payment terms. Renewals lists insurance, registrations, permits, inspections, CDLs and medical cards, with a warning 30 days before. The number counts those due soon or expired. Under Carrier money: Freight invoices are one per load, from the carrier to the broker, made from the load. You send them for the carrier. Driver pay is payroll for a carrier that shares its books with you.

Carrier books keeps each carrier's books apart. Cost per mile is all costs divided by all miles. IFTA is the quarterly fuel tax report, built from delivered loads and fuel receipts. Finance is money in, money out and profit. Under Your business: My business is your own dispatch business: the invoices for your fee, your pay, your books, your finance and your documents. The number means a paper of yours is due. Import and export brings your data in from another program, or takes a copy out. Your data always belongs to you. At the very bottom, the version number.

Then the Terms, My plan, and how to install LaneTally on your computer. Let's open that. Two steps, in Chrome or Edge: click the install icon at the end of the address bar, or choose Install in the browser menu. And the last link is to report a problem or send an idea. They look at every one within 24 hours. Now the page. A short line says where your loads and money stand today. New load opens the form to add a load, and that is the next video. Now a part worth knowing well: the Live box and the bell.

When something happens, it shows up in two places. The bell gets a count, and the Live box on Home gets a line, newest first, up to five. Lines come from a receipt photo, a new chat message, an extra stops or detention request, an invoice ready to send or overdue, a payment, or a driver on the way or delivered. Let's click the first line. It opens the receipt: the photo, the driver, the load and when it was sent. Then what it is for, the amount, and for fuel the gallons and the state, a category, and how it was paid.

Approve and add to the books puts it in the books. Do not approve turns it down, and the driver sees why. Close it and look at Home. That line has left Live, and the bell count went down by one. Opening it counted as reading it. It is not gone. Open the bell, and it is still listed, as your history. It lists everything, four lines here, with the date, and an orange bar and a New mark on the ones you have not read. Open on a line takes you to that receipt, load, invoice or chat.

See all in the Live box opens this same list. Mark all as read clears the orange count and empties the Live box, but the list stays. Close it, and Live says Nothing new right now. Number cards. Your dispatch fees: the big number is this month's earnings, counted when loads are delivered, with six months in bars. On the right, this week, plus what is still to come once loads on the road are delivered. Hover the card to read every week and month: the last eight weeks and six months. Click it for My finance.

On the road: loads moving right now, with booked loads waiting underneath. See them opens Loads on that filter. After you open a page from Home, a Back button shows at the top left to return. Not booked yet: loads you saved but have not booked. Drivers cannot see them until you do. Book them opens Loads on Not booked yet, and Back returns to Home. Now the card to read first: Needs your attention. LaneTally checks your loads and invoices for late deliveries, missing paperwork, low pay and papers about to expire, most urgent first.

It only points things out. You decide. Each line has an urgency. Orange Soon is due soon, or something to fix. The pill at the top is orange here, red when anything is Urgent, and it turns green and says All clear when nothing needs you. The button on each line goes to the thing. Open load goes to the load. A My business tag marks a paper that is yours, not a carrier's. Open My documents goes to your own papers. Book it books a load right here. Show all opens the full list.

Check is a missing paper, or a receipt waiting. Open on a paper opens the paper, on a driver's line the driver's file, on a truck the truck. Review opens a receipt. Show fewer folds it back. Where the trucks are lists each driver with the carrier, a truck number, and a status: where he is, off duty until a date, or not on a load. The tag says a driver's place shows only while he is on duty. A truck on a load opens its route on the map when you click it. Last, Recent loads, the four newest.

Each row shows the load number and broker, the route and pickup time, the carrier and driver, with a grey Off duty tag if he is off, the status, and the pay with the amount per loaded mile. Book it shows on a load nobody booked. Click a load number to open it, or See all for the Loads screen, the next video. On a phone it is the same Home, with the menu at the bottom: Home, Loads, Chat with its unread number, Fleet, and More. At the top are the logo, the bell and three dots.

The Live box shows just the newest line here, and See all opens the full list. More opens every other page in the same groups, then My plan, a link to report a problem, the Terms, and how to install the app. The three dots hold the light and dark switch, because there is no room for it in the strip. The carrier picker and the fee chip sit on a row of their own, and there is no search box on the phone. That is Home. LaneTally is dispatch and accounting software, now in beta.

The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow LaneTally on our other platforms. The links are in the description.

Booking one load is never just one thing. There is the rate, the driver, the paperwork, and the calls with the broker. And it all ends up scattered over texts and notebooks. LaneTally keeps it all in one place. You book the load, chat with the driver, send the broker its freight invoice, pay the driver, and keep the carrier's books. One load flows all the way to the books, with nothing typed twice. Try it free at lanetally.com/demo: no sign-up, no card, fake data. After this video, you can add a new load, book it for your driver, fix it, deliver it or cancel it, and know what the driver and the owner see.

Each part has its own chapter. If this helps you, subscribe for the next how-to videos. Let's start. Loads pile up fast. Which are booked, which are moving, and which one did the driver never see? The Loads screen answers all of it. This video covers the screen, the load popup, the New load form, what the driver and the owner see, and the phone. Top left, the carrier picker, the same one as on Home. It decides whose loads you see. Let's open it. Each carrier shows your fee. Change fee and Add a carrier are explained in the Home video.

Pick All carriers together, and every count changes. Pick one carrier, like Blue Line Freight, and the tabs follow it. Back to Bluewater. Under the title, the rule: plan a load, then set it to Booked. A booked load shows on the driver's phone right away. The tabs are filters with counts. All is every load of this carrier. Not booked yet means saved, but drivers cannot see it. The note says to press Book it when the broker confirms. Book it is right in the row. Booked means confirmed: the driver sees it, but the trip has not started.

On the road means the driver started. Delivered is done. Cancelled keeps your cancelled loads in your history. An empty tab says so, Back to All. Pick a carrier with no loads yet, and the page says so, and every count is zero. Back to Bluewater. The search box looks through the load number, the broker and the broker's own number, the carrier, bill of lading, cities, drivers, trucks and status, and the rate, typed like 2750.00, or as shown, with the dollar sign and the comma. A counter shows the matches. The search stays when you change tabs, so clear it if a tab looks empty.

If nothing matches, it says so. I clear the box. There are no sort buttons: the newest load is on top, and the table scrolls when the list is long. Load: the number is a button that opens the load. Under it, the broker, then the broker's own number. Route: pickup to delivery, with the date and time. Carrier and driver: the carrier, the driver, then truck and trailer. A gray Off duty tag shows when the driver is switched off. No driver yet means nobody is picked. Status is a colored tag, and a load not booked yet gets Book it right in the row.

Pays: the rate plus extra charges, and dollars per loaded mile. No loaded miles shows a dash. A driver never sees this column. Press a load number to open it. The top has the number, the status, and an X. Escape closes it too, and so does a click outside. On a computer you can drag it by the title. Then the route line: pickup and delivery, and how many stops. Under it, a small map. Below the map, the stops in order: which is next, which are done, and how long drivers usually wait there.

Then the facts: carrier, driver, loaded and empty miles, Miles by state is an estimate from the route. Press Change and the window shows the miles of the load, one box per state, to fix a number, and Add a state, for one that is missing. Save miles by state marks them corrected, and tells you if the total does not match the load. These miles feed your IFTA report. I close it without saving. Then truck and trailer, and broker. Then the money. Freight is the rate. Factoring comes off, then your dispatch fee, and the last line is what the carrier keeps before costs.

Then the details: stops, commodity, weight, trailer type, bill of lading or PO, shipper and receiver, and the rate confirmation. A dash means empty. Near the bottom, the load progress: accepted, departed, delivered, with their times. At the bottom, buttons by status. Booked or on the road: Edit this load, Mark delivered, and Cancel this load. A load with extra charges lists them in the details, like these 100 dollars on LB-1042. A delivered load only has Edit, because it is done. A load not booked yet also has Book this load, Cancel this load, and Delete, which asks first.

No, keep it. Press its small map for the route map: buttons for diesel, parking, rest areas, weigh stations and Walmart, the stops, miles and driving time for each leg, and a fuel stop about every 450 miles. Escape closes it. Two more things show up on Blue Line Freight, so I pick that carrier. First, a team load. Both drivers are named, and it says team. Press the number to open it. The driver line says Drivers, team, with the pay split, and that the miles count once for the truck. I close it.

Second, a driver asking for extra pay on LB-1037. Extra stop pay, and detention pay. Each request waits for you, with a Review button. Press Review on the detention, and the request shows what the driver waited, the rate for this broker, and what it adds up to. You can change the amount if the broker agreed to something else. Then approve it, to add it to the invoice, or do not approve it. I close it without deciding. Back to Bluewater. Now the New load form. Press New load, here or on Home. Top right:

Minimize and X. The X closes the form, and what you typed is gone. Escape does the same. A click outside does nothing. I type a city, and press Minimize. The form waits in a bar at the bottom. Open brings it back, Throw away asks first. Four bars at most, and one load form open at a time. I go to Home, back to Loads, and press Open: the city is still there. I clear it. First, the load. Your number fills in with the next free one. You can change it, but two loads cannot share a number.

Broker's load number is the broker's own reference. Broker is your list. Missing? Add a new broker: name, MC number, billing email, and the days they pay in, zero to 365. It is checked, and saved to your Brokers page. I pick Northgate Logistics. A picked broker fills the contact in More details. A broker marked Watch, like Meridian Load Co., gives a yellow note. Do not book refuses Save and book, but Save for later works. Next, who is hauling it. Change the carrier, and the drivers, trucks and fee change. A driver with an expired license or medical card gets a warning.

A driver in a team, like Kevin Brooks, shows a checkbox that makes it a team load for both. Back to Bluewater. The driver list shows who is free, who is on a load, and until when, and who is off duty. Choose later leaves it empty, so you can plan first. Pick one, and the truck and trailer fill in. Change picks other ones. An off-duty driver gets a yellow note. You can still save, but the note says to call the driver first. I take Marcus. Pickup: the address, Addresses from past loads are suggested as you type, and they fill in the shipper contact too. the date, and the time.

Appointment is a fixed time, a time window, which needs an end after the start, or first come, first served. I keep a fixed time. Stops in between are extra pickups or drops. Add a stop: each one has a kind, address, date, time and appointment. The driver sees them in order, and the counter shows the total. Remove asks first. Yes, remove it. Delivery works like pickup: the address, the date, and the time. With both dates typed, the form checks the driver against them, and Marcus is free on those days, so there is no note.

Miles and money. Loaded miles are the ones you are paid for. Empty miles get the truck to the pickup. If the driver had an earlier load, they are estimated from where the driver finished, and it says where. If not, you type them. You can always type your own. Rate is what the broker pays. Under it, your dispatch fee and factoring. Change opens them: factoring, and your fee, as a percent or flat dollars, for this load. Detention, lumper and other extras are added later, on the invoice. Change again closes the box.

The box under it is the quick check. It takes the rate, minus factoring and your fee, divided by all the miles, minus the carrier's cost per mile, and compares it with the smallest profit per mile you set for that carrier. At 1,850 dollars: Too low. At 2,400: Worth it. With no miles yet, it asks for them. With no minimum set, it says so. Rate confirmation: attach the broker's PDF or a photo, up to 15 megabytes. The driver never sees it. More details is all optional: broker contact, commodity, weight, trailer type: dry van, reefer, flatbed, step deck, power only, or other.

Reefer adds a temperature. I keep dry van. Full or partial load: a partial load can share the driver's time with one other partial. A full load cannot. Truck and trailer, shipper and receiver contacts, bill of lading or PO, which you can search, a note the driver sees, and private notes only you see. Before it saves, the form is checked. Seven boxes must be filled: load number, pickup address and date, delivery address and date, loaded miles, and rate. I empty the delivery address. If one is empty, the browser tells you which, and nothing is saved.

Some problems stop the save. A delivery before the pickup: Save and book refuses it, and says why. The same address twice. Zero miles, or a zero rate: Save and book refuses that too, and the message says why. A very short address, text that is too long, negative numbers, or a pickup more than a year away. A weight over 200,000 pounds, or a reefer temperature outside minus 30 to 80. A phone that is not ten digits, a load number already used, a window with no end, or a stop dated outside the trip.

And a broker number already on another load of that broker, so one load is never billed twice. Other problems only warn you, and the choice is yours. A rate over 50,000 dollars, and a box appears at the top: Save anyway, or Cancel. The same for over 25 dollars a mile, over 5,000 loaded or empty miles, or a weight over 80,000 pounds. I press Cancel, and put the rate back. If the driver is on another load at that time, a driver already on a load gets a note, once both dates are typed.

Save and book asks: book anyway? That is for a team driver or a relay, and it is saved in the history. No, change it, goes back. Two buttons at the bottom. Save and book makes it Booked, and the driver sees it right away. Save for later keeps it Not booked yet, hidden from drivers, until the broker confirms. I press Save and book. The form closes, and a message says it is booked, the driver can see it, and invoices are ready. The new load is on top as Booked, and the counts went up.

With no driver, the message says to add one. Open it: the commodity and weight, the rate confirmation's name, and your private notes. On Freight invoices, a draft invoice for this load is already there. Nothing to type twice. Back to Loads. Here is a second load, filled in, with Choose later for the driver. Say I pick Elena, who is off duty. Now Save and book asks first. The question says this driver is off duty until Oct 12. Book anyway books it, and Go back returns to the form. I press Go back, and choose later again.

Save for later does the same, but says drivers cannot see it yet. It goes on top under Not booked yet, and that count goes up. Now the other one, LB-1044. Edit this load: the same form, filled in, with one button: Save changes. Pick Marcus, and the note shows. Save changes. On a booked load, the driver is told it changed. If you fixed the miles by state and later change the miles, they follow, and a message says to check IFTA. Now Book it. Marcus is busy then, so it asks the same question.

Book it, on a list or in a popup, always asks this. No, change it. Edit again, pick Derek, save, and Book it: the driver can see it now. On a load with no driver, press Book it. It asks first: book this load with no driver? It is booked, but nobody sees it until you add a driver. Book anyway, and the message says to add a driver. Back to All. Money locks when an invoice is sent or paid, like on LB-1038. Edit this load: the form says so at the top. Broker, carrier, rate, factoring and fee turn gray, and the delivery date can only move inside the same week.

Stops, times, miles, driver and notes still change. If the driver's pay is paid too, driver and miles lock as well. I close it. The other way to finish a load, when a driver does not use the app: Mark delivered. It asks first, then saves the missing steps in the history. Now it is Delivered, with only Edit. It needs a driver on the load. The tabs moved it to Delivered. To cancel, open the load, and press Cancel this load. It asks first. The driver sees it as cancelled, it stays in your history, and its freight invoice is removed, unless you bill a TONU.

Yes, cancel it. It moves to Cancelled, and Pays shows zero. Open it for a box to bill a TONU or another charge: what for, amount, note. Add the charge puts only that charge on a freight invoice to the broker. Then Open its invoice takes you there. Delete works on cancelled or not booked loads, asks first, and is blocked once an invoice was sent or paid. No, keep it. The carrier owner has a login of their own, and sees the loads too. For the owner, the page is called My loads. The owner sees every tab, and every rate, but there is no New load button, and no Book it.

The popup is read only: no Edit, no Mark delivered, no Cancel. The only thing the owner can change is the miles by state. And the driver, on the phone. Today shows a line: new load for you, with the route and the pickup time. Under it, the load the driver is on now: the stops, the truck and trailer, the note from dispatch, and a navigate button. No rate, no fee, no broker. My loads is under More. It lists the driver's loads, with the status, the route and times, and the miles. Loads that are not booked yet stay hidden, and the driver never sees the rate or the fee.

When you cancel a load, the driver sees that too: in My loads, it says Cancelled. On a phone, the dispatcher has the same Loads screen, built for a thumb. The menu is the bar at the bottom: Home, Loads, Chat, Fleet, and More. At the top, the logo, the bell and the three dots, then the carrier picker and the fee. Tap Loads. New load sits above the tabs. The tabs wrap into rows, with the same counts. Tap one to filter, and All to go back. The search box and the counter are in the card below.

Each load is a card: number and broker, route, carrier and driver, status, and pays. A load not booked yet has Book it on its card. Tap a number, and the same popup opens, full width. Scroll down through it. The buttons are at the bottom. The X closes it. New load opens the same form, in one column. There is no Minimize on a phone, so the X closes it, and what you typed is gone. Finish it, or press Save for later at the bottom. The checks and warnings are the same. That is the whole Loads menu.

LaneTally is dispatch and accounting software, now in beta. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe, and follow us on our other platforms. The links are in the description.

A driver texts you, the owner calls you, and nobody can find which message was about which load. LaneTally keeps the whole job in one place: your loads, the chat, freight invoices, driver pay, and the books. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. By the end of this video, you will message a driver or the owner, send a photo, tie a message to a load, and know who sees each chat. First the chat list, then writing a message, then all carriers at once, then the phone.

And if this helps you, subscribe, so you see the next how-to videos. Chat is the third item in the left menu. The number on it counts the messages you have not read yet. Let's open it. Under the title, the rule of this page: a group chat with everyone, and private chats. Each chat shows who is in it. And drivers never see each other's private chats. On the left, the list of your chats for this carrier. It follows the carrier picker at the top. First, the group chat. Everyone, Bluewater Freight LLC.

The line under the name tells you who is in it: you, the owner and all drivers of this carrier. Then the private chats. One with the owner of the carrier, and one with each driver. Only you and Marcus: not the owner, and not the other drivers. A number on a chat means new messages in it. When you open Chat, the first private chat with new messages opens by itself. Here, the one with the owner. Its orange border shows which chat is open. And the badge in the menu went down by one, because you have now seen it.

On the right, the chat itself. At the top, its name, who is in it, and the reminder: only the people in this chat can see it. Messages from others sit on the left, in gray, with the sender on top, and the day and time under it. Your own messages are on the right, in orange. Only your own messages have Delete. More on it soon. When a chat gets long, the messages scroll inside this box, and it always opens on the newest message, at the bottom. Open the group chat. Here the reminder says: everyone in this group sees this chat.

Use it for news for the whole company, and everyone answers in the same place: the owner, and a driver. Open Marcus. Marcus's new message is read now, so the number on that chat is gone, and so is the badge in the menu. This message has a load tag on top: LB-1041. It shows which load the message is about. You will add one in a minute. Elena has her own private chat. What you write here stays between you and Elena. A chat with nobody writing yet, like Derek, says: No messages yet.

Say hello. Now let's write to Marcus. At the bottom of every chat, the same four things. The message box. Type your message. The photo box. Click it to pick a photo, or drag a photo onto it. For example, a photo of a bill of lading. The line under the form says the photo is ready to send. Then the load list. It starts on: not about a particular load. Open it, and you see the loads of this carrier that are not delivered yet. Pick LB-1041. Now press Send. Your message is on the right, with the load tag on top, and the photo inside.

The box is empty again and ready for the next message. The load list goes back to: not about a particular load. A photo alone can be sent, but an empty box with no photo sends nothing. You can also press Enter to send. Click a load tag on any message, and that load opens: here, LB-1041, on the road. Close it with the X. Sent something by mistake? Under your own message, click Delete. It asks first. Everyone in this chat sees Message deleted instead. This cannot be undone. No, keep it closes this and keeps the message.

Yes, delete. Now it says: Message deleted. A short note at the bottom confirms it. Top right, New private chat. It lists the people you can chat with privately. Only the people in a chat can see it. Each person shows a role: owner or driver, and the carrier. Open goes straight to that chat. Here, Luis. If the chat already exists, Open takes you to it; if not, it starts it. If you dispatch for more than one carrier, open the carrier picker. Pick All carriers together. Now every carrier is in one list.

One group chat for each carrier. Under Private chats, each carrier has its own heading, with its owner and its drivers below it. Coastline Carriers LLC has no drivers yet, so only its owner is listed. Open Tom, a Blue Line Freight driver. Tom's chat opens, and you never had to switch carriers. The load list here shows Blue Line loads, because this chat belongs to Blue Line. New private chat now lists people of every carrier, with the carrier name next to each role. Close it. Back to Bluewater. Two things you will only meet in your real account.

Before you add your first carrier, the page says: No chats yet. Add a carrier and a driver. And when a driver moves to another carrier, that driver's messages from the earlier carrier stay as history: you can read them, but not delete them. On a phone, Chat is in the bottom bar, with the same number of new messages. Tap it. The title and the rule are on top, with New private chat under them. The chat list becomes one row of cards that slides sideways. Swipe it to see every chat. Tap a chat, like Marcus, to open it.

The chat opens below the row, and the screen slides down to it by itself. Here are the messages, then the message box, the photo box: tap it to choose a file or take a photo, Send, and the load list. Everything works the same as on a computer. That is the whole Chat menu: group and private chats, photos, load tags, and who sees what. LaneTally is dispatch and accounting software, now in beta. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe, and follow us on our other platforms.

The links are in the description.

Which of your trucks is free right now, and which driver is on which load? And are each driver's CDL and medical card still good, before a roadside inspection finds out? LaneTally keeps your loads, chat, freight invoices, driver pay and the books in one place. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. After this video, you will read every truck square, start a load from a free truck, and keep each driver's papers up to date. Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description.

Fleet is in the left menu, right under Chat. The carrier picker at the top decides whose trucks you see. Under the title, what the page is for: each truck and how its load is going. The Trucks card has one square for each driver and truck. Let's read Marcus Reed's square from the top. The name, the truck number, and On duty or Off duty. A driver with no truck shows: No truck yet. Then the load: the load number, its status, here On the road, and the route, from the pickup city to the delivery city.

Next stop is where the truck is going now. It moves forward each time the driver marks a stop done. Open load opens the load. Driver opens the driver file. We open both in a moment. Elena Cruz is off duty, so her square is grayed out. Her load is booked, but not started, so the square shows the pickup city, and the appointment. Below, until when she is off duty. While a driver is off duty, no stop updates come in. A truck with no load says: No load, available. It gets New load instead of Open load.

Trucks with a load come first, then the free trucks. A driver who is switched off or archived is not on this page. A carrier with no drivers yet shows: No drivers yet. Now pick All carriers together. Each square now also shows the carrier. Kevin Brooks and Rosa Jimenez drive as a team, so both squares show the same truck, T-203. Rosa Jimenez is on duty, but no stop update has come in yet. On a computer, the first six squares show. Show all 7 trucks opens the rest, and a search box appears.

Type a driver name or a truck number, and only the matching squares stay. If nothing matches, it says so. Show fewer goes back to six, and clears the search. Back to Bluewater. Open load, on Marcus's square, opens the same load popup as on the Loads page. Every part of it is in the Loads video. The X closes it. New load, on a free truck like Derek Hall's, opens the New load form, with the carrier, the driver, and the truck and trailer already picked. The rest of this form is in the Loads video.

The X closes it without saving. Driver opens the driver file. At the top: the carrier, the CDL number, state and class, and the endorsements. CDL expires and Medical card expires show the days left. Green means more than 30 days. Yellow means 30 days or less, like the medical card. Red means it has expired. Then the hire date, the team, if the driver drives in one, Duty status, on duty or off duty, and the emergency contact. The Roadside check notice lists what is not ready for an inspection, like the truck registration.

