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Paperwork for direct customer

Discussion in 'Experienced Truckers' Advice' started by AlphaRaptor, Nov 9, 2021.

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  1. Nov 9, 2021 #1
    AlphaRaptor

    AlphaRaptor Bobtail Member

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    Nov 9, 2021
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    I have a family member with a small business asking us to move a load for them next month. We are happy to do so as a favor, and save them a ton versus letting brokers be involved. Therein lies the question, as I have yet to schedule a load without a broker and want to do things by the books. Will just a BOL and invoice suffice, or will we need some version of Rate Confirmation for direct shipments?
     
    AlphaRaptor, Nov 9, 2021
    AlphaRaptor, Nov 9, 2021
    #1
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  3. Nov 9, 2021 #2
    Dockbumper

    Dockbumper Road Train Member

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    Take payment in CASH......run late at night.....dodge all scales......Go full blown OUTLAW!!! LOL:biggrin_25523:
     
    Dockbumper, Nov 9, 2021
    Dockbumper, Nov 9, 2021
    #2
  4. Nov 9, 2021 #3
    Lazer

    Lazer Road Train Member

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    Make it abundantly clear, what the charges will be. Doing business with family can be a recipe for disaster. Too many chances of the relationship going sideways. Do not make this a habit, be clear on the charges.
     
    Lazer, Nov 9, 2021
    Lazer, Nov 9, 2021
    #3
    Lite bug Thanks this.
  5. Nov 10, 2021 #4
    AlphaRaptor

    AlphaRaptor Bobtail Member

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    Nov 9, 2021
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    I appreciate the advice, Lazer, but still looking for clarification on the paperwork side of things.
     
    AlphaRaptor, Nov 10, 2021
    AlphaRaptor, Nov 10, 2021
    #4
  7. Nov 10, 2021 #5
    cgilliland

    cgilliland Medium Load Member

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    depends if you have your own authority. if you do, the BOL is sufficient to keep you legal from carrying stolen goods. you could do a ratecon if you think there is any chance of confusoin on the charges with the family. if you are leased on it should go through them.
     
    cgilliland, Nov 10, 2021
    cgilliland, Nov 10, 2021
    #5
    nikmirbre Thanks this.
  8. Nov 10, 2021 #6
    nikmirbre

    nikmirbre Road Train Member

    5,558
    10,254
    Jul 27, 2011
    High Point NC
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    Id tell my family member that youre gonna do the same thing you would with a broker. Youll invoice them. As far as "needing" a rate confirmation I would certainly sign something with them so youll have the amount to invoice them.
     
    nikmirbre, Nov 10, 2021
    nikmirbre, Nov 10, 2021
    #6
  9. Nov 10, 2021 #7
    Short Fuse EOD

    Short Fuse EOD Road Train Member

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    Jul 29, 2015
    Midwest
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    Deleted
     
    Last edited: Nov 10, 2021
    Short Fuse EOD, Nov 10, 2021
    Short Fuse EOD, Nov 10, 2021
    #7
  10. Nov 10, 2021 #8
    cgilliland

    cgilliland Medium Load Member

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    Mar 13, 2017
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    well said but i think he is more interested in DOT compliance than the money
     
    cgilliland, Nov 10, 2021
    cgilliland, Nov 10, 2021
    #8
  11. Nov 10, 2021 #9
    snowwy

    snowwy Road Train Member

    20,595
    13,317
    Jul 6, 2009
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    All you need is a blank bol filled out.

    Lotsa oil freight on flatbeds get no bills.
     
    snowwy, Nov 10, 2021
    snowwy, Nov 10, 2021
    #9
  12. Nov 10, 2021 #10
    AlphaRaptor

    AlphaRaptor Bobtail Member

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    Nov 9, 2021
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    K. Sounds like I will be fine with their BOL and a generic rate con and invoice, business as usual. I appreciate the feedback all.
     
    AlphaRaptor, Nov 10, 2021
    AlphaRaptor, Nov 10, 2021
    #10
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