The driver sees this on the phone too. Back in Marcus Reed's file, under Paperwork, every paper on file. Each row has what it is, the file name and when it was added, the date it expires, and the days left, in the same colors. Download saves the file to your computer. Download all saves every file of this driver, when the driver has two or more. When the driver sends a paper from the phone, it says: Sent by, please check. You also get a note in the bell. Check the paper and its date, then press Looks right.

The note goes away. Edit opens a paper. You can change what it is, the expiry date, or replace the file. Leave it empty to keep the old one. Save changes saves it. Delete removes the paper, and asks first. I close it without changes, and I am back in the driver file. The X closes the file too. Now Elena Cruz's file. She is off duty, and while she is, nothing is shared or recorded. The yellow Missing notice lists the papers the carrier must keep for every driver, and that are not here yet.

Those are the CDL, the medical card, the driving record, and the drug test or Clearinghouse check. Add puts a new paper in her file. On a computer, the dash at the top minimizes a form, so you can look at another page and come back. Pick what it is: CDL, medical card, W-9, driving record, drug test or Clearinghouse check, employment application, road test, or other. I pick Medical card. Expires on is for papers that run out: the CDL, the medical card, and the yearly driving record and Clearinghouse check. I type the date.

Then the file: a PDF or a photo, up to 15 MB. Press Add with no file, and it tells you. Nothing is saved. Press the box to choose the file, or drop it on the box. Press Add. Her file opens again, with the new paper, Medical card is gone from the Missing notice, and the medical card date at the top changed too. If she already has that kind of paper, Add tells you to edit the one on file instead. These dates also show on the Renewals page. In Marcus Reed's file, below the paperwork, Tax info, from the driver's W-9.

The yellow notice says what is missing. The carrier needs these to make the driver's 1099-NEC. Add tax info opens the form. Legal name, line 1 of the W-9, business name, only if it is different, and the tax classification. Street address, and city, state and ZIP. Tax ID type: SSN for a person, EIN for a business. Then the tax ID number. With fewer than 9 digits, it stops you. With all 9, only the last 4 digits ever show, on screen and on the yearly pay summary. Your accountant keeps the full number.

Save tax info. The driver file opens again, and the tax info is there. Edit tax info changes it later. Below, Tax papers from your accountant. Add the real W-2 or 1099 your accountant made. The driver sees that exact file in My pay. LaneTally does not make tax forms. A driver with none yet shows: No tax papers yet. Add paper opens a small form: the tax year, the form: W-2, 1099-NEC, 1099-MISC or other, the paper itself, and a note, not required. Add paper with no file chosen tells you to choose the file first.

Cancel closes it. Back in the driver file, each tax paper shows the year and the form. The tag Sample (demo) marks the example paper that comes with the demo. View opens it, Download saves it, Replace puts in a new file, and Remove takes it away. It asks first: the driver will not see it any more, and a record that it was removed is kept. No, keep it. At the bottom of the file, a reminder: a driver never sees another driver's file, or any money. Edit driver details opens the details. Name, carrier and phone, the truck and trailer, and the CDL: number, state, class and endorsements.

Only you and the carrier see the whole CDL number. Others see the last 4. The CDL and medical card dates: LaneTally warns you 30 days before. Hire date and emergency contact, and the email, for the invitation. Nothing is sent until you press Send invitation. A driver belongs to one carrier and sees only the loads booked for that driver, never the rate or the fee. Save changes saves. Switch off is for a short break: the driver leaves the Fleet page until you switch the driver on. Archive is for a driver who left: the file and history are kept, read-only, for at least 3 years.

Delete driver removes the driver for good. It asks first, and a driver with loads or pay history cannot be deleted. I close it without changes. The carrier owner has a Fleet page too. The owner sees only their own trucks, with the same squares, and the same Open load and Driver buttons. A free truck has no New load button on that screen. On a phone, Fleet is in the bottom bar. The squares stack in one column, with the same parts and buttons. A phone shows the first four. With All carriers together picked, Show all 7 trucks opens the rest, with the search box.

Tap Driver, and the driver file opens full width. Scroll down through it. The X closes it. That is the whole Fleet page. LaneTally is dispatch and accounting software, now in beta. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

Which carriers do you dispatch for, which drivers and trucks belong to each one, and are their papers up to date? LaneTally keeps your loads, chat, fleet, freight invoices, driver pay and the books in one place. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video, you will learn the whole Carriers menu: the carrier file, what the carrier owner may change, documents, trucks and trailers, drivers and teams, adding and archiving a carrier, and the phone. Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description.

Carriers is in the left menu, under Companies and paperwork, right after Fleet. With one carrier picked, the menu says Carrier. With All carriers together, it says Carriers. The carrier picker at the top decides which carrier you work on. Press it, and the list shows All carriers together, and each carrier with your fee. Add a carrier is in this list too. I pick Bluewater Freight again, and the list closes. The title is the name of that carrier. Under it: everything on this page belongs to this carrier only. At the top right, three buttons.

Archived is for carriers and drivers you stopped working with. Add a carrier is for a new company. Add a driver is for a new driver in this carrier. We open all three in this video. The first card is Carrier details: the file of the company. The green tag says this carrier shares its full books with you. A gray tag, Books private, means it keeps them to itself. The MC number, and the USDOT number. Pay to is the line brokers read on every freight invoice, to know how to pay. The company type, and the EIN, with only the last 4 digits shown.

The address, the phone, and the billing email. Next freight invoice is the number the next invoice of this carrier gets. You get paid: once a week. And Loads, how many loads this carrier has. Under the details, shortcuts for this carrier. Its loads opens the loads of this carrier, My invoices to it opens the weekly fee invoices you send this carrier, Its freight invoices opens the invoices it sends to brokers, Cost per mile opens its cost per mile, and Its books opens its books. Each one is a menu of its own, with the carrier already picked.

Edit carrier changes everything on this card. We open it later. Next to it: What the carrier owner can change. You decide. Each switch can be turned on or off at any time. Add and edit their own drivers. Add and edit their own trucks and trailers. Edit their company details: name, address, phone and emails. Upload and replace their own documents. And add and edit entries in their own books. Under each one it says On: they can do this, or Off: they can only look. Press a switch to turn it off. The line under it changes, and a message confirms it.

Press it again to turn it back on. The carrier owner can never change your dispatch fee, the loads, or your invoices. Those stay yours. Next, Carrier documents. The number in the title is how many documents are on file. Under it: the paperwork brokers ask for, and the dates to renew are also on the Renewals page. See all renewals opens the Renewals page. Add a document puts a new paper on file. Download all saves every file of this carrier together. And Send documents emails the papers a broker asks for. Track more renewals lists papers you may want a reminder for.

Press it. For example the physical damage insurance, the yearly 2290 tax, or the state permits. Press one, and the form opens with that paper already picked. It is the same form as Add a document. We fill it in a moment. The X closes it without saving. Below, one row for each paper. Each row has what it is, like the W-9, the file name, and when it was added. Papers that run out also show the date they expire, and the days left, in colors. Green means more than 30 days. Yellow means 30 days or less.

Red means it has expired. A paper with no date, like the W-9, has no tag. Download saves the file to your computer. Edit opens the paper. When the carrier owner uploads a paper, it says: Sent by, please check. Check the paper and its date, then press Looks right. The note goes away. The list shows the first four. Show all 7 opens the rest, and Show fewer closes it again. Send documents opens a small form. Pick the broker. Under Documents to include, one switch for each paper that has a file. When a broker usually asks for certain papers, LaneTally ticks those for you.

You can change it. An expired paper is never ticked: get the new one first. This opens your email app with the message filled in. Add the files by hand. Open email does that. Now a carrier with no papers yet. I pick Coastline Carriers. The yellow Missing notice lists the papers brokers usually ask for before the first load. With nothing yet, the list says: No documents yet. Add a document. On a computer, the dash at the top minimizes a form, so you can look at another page and come back. Pick what it is:

W-9, insurance, MC authority letter, the yearly 2290 tax, permits, the factoring notice, and more. I pick Certificate of insurance. Expires or due on is for papers that run out. Under it, a hint for this paper. I type the date. Warn me is how many days before it runs out you want the warning. 30 is the usual. Then the file: a PDF or a photo, up to 15 MB. It is optional if you only want the reminder. Click the box to choose a file, or drop it here. A note, if you want one, like the agent's phone.

Only you and this carrier can see it. Add document. The paper is on the list, with its days left. And Certificate of insurance is gone from the Missing notice. Edit opens it again. You can change what it is, the date, the warning days, or the note, or replace the file. Leave it empty to keep the old one. Save changes saves it. Delete removes the paper, and asks first. It says what will be removed, and that it cannot be undone. No, keep it. Next, Trucks and trailers. The number in the title is how many units this carrier has.

Truck adds a truck, and Trailer adds a trailer. Each row starts with the unit number, painted on the truck. Then truck or trailer, the year and make, the plate, and who it is with. Not assigned means no driver has it. The yellow tag warns about the yearly inspection, here 26 days left. The same goes for the registration. Red means expired. A truck or trailer with nothing to watch shows no tag. Edit opens it. The first four show. Show all 8 opens the rest. Show fewer closes it. Press Truck. The truck number, the unit number painted on it.

The plate, optional. A description, like the year and make. The yearly DOT inspection is due on this date. Every truck and trailer needs one every 12 months. When the registration and plate expire. A photo or PDF of the registration paper, optional. And of the inspection report, optional. When you add a driver or a load, you pick the truck from this list, and LaneTally warns you 30 days before a date comes up. Add truck. The truck is on the list, with no driver yet. Edit opens it. Save changes saves what you changed.

Mark not in use is for a truck that is parked or sold. It stays on file, and drops out of the lists when you pick a truck. Now it says Not in use. Open it again, and Delete removes it for good, and asks first. No, keep it. Now T-102, a truck with a driver. Edit opens it, and Delete asks first. A truck that is on a driver or on loads cannot be deleted. Use Mark not in use instead. OK. Now Blue Line Freight. Here T-201 has a red tag: the inspection expired 6 days ago.

And T-202 says Not assigned: no driver has it yet. Next, Drivers. The number in the title is how many drivers this carrier has. Each driver has a row. First the name, the truck number, the phone, and the CDL class with the last 4 digits. On duty means the driver is working, and sharing their position. Elena Cruz is off duty until a date. The yellow tag says which paper runs out soon, here the medical card, 21 days left. Red means a paper has expired. File incomplete means a paper every driver needs is not on file yet.

On the right, On a load, or Available. Driver file opens everything about the driver: papers, tax info and details. It is in the Fleet video. It is the same file as on the Fleet page. The X closes it. Edit opens the driver's details. Add a driver, at the top. The driver's full name. The carrier. It starts as the one you were on. The phone. The truck, and the trailer, picked from the list of this carrier. If the driver drives with a partner in one truck, pick the partner here. The pay is split 50 and 50, and you can change it later.

Then, how the driver is paid. Worker type: contractor, or employee. You decide, and your accountant can tell you which. I pick Contractor. Pay type: per mile, a percent of the load, a flat amount per load, per hour, or a weekly salary. And the amount. Dollars per mile, for the pay type I picked. Then the license. The CDL number. Only you and the carrier see all of it. The state, and the class. The endorsements, optional. When the CDL expires, and when the medical card expires. LaneTally warns you 30 days before. The hire date, optional.

The emergency contact: a name and a phone. And the driver's email, optional. Nothing is sent until you press Send invitation. A driver belongs to one carrier and sees only the loads booked for them, never the rate or the fee. Add driver. The message reminds you that no invitation was sent yet. The list shows the first four drivers. Show all 5 opens the rest, with the new driver. Back to Luis Ortega. Edit opens the details. The same boxes as Add a driver, without the pay part. The pay is set in Driver pay.

Save changes saves. Send invitation sends the driver their invitation to LaneTally. Switch off is for a short break: the driver leaves the lists until you switch the driver on. The driver now says Switched off, in red. Archive is for a driver who left. The file and history are kept, read-only, for at least 3 years. It asks first. No, keep it. Marcus Reed is on a load. Edit opens the details, and Archive asks first. A driver with a load running cannot be archived. Move the load to another driver first. OK. Delete driver removes a driver for good.

A driver with loads or pay history cannot be deleted. Archive instead. OK. Team up with opens a form for two drivers who drive one truck together. Pick their partner. Pick whose truck they share. The driver's share of each team load, in percent. 50 is the usual. The partner gets the rest. Each driver keeps their own login, papers, pay statement and tax papers. A team load shows on both phones, and the pay is split by the share. The yellow notice: the truck miles count once, so check the miles in Cost per mile after.

Make the team does it. I press Cancel, and nothing changes. If no other driver is free to team up, it says so: No one to team up with. Blue Line Freight already has a team. Rosa Jimenez shows a tag: Team with Kevin Brooks, and the share. Kevin Brooks shows the same tag, with Rosa. The button now says Team, not Team up with. They share one truck. A team load counts its miles once. Only the pay is split. Rosa's share of each team load, and Kevin's share, which follows. A new share applies to team loads that are not paid yet.

Paid statements never change. Save keeps a new share. End this team makes them separate drivers again, and asks first. Loads already booked keep their split, so no pay changes. Cancel. To see every carrier at once, pick All carriers together. The title is All carriers, and the menu says Carriers. Under it: every carrier you dispatch for, with all of their drivers. Press Open to work on one. Each carrier has a card. The name, its MC number and your fee, and a yellow tag when its documents need attention: a paper is missing or runs out soon.

Edit carrier opens its details. Below, its drivers, with their truck, trailer and phone. On a load, Available, or Switched off. Edit opens that driver. Kevin Brooks and Rosa Jimenez drive as a team, so both show the same truck. A carrier with no drivers says: No drivers yet. Open goes to that carrier, with everything on one page. Here is the empty carrier. No papers yet, no trucks or trailers yet, and no drivers yet. Each card says so. In the details, anything not filled in yet says: Not entered. Add a carrier. The carrier company name.

The MC number, optional. The company type: LLC, corporation, sole proprietor, or partnership. The EIN, the tax ID. Optional, and shown only as the last 4 digits. The USDOT number, optional. How you charge: a percent of the load, or dollars per load, flat. Your dispatch fee. 8 percent is the usual. Fee is calculated on the load rate, or on the total freight. The next freight invoice number. To continue their old invoices, put the next number they would have used. The smallest profit per mile you will accept. LaneTally uses it for the Worth it check when you add a load.

The logo, printed at the top of their invoices. A PNG or JPG, optional. The business address, printed on the freight invoices. The business phone, and the billing email, where brokers reply about invoices. How brokers pay you, the remit-to line, printed on every freight invoice. Do not type full bank account numbers here. If they use factoring: does the factoring company give back its fee when a broker short pays? Most do not. The owner's email, optional. Nothing is sent until you press Send invitation. Each carrier gets its own private books. You see only what involves you, unless the carrier shares more.

Add carrier. The new carrier opens, with all its cards empty. Now add its drivers, trucks and papers. Edit carrier opens the same form, with one more row of buttons. Save changes saves. A new fee applies to loads you book from now on. Loads already booked keep the percent that was agreed. Send invitation sends the owner their invitation to LaneTally. Archive carrier is for a carrier you stopped dispatching for. And Delete carrier removes a carrier you added by mistake. I close it without changes. Back on Bluewater Freight. Edit carrier, and Delete carrier.

A carrier with loads, drivers or invoices cannot be deleted. OK. Archive it instead. Edit carrier, and Archive carrier. It warns you when the carrier still has loads booked or on the road. Every login of the owner and the drivers switches off, and the records are kept read-only for at least 3 years. No, keep it. Now Palm Run Transport, a carrier with nothing running. Archiving goes through. Edit carrier, Archive carrier, and Yes, archive it. The message says where to find it: Archived, on the Carriers page. Archived. Carriers you stopped dispatching for, and, below, drivers who left.

Each shows the day it was archived, and what was kept: loads, drivers and documents. Nobody can log in as them, and everything is read-only until the date shown. Bring back makes it a normal carrier again, and the logins work again. Delete for good is turned off until 3 years have passed. After that it works, and only for you, the owner. The note at the bottom says why 3 years: a carrier must keep a driver file for 3 years after the driver leaves, and tax records for years. Press Bring back. Back to carriers goes back.

The carrier owner has this menu too, and it is called My drivers. The title is My drivers. There is no Archived and no Add a carrier. The owner has one company. The owner sees the drivers first, then trucks and trailers, the documents, and the company details. Its green tag says Your books are shared with your dispatcher. If the books are not shared, it says Your books are private. There is no card for what the owner can change, and no Send documents. Those are yours. Each button shows only when you left its switch on.

Edit company details is there because that switch is on. If you turn off the trucks and trailers switch, the owner can only look: the Truck and Trailer buttons and every Edit disappear. On a phone, Carriers is under More. Then Carrier. The title and the three buttons are the same. The cards stack in one column. Carrier details, and the shortcuts for this carrier. What the carrier owner can change, with the same switches. Carrier documents, with their days left, and the buttons to add, download and send. Trucks and trailers, and Drivers. Each driver has the same buttons:

Driver file, Team up with, and Edit. Tap Add a driver, at the top. The form opens full width. Scroll down through it. The X closes it. Tap the carrier name at the top to pick another carrier, or All carriers together. That is the whole Carriers menu. LaneTally is dispatch and accounting software, now in beta. If this video helped, subscribe, and follow us on our other platforms, links in the description. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

Which of your brokers pays in 15 days, and which one still owes you for an old invoice? And who is your contact there, and does that broker pay factoring companies? LaneTally keeps your loads, chat, freight invoices, driver pay and the books in one place. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. Brokers is where it starts: every load and every invoice uses the broker details you keep on this page. After this video, you will read every column and tag, open a broker file, see how LaneTally flags a late payer, and add, change and delete a broker.

If this video helps you, subscribe now, so you do not miss the next menu. Chapters are in the description. Brokers is in the left menu, right under Carrier. The title, and under it what the page is for. Keep their contact details and payment terms here. Add a broker, at the top right, opens the form. We fill it in later in this video. The search box finds a broker by name, MC number, contact, phone, email or factoring. Below, one row for each broker. The first column is the broker company name. Press a name, and the broker file opens.

MC number is the broker's federal authority number. In this demo the numbers say example. Contact is the person you deal with, and under the name, their phone, or their email when there is no phone. Factoring: a factoring company buys your invoices and pays you right away. Some brokers refuse to pay those companies. This column tells you which ones. Pays factoring, in green, means the broker pays factoring companies. No factoring, in red, means they do not. Not sure, in gray, means you have not found out yet. Pays in is the payment terms: how many days the broker has to pay.

These are the agreed days, not how fast the broker really paid. Loads is how many of your loads are with this broker. Under the list, how many brokers there are. Next to a name, a tag can show. Watch, in yellow, with late payer. LaneTally puts it there by itself, when an invoice to that broker is 30 days or more past due. It goes away by itself when that invoice is paid. Do not book, in red, is a tag only you set. And a yellow tag, No billing email, shows when no email is typed.

We set both of those later in this video. At the bottom, who sees brokers. Only you and your staff see brokers. Carriers see just the name of the broker on their own loads. Drivers never see the broker. Let's open Northgate Logistics. The broker file has everything about this broker, top to bottom. MC number, the business address, the contact person and their phone, and the after-hours phone, for problems on the road at night. Billing email is where invoices are sent. Copy invoices to is a second email that gets a copy. A dash means it is empty.

Status is Approved, Watch or Do not book. Billing contact is who you call about an unpaid invoice, with their phone. Invoices go by email, or through the broker's portal. With a portal, the link shows here. Pays in is the payment terms, and from which day they count: the day you send the invoice, or the delivery date. TONU pay is the pay when a truck was ordered but not used. Layover pay is the pay for each day a driver has to wait overnight. Not set means nothing was typed there. How they pay:

ACH, check, or another way. Quick pay fee is the percent the broker keeps to pay you faster. Extra stop is the pay for each stop after the first two. Detention is the pay for each hour a driver waits, and how many hours are free. Pays factoring companies: yes, no, or not sure. Then the factoring companies this broker does pay, and the ones the broker will not pay. Below that, your notes about this broker. Then Loads with this broker: each load with its number, its route and its status. At the bottom, Edit broker and Delete broker.

We use them later. The X closes the file. Now Meridian Load Co., the broker with the Watch tag. Status says Watch. The yellow notice says why: load LB-1012 of this broker is 53 days past due. And it says this goes away when it is paid. The note below was typed for this broker: Slow payer. In Loads with this broker, the late load is the delivered one, LB-1012. A broker with Watch can still get loads. Be careful, and check the notes first. Edit broker opens the form, so we can look at the Status box.

Here the Status box says Approved. That is the status that was chosen for this broker. The yellow notice says: Shown as Watch right now. Load LB-1012 is 53 days past due. This goes away when it is paid. LaneTally shows Watch by itself while an invoice of this broker is 30 days or more past due. The status you pick here stays as it is. I do not change anything. The X closes the form without saving. The late invoice itself is on Freight invoices. Pick All carriers together, and invoice 874, to Meridian Load Co., was due on August 15, 2026, is marked 53 days past due, and is still Sent, not Paid.

That is why Meridian shows Watch. Back to Bluewater. And back to Brokers. To find a broker fast, use the search box. Type the payment days, like 45 days, and only the brokers with those terms stay. Under the list, it says how many were found. Type the name of a factoring company, like Example Capital, and you see the brokers that pay it. If nothing matches, it says so. Clear the box, and every broker is back. Add a broker. Only two boxes are required: the company name, and the days they pay in.

Everything else can be added later. On a computer, the dash at the top minimizes the form, so you can look at another page and come back. Broker company name. Status: Approved is the normal one. Watch means be careful, for a late payer or problems. Do not book means New load will refuse to book this broker. I keep Approved. MC number: their federal broker authority. Look it up before you work with them. Business address, the contact person, their phone, and the after-hours phone, for problems on the road at night. Billing email: invoices go here.

If two brokers share one billing email, LaneTally warns you, and you can still save. Billing contact: who you call about an unpaid invoice. And their billing phone. How they take invoices: by email, or on a portal. I pick Portal. A new box appears: the portal link, where you upload their invoices. The link must start with https. If it does not, nothing is saved, and it tells you. Copy invoices to is optional: a second email that gets a copy. Now the payment terms. They pay in is the number of days they have to pay.

Zero means due on receipt. Every freight invoice to this broker uses these days to work out its due date. Days are counted from: the day you send the invoice, or the delivery date. I pick the delivery date. Quick pay fee: the percent the broker keeps to pay you faster. Leave 0 if they do not offer it. Detention pay: what this broker pays for each hour your driver waits. Free hours before detention. Zero means every hour is paid. Tell them detention started within, in hours. Optional. It comes from their rate confirmation, and LaneTally reminds you when the clock starts.

Send the detention request within, in hours. Optional. Late requests are often refused. Extra stop pay: a normal load is 2 stops, and each stop after that is paid. TONU pay: truck ordered, not used. Optional. Layover pay, for each day. Optional. How they pay: ACH, check, ACH or check, or other. I pick ACH. Do they pay factoring companies? Not sure, yes, or no. I pick Yes. Then the factoring companies this broker pays, separated by commas. And the ones this broker will not pay. A company cannot be in both lists. If it is, nothing is saved, and it tells you.

Papers this broker usually asks for. Optional. They are ticked for you when you press Send documents on the Carrier page. The list has the papers brokers usually ask for, like the W-9, insurance and the MC authority letter. I tick W-9, and the certificate of insurance. Notes: how they pay, who to call, anything to remember. Press Add broker. The MC number I typed is too short, so nothing is saved. It must have 5 to 8 digits. I type the right number. Let me also put Apex Capital in the second list, to show the check.

Press Add broker. Apex Capital is in both lists, so nothing is saved. I put it back to RTS. Press Add broker. Broker added. You can pick them when you add a load. The new broker is at the bottom of the list. Pays in says 30 days, Pays factoring is green, and Loads says 0, because there is no load yet. Let's open the new broker. Invoices go by their portal, and the link shows. Pays in says 30 days from delivery. The extra pay lines show what I typed. Detention shows the pay, the free hours, and the two deadlines.

And the factoring lists. Edit broker opens the same form, with everything filled in. Change what you need. Here, the status. I pick Do not book. Delete broker is here too, next to Save changes. Save changes saves it. Saved. Loads and invoices now show the new details. In the list, a red Do not book tag is next to the name. What does Do not book do? Go to Loads, and press New load. New load. I pick the broker Harborline Freight Brokers. A note with a red border says: you marked this broker Do not book, and booking is refused.

You can still save the load for later, or change the status on the broker page. A broker with Watch gives a yellow note instead. It repeats why: the late invoice, and your notes. The X closes the form without saving. Back to Brokers. Now a broker with only the name. Just the company name, and Add broker. The 30 days are already filled in. Broker added. The new row says Not entered for the MC number, and a dash for the contact. Factoring says Not sure. And a yellow tag says No billing email.

Open it, and the file says why. Invoices to this broker cannot be sent by email until you add the billing email. Press Edit broker. Loads with this broker says No loads yet. Delete broker removes a broker. It asks first, and it cannot be undone. Yes, delete. The broker is gone from the list. A broker that is on a load you already have cannot be deleted. Delete broker. It says the broker has loads, and nothing was changed. To stop booking a broker, use Do not book instead. The X closes it. The carrier owner has no Brokers menu.

The menu goes from Fleet to My drivers, and there is no Brokers. On their own loads, they see just the name of the broker. The rest of the broker details stay with you. On a phone, Brokers is under More, in the bottom bar. Brokers is under Companies and paperwork. Add a broker is at the top. The same form opens, one box under another. Scroll down through it. The X closes it without saving. The search box works the same. It says Search brokers. Each broker is a card, not a row. The same columns, with their name above each value.

The tags are there too, next to the name. Tap a name, and the broker file opens full width. Scroll down through it. At the bottom, Edit broker and Delete broker. The X closes it. That is the whole Brokers menu. LaneTally is dispatch and accounting software, now in beta. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

Which paper, truck or driver of your carriers is about to expire, and is anything expired already? LaneTally keeps your loads, chat, fleet, freight invoices, driver pay and the books in one place. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video, you will learn the whole Renewals menu: the three numbers, the lists of what is coming up and what is expired, how to renew a paper, all your carriers together, what the carrier owner sees, and the phone. Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description.

Renewals is in the left menu, under Companies and paperwork, after Brokers. The number on it counts what is expired or coming up soon, for the carrier you picked. The carrier picker at the top decides whose renewals you see. The title is Renewals. Under it: everything that expires or has to be renewed, for the carrier you picked. Here, Bluewater Freight LLC. Insurance, registrations, permits, inspections, CDLs and medical cards. By default you get a warning 30 days before. This gray line says, Information only: the dates come from what you entered, so always check the real due dates with the agency.

Press I understand. It shrinks to one short line. Show full text brings the whole sentence back. Next, three numbers. Expired is what already ran out. Today it is zero, and it says Nothing expired. Coming up is what runs out inside the warning time. All good is the rest: nothing to do yet. Together they count everything with a date on it: the carrier papers, the driver papers, and the truck and trailer dates. A driver who is switched off, and a truck marked not in use, are left out. Under the numbers, one list for each one.

There is no Expired list here, because nothing is expired. It shows up when something runs out. The first list is Coming up. The count is in its title. Five columns. What it is, Whose it is: the carrier, a driver, a truck or a trailer, the Date it runs out, and the Status, which counts the days. The first row is the certificate of insurance. It belongs to the carrier itself. It runs out on October 20, 2026, and the yellow tag says 13 days left. Yellow means it is inside the warning time.

The second row is the medical card of Marcus Reed. It belongs to a driver. The third is the yearly DOT inspection of truck T-101. The list is sorted by date: what runs out first is on top. The last list is All good. Green tags: there is plenty of time. It is sorted by date too. First the carrier papers, like the UCR registration and the IFTA license, the cargo insurance, a driver's MVR, the registration of the truck, then the medical cards, and at the bottom the CDLs, which have the furthest dates.

A red tag means expired. We will see one in a moment. Every row ends with a button: Edit, or Driver file. On a carrier paper, Edit shows the paper with its date. We use this form in a moment, to renew it. Under the file box, a small tag says that reading the file for you is ready on launch day. The X closes it. On a driver row, Driver file shows the driver file. It is the same driver file you know from Fleet. The X closes it. On a truck or trailer row, Edit shows that truck.

The yearly DOT inspection date and the registration date are here. The X closes it. Now I renew a paper. The certificate of insurance of this carrier runs out first. This row has a second tag: Needs a check. It means the carrier owner or a driver sent in this paper, and nobody has checked its date yet. Click Edit. The paper opens, with everything on file. Under the file box, a small tag says that reading the file for you is ready on launch day. What it is: Certificate of insurance. Expires or due on is the date it runs out.

Under it, a hint for this paper. This insurance was renewed for another year, so I type the new date. Warn me is how many days before the date you want the warning. 30 is the usual, and you can change it for this paper. Replace the file is where the new paper goes, a PDF or a photo, up to 15 MB. Click the box to choose the new file, or drop it on the box. A note, if you want one. The blue line says whose paper this is, and who can see it.

Delete removes the paper, and asks first. Press Save changes. The message says Saved. Look at the numbers. Coming up is one less, and All good is one more. The paper left the Coming up list, and it is in All good now, with its new date. The Needs a check tag is gone, because you looked at it and saved it. The number in the menu went down too. At the bottom, the blue note marks email and text reminders as ready on launch day. Now all your carriers together. Press the carrier picker.

Pick All carriers together. The text under the title says, for all your carriers. The number in the menu counts them all. Expired turns dark now, because something has run out. And the Expired list comes first. Its note: a truck, driver or company with something expired should not run until it is renewed. Whose now also names the carrier. The first is the CDL of Tom Becker, a driver of Blue Line Freight. The red tag says how long ago it ran out. The second is the yearly DOT inspection of truck T-201, also Blue Line Freight.

A carrier's own papers show the carrier name as well, like the USDOT update of Blue Line Freight. Let me renew the truck inspection. Click Edit. The truck opens. The yearly DOT inspection is due on this date. The inspection was done, so I type the new date. Press Save changes. The message says Saved. Expired is one less. And the number in the menu went down. The truck is in All good now. Now only one carrier again. Press the picker. Coastline Carriers LLC has no dates yet. All three numbers are zero. And a short line says: no dates yet.

Add papers on the carrier's page. Under them, one warning: this carrier has no insurance expiry date yet. It says to add the date on the carrier's page, in Carrier documents. The blue note at the bottom is for tracking more. To track more things, like UCR, IFTA, the 2290 tax, permits, and the MCS-150 update, open a carrier and use Track more renewals. The MC authority itself does not expire, but the USDOT update every 2 years keeps it active. Warnings show here and on Home. Email and text reminders are marked Ready on launch day.

You see the same warnings on Home, under Needs your attention. A small tag on this page, Ready on launch day, marks what is not working yet. A paper that is coming up is a row with its days left, and an Open button that goes straight to that paper. The row with the My business tag is one of your own company papers. Your own company papers are not in Renewals. They are in My business, in the My documents tab. Now the Carrier page. Press Carrier. Its Carrier documents card has the same dates.

The Carrier package card carries the same tag: it is ready on launch day. For now, you use Send documents. See all renewals comes back to the Renewals page. Track more renewals lists papers you may want a reminder for. Press it. Press one, and the form opens with that paper already picked. The type is picked, and the hint is under the date. The same tag sits under the file box here: reading the file for you is ready on launch day. The X closes it without saving. Now press See all renewals. And we are back on Renewals.

The carrier owner has this page too, and it is called Papers and renewals. The number on it counts what needs attention in their company. The title is Papers and renewals. What expires first is on top. And again, by default a warning 30 days before. Send a paper is how the owner sends you a new one. You see it with the Needs a check tag. The same Information only line, the same three numbers, and the same lists, for their company only. Under the first list, Your papers. One card for each paper, with its days left, and a Replace or update button.

Papers without a date, like the W-9, say No expiry date. Under the cards, the drivers' papers, the CDL and the medical card, are in the lists, and in each driver's file. Drivers send their own papers from their phone. The blue note at the bottom tells the owner to open My drivers, to track more things. Its line about email and text reminders is marked ready on launch day too. On the owner's Home, a line says how many papers are expiring soon, with a button that goes straight to Papers and renewals. The same small tags show on this page: ready on launch day.

On the phone, the same small tag is there: ready on launch day. On a phone, Renewals is under More. The number next to it counts what needs attention. Then Renewals. The title and the text under it are the same. The Information only line is here too. The three numbers sit side by side, in one row. Then the lists. Each row becomes a card. What it is, whose it is, the date, the status, and the Edit button. Tap Edit. The paper opens full width, with its date. Under the file box, the tag says reading the file is ready on launch day.

Scroll down to see the rest of the form. The X closes it. Tap the carrier name at the top to pick another carrier, or All carriers together. I pick All carriers together. Now the Expired list shows on top, and each row names its carrier. That is the whole Renewals menu. LaneTally is dispatch and accounting software, now in beta. If this video helped, subscribe, and follow us on our other platforms, links in the description. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos.

And follow us on our other platforms, links in the description.

Which of your invoices are waiting to be paid, which are ready to send, and which one is missing a paper? LaneTally keeps your loads, chat, fleet, freight invoices, driver pay and the books in one place. And each freight invoice is made from its load, so there is nothing to type twice. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video, you will learn the whole Freight invoices menu: what the cards and the list show, what is inside an invoice, how to get one ready and send it, how to mark it paid, and how to collect when a broker pays late.

Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description. Freight invoices is in the left menu, the first item under Carrier money. The carrier picker at the top decides whose invoices you see. The title says which carrier: Bluewater Freight LLC, freight invoices to its brokers. Under it: these are the invoices from each carrier to the broker whose load it hauled, one per load. You send them for the carrier. Your own fee invoices are in a different menu, My invoices.

Under the title, a note says the figures come from what you entered. It is information only, not tax, accounting or legal advice, so check with your accountant. Press I understand, and the note goes away. Next, four cards. Waiting to be paid is the money brokers still owe you on loads that are delivered. Under it, how many invoices that is. And Not billed yet is the money on loads not delivered. Those invoices are drafts, so they are not counted as waiting. Ready to send counts the invoices for delivered loads with nothing missing.

Missing paperwork counts the invoices for delivered loads that are not ready yet. And Paid is the money received from brokers. It is added to the books. Below, the list: From the carrier to the broker. It says you handle these for the carrier, and each one goes to the broker of that load. The search box finds an invoice by number, carrier, broker or city. I type Pinecrest. Only the invoices of that broker stay in the list. And the line under the list says how many were found. I clear the box, and everything is back.

Under the search, one button for each status, with how many invoices are in it. All shows everything. Missing paperwork: the load is delivered, but a paper is still missing. Ready to send: the load is delivered and nothing is missing. Sent: you sent it, and the broker has not paid. Partly paid: the broker paid some of it, and some is still owed. Draft: the load is not delivered yet. And Paid: the broker paid all of it. Press Draft, and the list shows only the drafts. Press Sent. No invoice is sent right now, and the list says so.

Press All to see everything again. The list has six columns. Invoice is the invoice number. For is the route of the load. Bill to is the broker. Due is the day the broker has to pay. Amount is the total of the invoice. And Status is where the invoice is now. Each row is one invoice, for one load. Until you send it, Due says When sent. After the broker pays, it shows the day it was due. Press a number to open that invoice. We do it in the next chapter. The invoices that need you come first, and the paid ones are at the bottom.

At the bottom, a note. An invoice follows its load until you edit it by hand. Each load keeps the dispatch fee percent that was agreed when it was booked. And marking an invoice paid adds it to the right books on its own. Press the carrier picker. And choose All carriers together. The title becomes Freight invoices to brokers. The list now has the invoices of every carrier, and under each number, the name of its carrier. The four cards add up all the carriers. This is invoice 874, to Meridian Load Co. Its due date was August 15, and under it, in red, it says 53 days past due.

Its status is Sent: the broker has not paid it. We open it later, to see how to collect it. Press the picker again, and pick Coastline Carriers, a carrier with no loads yet. With no loads, the list says: None yet. They appear when a load is booked. I go back to Bluewater Freight. Press the invoice number 1054 to open it. It opens in a popup. The title is the invoice number, and next to it, its status: Draft. The dash minimizes the popup, so you can look at another page and come back.

The X closes it. First, a card: Ready to get paid? It says what this broker needs to pay this invoice. The tag on the right counts what is still needed: 4 needed. Each row is one thing, with a check mark or a cross. Have it, in green, means it is done. Needed, in red, means the invoice is not ready without it. Often asked, in yellow, is optional: some brokers want it. Load is delivered. You can send the invoice once the load is delivered. A driver is on the load. This one is done.

Rate confirmation: the broker's signed paper that proves the agreed rate. Signed proof of delivery: clear, and signed by the receiver. Brokers do not pay without it. The driver can send a photo of it from their phone. Broker's load number: most brokers match the invoice to it. BOL or PO number: some brokers ask for it on the invoice. Then the broker's billing email, the carrier's MC number, the USDOT number, How to pay you, the remit-to line, the W-9 on file, and the certificate of insurance, not expired. All of these are done.

On the right of some rows, a button fixes it: Open load, Add file, or Add on the load. We use them in the next chapter. Below is the invoice itself: the paper the broker gets. At the top left, the carrier: the name, the address, the phone and email, the MC number and the USDOT number. At the top right, the word INVOICE, and four lines. Invoice no. is the number. Invoice date says Set when sent: the date fills in when you send it. Due date says Net 30 days after you send it.

And Terms is how long this broker takes to pay: Net 30 days. Bill to is the broker: the name, the address, who it is for, the phone, the email, and the MC number. Shipment describes the load. Load no. is your number for the load. Broker load no. is the broker's number. It says Not entered, in red, because nobody typed it yet. Then the BOL or PO number, the pickup and the delivery, the commodity, and the loaded miles. Under it, Description and Amount: one line for the freight. Total due is the total of the lines.

Payment instructions: Pay to is where the broker sends the money. Terms repeats how long the broker has. And Reference asks the broker to write the invoice number on the payment. At the bottom of the paper, a thank-you line, and the carrier's name. Under the paper, Add a charge. It adds extra money to this invoice. We use it in a later chapter. What for lists the kinds: Detention, Stop- off, Cancellation or TONU, Lumper, Layover, and Other. The blue note says this broker pays factoring companies, and factoring of 3%, $74.40, comes off when it is paid.

The yellow note says the load is in transit. This is a draft, and it can be sent once the load is delivered. Download invoice saves a finished copy you can open, print or email. Print or save as PDF opens your browser's print window. And Edit this invoice lets you change the lines. We do that in a later chapter. The X closes the popup. We make invoice 1054 ready to send. Press the number to open it. The first thing needed: the load is delivered. Press Open load. This is the load, from the Loads menu.

It has its own video. Mark delivered is for when the driver does not use the app. LaneTally asks first, to be sure. Press Yes, mark delivered. The load now says Delivered, and a message says it was saved in the load's history. The X closes the load. Back in the list, invoice 1054 now says Missing paperwork. The card Missing paperwork says 1. Waiting to be paid now counts this invoice: the load is delivered, so the broker owes it. And Not billed yet went down, because one load less is waiting to be delivered.

Open the invoice again. The tag now says 3 needed. Send anyway is there for when you must send it before it is complete. It asks you first. Rate confirmation: press Add file, and choose the file. The row turns to Have it. And the paper lists it under Attached. Signed proof of delivery: press Add file, and choose the photo or the file the driver sent. That row turns to Have it too. The tag says 1 needed. Broker's load number: press Add on the load. The load's form opens. It is the same form as when you book a load.

Broker's load number is the second box. I type the number the broker gave. Then Save changes. Invoice 1054 now says Ready to send. And the card Ready to send says 1. Open it once more. The tag says Ready, 1 to check: the BOL or PO number is optional, so the invoice is ready. A new button appeared: Send to broker. Press it. The title is Send 1054. First, the paperwork that goes with it. One line for each paper on file, with its file name and a tick. Untick a paper if it should not go with this invoice.

To is the broker's billing email. And Subject has the invoice number, the load, and the route. This opens your email app with everything filled in. Your email app cannot take attachments from here, so add the files listed above by hand. At the end of that note, sending from inside LaneTally with the files attached is ready on launch day. You press send there, then come back and mark it sent. Open email opens your email app, with the message already written. After you send it there, come back and press I sent it.

Invoice 1054 now says Sent. Its due date is November 6: 30 days after you sent it. And Waiting to be paid keeps counting it until the broker pays. Invoice 1054 is Sent. Press its number. Invoice date now says October 7, the day it was sent, and Due date says November 6. At the bottom, the buttons changed. Mark as paid is for when the broker pays. And Mark as not sent takes the invoice back to Ready to send. The broker paid, so press Mark as paid. The title is Mark 1054 as paid.

First the invoice total, and what is still owed. Amount received is filled in with what is still owed. Change it only if the broker paid less. Date received is today. Say the broker paid less. I type 2,000. A new part opens, and says the broker paid $2,000.00, which is $480.00 less than what is owed. Why did they pay less? The list has: Broker paid less than the agreed rate, Extra charge refused, Late delivery or service fine, Damage or cargo claim, Quick pay fee, and Other. I keep the first one. Is the rest still owed?

Yes, they will pay the rest later, or No, they will not pay it. I pick No. A box appears: Lower my dispatch fee by the money that was never paid. It is ticked for you when the broker refused money, like the rate or extras. It is not ticked for fines, claims and quick pay, because those are the carrier's cost. This broker will pay the rest, so I pick Yes again. Press Save payment. A message says $480.00 is still owed, and the invoice stays open. In the list, the status is Partly paid.

Waiting to be paid now shows $480.00, what is still owed. And Paid went up by what came in. Open the invoice. A new note says Partly paid: $2,000.00 received, $480.00 still owed. It lists each payment, and the reason you gave. On the paper, Paid so far and Balance due show it too. Dispute it opens an email asking the broker for the reason in writing. Press it. A message says the email opened, and the date is written down on the invoice. The button now says Dispute again. Remove the payments takes them out of the books.

Add a payment is for the rest. Press it. The title is Add a payment, and it shows what was received so far. The amount is what is still owed, $480.00, so I press Save payment. A message says the invoice is paid in full, and added to the books. The status is Paid, and the card Paid counts all of it. Open it one more time. The paper has a PAID stamp. And a note lists the payments. Mark as not paid takes the payment out of the books, and puts the invoice back to Sent.

Factoring chargeback is for one case: the broker paid the factoring company less, and the factoring company took the difference back from the carrier. Press it. The note explains when to use it. Amount taken back is how much the factoring company took. Date is when it happened. And Save chargeback saves it. The X closes it without saving. Next, invoice 1055. Press its number. The paper already has an extra line: Other, $100.00. The word remove next to it takes that charge off the invoice. Now I add a new charge. What for: Detention.

Amount: 120. And a note, if you want one: waited 3 hours at the dock. Press Add to this invoice. A message says the charge was added. The paper has a new line, Detention, with the note. And the total went up to $2,870.00. Extra charges need proof. A row asks for it: the broker's approval message, or timestamps. To change the lines yourself, press Edit this invoice. The title is Edit, and the invoice number. Invoice number, and Due date. Under Lines, one row for each line of the invoice, with its description and its amount.

Remove takes a line away, and asks first. Add a line puts a new row. Press it. I type what it is: Wash out. And the amount: 40. Note printed on the invoice is optional. And Why you are changing it is kept in the history. The total follows the lines. After you save, this invoice stops following the load. You can go back to the load's numbers at any time. Press Save changes. A yellow note says Edited by hand: this invoice no longer follows the load. Under it, the history: who changed it, when, the old total and the new total, and your reason.

The paper shows your note, and the new line. Go back to the load's numbers undoes it. Press it. It asks first: the lines you changed by hand are removed. Press Yes, go back. The invoice uses the load's rate and charges again, and the edited note is gone. The X closes the invoice. Now a paid invoice, 1053. Press its number. This one has the PAID stamp. Press Edit this invoice. This invoice is already paid. A paid invoice is locked. Its payment is already in the books, and changing the invoice alone would leave the books wrong.

To change it the right way, three steps, in order. Mark it as not paid. That takes its entry out of the books. Edit the invoice, and save your changes. Mark it as paid again. The books are updated with the new amount. The first button does the first step for you, and opens the editor. Leave it as it is goes back to the invoice. Press it. The X closes the invoice. Back to invoice 874, the one that is 53 days past due. Press its number. The status next to the title is Sent.

The popup starts with a yellow box: Collecting this payment, 53 days past due, $3,150.00 owed. This box shows for a sent invoice that is past its due date. Each reminder opens an email ready to send, and LaneTally writes down the date. Reminder 1, on the due date. Reminder 2, 7 days late. And Final notice, 15 days late. Press Send on Reminder 1. A message says the email opened and the date was written down. Attach the invoice, then send. Reminder 1 now says sent, with the date, and its button became a Sent tag.

Reminder 2 and the Final notice work the same way. Bond claim: 30 days late. Every broker has a $75,000 bond for carriers it does not pay. Bond claim packet opens the claim. Press it. The title is Bond claim packet. Every freight broker must keep a $75,000 bond, or a trust, for carriers it does not pay. The money is shared by everyone the broker owes, so file early. The bond company usually answers in 30 to 90 days. Send copies, never originals. Step 1: find the broker's bond company. The link opens FMCSA Safer.

Search the broker's MC number there. Write the bond company here, and the bond number. The bond company email is optional. It is only to send the claim by email. Step 2: the papers to send with the claim. Each one says Ready or Missing. The signed rate confirmation, and the bill of lading or proof of delivery, the invoice, and your payment reminders, with how many you sent, the MC number, the W-9, and the certificate of insurance. Step 3: the claim letter. It is written for you, with the facts of this invoice, and you can change it.

Download letter saves it, Download invoice saves the invoice, and Email it sends the letter to the bond company's email, if you typed one. I filed the claim writes down the date. Press it after you file. Back on the invoice, the Bond claim row says Filed October 7. In the checklist, How to pay you has a tick: the remit-to line is filled in. You type it once, on the carrier, and every invoice of that carrier shows it. On the paper, Pay to says how the broker sends the money: Pay by ACH.

Add a charge is still here, with a note: after you add one to a sent invoice, send it again. The orange note says this broker does not pay factoring companies, so do not send this invoice to a factor. And when the broker finally pays, press Mark as paid, as in the last chapter. The X closes the invoice. The carrier owner has this menu too, and it is also called Freight invoices. Under the title: the invoices are made from the loads, the dispatcher's fee is billed once a week, and freight invoices go to the broker, one per load.

The cards are the same four, and a fifth one: You owe your dispatcher. It adds up the weekly fee invoices that are not paid yet. Right now it says Nothing owed. First, the weekly dispatch fee invoices from the dispatcher: what the owner owes each week. One row for each week, with the loads it covers. Then the freight invoices to brokers, with a line that says: Your dispatcher sends these to the broker for you. The same statuses, and the same list. Press a number to open an invoice. The owner sees the same paper.

But only two buttons: Download invoice, and Print or save as PDF. There is no Send, no Edit, and no Mark as paid. Those are the dispatcher's. The X closes it. On the phone, a small tag on Home says ready on launch day: that is not working yet. On a phone, Freight invoices is under More. Then Freight invoices. The title and the carrier picker are the same. The four cards stack in one column. Waiting to be paid, Ready to send, Missing paperwork, and Paid. Below, the list. The search box and the status buttons are the same.

Each invoice is a small card: the number, the route, the broker, the due date, the amount and the status. Tap the number to open it. The popup is full width. Ready to get paid? comes first. On a phone, Add file is one short button. Scroll down, and the paper is one column. The buttons are at the bottom. The X closes it. That is the whole Freight invoices menu. LaneTally is dispatch and accounting software, now in beta. If this video helped, subscribe, and follow us on our other platforms, links in the description.

The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

How much do you owe your drivers this week, and is it already in your books? LaneTally keeps your loads, chat, fleet, freight invoices, driver pay and the books in one place. Here, every weekly pay statement is made from the loads a driver delivered, so there is nothing to add up by hand. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video, you will learn the whole Driver pay menu: how each driver is paid, how to make a weekly statement and pay it, extra payments and advances, the summary, the pay of the owner, and what the driver sees on their phone.

Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description. Driver pay is in the left menu, under Carrier money, after Freight invoices. The title is Driver pay. Under it: do the payroll for a carrier that shares its books with you, its drivers and its owner. Each payment goes into that carrier's books. This gray line says, Information only: the figures come from what you entered, and it is not tax, legal or financial advice, so check with your accountant. Press I understand.

It shrinks to one short line. Show full text brings the whole sentence back. Under it, one button for each carrier. Bluewater Freight LLC is the one picked. The page shows its drivers and its pay. Click Blue Line Freight. A note says Blue Line Freight keeps its books and pay private. When the carrier lets you do its books, you can do its payroll here too. It is the same switch. Coastline Carriers LLC says the same. I go back to Bluewater Freight LLC. Next, a switch: Payroll in LaneTally. It is on: drivers get weekly pay statements and see them in My pay.

Press the switch to turn it off. A message says payroll is off, and that nothing was deleted. The page says the same: payroll is off for Bluewater Freight LLC. Turn it on above to make weekly pay statements for the drivers and pay the owner. I turn it on again. Under the switch, three tabs: Drivers, Summary and Owner. Drivers is the tab we are on. Summary adds up what the drivers were paid. And Owner is where the owner is paid. We open both later. Next, three numbers. To pay the drivers is the money in the statements that are not paid yet:

387 dollars and 75 cents. It is the dark card, the number to watch. Paid to drivers is what you already marked as paid. It is zero today, and it says: added to the books. And Drivers counts the drivers of this carrier: four. Under it: three contractors, 1099, and one employee, W-2. Below, the card How each driver is paid. It says it is chosen per driver, it can change any time, and it applies to statements not paid yet. One row for each driver. The first is Marcus Reed. Under the name: contractor, 1099, paid 55 cents per mile, and a short note:

W-9 details missing. Elena Cruz is an employee, W-2, paid 25 percent of the load rate. Derek Hall and Luis Ortega are paid per mile, like Marcus Reed. At the end of each row, four buttons. Extra payment is for money outside the weekly pay. Tax info is for the W-9 details of the driver. Give advance is for money you give a driver now, and take back later. And Change pay sets how the driver is paid. We use all four in the next part. Next, the card Weekly pay statements. One per driver per week, made from the delivered loads, Monday to Sunday.

The search box finds a statement by driver, week, load or amount. I type Marcus. His statement stays in the list. I clear the box. The columns: the driver, the week, how many loads, the net pay, and the status. There is one statement: Marcus Reed, the week of September 28 to October 4. One load, net pay 387 dollars and 75 cents, and the status Not paid. The Open button shows the whole statement. We open it in part 3. A statement shows up after a driver delivers a load. The last card on this tab is the Yearly pay summary.

What each driver earned in the year, for your accountant. Again: information only, check with your accountant. LaneTally does not make or file tax forms. The year is a list, here 2026. Marcus Reed earned 23,200 dollars in 2026. It says: at or above the I R S contractor amount, 2,000 dollars. And W-9 details missing: legal name, address, tax ID. The button Add tax info opens the same form as Tax info above. Elena Cruz is an employee, so it says Employee, W-2 wages. A yellow note says two drivers are missing W-9 details, and the summary still downloads, but those pages will say what is missing.

Download PDF and Download spreadsheet save the summary as a file for your accountant. The small line says one of two drivers earned 2,000 dollars or more in 2026, and your accountant prepares and files any tax forms. The blue note at the bottom: you pick each driver's worker type, contractor 1099 or employee W-2. LaneTally keeps the gross pay, what is added or taken off, and the net pay. It does not calculate or withhold taxes. First, Change pay. Derek Hall is paid per mile. I click Change pay on his row. The popup is called How Derek Hall is paid.

Pay type is a list. Per mile, percent of the load rate, flat amount per load, per hour, and weekly salary. I pick Percent of the load rate. The next box now asks for the percent. I type 28. A new part appears: Percent of. It is what their percent is figured on when a broker pays less than the rate. The note says to check their contract. The first choice: the load rate as booked, so a short pay never changes their pay. The second: what the broker really pays, so a short pay lowers their pay.

Their share of approved detention and extra-stop pay is a percent. The note says 100 means all of it, and 0 means none. Worker type: you decide. It is not worked out from how the driver is paid. Contractor, 1099, or employee, W-2. The note says: ask your accountant if you are not sure. Two blue notes. A weekly salary pays the same amount each pay week, whatever the loads. Per mile uses loaded plus empty miles. Per hour needs the hours typed on each weekly statement. And statements already paid do not change. I press Save.

A message says Saved. The row of Derek Hall now says contractor, 28 percent of the load rate. Next, Tax info. I click it on the row of Marcus Reed. The popup is called Tax info: Marcus Reed. At the top, a small tag says that reading the W-9 for you is ready on launch day. For now, you type it in. Legal name, line 1 of the W-9. It is filled with the name of the driver. Business name, if different, is line 2. Tax classification is a list with the choices of the W-9.

Individual or sole proprietor, the corporations, partnership, the LLC choices, and Other. Street address. I type 123 Main St. City, state and ZIP. I type Miami, FL 33101. Tax ID type: S S N for a person, or E I N for a business. And the tax ID number, nine digits. I type an example number. A note says the tax ID shows only its last 4 digits, on screen and on the yearly pay summary. Press Save tax info. A message says the tax info was saved for Marcus Reed. The row of Marcus Reed no longer says W-9 details missing.

And in the yearly summary, a green tag says W-9 ready. Next, Give advance, for Marcus Reed. The popup is called Give Marcus Reed an advance. A note says an advance is not an expense and not part of their pay. It goes in the books as Driver advance. You take it back later, on their pay statement. The date is today. The amount is 100 dollars. And a note, which is optional: cash for the trip. Press Give advance and add to books. A message says the advance was added to the books, and that Marcus Reed owes 100 dollars.

The row of Marcus Reed now says: Advance owed, 100 dollars. Last, Extra payment, for Marcus Reed. The popup is called Extra payment: Marcus Reed. What is it? A list with three choices. Extra work or bonus, which counts as pay. Paying back something the driver bought, which is not pay. Or an advance, which the driver pays back later and is not an expense. I pick Paying back something the driver bought. A new box appears: Category in the books. I go back to Extra work or bonus. Reason is required. It shows on their pay and in the books.

I type: helped unload at the dock, 3 hours. The amount is 60 dollars. The date is today. When is it paid? A list with two choices. With their next weekly pay, or Paid now, on its own. The note explains. With their next weekly pay adds it as a line on their next statement, so it is paid once, together. Paid now puts it in the books today as its own payment. If the bank later shows it, LaneTally matches it and does not add it again. I keep With their next weekly pay, and press Save extra payment.

A message says it was added, and it will be on the next weekly pay of Marcus Reed. To pay the drivers went up to 447 dollars and 75 cents. And a new card appears: Extra payments. Payments outside the regular weekly pay, each with its reason. The date, the driver, the reason, what it is, Extra pay, and the amount, 60 dollars. The status says: With their next weekly pay. Remove takes it off the next pay. An extra payment that is paid now shows here as Paid, with an Undo button. Now the statement.

In the list of weekly pay statements, I click Open on the row of Marcus Reed. The popup is called Pay statement. At the top: the driver, the week of September 28 to October 4, and the status, Not paid. Under it: the carrier, and how the driver is paid, 55 cents per mile. The table lists the loads: the load number, the route, the miles, and the pay. Load L B 1038, Atlanta to Miami, 705 miles, 387 dollars and 75 cents. That is 705 miles at 55 cents. Pay for the loads is the total of the loads:

387 dollars and 75 cents. Under it, a line: Added to pay. It is the extra payment we made, with its reason, 60 dollars. A small tag says Extra payment. Remove takes a line off the statement. Earned is their pay for services: 447 dollars and 75 cents. And Net pay is what the driver gets. Right now it is the same: 447 dollars and 75 cents. Under the table, a form adds a line to this statement. What is a list. Under Add to their pay: Bonus, Detention, Other earnings, and Pay back a receipt the driver paid.

Under Take off their pay: an advance the driver pays back, fuel card, insurance share, truck or trailer lease share, and other deduction. I pick Pay back a receipt the driver paid. Two new boxes appear: Which receipt, and Category. Now I pick the advance the driver pays back. It says the driver owes 100 dollars: the advance we gave. Reason is required for Other earnings and Other deduction. The amount is 100 dollars. Press Add line. A new line: Advance paid back, 100 dollars, taken off. It says: Not an expense. It lowers what the driver owes.

And Net pay is now 347 dollars and 75 cents. Below the form, the button Mark as paid. Press it. A question: Mark as paid? You are paying Marcus Reed 347 dollars and 75 cents for the week of September 28. This adds driver pay to your books. You can undo it later. Go back brings you back to the statement. I press Yes, mark as paid. The status now says Paid. And a line: Paid on October 7, 2026. It is in the books. The form to add lines is gone, and so are the Remove buttons.

The line says to press Undo paid if you need to change it. Download statement saves this statement as a file. Close closes the statement. On the page, To pay the drivers is zero. And Paid to drivers is 347 dollars and 75 cents, added to the books. The note Advance owed is gone from the row of Marcus Reed, because the advance was taken back. The statement says Paid. In Extra payments, the 60 dollars stays in the list. It now says: Paid on the statement of September 28 to October 4. Its Open button opens that statement.

And in the yearly summary, Marcus Reed earned 23,647 dollars and 75 cents in 2026. Now the Summary tab. I click it. The card is called What the drivers were paid. The small text says loads, miles and Not paid yet are by pay week: a week counts in the month and year it ends, on Sunday, the same as its statement. And Paid is by the day each payment was made, the same numbers as the books and the yearly pay summary. Download spreadsheet saves the table as a file. Three buttons: Week, Month and Year.

Month is picked. Next to them, the period: October 2026. The left arrow goes to the earlier period. The right arrow is gray, because there is nothing later than this month. Six columns. The driver, loads, miles, driver pay, net paid, and not paid yet. Marcus Reed: one load, 705 miles. Driver pay is 447 dollars and 75 cents: their pay for the work. Net paid is 347 dollars and 75 cents. Under the name, a small line says what was taken off: 100 dollars. The note under the table says it: driver pay is their pay for the work.

Net paid also counts what was paid back to the driver for receipts, and what was taken off, like advances and shared costs. It also says how to open a statement: go to the Drivers tab and click Open. The button Go to Drivers takes you there. Nothing is not paid yet, so that column shows a dash. The Total row adds up every driver. Press Week. The period is now a week: October 5 to October 11. That week has no paid statement yet. Press Year. And the whole year, 2026, with every driver's pay for the year.

I go back to Month. Now the Owner tab. Three numbers again. Left in the books is money in minus money out. Tax set-aside is a percent of the profit, 15 percent here, to leave aside. You can change that percent below. And Available to take is what is left after driver pay and the tax set-aside. The card Pay the owner: owner draw or salary. The owner's accountant says which one fits the company. Below it, how the number is made: what is left in the books, minus the tax set-aside, and what is available to take.

The box Tax set-aside, percent of profit, is the percent you choose. LaneTally does the arithmetic, and it does not calculate your taxes. Save percent keeps it. To pay the owner, press the orange button. The popup is called Pay the owner of Bluewater Freight LLC. A note says how much is available to take now, after driver pay and the tax set- aside. Paid to is the name. It says Owner. Type is a list: Owner draw or Salary. The date is today. The amount. I type 500. And a note, which is optional:

October draw. Press Pay and add to books. The message says: Saved and added to the books. Available to take went down by the 500 dollars. If you type more than what is available, LaneTally asks first. It is the owner's money, so they can still go ahead. The payment is in the list Payments, with its date, who was paid and the note, the type, and the amount, 500 dollars. The small text says each one is in your books too, and you can change or delete it here. Edit opens it again, with Save changes and Delete.

Now what the carrier owner sees. They have the same menu item: Driver pay. The title is the same. Under it: pay your drivers and pay yourself. Each payment you mark as paid is added to your books on its own. The same Information only line is here. There are two switches. The first is the same: Payroll in LaneTally. The second is for the owner only: Let my dispatcher do my books and pay. It is on here: your dispatcher sees and can do your books and your payroll. This is the switch we met on the dispatcher's screen, the one that lets a dispatcher do the payroll of a carrier.

Under the switches, the same three tabs: Drivers, Summary and Owner. On Drivers, the numbers say: To pay your drivers, Paid to drivers, 347 dollars and 75 cents, and Drivers. Below, How each driver is paid, with the same four buttons. The weekly pay statements show the statement of Marcus Reed as Paid. Open shows the statement. It is the same statement: the load, the extra payment, the advance taken back, and the net pay. Close. And the Yearly pay summary is the same too. Now the Owner tab. Here the card says Pay yourself, and the button says Pay myself.

Everything else is the same: left in the books, the tax set-aside, available to take, and the list of payments. Now what the driver sees. In their own menu, the item is called My pay. The title is My pay: your pay statements, one for each week. Only you and your carrier can see them. The same Information only line is here. The first card is Last week: September 28 to October 4. This is the week you get paid for now. A tag says Paid. The big number is the net pay: 347 dollars and 75 cents.

Under it: paid on October 7, 2026, earned 447 dollars and 75 cents, minus 100 dollars taken off. Open statement shows the statement. The loads, the extra payment, the advance taken back, and the net pay are all there. There is no form to change it. There is only Download statement, and Close. Close. The second card is This week, so far: October 5 to October 11, paid next week. It says what is already made this week: zero dollars, from zero delivered loads. And a line: plus about 381 dollars and 15 cents more when L B 1041 is delivered this week.

The blue note says detention and extra stops that are approved are added to that week's pay by themselves. And a receipt the driver paid with their own money shows on their pay once the carrier adds it as an extra. Next, Your trips: every delivery, the miles, loaded and empty, and what the driver made, so they can compare. The first list is last week. The columns: the load, the trip, the delivery, the miles, the trip pay, the extras, the total, and the pay per mile. Load L B 1038, Atlanta to Miami, delivered October 3, 705 miles:

660 loaded and 45 empty. The trip pay is 387 dollars and 75 cents, which is 55 cents per mile. Extras are approved detention and extra stops. Receipts paid back are not pay, so they are not here. The second list is this week: load L B 1041, on the way, with its pay marked when delivered. Next, the card How you are paid: 55 cents per mile, and Contractor, 1099. A note says no taxes are taken out of the pay, and to check with a tax professional. Then the Weekly pay statements: one row for each week, with the loads, the net pay and the status.

The last card is Your tax papers. These are papers the company's accountant added, like a 1099-NEC. This one is marked Sample, demo. The note says LaneTally does not make tax forms. On a phone, Driver pay is under More. In the list, Driver pay is the second item under Carrier money. Then Driver pay. The title and the text under it are the same. The Information only line is here too. The carrier buttons wrap onto two lines. The Payroll in LaneTally switch is here. And the three tabs. The three numbers sit side by side, in one row:

To pay the drivers, Paid to drivers, and Drivers. Each driver is a block. The name, how the driver is paid, and the four buttons, on two lines. Tap Give advance. The popup fills the width of the phone. The X closes it. In the weekly pay statements, each statement is a card: the driver, the week, the loads, the net pay and the status. Tap Open. The statement opens full width. The table becomes one block for each load, with the load number on top. Pay for the loads, Earned and Net pay come next.

Scroll down to see the form that adds a line, and the Mark as paid button. The X closes it. Tap Summary. In the summary, each driver is a block too, with loads, miles, driver pay, net paid and not paid yet. Tap Owner. And the Owner tab has the same numbers, the Pay the owner button, and the list of payments. The driver finds My pay in the bar at the bottom of the phone. The title is My pay, with the same Information only line under it. The first card is last week.

It says Paid, the net pay, and the date it was paid. Tap Open statement. The statement fills the screen: the load, the extra payment, the advance taken back, and the net pay. The X closes it. Below, this week so far, and what is on its way when the next load is delivered. Your trips shows each delivery as a card, with the miles, the pay and the pay per mile. How you are paid says how the pay is figured, here 55 cents per mile. And the weekly pay statements are listed below, one for each week.

That is the whole Driver pay menu. LaneTally is dispatch and accounting software, now in beta. LaneTally gives you information only. It is not tax, legal or financial advice, so check with your accountant. If this video helped, subscribe, and follow us on our other platforms, links in the description. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

How do you keep each carrier's books apart, with every receipt, every entry and one packet for the accountant? LaneTally keeps your loads, chat, fleet, freight invoices, driver pay and the books in one place. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video, you will learn the whole Carrier books menu: how to pick a carrier, the packet for your accountant, the month's money in and out, the receipts your drivers send, how to add and edit an entry, the Bookkeeper, what the carrier owner shares, and the phone.

Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description. Carrier books is in the left menu, under Carrier money, after Driver pay. The title is Carrier books. Under it: each carrier's books, kept apart from yours and from each other. You pick a carrier. Your own dispatch business has its own books, under My business, then My books. That is a different page. This gray line says Information only. The figures come from what you entered, and it is not tax, legal or financial advice.

Check with your accountant. In short, LaneTally gives you information here, not tax, legal or financial advice. Press I understand. It shrinks to one short line. Show full text brings the whole sentence back. Under it, one button for each carrier. Bluewater Freight LLC, Blue Line Freight, and Coastline Carriers LLC. The carrier picker at the top left chooses the same carrier. Books are one carrier at a time, and the dark button is the one you are in. Some carriers share their books with you, and some keep them private. We start with one that shares:

Bluewater Freight LLC. The first card is For my accountant. It makes your year in one packet, from the records: the Schedule C lines, the people you paid, IFTA and every expense. Nothing is sent to anyone. You download it and share it yourself. Year chooses which year the packet is for. Under it, four numbers for that year. Money in is $164,670.00, so far this year. Expenses counted is $115,160.20. Net profit is $49,509.80, and the line under it says Estimate. Contractors is 2, and the line under it says At or above the IRS amount.

Below them, three buttons: the Year packet PDF, Everything for my accountant, and Check my records first. We use them at the end of this video. And the small line says it again: Information only. Not an official tax form, and not tax, legal or financial advice. Your accountant prepares and files the real forms. Now the blue line under the card. It says Bluewater Freight LLC gave you view and edit access. They can take it back at any time. That is the rule: you see a carrier's books only when its owner shares them.

We come back to this. Next, the month. It says October 2026, the month so far. The left arrow goes back one month. This is September. Money in is $1,980.00, and money out is zero. The right arrow comes back to October. On the current month, the right arrow is gray: there is no later month. Under the arrows, three numbers for the month. Money in is $4,290.00. Money out is $2,432.20. The small line says it is lowered by money taken back from drivers' pay. Left over is $1,857.80, before taxes. All three numbers follow the month you picked, by the date of each entry.

Next, Receipts from drivers. Drivers send a photo of a receipt from their phone. The tag says how many are waiting for you. Here, 2. The newest is on top. This first one is a receipt where the driver did not fill in the amount. The second is a fuel receipt for $412.18. The third says Approved. It is already in the books. Waiting rows have a Review button. Approved rows have Open. Click Review on the fuel receipt. The receipt opens. The driver's photo is here; in the demo it is a gray example box.

Under it, who sent it, for which carrier and load, and when. What it is for: Fuel, as the driver chose it. Amount is what the driver typed. Check it against the photo. Gallons and State where bought are only for fuel. They feed IFTA. Category is where it goes in the books. How was it paid: with the company card, or with the driver's own money, which you pay back on their pay. The blue note says it matches a bank line. Approving settles that line too, so the expense is not counted twice.

A small tag says that reading the photo with AI is ready on launch day. Press Approve and add to the books. The message says it was added to the books and matched to the bank line. Money out went up, to $2,844.38, because the fuel is now in the books. The receipt now says Approved, and matched to a bank line. The tag now says 1 waiting. Now the first receipt, with no amount. Click Review. Under Amount, the note says the driver did not fill it in: read it from the photo. If a receipt should not go in the books, press Do not approve.

It asks first, and it asks why. The driver sees your reason. I press No, keep it. The X closes the receipt without changing anything. A receipt that waits for you also shows on Home, in the live list at the top. These two rows are the two receipts that wait for you. The bell at the top has them too. Press the bell. Each receipt photo is a message, with an Open button that goes straight to the receipt. The X closes it. Now Entries: every line of this carrier's books. Under the title: newest first, and every change keeps who made it and when.

Two buttons pick what the list shows: October 2026, the month picked above, or All months. Five columns. Date, What it was, Category, Amount, and a last column for the buttons. The list shows 4 entries at first. Show all opens more rows, 100 at a time. One row is the dispatch fee to Alex for load LB-1038, on October 3. Its category is Dispatch fees. The small line under the category is the Schedule C line it counts on: Line 11, Contract labor. Your accountant makes the final call. Money that goes out has a minus sign.

Money that comes in is green, like this freight payment for load LB-1036, in the Income category. A row with a receipt photo has a Receipt button, like this fuel stop in Macon. It opens the photo the driver sent, with the note that it was added to the books. The X closes it. Show fewer goes back to the short list. To add a line yourself, press Add an entry. At the top, a gray box: typing what happened and letting AI fill the form. It is turned off, and its tag says ready on launch day.

Receipt photo or scan is optional. It is saved with the entry, so you and your tax preparer can open it later. Take a photo, or Choose a photo or PDF. The small tag next to them says that reading it with AI is ready on launch day. Date is today by default. Money: money in, or money out. This is a repair, so money out. What it was: I type Tires, T-103. Category starts empty: Pick a category. The list follows Money: with money out, Income is not in it. I pick Maintenance. Amount:

350 dollars. Truck is optional. Pick the truck for a repair, a truck payment or its insurance, and Cost per mile uses it. I pick T-103. Press Add entry. The message says Saved. The new entry is the first row: Tires, T-103, minus $350.00, with Line 21, Repairs and maintenance, under its category. And Money out for the month went up by 350 dollars, to $2,782.20. Edit opens an entry again. It is the same form, with the entry filled in. Say the real bill was $375.00. I change the amount. Press Save changes. Saved again.

Open the same entry once more. At the bottom, under Changes, a line says who changed the amount, when, and from what to what. That is why the card says every change keeps who made it and when. Open it a last time, to see Delete entry. Delete entry asks first. It says that this cannot be undone. I press No, keep it. Last on the page, the Bookkeeper card. Bank statement lines show here, and you approve each one before anything posts. This big box is where a bank statement goes: a PDF, a CSV file or a photo.

Reading a statement for you is marked ready on launch day, and so is the live link to the bank. Until then, the four lines below are examples. Each line shows the text from the bank, a note, a percent and a suggested category, the amount, and an Approve button. Green means a high percent. Yellow is lower. Red means it could not tell, like this transfer at 41 percent. The electronics store says Computer? You decide: expense or asset. Your accountant decides that kind of purchase. Press Approve on the commercial auto insurance line.

The message says it is already in the books, matched with the bank line, so nothing was added twice. The line leaves the list. Three lines are left. Now back to the top, to the card for the accountant. Press Check my records first. A popup opens: Check my records, for this carrier, and its company type. Year picks 2026 or 2025. The gray tag says Draft: not reviewed yet. The blue note says cash basis: money counts when it is received or paid. LaneTally is not a tax preparer. The tax preparer makes the final call.

Part 1 is Before you send it: a list of things to check. A red Fix tag means something is missing. The first row is the bank lines still waiting for approval. The second is the driver receipts still waiting. Those are the receipts from earlier in this video. A yellow Check tag means look at it. Expenses of $75 or more without a receipt: keep a receipt or a bill for each one, in case of questions. Next, No bank statement, with the months that are missing named. Truck loan payments: only the interest is an expense, and the lender can give the year-end interest statement.

A blue Note tag is only information, like this big purchase: equipment may be depreciated, and the tax preparer decides. This red Fix says Marcus Reed was paid at or above the IRS amount, and the W-9 details are missing. And this Check says the dispatcher was paid at or above the IRS amount in dispatch fees: ask for a W-9. Meals, and a note that the year is not over: run it again after December 31. Part 2 is the AI review, and its tag says ready on launch day. Part 3 is the summary for 2026, line by line.

Line 7, gross income, is $164,670.00. Line 28, total expenses, is $115,160.20. And line 31, the net profit estimate, is $49,509.80. Under it, the yearly pay per contractor: Marcus Reed and the dispatcher, the same 2 as on the card. Net paid for Marcus Reed is $23,200.00: what he got, the same as the pay in the books. It says: This is not a 1099 or any other tax form. Part 4 is Confirm and download. You look at the list and the summary, tick the box, and press Confirm review. The message says the PDF now says who reviewed it and when.

And the tag at the top now says Reviewed by Alex. These two buttons do the same as the two on the card. Let us close this and use the card. The X closes the popup. Press Year packet PDF. The message says Year packet ready. Information only: check it with a tax professional. Every page of the PDF says: Information only, not an official tax form, do not file this page. Now Everything for my accountant, the zip. The message says Zip ready. Nothing was sent to anyone. The zip holds a read-first note, the same PDF, spreadsheets for the Schedule C lines, income by month and every expense, and the receipts.

You send it to your accountant yourself. Now a carrier that does not share its books. Press Blue Line Freight. The page changes. The yellow line says Blue Line Freight keeps these books private. It says you see only the loads, your dispatch fees and payments between you. And the carrier can turn on sharing at any time. Nothing else shows: no packet card, no numbers, no entries, no Bookkeeper. Coastline Carriers LLC is the same. Press it. This carrier keeps its books private too. The same shows on the Carrier page. Press Carrier. In the company details card, a tag says Books private.

For a carrier that shares, the tag says Shared full books with you. Its books button on this page goes back to Carrier books. To see a private carrier's books, the owner has to share them. Next, what the owner sees. The carrier owner has this page too, and in their menu it is called My books. The title says Books, and the name of their company. Under it: Your own books, private to you. You can share them with your dispatcher. The same Information only line, and the same For my accountant card, with the same four numbers and three buttons.

Under the card, one switch: Let my dispatcher do my books and pay. It is on. The line under it says: your dispatcher sees and can do your books and your payroll. Only the owner can use this switch. I turn it off. Now it says Off: your books and payroll stay private to you. From now on, this dispatcher sees only the loads, their dispatch fees and the payments between them. That is the private page we just saw. I turn it on again. On: the dispatcher sees and can do the books and the payroll.

The same switch is on the Driver pay page, because it shares both together. Below, the owner sees the month numbers, the receipts their drivers send, the entries, with Add an entry and Edit, and the Bookkeeper card. The dispatcher decides if the owner may add and edit entries. On the Carrier page, it is the switch Add and edit entries in their own books. When it is off, the owner can only look. This line replaces the Bookkeeper card: You can look at your books. Your dispatcher has not turned on editing for you.

On a phone, Carrier books is under More. Carrier books is in the Carrier money part of the list. Then Carrier books. The title and the text under it are the same. The Information only line is here too. The carrier buttons wrap onto two rows. Or tap the carrier name at the top to pick another carrier. The For my accountant card comes first, with the year. The four numbers sit in two rows of two. Then the three buttons, one under the other: the PDF, the zip, and Check my records first. Tap Check my records first.

The checklist opens full width, with the same Fix, Check and Note tags. The X closes it. The sharing line, and the month arrows. The three month numbers sit side by side, in one row. Receipts from drivers has a Review button on each waiting receipt. Tap Review on the fuel receipt. The receipt opens full width, with the same fields. The X closes it. Under Entries, each row becomes a card: the date, what it was, the category with its Schedule C line, the amount, and the Edit button. Tap Add an entry. The form opens full width.

The same fields, one under the other: date, money, what it was, category, amount and truck. The X closes it. At the bottom, the Bookkeeper card: a place for the bank statement, and the example lines with Approve. The same small tags show here: ready on launch day. That is the whole Carrier books menu. LaneTally is dispatch and accounting software, now in beta. If this video helped, subscribe, and follow us on our other platforms, links in the description. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos.

And follow us on our other platforms, links in the description.

What does one mile cost you? In this demo, Bluewater Freight is at $1.75 a mile. LaneTally keeps your loads, chat, fleet, freight invoices, driver pay and the books in one place. Cost per mile uses them, so nothing is typed twice. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video, you will learn the whole Cost per mile menu: how the number is made, typed or from your books, the three periods, each driver, what the carrier owner sees, and where it is used. Chapters are in the description.

If this video helps you, subscribe, and follow us on our other platforms, links in the description. Cost per mile is in the left menu, under Carrier money, after Carrier books. The title is Cost per mile. Under it: all costs divided by all miles, loaded and empty. From LaneTally means: miles from delivered loads, costs from the books and the paid driver statements, nothing typed twice. This gray line says, Information only: the figures come from what you entered or from your loads and books. It is not tax, legal or financial advice, so check with your accountant.

Press I understand. It shrinks to one short line. Show full text brings the whole sentence back. At the top, the carrier picker says Bluewater Freight LLC. Press it. The list has All carriers together, and one line for each carrier. I pick Bluewater Freight LLC, the one we are on. Below, one card for the carrier: Bluewater Freight LLC. The big number is the cost per mile: $1.75 per mile. Under it: $54,400 over 31,000 miles, and the word typed. The costs divided by the miles give the big number. On the left, a switch with two choices:

From LaneTally, and Typed. Typed is the one picked. Edit costs and miles is the button to type the numbers. The green tag says Dispatch fee, 8 percent of the load rate: the fee you charge this carrier. Change fee is the button to change that fee. The line under them says: the dispatch fee is not part of the cost per mile. The Worth it check on New load takes it off each load. An orange note says: LaneTally now has enough history for Bluewater Freight LLC. 12,520 delivered miles in the last 90 days give $2.51 a mile, compared with your typed $1.75.

Switch to it? We look at those numbers in part 4. The blue note under it says: Typed numbers, last checked Sep 15. They cover the whole period they were typed for. From LaneTally shows the last 90 days, this month or this year. Where the money goes lists the costs that were typed, each with a bar and an amount. Truck payments, $13,200. Insurance, $8,900. Driver pay, $15,600. Fuel, $11,200. Maintenance, $3,300. And Other or unknown, $2,200. Together, they add up to the $54,400 under the big number. By driver shows the drivers of this carrier, with the truck number under each name.

The Miles column, and the Cost per mile column. Marcus Reed drove 18,000 miles, and his cost per mile is $1.99. Elena Cruz drove 13,000 miles, and hers is $1.43. Derek Hall and Luis Ortega have no miles typed, so their cost per mile is a dash. The note under the table says: their own costs, like the truck payment and insurance, and their trip costs, like fuel and tolls, are typed for each driver. What is left of the total is shared, and split by miles. Now, another carrier. I open the carrier picker.

And I pick Blue Line Freight. The card now says Blue Line Freight. Its cost per mile is $1.56 per mile. That is $34,600 over 22,200 miles, typed. For this carrier, press From LaneTally. A message says: Blue Line Freight keeps its books private, so LaneTally's numbers are not shown. The big number is a dash, per mile. And under it: Books are private. A note says: Blue Line Freight keeps its books private. From LaneTally needs the carrier's books, so its costs and cost per mile are not shown here. The Worth it check on New load keeps the typed numbers, $1.56 a mile.

And the note ends: when the carrier turns on Let my dispatcher do my books and pay, this fills in. To go back to the typed numbers, press Typed. A yellow note says: Check the typed numbers. They were last checked 109 days ago, on Jun 20. It says: insurance renews, trucks get paid off and fuel changes. Check them now opens the costs and miles form. They are still right is for when nothing changed. I press it. A message says: Marked as checked today. Reminder again in 90 days. The yellow note is gone.

The blue note now says: Typed numbers, last checked Oct 7. In By driver, Tom Becker drove 14,200 miles, at $1.53. Rosa Jimenez and Kevin Brooks share truck T-203, so the row says team with. Rosa's row says Same truck. A team is one truck, so the miles are counted once. The team truck drove 8,000 miles, on Kevin's row, and the team is at $1.61 a mile on both rows. Now Coastline Carriers LLC. I pick it from the list. It has no drivers, miles or costs yet, so the big number is a dash.

And the words under it say: No costs or miles typed yet. Where the money goes says: No costs typed yet. Click Edit costs and miles to add them. Last, I open the picker and pick All carriers together. All carriers together. Now the page shows one card for each carrier, one under the other. Bluewater Freight LLC is first, then Blue Line Freight, and Coastline Carriers LLC. Each one has its own switch, its own number, its own costs and its own drivers. To type the numbers, press Edit costs and miles. The form is called Costs and miles, and the carrier.

The first line says: type the costs and miles for the period you want to measure, for example the last 90 days. Cost per mile is all costs divided by all miles, loaded and empty. All costs, by type, is a list. Its columns say Cost, and Amount in dollars. Each row has a name, an amount, with a dollar sign, and a Remove button. Add a cost adds a new row at the bottom. In the name box, I type Tolls. And in the amount box, 800. I add one more row, for an example.

Parking, 300. To take a row away, press its Remove. It asks first: Remove this cost, Parking, question mark. The choices are Yes, remove it, and No, keep it. I press Yes, remove it. The row is gone. Below, Each driver. The note says: their own costs are tied to their truck, like the payment and their insurance. Trip costs are fuel, tolls and similar. Whatever is left of the total is shared and split by miles. The table has Driver, Miles, Their own costs and Their trip costs. Marcus Reed: 18,000 miles, 21,000 dollars of his own costs, and 9,600 dollars of trip costs.

Elena Cruz: 13,000 miles, 9,400 dollars of her own costs, and 5,400 of trip costs. Derek Hall and Luis Ortega have zeros. Cancel closes the form without saving. I press Save. A message says: Saved. Cost per mile from $1.75 to $1.78. The big number is now $1.78 per mile. It is $55,200 over 31,000 miles, typed. And Tolls, $800, is in the list of costs. The note says: Typed numbers, last checked Oct 7. Now the other choice. Press From LaneTally. A message says: Now from LaneTally: $2.51 a mile. The Worth it check uses it.

Three buttons appear above the card: Last 90 days, This month, and This year. Last 90 days is the one picked. The big number is the cost per mile for the period picked: $2.51 per mile. Under it: $31,402 over 12,520 miles, in the last 90 days. The numbers come from your loads and your books, so there is nothing to type. That is more than 2,000 delivered miles, so the Worth it check on New load uses this number. Where the money goes now lists the costs from the books, the biggest first: fuel, $8,041, then driver pay, $7,972.

By driver has five columns: Driver, Miles, with the number of loads under it, Their costs, Shared part, and Cost per mile. Marcus Reed: 7,085 miles in 7 loads. His costs are $4,530, his shared part is $13,040, so he is at $2.48 a mile. Elena Cruz: 5,435 miles in 5 loads, at $2.55 a mile. Their costs and shared parts add up to the $31,402 under the big number. The note under the table says: Their costs are their real pay from paid statements, their receipts, and book entries marked for their truck. Everything else is shared and split by miles.

A team is one truck, so its miles and costs count once. One more line under it says: Truck payments are counted here because they're part of what it costs to run the truck. On Finance, profit leaves out the loan itself and counts only the interest, like your books. At the bottom, Where these numbers come from. I press it. Miles: the delivered loads with a delivery date in the period, loaded plus empty miles. Loads still on the road count when they are delivered. Costs: the entries in this carrier's books on the same dates.

Left out: the dispatch fee and factoring, because the Worth it check takes them off each load. Also left out: driver advances, owner draws and big equipment purchases. To make it more exact, open an entry in the books and pick its Truck, for example a repair or a truck payment. Entries with no truck are shared. Open the books takes you there. Press This month. This month is picked now, and the big number, the costs and the table all follow it. This month has only 705 delivered miles, so the number, $3.14, is gray.

The words under it say: too few miles to trust. The yellow note says why: one bill, like insurance or tires, moves the number a lot. The Worth it check keeps the typed numbers, $1.78 a mile, until there are 2,000 miles. Press This year. This year: $1.99 a mile, $111,257 over 55,975 miles. And Last 90 days again. To go back to your own numbers, press Typed. A message tells you the typed numbers are in use, with the cost per mile. The blue note about typed numbers is back, and so is the Edit costs and miles button.

And the orange note is back: with at least 2,000 delivered miles in the last 90 days, LaneTally offers the switch. Not now hides it for 30 days. Press it. A message says: OK. Asked again in 30 days. The orange note is gone. The carrier owner has Cost per mile in the left menu too. The title and the text under it are the same. The Information only line is here too. The owner sees only their own carrier: Bluewater Freight LLC. The same switch is here: From LaneTally, and Typed. The same period buttons are here.

Press This month. The big number, the costs and the table follow the month. And Last 90 days again. The green tag shows the dispatch fee of this carrier. Where the money goes, and By driver, are the same as the dispatcher sees. The line about truck payments is here too. And Where these numbers come from is at the bottom, too. This number is used when you add a load. I open Loads. And press New load. In the New load form, the Carrier box says Bluewater Freight LLC. Loaded miles. I type 660.

Empty miles. I type 45. And the rate. I type 1800. The box under the form says Worth it, with the profit per mile after costs. It also shows the dispatch fee and the freight. Now I type a lower rate: 1500. Now the box says Too low, with the profit per mile after costs. The check uses the cost per mile of this carrier, from the Cost per mile menu. The X closes the form. Nothing is saved. On a phone, Cost per mile is under More. In the list, Cost per mile comes after Carrier books.

Then Cost per mile. The title and the text under it are the same. The carrier picker is at the top, and it stays there as you scroll. The Information only line is here too. The card starts with the carrier name, and right under it, the big number: $1.78 per mile. The costs and miles are under it. Then the switch: From LaneTally, and Typed. Edit costs and miles, and the dispatch fee tag, are under the switch, with the line about the dispatch fee. Where the money goes: each cost is a line with its bar and its amount.

By driver: each driver is a block, with Miles and Cost per mile side by side. Tap Edit costs and miles. The form fills the width of the phone. Each cost is a name on its own line, then the dollar amount and Remove. Scroll down, and each driver is a block with three boxes: miles, their own costs, and trip costs. The X closes it. Tap From LaneTally. The three period buttons appear: Last 90 days, This month and This year. In By driver, each driver is a block with Miles, Their costs, Shared part and Cost per mile.

Under the blocks, a line says: Truck payments are counted here because they're part of what it costs to run the truck. On Finance, profit leaves out the loan itself and counts only the interest, like your books. At the bottom, Where these numbers come from. Tap it. The same four lines open: Miles, Costs, Left out, and To make it more exact. That is the whole Cost per mile menu. LaneTally is dispatch and accounting software, now in beta. LaneTally gives you information only. It is not tax, legal or financial advice, so check with your accountant.

If this video helped, subscribe, and follow us on our other platforms, links in the description. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

Every three months, a truck that drives in more than one state may need an IFTA fuel tax report. How many miles in each state, and how much fuel bought there? LaneTally keeps your loads, chat, fleet, freight invoices, driver pay, the books, and IFTA in one place. Here, the miles come from the loads you delivered and the gallons from your fuel receipts, so nothing is typed twice. LaneTally gives you the miles and the gallons. It does not file the return. Try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video, you will learn the whole IFTA menu: the miles in each state, the gallons, how to correct a load and add fuel, what the owner and the driver see, and the phone.

Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description. IFTA is in the left menu, under Carrier money, after Cost per mile. The title is IFTA. Under it: the fuel tax report every 3 months, under the International Fuel Tax Agreement, IFTA: miles driven and fuel gallons bought in each state. LaneTally builds it from delivered loads and fuel receipts, nothing typed twice. This gray line says, Information only: not an official tax form; do not file it. It is not tax, legal or financial advice.

Check the tax rates, file the return with your base state, and check with your accountant. Press I understand. It shrinks to one short line. Show full text brings the whole sentence back. Under it, four buttons, one for each quarter. Quarter 4 of 2026, October to December, is the one picked. Then quarter 3, July to September, quarter 2, April to June, and quarter 1, January to March. The picked quarter is marked. We try the others in part 5. Next to them, Earlier quarters is a list of the 8 quarters before, for a late or corrected return.

The blue note says: Miles by state are estimates. LaneTally works them out from each load's stops along the main highways. Empty miles count in the pickup state. Before you file, check them against the driver's real route or the E L D, and press Change on a load to fix them. A load counts in the quarter it was delivered. A fuel receipt counts on the day it was sent, and fuel you type counts on its date. LaneTally covers the 48 states of the lower 48. Canadian provinces are IFTA members too, but are not in LaneTally yet.

Alaska, Hawaii and D C are not IFTA jurisdictions. We do that in part 2. The carrier is picked at the top left. Click it. All carriers together shows every carrier, one card after the other. Then Bluewater Freight LLC, Blue Line Freight, and Coastline Carriers LLC. I keep Bluewater Freight LLC. Below, the card of Bluewater Freight LLC. Under the name: quarter 4 2026, October to December, and the due date: January 31, 2027. That is a Sunday, so it usually moves to February 1. It says the quarter is still running. The button Download CSV, opens in Excel, saves the table as a file.

The table has one row for each state, and five columns. State, Miles, Gallons bought, Gallons used, which is the miles divided by M P G, and Difference. The first row is Florida. 413 miles, 0.0 gallons bought, 59.8 gallons used, and a difference of plus 59.8. The second row is Georgia. 292 miles, 102.1 gallons bought, 42.3 gallons used, and a difference of minus 59.8. The last row is the total: 705 miles, 102.1 gallons bought, and the average: 6.90 miles per gallon. That average is the 705 miles divided by the 102.1 gallons.

Then each state gets its gallons used: the miles of the state divided by that average. For Florida, 413 miles divided by 6.90 is 59.8 gallons. For Georgia, 292 miles divided by 6.90 is 42.3 gallons. The difference is the gallons used minus the gallons bought. In Florida, the truck used 59.8 gallons and bought none, so the difference is plus 59.8. In Georgia, it used 42.3 and bought 102.1, so the difference is minus 59.8. The small text under the table explains it: more than zero means the truck used more fuel in that state than it bought there, so tax may be owed to that state.

Less than zero may mean a credit. The real amount depends on that quarter's tax rates and on the tax already paid at the pump, so check the rates and file with your base state. Under it: 1 load is still on the road, LB-1041. Miles count when a load is delivered; fuel counts when its receipt is approved. Until then the average can change a lot. Below the table, two lists that open. First, Loads in this quarter: 1. Click it. The load is LB-1038, Atlanta, GA to Miami, FL. Delivered October 3, 705 miles, Florida 413, Georgia 292, and the words: estimate from the route.

Only a delivered load is counted here. The Change button fixes the miles of the load. We use it in part 2. Second, Fuel in this quarter: 1. Click it. One fuel receipt: Georgia, 102.1 gallons. It came from Marcus Reed, on October 4 at 6:30 P M, for 388 dollars and 40 cents. Its Change button opens the receipt. We use it in part 3. And the button Add fuel bought, for a fuel card or no receipt, is for fuel that has no receipt in LaneTally. At the very bottom: miles by state are worked out from each load's route and can be corrected on the load.

LaneTally gives the miles and gallons; it does not file the return. It shows no tax amounts. Check them before filing. And the last tag: miles by state from the truck's G P S are ready on launch day. To fix the miles of a load, open Loads in this quarter. Here is the load, LB-1038, with its Change button. Click Change. The popup is called LB-1038: miles by state. It says LaneTally estimated these from the route: the main highways between the stops, split at the state borders, adjusted to the load's real miles.

Empty miles count in the pickup state. Check them against the driver's real route or the E L D. Route used: Interstate 75, Turnpike, Interstate 95. The load has 705 miles: 660 loaded, and 45 empty. Below, one box for each state. Florida, 413, and Georgia, 292. Under the boxes, the total: 705 of 705 miles, the same as the load. Add a state is a list, for a state that is missing, and Its miles is the number for it. Save miles by state saves them. Let me change Florida to 400. The total turns red:

692 of 705 miles, 13 missing. The states must add up to the load's miles. If I press Save miles by state now, a message says: The states add up to 692 miles, but the load has 705. Make them add up to 705, then save. Nothing was saved. Georgia was 292, and I type 305. 400 plus 305 is 705: the total says 705 of 705 miles. Press Save miles by state. The message says: Miles by state saved. The total is 705 miles, the same as the load, and the average is still 6.90.

Florida is 400, Georgia is 305, and the gallons used changed with them. In the list, the load now says: corrected by hand. Now a state that was missing. Click Change again. In Add a state, I pick Tennessee. Its miles: 20. To keep the total, Georgia goes down to 285. Press Save miles by state. The message says: Miles by state saved. The table has a new row: Tennessee, with 20 miles. To go back to the route's numbers, open Change again. The button Use the route again is here, because the miles were corrected by hand.

Press it. A message says: Miles by state are worked out from the route again. Tennessee is gone, and the table is back to Florida 413 and Georgia 292. You can also reach the same popup from the load itself. Open Loads in the left menu. Click the load LB-1038. In the load, the row Miles by state says Florida 413, Georgia 292. Below it: Estimate from the route, and the highways used. And Change opens the same popup. The X closes the load. The gallons come from fuel receipts. Open Fuel in this quarter.

The receipt: Georgia, 102.1 gallons, from Marcus Reed. Click Change. The popup is called Fuel receipt: gallons and state. At the top, the photo of the receipt. In the demo, it is a gray example box. Under it: the driver, the amount, and when it was sent. Gallons: 102.1. And State where it was bought: Georgia. If the state on the receipt is not the one picked, this is where to fix it. Let me pick Texas, to see what LaneTally says. A yellow box says: Check the state. This receipt says TX, but load LB-1038 only drives through GA, FL.

It can be right if the fuel was bought before or after the load. Press Save. The message says: Saved. The gallons count in TX. The table has a Texas row now: no miles, and 102.1 gallons bought. And Georgia lost its gallons. A yellow note says: 1 fuel receipt has a state that does not match where the truck drove. Check the photo before filing. In the fuel list, the receipt has a small tag: Check state. Its Check button opens the receipt again. I pick Georgia. The yellow box is gone. Press Save.

The message says: Saved. The gallons count in GA. Georgia has its 102.1 gallons again. Now a carrier with no fuel receipts. Open the carrier menu. Click Blue Line Freight. Its yellow note says: No fuel gallons in this quarter yet. Gallons come from approved fuel receipts with their state, or add fuel bought with a fuel card below. The table has the miles: Alabama 83, Florida 537. But the gallons used and the difference are empty, and the total says: Needs miles and gallons. Open Fuel in this quarter. It has zero receipts, and the button Add fuel bought.

Click it. The popup is called Add fuel bought. It says: For fuel with no receipt in LaneTally, for example from a fuel card statement. This only counts the gallons for IFTA, in the quarter of its date. It is not added to the books, so the money is not counted twice. Date: today, October 7. State: I pick Florida. Gallons: 90. And a note, which is optional: Fuel card, Pilot Jacksonville. Press Add. The message says: Added 90 gallons in FL. It counts in Q4 2026. The yellow note is gone. Florida has 90.0 gallons bought, and the total says:

Average 6.89 miles per gallon. Now every state has its gallons used: Alabama 12.0, and Florida 78.0. Alabama has a difference of plus 12.0, and Florida minus 12.0. In the fuel list: Florida, 90.0 gallons, and the words Typed here, October 7, Fuel card, Pilot Jacksonville. It has two buttons: Change and Delete. Change opens it again. The popup is called Change fuel bought, with the same fields, and Save changes and Delete. The X closes it. Delete asks first. It says: Delete this fuel? It stops counting in the IFTA report. This cannot be undone.

I press No, keep it. Fuel receipts come from your drivers. They are approved in Carrier books. In Carrier books, the card Receipts from drivers lists them. This one is a fuel receipt for 412 dollars and 18 cents. Click Review. Two fields are only for fuel, and they feed IFTA: Gallons, and State where bought. The driver filled them in: 108.5 gallons, in Georgia. A small tag says that reading the photo with AI is ready on launch day. A receipt counts for IFTA once it is approved. One that is still waiting does not count yet.

I do not approve it now. The X closes it. Now the first receipt, where the driver did not fill in the amount. Click Review. What it is for: I pick Fuel. Amount: 233.10. I leave Gallons and State empty. Press Approve and add to the books. The message says: Added to the books with its photo. Now open IFTA. A yellow note says: 1 fuel receipt needs gallons or a state. Without them the gallons are not counted. It lists the receipt: 233 dollars and 10 cents, from Marcus Reed, with the words: no gallons, no state.

The button Add gallons and state opens the receipt. Gallons: I type 61.3, from the photo. State where it was bought: Florida. Press Save. The message says: Saved. The gallons count in FL. The yellow note is gone, and Florida has 61.3 gallons bought. The average went down to 4.31 miles per gallon, because there are more gallons. The line under the table says why: miles count when a load is delivered, fuel when its receipt is approved, and LB-1041 is still on the road. Now the other quarters. Click quarter 3. Quarter 3 is July to September, and the due date is October 31, 2026, a Saturday, so usually November 2.

It does not say that the quarter is still running, because it is over. Quarter 3 has ten states, from Alabama to Texas. The total: 13,735 miles, 2,050.9 gallons bought, and an average of 6.70 miles per gallon. Loads in this quarter says 13, and Fuel in this quarter says 8: here, fuel card statements typed with Add fuel bought. Quarter 2. Quarter 2 has its own table: 18 loads, and an average of 6.60 miles per gallon. And quarter 1. For an older quarter, open Earlier quarters, and pick quarter 4 of 2025. That quarter is over, and the card says:

No delivered loads or fuel in Q4 2025. Back to quarter 4 of 2026. Now the other carriers. In the menu at the top left, click Blue Line Freight. Blue Line Freight. Its quarter 4 has one load, and no gallons yet. Alabama 83 miles and Florida 537 miles, 620 in total. Now quarter 2. Here the table has nine states. Together they are 5,500 miles, at an average of 6.40 miles per gallon. Open Loads in this quarter. The first load is LB-1012, Orlando, FL to Dallas, TX, delivered June 30. 1,095 miles, split into Florida 455, Louisiana 344, Texas 157, Mississippi 75, and Alabama 64.

A load counts in the quarter where it was delivered. Back in the menu, All carriers together shows every carrier on one page. Click it. The page now has one card for each carrier, one after the other. The first is Bluewater Freight LLC. The second is Blue Line Freight, and the third is Coastline Carriers LLC. Coastline Carriers LLC has no delivered loads or fuel in this quarter, so its card is short. The quarter buttons at the top change all the cards at once. Now what the carrier owner sees. They have the same menu item:

IFTA. The title, the text under it, and the Information only line are the same. The same four quarter buttons. And the same blue note about the miles. There is only one card, the owner's own company: Bluewater Freight LLC. The table is the same: Florida and Georgia, the total, and the average miles per gallon. The same Download button is here. Open Loads in this quarter. The owner has the same Change button on the load, and, in Fuel in this quarter, a Change button on the receipt, and the button Add fuel bought.

So the owner can check the miles and the gallons themselves before the return is filed. Now the driver. The driver has no IFTA menu. Their menu: Today, My loads, Receipts, Chat, Fuel, My pay and My paperwork. What a driver enters for IFTA is in Receipts. The title is Receipts: take a photo and send it. That is all the driver has to do. What is it for: the driver can pick Fuel. Under it, Add details, which is optional. Click it. Gallons or kilowatt hours: Fuel and charging only. Optional. And State: where you bought the fuel.

Fuel only. The blue note says that if the driver leaves it empty, the dispatcher or carrier fills it in from the photo. Below, My receipts. Each one says Sent while it waits, and Approved after the dispatcher or the carrier approves it. The fuel receipt of October 4 is Approved, so it is in the IFTA table. The one of October 7 says Sent, so it does not count yet. On a phone, IFTA is under More. In the list, IFTA is between Cost per mile and Finance. Then IFTA. The title and the text under it are the same.

The Information only line is here too. The four quarter buttons sit in one row that slides sideways, with Earlier quarters under it. And the blue note about the miles. On a phone, the extra rules fold under More about these numbers. The carrier is picked at the top: Bluewater Freight LLC. Then the card of the carrier, with the quarter, the months and the due date. Tap Download CSV, opens in Excel, to save the table. On the phone, the table becomes one block for each state. Florida: miles, gallons bought, gallons used and difference, each with its name.

Georgia has its own block. And the total block, each with its name too: the miles, the gallons bought, and the average, 6.90 miles per gallon. The explanation of the difference is under the blocks. Tap Loads in this quarter. The load LB-1038, with its miles by state and a Change button below. Tap Change. The popup fills the width of the phone. The blue text says how the miles were estimated, and the miles of the load. One box for each state, Florida and Georgia. Below the boxes: Add a state, Its miles, the total, and the button Save miles by state.

The X closes it. Tap Fuel in this quarter. The receipt, with its Change button, and the button Add fuel bought. Tap Add fuel bought. The popup says it is for fuel with no receipt, and that it is not added to the books. Date, State, Gallons and Note, one under the other. The X closes it. The last lines of the page are the same: LaneTally gives the miles and gallons; it does not file the return. The driver has no IFTA menu on the phone either. Fuel receipts go in Receipts, in the bar at the bottom.

The title is Receipts. What is it for: the driver picks Fuel. Tap Add details. Gallons, and State where the fuel was bought. Both are optional. The blue note says that if they are empty, the dispatcher or carrier fills them in from the photo. Below, My receipts: Sent while it waits, Approved after it is approved. That is the whole IFTA menu. LaneTally is dispatch and accounting software, now in beta. LaneTally gives you information only. It does not file IFTA returns, and it is not tax, legal or financial advice. Check the rates, and file with your base state.

If this video helped, subscribe, and follow us on our other platforms, links in the description. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

What is a carrier's profit this month? In this demo, Bluewater Freight shows $1,857.80: the money in, minus the money out. LaneTally keeps your loads, chat, fleet, freight invoices, driver pay and the books in one place. Finance uses the books and the delivered loads, so nothing is typed twice. The demo is free at lanetally.com/demo: no sign-up, no card, fake data. In this video, you will learn the whole Finance menu: the four numbers, the charts, weekly, monthly and yearly, the carriers that keep their books private, what the carrier owner sees, and the phone.

Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description. Finance is in the left menu, under Carrier money, after IFTA. The title is Finance. Under it: How Bluewater Freight LLC is doing: money in, money out and profit. On the right, three buttons: Weekly, Monthly, and Yearly. Monthly is the one picked, so the page shows this month so far. This gray line says, Information only: the figures come from the books and the delivered loads. It is not tax, legal or financial advice, so check with your accountant.

Press I understand. It shrinks to one short line. Show full text brings the whole sentence back. The blue note says: Money in and money out come from the carrier's books, the same entries as the Books page. Miles and freight come from delivered loads, by delivery date. Below, four numbers. Money in, this month so far: $4,290.00. Under it, a small line compares with the same days last year: down 27%. Money out: $2,432.20. Profit: $1,857.80. Profit is money in minus money out: $4,290.00 minus $2,432.20. Under it: 43% of what came in, before taxes.

Profit per mile: $2.64. Under it: 705 miles, delivered loads. The profit divided by those miles gives $2.64. The money comes from the books and the miles from delivered loads, so they can fall in different periods. The line under the four numbers says: Profit is money in minus money out, before taxes, the same as Left over on the Books page. Owner draws and truck loan payments are not costs, so they are not in money out. Under the numbers, the card Ask AI about these numbers, and its tag says ready on launch day.

The first chart is Money in and money out. Under the title: Monthly. Hover over a period for the numbers. The legend: blue is Money in, and orange is Money out. Each pair of columns is one month, twelve months in all, and the scale on the left starts at $0. The last one, Oct so far, is the month we are in, up to today. I move the pointer onto the last pair. A small box says Oct so far: Money in, $4,290.00, and Money out, $2,432.20. They are the first two numbers at the top.

Show as a table gives the same numbers as rows. Press it. The columns are Period, Money in and Money out. The last row is Oct so far, with the same two amounts. Press the line again to close the table. The second chart is Profit by period. Under the title: Money in minus money out, before taxes. A column below the line is a loss. It has one column for each period. Three months go below the line, in red: January, March and July. Those months were a loss. The legend says it too:

Below zero, a loss. I move the pointer onto the last column. The box says Oct so far: Profit, $1,857.80. That is the Profit number at the top. This chart has a table too, with one amount for each period. Where the money goes lists the costs of this month so far, the biggest first. Each line has the cost name, a bar, the amount, and its share of Money out. Insurance, $1,184.00: 49% of money out. Maintenance, $642.00: 26%. Fuel, $388.40: 16%. Dispatch fees, $158.40: 7%. And Factoring fees, $59.40: 2%. Together they add up to the $2,432.20 of Money out.

Best brokers is next to it. Under the title: This month so far, by freight on delivered loads. This month, one broker has a delivered load: Pinecrest Brokerage, $1,980.00, 100% of the freight. With more brokers, the list shows up to five, the biggest first. Now the three buttons. Press Weekly. Every number and every chart now counts weeks. Money in, this week: $2,310.00. Money out: $642.00. Profit: $1,668.00, which is 72% of what came in. Profit per mile is a dash, because the line under it says: No delivered loads this period, so no miles.

The charts show twelve weeks, each named by its first day, from Jul 20 to Sep 28, and the last one is This week. Where the money goes shows one cost this week: Maintenance, $642.00, 100% of money out. Best brokers says: No delivered loads in this period. Now press Yearly. Money in, this year so far: $157,060.00. Money out: $118,967.61. Profit: $38,092.39, which is 24% of what came in. Profit per mile: $0.68, from 55,975 miles of delivered loads. The charts now show years: 2024, 2025 and 2026 so far. Where the money goes shows the eight biggest costs of the year, the biggest first.

Driver pay, $34,467.25: 29%. Fuel, $31,840.76: 27%. Equipment purchase, $8,500.00: 7%. Show 8 more costs opens the smaller ones, under 1% of money out each for the last few. The last line says what is not a cost: truck loan payments, $14,760.00, and owner draws, $18,000.00. They are not in money out, so they do not lower the profit. Best brokers now shows the year: Pinecrest Brokerage, $80,200.00, 51% of the freight, and Northgate Logistics, $76,860.00, 49%. Press Monthly to go back. The numbers are the monthly ones again. At the top, the carrier picker says Bluewater Freight LLC.

Press it. The list has All carriers together, and one line for each carrier. I pick Blue Line Freight. The title is still Finance, with the carrier name under it. There are no numbers. A note says: This carrier keeps its books private. Money in, money out, profit, miles and brokers are not shown here. When the carrier turns on Let my dispatcher do my books and pay, this page fills in. Your own fees from this carrier are on My finance, under My business. Now Coastline Carriers LLC. I pick it from the list.

It keeps its books private too, so the same note is here. Now the first line of the list: All carriers together. I pick it. The text under the title now says: How all your carriers together are doing. The blue note adds: Blue Line Freight and Coastline Carriers LLC keep their books private, so their money, miles and brokers are not counted here. So these numbers are Bluewater Freight only: Money in, $4,290.00, and Profit, $1,857.80. The buttons and charts work the same, for the carriers that share their books. The carrier owner has Finance in the left menu too.

The title is Finance, with How Bluewater Freight LLC is doing under it. The owner sees only their own carrier. The Information only line is here too. The blue note says: Money in and money out come from your books, the same entries as the Books page. The four numbers are the same: Money in, $4,290.00, Money out, $2,432.20, Profit, $1,857.80, and Profit per mile, $2.64. The same three buttons are here. Press Weekly. The numbers and the charts follow the week. And Monthly again. The Money in and money out chart is the same as the dispatcher sees, and so is Profit by period.

Where the money goes is the same list, and Dispatch fees, $158.40, is one of the costs in it. And Best brokers is the same. Who sees these books is the owner's choice. In My books, there is a switch. It says: Let my dispatcher do my books and pay. Under it, the line says whether your dispatcher sees and can do your books and your payroll. When it is off, the dispatcher sees the private note on Finance for this carrier. On a phone, Finance is under More. In the list, Finance comes after IFTA, under Carrier money.

Then Finance. The title and the text under it are the same. The carrier picker is at the top, and it stays there as you scroll. The three buttons are here: Weekly, Monthly and Yearly. The four numbers come two by two. Money in, $4,290.00. Money out, $2,432.20. Profit, $1,857.80. And Profit per mile, $2.64. Below, the chart Money in and money out. On a phone the chart shows the newest six months, so it fits the screen. Tap a column, and a small box shows its numbers. Oct so far: Money in, $4,290.00, and Money out, $2,432.20.

The line under the chart says all twelve are in Show as a table. Show as a table lists every period, with the amounts in writing. Tap it. Each period is a block: its name, and Money in and Money out under it. Tap the line again to close it. Profit by period is the next chart, with the same table line. Where the money goes: each cost is a line with its bar, its amount and its share. Insurance is the biggest this month: $1,184.00, 49% of money out. Best brokers is under it:

Pinecrest Brokerage, $1,980.00, 100% of the freight. Back at the top, tap Weekly. The numbers change to this week: Money in, $2,310.00. That is the whole Finance menu. LaneTally is dispatch and accounting software, now in beta. LaneTally gives you information only. It is not tax, legal or financial advice, so check with your accountant. If this video helped, subscribe, and follow us on our other platforms, links in the description. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

What does your own dispatch business earn, and what is left? Open My business, and then My finance. This month so far, the fees you earned are $290.40. Your own costs are $234.00. And what is left, before taxes, is $56.40. The page says it: your dispatch business only, the fees you earn, your own costs and your profit. My business has five pages: My invoices, My pay, My books, My finance, and My documents. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video, you will learn all five pages: what each one shows, what each button does, and where the numbers come from.

Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description. In the left menu, the last group is called Your business. It has two items. The first is My business. The small number on it is the number of papers that need attention. The second is Import and export. It has its own video. Let's start with My invoices. The title is My invoices. It says what Bluewater Freight LLC owes you. Every load adds your fee to the weekly invoice. You get paid once a week.

This gray line says, Information only: not tax, legal or financial advice, so check with your accountant. Show full text brings the whole sentence. It says: figures come from what you entered, and it is not tax, legal or financial advice. Check with your accountant. Press I understand to make it short again. At the top, the carrier picker says Bluewater Freight LLC. My invoices follows this picker. The first box is Earned this week, and it says $0.00. Under it: fees on loads delivered this week. And $198.40 more when the loads on the road are delivered.

And $212.00 more once 1 booked load is picked up. Paid to you on: October 12, 2026, the next weekly payment. Earlier weeks, not paid: fees earned in earlier weeks that are still unpaid. And Paid so far: the weekly invoices that are paid, added to your books. The search box finds an invoice by number, carrier, city or amount. Type a load number, like LB-1038. Only the invoice that holds that load is listed. Under it, the status buttons: All, Ready to send, Sent, Draft and Paid, each with the number of invoices it holds.

Press Draft. Only the draft invoices are listed. Press Paid. Only the paid ones. Press Sent. No invoice is sent and waiting right now, so the list says so. Press All to come back. Under it, This week. The card is the weekly invoice for Bluewater Freight LLC. It says the week, October 5 to October 11, and the day you are paid: October 12, 2026. The tag says Draft. Open invoice opens the whole invoice. We will press it in a moment. The table has six columns: Load, Route, Status, Load rate, My fee, and I get.

The load is LB-1041, from Miami to Charlotte. It delivers October 7, and it is On the road. The load rate is $2,480.00. My fee is 8 percent. And I get $198.40: 8 percent of $2,480. Load invoice opens the invoice of this one load. The last row is the total for the week. Then Earlier weeks. Each row is one weekly invoice from an earlier week: the week, the carrier, how many loads, what you get, and its status. Open shows that invoice. At the bottom, a note explains the rule. A load goes on the weekly invoice of the week it is delivered, Monday to Sunday, and its fee counts as earned on the day it is delivered.

Home, My invoices and My finance all use this rule. Your fee on each load uses the percent agreed for that load: 8 percent unless you change it for a carrier. Press Open invoice. The weekly invoice opens in a window. The tag next to the title says Draft. At the top left is your company: the name, the address, the phone and the email. At the top right: the invoice number, the invoice date, which says Set when sent, the due date, October 12, 2026, and the terms: Weekly. Bill to is the carrier: its name, address, phone, email and MC number.

Details: the billing period, the number of loads, and the service, Dispatch services. The table lists each load: the route, the delivery date, the load rate, the fee percent and the fee. Under it, the subtotal, and the total due. Payment instructions: who to pay, the terms, and a reference with the invoice number. A yellow note says some loads this week are not delivered yet, so this is a draft. It can be sent once every load is delivered. Three buttons at the bottom: Download invoice, Print or save as PDF, and Edit this invoice.

Download invoice saves the invoice as an HTML file, a web page you can open in any browser. Print or save as PDF is for printing it, or saving it as a PDF. Press Edit this invoice. A form opens. It starts with the invoice number, and the due date. Under Lines, each line has a description, an amount and a Remove button. Add a line adds one more. A note printed on the invoice is optional. And Why you are changing it is kept in the history. A note says the total follows the lines.

After you save, this invoice stops following the load. You can go back to the load numbers at any time. I press Cancel, so nothing is changed. The X closes the invoice. Back on the card, press Load invoice. This is the invoice of just this one load. Its number is the weekly number, a dash, and the load number. It has the same layout. The note says this fee is part of the weekly invoice, and the carrier pays the whole week at once, not this load by itself. It counts as earned once the load is delivered.

Email it to the carrier opens an email. Download invoice saves it as a file. And Open the weekly invoice goes back to the weekly one. I press it. Close it. Now an earlier week. Press Open. This one says Paid. Under the total there is a Paid line, and Balance due: $0.00. Mark as not paid takes the payment out of your books again. I close it. Back to the carrier picker. Press it. I pick Blue Line Freight. The page now shows Blue Line Freight: its own weekly invoice and its own earlier weeks.

This week it holds load LB-1037, from Tampa to Charlotte, with a fee of $238.40. Now press the picker again. And pick All carriers together. The text under the title now says what all your carriers owe you. The card says All carriers, with the total for the week on the right: $436.80. Inside, each carrier has its own block, with its status tag and its Open invoice button. The last row adds them up: All carriers together. A line says each carrier still gets its own weekly invoice from you. This page adds them up so you can see the week.

In Earlier weeks, each row names its carrier. Press My pay. The title is My pay. It says: the money you take out of your business, and pay for anyone you hire. Every payment is added to My books. Only you see this page. The Information only line is here too: not tax, legal or financial advice, so check with your accountant. Three boxes. Left in the books: everything in minus everything paid out, owner draws too. Tax set-aside, with its percent: the part of the profit marked for taxes. And Available to take: after the tax set- aside.

LaneTally only applies the percent you choose. It is information, not tax advice. Then the card Pay myself or my staff. Owner draw or salary for you, or pay for someone you hire. The button on the right opens the payment form. We will press it in a moment. Under it, the math in three lines: Left in the books, Minus tax set-aside, and Available to take. The tax line says it is a share of the profit, and owner draws and truck loan payments are not costs. Tax set-aside is a percent of profit.

You can change it. I type 30. Press Save percent. The message says Saved. The tax set-aside and the amount available to take both changed. I type 25 and save again, to go back. Now press Pay myself or staff. A blue line says what is available to take now, after the tax set-aside. Paid to starts with your own name. Type is Owner draw, Salary, or Staff pay. Date is today. Amount is in dollars. I type 1,000. A note is optional. I type October draw. Press Pay and add to books. The message says Saved and added to the books.

The payment is now in the Payments table: the date, who was paid, the type, and the amount. The three boxes at the top moved too. Edit changes or deletes the payment. The same form comes back, with Save changes, and Delete. I close it. Every payment is also an entry in My books. Press My books. The owner draw is the first entry. Its category is Owner draw, and the line says Not an expense: owner draw. Press My books. The title is My books. It says: only your dispatch business, the fees you earn and your own costs.

The Information only line is here too. The first card is For my accountant. It says: your year in one packet, made from your records. Nothing is sent to anyone. You download it and share it yourself. Year starts at 2026. You can pick 2025. Money in, so far this year, Expenses counted, and Net profit, marked Estimate. A line under them gives the profit on My finance and My books for 2026 so far, and says why the net profit here is different: it is a tax estimate, and meals count 50%. Three buttons:

Year packet PDF, to print, Everything for my accountant, a zip file, and Check my records first. The line under them says it again: information only. It is not an official tax form, and not tax, legal or financial advice. Your accountant prepares and files the real forms. The packet is a summary of your records. LaneTally does not make 1099 forms. Press Check my records first. A window opens, with the name of your company and its type. Year picks 2026 or 2025. The gray tag says Draft: not reviewed yet. The blue note says cash basis: money counts when it is received or paid.

LaneTally is not a tax preparer. The tax preparer makes the final call. Part 1 is Before you send it: a list of things to check. A red Fix tag means something is missing, like the bank lines still waiting for approval. A yellow Check tag means look at it, like expenses of $75 or more without a receipt. And months with no bank statement, with the months named. Blue Note tags are only information, like meals, and that the year is not over. Part 2 is the AI review, and its tag says ready on launch day.

Part 3 is the summary for 2026, line by line, following Schedule C. It ends with the total expenses and the net profit, as an estimate. Part 4 is Confirm and download. You look at the list and the summary, tick the box, and press Confirm review. The message says the PDF now says who reviewed it and when. And the tag at the top now says Reviewed by Alex. The X closes the window. Press Year packet PDF. The message says Year packet ready. Information only: check it with a tax professional. Every page of the PDF says:

Information only, not an official tax form, do not file this page. Now Everything for my accountant, the zip. The message says Zip ready. Nothing was sent to anyone. The zip holds a read-first note, the packet as a PDF, and nine CSV files: the Schedule C lines, income by month, every expense, yearly pay per contractor, employees, IFTA by quarter, a QuickBooks general ledger, items left out, and driver pay by week. Under the card, a blue note: this is only your own business. No carrier money is shown here. Carrier books are under Carrier books in the menu.

The arrows and the month name choose the month. Press the left arrow. The month is now September, and the three boxes show September. Press the right arrow to come back to October. Money in this month is $290.40: the two dispatch fees, $158.40 and $132.00. Money out is $234.00: the load board, $149.00, and the phone, $85.00. And Left over is $56.40, before taxes. Entries: newest first. Every change keeps who made it and when. These two buttons choose which entries show: this month, or All months. Press All months. Now the list holds the whole year.

Press the month name to go back. Each row has a date and what it was. The first row is the dispatch fee for load LB-1038, on October 3. Its category is Income, and the small line under it is the Schedule C line it counts on: Line 1, Gross receipts or sales. Money in is green: $158.40. Money that goes out has a minus sign, like the load board, minus $149.00, in the Software category. To add a line yourself, press Add an entry. At the top, a gray box: typing what happened and letting AI fill the form.

It is turned off, and its tag says ready on launch day. Receipt photo or scan is optional. It is saved with the entry. The small tag next to Take a photo says that reading it with AI is ready on launch day. Date is today by default. Money: money in, or money out. This is a cost, so money out. What it was: I type Business cards. Category starts empty: Pick a category. I pick Advertising. Amount: 45 dollars. Press Add entry. The message says Saved. The new entry is the first row: Business cards, minus $45.00, with Line 8, Advertising, under its category.

And Money out for the month went up by 45 dollars, to $279.00. Left over is $11.40. Edit opens an entry again. It is the same form, with the entry filled in. Say the real amount was $50.00. I change it. Press Save changes. Saved again. Open the same entry once more. At the bottom, under Changes, a line says who changed the amount, when, and from what to what. Delete entry asks first. It says that this cannot be undone. I press No, keep it. Last on the page, the Bookkeeper card. Bank statement lines show here, and you approve each one before anything posts.

This big box is where a bank statement goes: a PDF, a CSV file or a photo. Reading a statement with AI is marked ready on launch day, and so is a live link to the bank. Until then, the lines below are examples. Each line shows the text from the bank, a note, a percent with a suggested category, the amount, and an Approve button. Green means a high percent, like 95 percent sure: Software. Yellow is lower, like 74 percent. Press Approve on the load board subscription. The message says it is already in the books, matched with the bank line, so nothing was added twice.

The line leaves the list. Now Approve on the office supplies line. The message says Approved and added to the books. Money out for October went up by $42.50, to $276.50. The new entry is the first row, marked bank, with a check. To bring in a bank or QuickBooks file as entries, use Import and export. That is the next video. Press My finance. The title is My finance. Your dispatch business only: the fees you earn, your own costs and your profit. Only you see this page. On the right, three buttons: Weekly, Monthly and Yearly.

Monthly is on. The Information only line is here too: the figures come from the books and the delivered loads, and it is not tax, legal or financial advice. A blue note says a fee counts as earned when its load is delivered, the same rule as Home and My invoices. And your costs come from My books. My books counts a fee when it is paid, so a fee earned at the end of a period can be in My books in the next one. Four boxes. Fees earned, this month so far: $290.40.

A small line compares with the same days last year: down 38%. And $198.40 more when the loads on the road are delivered. My costs: $234.00, from My books. My profit: $56.40, before taxes. Owed to me: fees on delivered loads that are not paid yet. A line under the boxes says: My profit is fees earned minus my costs, before taxes. Owner draws, paying yourself, are not costs. The link inside says My invoices. I press it. It opens My invoices. I press My finance to come back. Under it, the card Ask AI about these numbers, and its tag says ready on launch day.

Next, the chart: Fees earned and my costs. Monthly. Hover over a period for the numbers. The legend: blue is Fees earned, orange is My costs. There is one pair of bars for each month, ending with October so far. I hover the last pair. The tip says October so far, fees earned $290.40, my costs $234.00. Show as a table lists the same numbers in rows. One row for each period, with Fees earned and My costs. Press Weekly. The chart now shows the last 12 weeks. And the first box says this week.

Press Yearly. Yearly shows three years. And the first box says this year so far. And Monthly goes back. The last card is What each carrier brings you. This month so far, fees on delivered loads. One bar for each carrier, with its fees: Bluewater Freight LLC $158.40, Blue Line Freight $132.00, and Coastline Carriers LLC $0.00. Under each name it says how the fee is made: 8 percent of the load rate. Press My documents. The title is My documents. It says: your own business papers, and everything that has to be renewed to keep your company in good standing.

Only you see this page. On the right, the button Add a document. We will use it later. A yellow note says how many papers need attention, and which: the business license, 24 days left. That is the number 1 you saw in the menu. The first card is My business. It holds the legal name, the type, the EIN with only the last 4 digits, the date it was formed, and the address. Under it, the line you put on invoices: Pay to, and the Invoice logo. A note says your EIN never expires and does not need renewing.

Keep the IRS letter here in case a carrier or bank asks for it. Edit changes these details. Press it. The form has the legal name, the type, the state where it was formed, the EIN, shown as the last 4 digits on screen, and the date it was formed, the address, the phone and the email, and how carriers pay you. This line is shown on your invoices. Do not type full bank account numbers here. The logo is printed at the top of your invoices. PNG or JPG, optional. Until you add one, invoices use the LaneTally logo.

Save keeps the changes. I close the form. The second card is My invoice numbers. Next weekly invoice is D-1005, and the last one used is D-1004. One running number for all your weekly invoices to every carrier. A number is never used twice. Change opens the number settings. Letters in front: up to 6 letters, numbers or dashes. It can be empty. Next number: it can only go up, past the numbers already used. I close it. The third card is Track more renewals. Each button adds one paper to track: Registered agent, Errors and omissions insurance, and Website and domain name.

I press Registered agent. The form opens with What it is already picked: Registered agent. Expires or due on has a hint: usually renewed every year with the agent service. I type a date. Warn me, in days before, is 30 by default. The file is optional if you only want the reminder: a PDF or a photo, up to 15 megabytes. The tag says reading the file with AI is ready on launch day. A note is optional. Press Add. The message says it was added. The last card is Documents and renewals. Its title shows how many papers: now 6.

Download all gets every file together. Each row is one paper: its name, its file, the day it was added, and when it expires. A colored tag counts the days left: this one says 24 days left. Download gets the file. In this demo, the files are examples. The message says it is example data, so there is no real file. With your own file attached, it downloads. Edit opens the paper. It is the same form, with its date. Replace the file keeps the old one if you leave it empty. Save changes keeps it, and Delete removes the paper.

I close it. A paper with no file yet, like the state annual report, shows No file yet. Show all opens the rest of the list. At the bottom, a note: by default you get a warning 30 days before anything here expires. It shows here, in Needs your attention on Home, and as a number next to My documents in the menu. Email and text reminders are ready on launch day. On a phone, My business is under More. In the list, My business and Import and export are in the same group. Press My business.

The five tabs are the same, in one row you can slide sideways. The title and the text under it are the same. The boxes sit two by two. The weekly invoice card shows each load as its own block. Open invoice opens the invoice in a window that fits the phone. I close it. My pay is the next tab. The three boxes, and the Pay myself or my staff card, stack one under the other. My books is next. The accountant card has the same three buttons. My finance is next. The chart card keeps the same title, the same buttons and the same legend, and shows the newest six months so it fits the screen.

And My documents. Each paper is a block with its days-left tag. That is the whole My business section. LaneTally is dispatch and accounting software, now in beta. LaneTally gives you information only. It is not tax, legal or financial advice, so check with your accountant. If this video helped, subscribe, and follow us on our other platforms, links in the description. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

Switching to a new program should not mean typing everything again. And leaving one should not mean losing your data. This is the Import and export page. On top, you bring your carriers, drivers, trucks, brokers, loads, books, past invoices and papers in from Excel or CSV files. Below, you take out a copy of everything: one Excel file, or one CSV file for each list. At the bottom, your books go out as files for QuickBooks, Xero, Wave or your accountant. The page says it: your data always belongs to you. You can try all of it free at lanetally.com/demo: no sign-up, no card, fake data.

In this video, I bring in a real file step by step, undo it, and then download every kind of export. Chapters are in the description. If this video helps you, subscribe, and follow us on our other platforms, links in the description. In the left menu, the last group is called Your business. Import and export is the second item, under My business. My business has its own video. The title is Import and export. It says: bring your data in from another program, or take a copy out. The first card is Bring in your data.

It says: download your lists from your old program as Excel or CSV, then bring them in here, so you never type them again. The second card is Take out your data. It says: download a copy any time, as a backup, or to move to another program. The third card is for your accountant: books for QuickBooks. Back on top. Everything you bring in is checked first, and nothing is saved until you press Import. LaneTally matches the columns, and shows you what is new, before saving anything. Nothing is ever added twice, and every import can be undone.

The file is read on this device only. The first group is My carriers. It says: start here, in this order. Drivers, trucks and loads belong to a carrier, so the carriers come first. Five buttons: Carriers, Drivers, Trucks and trailers, Brokers, and Loads and their invoices. The second group is My business: My books, My past fee invoices, and Papers and renewal dates. Carriers is already selected. It shows a darker button. The big box says: drag and drop your carriers file here. Excel or CSV. Or click the box to choose the file.

Only these two kinds of files are taken. A PDF or an old .xls file is refused, with a message that says why. We will see that at the end. I have a small file with five carriers. I choose it. A new card opens: Match the columns. It says the name of my file, and the number of rows: 5 rows. LaneTally guessed which column is which. Start over, on the right, throws the file away. The table has three columns: what LaneTally has, the column in your file, and an example. Company name has a yellow tag: needed.

Without it, a row cannot be added. LaneTally picked Carrier Name from my file, and the example shows the first company. The MC number matched the column MC #, and the USDOT number matched DOT #. The type, the address, the phone and the billing email matched too. Your fee matched Dispatch Fee percent. One row, Owner email, shows Not in this file. My file has a column called Owner Login, and LaneTally did not guess it. You can pick the column yourself. I open the list. I leave it as it is. Every list can be changed like this.

Under the table, a second card: Check before importing. Only the new rows are added. The others are skipped, so nothing is ever in LaneTally twice. The colored tags count the rows: 2 new, in green, 1 already in LaneTally, in blue, 1 twice in the file, and 1 with a problem, in red. Under them, every row of my file, with its result. The rows are in the same order as the file. Row 2, Harbor Line Transport, is New. Row 3, Palmetto Haul Co, is New too. Row 4, Blue Line Freight, says Already in LaneTally.

It is already one of my carriers, so it is skipped. Row 5 is Harbor Line again. It says Twice in the file, so only the first one counts. And row 6 has no company name, so it says Problem, and tells you why. Nothing is saved yet. The button says Import 2 carriers. Cancel would drop it. I press Import. The message says: Imported 2 carriers. You can undo it below. A new card appears: Past imports. It says what was added, the name of the file, and when. Undo this import is on the right.

To check, I open the carrier picker. There they are: Harbor Line Transport, and Palmetto Haul Co, each with the fee percent from my file: 8 percent, and 7 percent. Now the undo. I press Undo this import. A window asks: Undo this import? It says what is removed: the 2 carriers added from this file, and anything you changed on them. Nothing else is touched. Two buttons: Yes, undo the import, and Keep it. I press Yes, undo the import. The message says: Import undone. Everything it added was removed. Nothing else was touched.

The Past imports card keeps the line, now with a gray tag: Undone. Next, the drivers. Press Drivers. The box now says: drag and drop your drivers file here. This file is an Excel file with two tabs. I choose it. The first thing in Match the columns is the sheet picker: Drivers, 3 rows, or Notes, 1 row. When an Excel file has several tabs, you choose which one to bring in. The drivers are in the first tab. Which carrier are these for? It can use the Carrier column in the file, or one carrier for all rows.

The table lists what LaneTally keeps for a driver: the name, the carrier, the phone and the email, the CDL number, state, class and expiry date, the medical card date and the hire date, the truck and the trailer, how the driver is paid, and the rate, and an emergency contact. Then the check: 2 new drivers, and 1 already in LaneTally. Marcus Reed is already a driver, so he is skipped. Press Import 2 drivers. The message says: Imported 2 drivers. Next, Trucks and trailers. I choose the file. Here there is an extra choice:

All are trucks, All are trailers, or use the Truck or trailer column. The table has the unit number, the plate, the description, and the registration and inspection dates. The check: 3 new, two trucks and a trailer. Press Import 3 trucks and trailers. Imported 3 trucks and trailers. Brokers are next. I choose the file. A broker has a name, an MC number, a contact person, a phone, a billing email, an address, the payment terms in days, and notes. The check: 2 new, and 1 already in LaneTally. Northgate Logistics is already one of the brokers.

Press Import 2 brokers. Imported 2 brokers. The last one in this group is Loads and their invoices. I choose a file with three loads. Match the columns has two choices on top. Which carrier are these for? The Carrier column, or one carrier for all rows. And Loads that were already delivered: History only, or Still open. History only means the invoices, the driver pay and your fees were handled in the old program. These loads keep their old invoice numbers. LaneTally never sends them again, and never puts them on a driver pay statement or on your weekly fee invoice.

Still open means LaneTally makes their invoices, their driver pay and your weekly fees from now on. The table is longer, because a load has more: the load number, the carrier, the driver and the broker, the pickup and delivery places and dates, the miles and the rate, and the invoice number, the dates and the status. The check: 3 new loads. Press Import 3 loads. Imported 3 loads. Past imports now lists them all, newest first, each with its own Undo this import. Show all opens the older ones. Now the second group, My business.

First, My books. This is for a file from QuickBooks or from your bank. I choose a QuickBooks list. Under the box, a tip says: to start the year right, add your bank balance as one entry with the category Opening balance. The file starts with three title lines, like the report name and the dates. LaneTally found the real header row on its own. Into which books? My own books, or a carrier that shares theirs. A note says carrier books show here only when the carrier shares them with you. Money out in this file is: let LaneTally tell, which is recommended, negative numbers, or positive numbers with money in as negative.

And a box: keep rows that are exactly the same, for two real purchases on the same day for the same amount. The table has the date, which is needed, the description, who was paid, the category, the amount, money in, money out, and a reference number. The check says: 7 new. And it adds up the new entries: $4,900.00 money in, and $415.35 money out. Compare these with your old program totals for the same dates before you import. Each row gets a LaneTally category, like Income, Software, Phone, Office and Advertising. Press Import 7 book entries.

The message says it was imported, and can be undone. Next, My past fee invoices. These are the weekly invoices you sent your carriers in your old program. I choose a file with three of them. Which carrier are these for? The Carrier column, or one carrier for all rows. A note says they come in as history: they keep their numbers, are marked paid or sent, and are never sent again. Unpaid ones show in My invoices, so you can mark them paid. The table: invoice number, carrier, the week it starts, the amount, the status, and the sent, paid and due dates.

The check: 3 new fee invoices. Press Import 3 fee invoices. The message says: Imported 3 fee invoices. You can undo it below. The last one is Papers and renewal dates. I choose a file with three papers. Whose papers are these? Let LaneTally tell from the columns, or all mine, all the carriers, or all the drivers. A note says only the list and the due dates come in. You attach each file later in Documents, so the renewals start working right away. So the papers themselves are not imported, only their names and dates.

The table: the paper type, the expiry date, whose it is, the carrier and the driver. The check: 1 new, 1 already in LaneTally, and 1 with a problem. The first row, a medical card for a driver, says Problem. That driver is not in LaneTally yet, so the drivers have to come first. The business license says Already in LaneTally. My business already has this paper. The certificate of insurance for Harbor Line is New. A short paper name, like Business license, finds the full LaneTally name. A name it does not know comes in as Other, and the check says so in yellow, with the list of LaneTally paper names.

Press Import 1 paper. The message says: Imported 1 paper. You can undo it below. Last, the files that are not taken. Say I choose a PDF. A message says: Use a spreadsheet, .xlsx or .csv. PDF papers go in Documents on each carrier or driver. Now an old Excel file, ending in .xls. The message says: this is an old Excel file. In Excel, use Save As, and pick .xlsx or .csv, then drop it here again. The limits are 15 megabytes, and 20,000 rows. Take out your data. The first button is Download everything, one Excel file, .xlsx.

It says: one file, with a tab for each list below. I press it. The message says: Saved LaneTally export Oct 7 2026.xlsx, one Excel file with 13 tabs. It is an Excel file. The first tab is a READ FIRST page. Then Carriers, Drivers, Trucks and trailers, Brokers, Loads, Freight invoices, Weekly fee invoices, Book entries, Papers and renewals, Driver pay history, My business details, and a Papers list. Under it, each list can be downloaded by itself. The first group is My business: your own company. My business details, 11 rows, My weekly fee invoices, 95 rows, Books, mine, and the carriers who share theirs:

1,152 rows, and Papers and renewal dates, mine, my carriers and drivers: 30 rows. The second group is My carriers, and what belongs to them. Carriers, 3 rows, Drivers, 7 rows, Trucks and trailers, 14 rows, Brokers, 3 rows, Loads, 72 rows, Freight invoices to brokers, 71 rows, and Driver pay history, 51 rows: the paid weekly pay statements of the carriers that share their books and pay. Every list has its own Download CSV button. I press the one for Loads. The message says: Saved LaneTally Loads Oct 7 2026.csv, 72 rows. It opens in Excel or Google Sheets.

A list comes as a CSV file, with the date in its name. Excel, Google Sheets and many other programs open it. A note under the lists says: each list downloads as a CSV file. Files are made on this device and not sent anywhere. Papers, the PDFs and the photos, stay in Documents, where each one can be downloaded. The last note: Download everything also has the list of papers with their file names. It cannot include the paper files themselves, passwords, or LaneTally records. In your own account, it also has every record of your company as it is saved, so the company can be put back.

This example file does not. The last card is for your accountant: books for QuickBooks. It says: send your books to QuickBooks, Xero, Wave or your accountant's program. Each LaneTally category goes to its own account, so the totals match. Books: my own, or a carrier that shares theirs. Year: 2026, or All years. And the name of your bank account in QuickBooks. It starts as Checking. A line adds it up: 88 entries, money in $15,356.00, paid out $12,380.00. That is every entry, owner draws too. Check the totals in QuickBooks against these after you import.

Three buttons: QuickBooks Online, a zip file, QuickBooks Desktop, which is a file ending in .iif, and Xero, Wave and others, a CSV file. These make files that you import yourself. LaneTally does not connect to QuickBooks, Xero or Wave. I press QuickBooks Online. The message names the zip, with 88 entries for QuickBooks Online. Open the zip and follow READ ME. The zip has 3 files: the chart of accounts, the journal entries, and a READ ME with the steps to import them. Every entry has two lines that balance. Now QuickBooks Desktop. The message says where to import it in QuickBooks Desktop:

File, Utilities, Import, IIF Files. And the CSV for Xero, Wave and others. It has four columns: Date, Description, Amount, and Category. The books note says it again: not tax, legal or financial advice. Check with your accountant or tax professional. Last, the year switch. I pick All years. And the entries and totals change with it. What does a carrier owner get? Their menu has an item called Export my data, under Tools. The title is Export my data. It says: download a copy of everything about your company, for your records or to move to another program.

There is no import here. This page only has the export. Download everything is the same: one Excel file, with a tab for each list. Under it: Or one list at a time. Only your own company. Never other carriers. My company, 1 row, Drivers, 4 rows, Trucks and trailers, 8 rows, Loads, 56 rows, Freight invoices, 55 rows, Dispatch fee invoices, 81 rows, Book entries, 984 rows, Papers and renewals, 16 rows, and Driver pay history, 51 rows. The note says the same: each list is a CSV file, made on the device, and papers stay in Documents.

The books card is here too: 333 entries, money in $157,060.00, paid out $151,727.61. Same three buttons: QuickBooks Online, QuickBooks Desktop, and Xero, Wave and others. Downloads work in this preview too, because a download changes nothing. I press Download everything. The message names the Excel file it saved, with only this company in it. On a phone, Import and export is under More. In the list, it is next to My business. Press Import and export. The title and the text under it are the same. The five buttons of My carriers wrap onto two lines.

The big box is the same. Tap it to choose a file from your phone. Take out your data comes next, with the same lists, one under the other. Download everything is the first button. Each list has its own Download button on the right. And the books card has the same three buttons. That is the whole Import and export page. Your data comes in from Excel or CSV, you check it before it is saved, and every import can be undone. And you can take a copy of everything out: one Excel file, one CSV per list, and files for QuickBooks, Xero, Wave or your accountant.

LaneTally is dispatch and accounting software, now in beta. If this video helped, subscribe, and follow us on our other platforms, links in the description. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

Still texting photos of receipts to your dispatcher? Getting "where are you?" calls all day? Or losing the BOL somewhere in the truck? This is the LaneTally driver app. Driver and dispatcher work in one app, always in sync. Your load and its stops, receipts, chat, your pay, and your papers, all on your phone. Every tap you make updates your dispatcher right away. You can try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video: Today and your stops, waiting time, the BOL and delivery photos, receipts, chat, fuel, your papers, your pay, the duty switch and Spanish.

At the end, what your dispatcher sees, and what the broker will see. Chapters are in the description. Subscribe so you see the next how-to videos, and follow us on our other platforms, links in the description. The driver app opens on Today. At the bottom of the phone: Today, Receipts, My pay, Chat, and More. At the top, the duty switch. It says On duty: your dispatcher sees your stop updates. While a load is on the road, you stay on duty. Tap the switch. It says Finish your load first. Deliver it, then you can go off duty.

Tap OK. Under it: Hi, Marcus. Here is your load. This alert says the medical card has 21 days left. We come back to it in the papers part. The dark card is your load. At the top, the status, On the road, and the load number, LB-1041. Then a small map with the stops, numbered in order. Under the map, the stops. Stop 1, the pickup in Miami, is done. Stop 2, the drop in Atlanta, is next. Each stop shows the appointment time, and the average wait at that place. Stop 3 is the delivery in Charlotte.

Truck and load: truck T-101 and trailer TR-11. And the note from dispatch: Gate 3, call on arrival. No need to scroll through texts to find it. Navigate to stop 2 opens Google Maps with the address filled in, or Apple Maps. Under it, I finished stop 2. We use it in a moment. Your trip shows when the load was accepted, when you got on the road, and delivered: not yet. The button to deliver the load shows at the last stop, so you finish your stops first. Paperwork has two photo boxes: the BOL and the delivery receipt.

And the last line: on duty, your dispatcher sees your stop updates. Broker tracking says Ready on launch day. We show it at the end. Let's drive the load. First, tap the small map. The route opens: LB-1041, the route. Five buttons show places on the map: diesel, parking, rest areas, weigh stations and Walmart. The map shows the stops in order, and the truck. Under the map: live truck position, GPS. It says Ready on launch day. Then the stops again. The next one is orange. Each stop has a Navigate button, and Apple Maps.

These are car directions, so check truck restrictions on the way. The trip plan: 517 miles, about 8 hours 55 minutes of driving. Each leg has its miles and driving time, and it suggests a fuel stop. HOS breaks, weather alerts and exact road miles are ready on launch day. Close the route with the X. You are unloaded at the drop in Atlanta. Tap I finished stop 2. Stop 2 done. Next: stop 3. Now the drop says done, and the delivery in Charlotte is next. Your dispatcher gets this note right away, so there is no "where are you?" call.

You see it on their side at the end. At the last stop, the button is I delivered the load. And a new card shows up: Waiting time at the delivery. When you get to the delivery, tap I arrived at delivery. Your phone saves the time you arrived. It says you are waiting at the delivery. Three hours later, the truck is unloaded. Tap I am unloaded and leaving. It shows how long you waited: 3 hours, from the time you arrived to the time you left. That is more than the free time, so the button Ask for detention pay shows up.

Tap it. It says you waited 3 hours at the delivery. Your dispatcher decides the amount and tells the broker. What happened is optional. Type it, like Dock was full, waited at the gate. You can add a photo of the signed in and out times. Brokers pay faster with it. Tap Send to my dispatcher. Now the card says Sent to your dispatcher. They will check it. No arguing over times later: the times were saved when you tapped. Now the paperwork. Scroll down to Paperwork. Tap Photo of BOL. The phone camera opens, and you take the photo of the bill of lading.

It says Added. Your dispatcher can see it. The photo stays on the load, so the paperwork is not lost in the truck. Now, tap I delivered the load. Before you finish, it asks how many stops you made in total. This load has 3 stops. Change it only if you made more or fewer. Tap I delivered the load. Delivered. Now it asks for the signed delivery receipt, because the broker does not pay without it. The BOL photo you took is already here. Tap Photo of delivery receipt, and take the photo of the signed receipt.

Both papers are on the load now, and your dispatcher can see them. Under it: Waiting for your next load. A new load shows here the moment it is booked. From here you can add a receipt, chat with dispatch, or open My pay. Next, tap More. More holds My loads, Fuel, and My paperwork. Tap My loads. My loads lists your loads, newest first. Each card has the load number and its status, where it goes, the pickup and delivery times, and the miles. Older loads say Delivered. Tap a load to open it.

It has the route and the map, each stop with Navigate, and the paperwork photos, so a BOL or a delivery receipt can be added later, from here too. Below: the truck and trailer, and the details of the load. And the note from dispatch. The X closes it. Now receipts. Tap Receipts. Fueled up, paid a toll or a scale, parked, or got a repair? Take a photo and send it. Tap the box to take a photo of the receipt. The photo is in. What is it for? Pick Fuel. Total: type 142.60.

Both are optional. Only the photo is needed. Tap Add details if you want to add more. Gallons: 38.5. The state where you bought the fuel. Here it is Georgia. How did you pay? Company card, or your own money, when you need it paid back. And a note, if you want. This blue line says the receipt goes with load LB-1041. Tap Send receipt. It is at the top of My receipts: Fuel, $142.60, Sent. While it waits for your dispatcher, you can tap Change, or Take it back. Once your dispatcher approves it, it says Approved, like this one.

No more texting photos: the receipt goes straight to your dispatcher, with its photo. You see it land on their side at the end. Next, Chat. The badge says there is 1 new message. Tap Chat. Talk to your dispatcher, your owner, or everyone at once. The group chat is everyone at Bluewater Freight LLC: the owner, the dispatcher and the drivers. Private chats: Dispatch, and The owner. New private chat starts one of these. The Dispatch chat is open. Only you and your dispatcher can see it. Alex, the dispatcher, wrote: Marcus, call me when you get to Valdosta.

The message carries the load number, LB-1041. Tap it to open the load. Your answer is on the right, with the time. Let's write a new one. Tap Write a message. Unloaded in Atlanta. Heading to Charlotte now. Under it, pick the load it is about: LB-1041. Writing it with AI says Ready on launch day. The camera button sends a photo in the chat. Tap Send. Your message is in, with the load and the time. Your dispatcher gets it at once, so no more "did you get my message?" Delete takes back your own message.

Next, fuel. Tap More, then Fuel. Fuel. The map around you, with diesel, rest areas and Walmarts, and diesel prices shared by drivers. Around you: your truck, your load, and where you are. These buttons turn places on and off: diesel, parking, rest areas, weigh stations and Walmart. The map, with your truck in the middle. Under the map: live truck positions, GPS. Ready on launch day. Next, diesel prices, cheapest first. Each one has the station, the city, the date, who shared it, and the price per gallon. Last, I just fueled up. Share the price you paid, so other drivers see it.

Station name: Exit 41 Travel Plaza. City and state: Atlanta, GA. The diesel price per gallon: 3.704. Tap Share this price. Thanks. Other drivers can see this price. It is in the list now, with today's date and your name. Now your papers. Remember the alert: the medical card has 21 days left. Tap Send my new paper. It opens that paper. Replace or update: Medical card. What it is: Medical card. Expires on: pick the date on the new card. Then tap the box and take the photo of the new card. Reading the file with AI is ready on launch day.

Tap Send. It is sent, and your dispatcher gets a note to check the new card. The alert is gone from Today. To see all your papers, tap More, then My paperwork. My paperwork: your CDL, medical card and other papers. Your dispatcher is told when you send one, and checks it. The medical card now says it is waiting for your dispatcher to check it. Each paper has the file, the date it expires, and the days left. Replace or update sends a newer copy. Send a paper adds a new one. What it is: a CDL, medical card, driving record, drug test, and more.

We close it with the X. At the bottom, your phone and emergency contact. Change edits them. At the top, Roadside check: show my papers. Tap it. Everything an officer asks for, in one place. The line on top says what needs attention. Here, the BOL for LB-1041, because its photo is not taken yet. Then your papers: the CDL and the medical card. Tap Show this paper. The paper opens on the phone, to hand to the officer. In the demo it is an example page. Close. Below: your truck and trailer papers, the company papers, and your load.

Money papers, rates and fees stay private. Now My pay. Tap it. Your pay statements, one for each week. Only you and your carrier can see them. The gray line says Information only: your pay comes from your carrier's records. Not tax advice. Last week: September 28 to October 4. Not paid yet. What you will get: $387.75. Tap Open statement. The statement has the load, the miles, the pay for the load, and the net pay. Close it. This week so far: $0, from 0 delivered loads, and about $381.15 more when LB-1041 is delivered.

This blue line: approved detention and extra stops are added to that week's pay by themselves. Your trips: every delivery, with the miles, loaded and empty, and what you made. LB-1038: 705 miles, $387.75, 55 cents per mile. How you are paid says how your pay is figured. Then the weekly pay statements, one for each week, with Open. And at the bottom, your tax papers from your company's accountant. LaneTally does not make tax forms. Back on Today, after the delivery. No load is on the road now. So the duty switch can go off.

Tap it. Go off duty: while you are off duty, no stop updates are shared and nothing is recorded. Your dispatcher will see that you are off. Back on duty on is optional. LaneTally reminds you to turn it back on. Tap Go off duty. Now it says Off duty: nothing is shared with your dispatcher. When you start again, tap it once more. On duty, and your dispatcher is told. LaneTally speaks Spanish too. At the top, tap EN. Pick the language for your screens. Only you see this choice. Tap Español. Every screen is in Spanish now: the duty switch, the greeting, and the menu at the bottom.

Your dispatcher keeps English on their side. To go back, tap ES, then English. And the three dots at the top hold Light or dark. Now the dispatcher's side, on a computer, right after the driver's taps. The bell has a note for each thing the driver did. Click it. The new medical card, the message, the receipt photo, the BOL photo, the detention request, and stop 2 finished. Each with the time. Close the bell. Open Chat. The driver's message is already here, with the load. Now Carrier books. Under Receipts from drivers, the fuel receipt is waiting: $142.60, from Marcus Reed.

Click Review. The photo the driver took, and what they filled in. Approve adds it to the books with its photo. Click it. Added to the books with its photo. On the driver's phone, the receipt now says Approved. Now the load. Open Loads. Click LB-1041. The stops: Atlanta is done, and Charlotte is next. Paperwork from the driver: the BOL photo is on the load. The signed delivery receipt is not sent yet. And the detention request waits for review: the dispatcher decides the amount and bills the broker. Further down: Tracking for the broker.

This is a preview of what the broker will see. One dot for each stop, filled up to the stop the driver marked. And the steps: accepted, departed, stop 2 done in Atlanta, and delivered, waiting. The broker sees each stop as the driver marks it. This is ready on launch day, as the tag says. The broker tracking link is ready on launch day too. That is the LaneTally driver app: stops, photos, receipts, chat, papers and pay, and the dispatcher sees it all, right away. LaneTally is dispatch and accounting software, now in beta.

The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.

Your dispatcher books your loads. But do you know what happens with your loads and your money? Are you really making money on every mile? And where is that insurance paper you need to renew? If your dispatcher uses LaneTally, you, the carrier owner, get your own login and see all of it. And you don't pay for it: carriers that use a dispatcher on LaneTally never pay. Your dispatcher has the subscription. In one place: your loads and where they are, freight invoices, and what you owe your dispatcher, driver pay, your own books, cost per mile, IFTA and profit, your papers and renewals, and chat with your dispatcher.

You can try it free at lanetally.com/demo: no sign-up, no card, fake data. In this video: Home, your loads and the dispatch fee, the fleet, chat, invoices, driver pay, your books, cost per mile, IFTA, finance, papers, your dispatcher, privacy, export, and the phone. Chapters are in the description. Subscribe so you see the next how-to videos, and follow us on our other platforms, links in the description. This is your Home. Top left: carrier owner, Bluewater Freight LLC, dispatched by Alex Dispatch LLC. Below it, the menu: your loads, chat and fleet, My company, Money, and Tools.

At the top of Home, live, as it happens: what your drivers and your dispatcher just did. For example, a receipt photo from Marcus Reed, and the load he is driving. The AI summary of your day is ready on launch day, as the tag says. This line says 3 papers expire soon. Then four tiles. On the road: 1 load, and 1 more booked and waiting. Your cost per mile: $1.75, from typed numbers. Not booked yet: 1. Your dispatcher books them. And profit by week. This week: $1,668. Needs your attention: LaneTally checks your loads and invoices, and points things out.

You decide what to do. For example, LB-1042 is booked for Elena Cruz, who is off duty. And your certificate of insurance is due soon. Where the trucks are: each driver, the truck, and where it is. Live GPS is ready on launch day. It is shared only while the driver is on duty. And your recent loads, with what each one pays. Now My loads. Every load for your trucks, with the money and the miles. Tabs filter the list: not booked yet, booked, on the road, delivered and cancelled. Click On the road.

One load: LB-1041, Miami to Charlotte, with Marcus Reed. It pays $2,480, about $3.79 per loaded mile. Click it to open the load. The route on a map, and the stops: the pickup in Miami is done, and Atlanta is next. The driver, the miles, loaded and empty, and the miles by state. Then the money: freight $2,480, factoring 3%, the dispatch fee, 8%, $198.40, and what you keep before costs: $2,207.20. Paperwork from the driver: the BOL photo and the signed delivery receipt show here when the driver sends them. Tracking for the broker: the broker sees each stop as the driver marks it.

This is ready on launch day, as the tag says. Close it. Now the dispatch fee, with LB-1042. Click Booked. Tampa to Nashville, $2,750. Open it. Freight: $2,750. But $100 of it is extra charges. The dispatch fee is 8% of the $2,650 load rate, not of the extras. The line under the fee says so. 8% of $2,650 is $212. Factoring is 3% of the whole $2,750: $82.50. So you keep $2,455.50 before your costs. The broker tracking link is ready on launch day too. Close the load. Next, Fleet. Each truck and how its load is going.

Marcus Reed, truck T-101, on duty, with LB-1041 on the road. The next stop is Atlanta, with the appointment time. The map shows an example position. Live GPS is ready on launch day. Elena Cruz is off duty until October 12, so there are no stop updates. Derek and Luis are on duty, with no load: available. Now Chat. A group chat with everyone: you, your dispatcher and all your drivers. And private chats. Dispatch is only you and your dispatcher. One private chat with each driver. Here is the Dispatch chat. Only the people in it can see it.

Let's ask about the load. Type the message. Pick the load it is about: LB-1041. Writing it with AI is ready on launch day. Click Send. Your dispatcher sees it right away, with the load, and gets a note on the bell. Now Freight invoices. Freight invoices are made from the loads, one per load, and go to the broker. Waiting to be paid: the freight still owed by brokers, and what is not billed yet. Ready to send, missing paperwork, and paid: $157,060 this year, added to your books. The last tile: what you owe your dispatcher.

Right now, nothing. And this week so far: $198.40 more when the load on the road is delivered, and $212 more once the booked load is picked up. Billed after Sunday. So you see the fee before the bill comes. Below: Freight invoices to brokers. Your dispatcher sends these for you. Filters by status: draft, sent, paid, and more. Let's open invoice 1053. It is billed to Pinecrest Brokerage, for load LB-1038, Atlanta to Miami. $1,980, paid. Balance due: zero. You can download it, or print it or save it as a PDF. Close it.

Next: Weekly dispatch fee invoices from your dispatcher. What you owe your dispatcher each week. Open D-1002. From Alex Dispatch LLC to Bluewater Freight, for the week of September 28 to October 4. One load: LB-1038, a load rate of $1,980, 8%, so the fee is $158.40. Paid. Each line shows the load it comes from, so you can check every fee. Close it. Your dispatcher makes the invoices and marks them paid. When one is paid, it goes into your books on its own. Now Driver pay. Pay your drivers and pay yourself. Each payment marked as paid is added to your books.

Two switches. Payroll in LaneTally: drivers get weekly pay statements on their phone. And Let my dispatcher do my books and pay. More on this one later. To pay your drivers: $387.75, not paid yet. Paid to drivers this year: $34,467.25. How each driver is paid: Marcus gets 55 cents a mile, and Elena gets 25% of the load rate. Extra payment, an advance, or a pay change, right here. Weekly pay statements: one per driver per week, made from the delivered loads. Open Marcus Reed's statement for September 28 to October 4. The load, the miles, the pay, and what was added or taken off.

Net pay: $387.75. Mark as paid adds it to your books. Close it. The yearly pay summary: what each driver earned in the year, for your accountant. Download it as a PDF or a spreadsheet. Now the Owner tab. Left in the books, a set-aside for taxes, and what is available to take. Pay myself: an owner draw or a salary, added to the books. Now My books. Your own books. The line at the top says who can see them: now, shared with your dispatcher. For my accountant: your year in one packet, made from your records.

Money in this year, expenses, and an estimate of the profit. A year packet PDF to print, or everything in one zip file. Nothing is sent to anyone: you download it and share it yourself. Here is the switch: Let my dispatcher do my books and pay. We come back to it in the privacy part. Then the month: October. Money in, money out, and what is left over. Receipts from drivers: photos sent from the driver's phone. A fuel receipt from Marcus, $412.18. Click Review. What it is for, the amount, the gallons and the state, for IFTA.

Reading the photo with AI is ready on launch day. Click Approve and add to the books. Approved, and in the books with its photo. Entries: every money in and money out. Every change keeps who made it and when. The Bookkeeper: drop your bank statement here, and approve each line before anything posts. Reading a statement with AI, and a live link to the bank, are ready on launch day. The lines below are examples, marked Example. Now Cost per mile. All costs divided by all miles, loaded and empty. Now it says $1.75 a mile, from typed numbers.

LaneTally now has enough history: delivered miles and costs from the books give $2.51 a mile. Click Switch to From LaneTally. Now $2.51 a mile, from your loads and your books, nothing typed twice. The dispatch fee is not part of the cost per mile: your dispatcher's Worth it check takes it off each load. Where the money goes: fuel, driver pay, truck payments, maintenance, insurance, and more. And the cost per mile of each driver. Now IFTA. The fuel tax report every 3 months: miles driven and fuel gallons bought in each state. LaneTally builds it from delivered loads and fuel receipts, nothing typed twice.

Pick the quarter here. This quarter: Florida, 413 miles, and Georgia, 292 miles. Gallons bought: 102.1, an average of 6.90 miles per gallon. Download it as a CSV that opens in Excel. LaneTally gives the miles and gallons. It does not file the return. Check them before filing. Miles by state from the truck's GPS: ready on launch day. Now Finance: how your company is doing. Weekly, monthly or yearly. Money in this month so far: $4,290, money out: $2,432.20, and the profit: $1,857.80, before taxes. Profit per mile: $2.64. It is the profit divided by the miles of delivered loads: $1,857.80 divided by 705 miles. $1,857.80 ÷ 705 miles = $2.64 a mile.

Asking AI about these numbers is ready on launch day. The charts: money in and money out, month by month, and profit by period. A column below the line is a loss. Where the money goes, with the dispatch fees on their own line. And your best brokers, by freight. Click Yearly to see the whole year. Now the four numbers are for this year so far. Now Papers and renewals. Your company's papers and everything that expires. What expires first is on top. Expired: none. Coming up: 3. All good: 15. Coming up: the certificate of insurance, Marcus's medical card, and the yearly inspection of T-101.

Your papers: insurance, registrations, permits, the MC authority letter. Click Send a paper to upload a new one. Your dispatcher has it right away. Pick what it is, the date it expires, and the file. Close it. Email and text reminders are ready on launch day. Next, My drivers. Your drivers: duty, the driver file, and what is missing. Your trucks and trailers, the carrier documents brokers ask for, and your company details. Then the Your dispatcher card: what your dispatcher does for you, and what you can change. Dispatcher: Alex Dispatch LLC. Dispatch fee:

8% of the load rate. Billed once a week, Monday to Sunday. Your dispatcher can book loads for your trucks and send them to your drivers, make your freight invoices, send them to the brokers and mark them paid, bill the dispatch fee once a week, and see and do your books and driver pay, because you turned that on in My books. What you can change: your own drivers, trucks, company details and documents. Your dispatcher sets these. The dispatch fee, the loads and the invoices stay with your dispatcher. If something should change, ask in Chat.

Now privacy. What does your dispatcher see? In My books, the switch: Let my dispatcher do my books and pay. Now it is on. Turn it off. Off: your books and payroll stay private to you. Your dispatcher sees only one number: your total cost per mile, for the Worth it check on new loads. Not your entries, your costs or your driver pay. The top of the page says it too: your own books, private to you. And the Your dispatcher card on My drivers says the same. Your dispatcher can see only one number from your books: your total cost per mile.

Not your entries, costs or driver pay. You can turn sharing back on at any time, in My books. Last on the menu: Export my data. Download a copy of everything about your company, for your records or to move to another program. Click Download everything: one Excel file, with a tab for each list. Saved. Or one list at a time: loads, freight invoices, dispatch fee invoices, book entries, and more. Only your own company. Never other carriers your dispatcher works with. And your books for QuickBooks, for your accountant. On a phone, it is the same LaneTally.

At the bottom: Home, My loads, Chat, Fleet, and More. The same Home: the live line, papers to renew, and the tiles. Tap More. Everything else is here: My drivers, Papers and renewals, Freight invoices, Driver pay, My books, Cost per mile, IFTA, Finance and Export. Tap Freight invoices. What you owe your dispatcher, on your phone. Now tap My loads. Each load is a card: the route, the driver, the status and the pay. Tap LB-1041. The stops, and the money, with the dispatch fee. That is LaneTally for the carrier owner: your loads, your invoices, your pay, your books and your numbers, and your dispatcher's work, all in one place.

LaneTally is dispatch and accounting software, now in beta. The demo needs no sign-up, no card, fake data: lanetally.com/demo. If this video helped you, subscribe for the next how-to videos. And follow us on our other platforms, links in the description.