Daily Organization

Discussion in 'Questions From New Drivers' started by jowsuf, Jun 15, 2013.

  1. jowsuf

    jowsuf Light Load Member

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    Jan 18, 2013
    Seattle
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    This may seem like a funny question, but I'm curious to hear what other drivers do. I'm curious as to the different ways drivers keep their daily paperwork and information organized. For example, my mentor uses a couple of spiral notebooks and writes all the load specifics (addresses, B/L #s, weights, delivery dates/times, etc) on one and the fuel route on the other for quick reference. As far as paperwork goes, I'm curious how everyone keeps all their things like bills of lading, scale tickets, scan sheets, and all that stuff organized in the truck and how long to hang on to them. It's a pretty goofy question to ask, but I'm terrible as far as organization goes and I want to start good and efficient habits.
     
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  3. CCJR76

    CCJR76 Light Load Member

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    Oct 15, 2012
    Jacksonville, FL
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    With my company, Rinaudo heavy haul, we use a three ring binder that has those clear pouches and each one is labeled fuel receipts, scale, bol, etc.. hang on to it until I get back to the yard. Works pretty good for me.
     
  4. Casual Trucker

    Casual Trucker Medium Load Member

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    Sep 7, 2012
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    Get your self a GOOOOOOOOOOD I Phone
    Get your self a GOOOOOOOOgle DOC Account
    Scan Everything & Email it to your GOO GOO Account
    Get your self Manila envelope
    Mark Each Envelope with a marker Trip # Such & Such
    Each Trip you put all your Junk in that Envelope with the trip # on it.
    When U Get Home Unload All Your envelope's to your computer or Filing Cab.
    So Go See How She Does it
    http://youtu.be/1FQ0Lo0nAyM :biggrin_25517:
     
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  5. Pmracing

    Pmracing Road Train Member

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    Jan 28, 2011
    Arlington Heights, IL
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    I carry a small leather cover notepad similar to this.

    Hard-Cover-Notebook-6786.jpg

    It fits in my pocket so it is easy to carry into shipper/receivers.

    I use a clipboard for holding current trip paperwork. Bills, scan cover sheet and weigh scale tickets etc...

    Once they are scanned I have a letter sized box they go in. I have never been asked to rescan bills older than a month (or supply the scan number and date) but I still keep them for way longer.

    Mikeeee
     
  6. Allow Me.

    Allow Me. Trucker Forum STAFF Staff Member

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    May 28, 2009
    Rancho Mirage, Ca.
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    Yeah, I'm not a high tech guy and I used manilla envelopes, one envelope per trip. Put everything pertaining to that trip in the envelope. Nothing is loose, everything's in the envelope. At the end of the trip, stick it somewhere and start a new one. PRO # and start/end date on the outside of the envelope. When you get home, put all the envelopes in a file. If you have to refer back at any time, it's easy.
     
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  7. Pmracing

    Pmracing Road Train Member

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    Arlington Heights, IL
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    That seems like a lot of envelopes! Hehehehee Well, it would be for me doing between two and four trips a day.


    Mikeeee
     
  8. x#1

    x#1 Road Train Member

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    Dec 24, 2009
    Cherokee County, Alabama
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    like the above poster,i am NOT high tech.i do utilize a composition notebook,w/the rolled wire down the side,for writing down entry into each state,fuel purchases/mileage,directions for then and future reference because i do not use a gps but do get phone directions and cb directions if possible.my mileages for trips are written down in it as well.basically a driver diary. i have about 4 years worth of binders in my truck for referencing directions and what-not.pulling scrap metal takes me back to most shippers/receivers. i also use one of those older route-type organizers for receipts and etc.,i file them once at the house on weekends.

    i use loose leaf logs and always keep the required 2 weeks in the route do-hickey.after reading the posts here,i feel antiquated but my method works for me.being low tech,i am clutter free as i do not have a gps,qualcom,vorad,elogs,etc. but do use a cb,cellphone,detector at times,and a paper atlas.

    over time,you will stick w/the best option for you and that option will present itself after trial and error.
     
  9. jbourque

    jbourque Heavy Load Member

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    Oct 25, 2012
    south english iowa
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    i like things the easy way. and those manilla envelopes work like a charm.
     
    Last edited: Jun 15, 2013
  10. STexan

    STexan Road Train Member

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    Oct 3, 2011
    Longview, TX
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    Depends on how your company wants paperwork (hard copies) submitted. I like the idea of 1 large envelope for each trip, stored behind the seat or somewhere accessible. But the main thing is to be consistent, log each trip you make with the pertinent information that has all of the things you will be paid for. For me, I write this on the outside of each trip envelope ... (I had created a small app that I laod envelopes into a wide format printer when at home, and print a "form" on the back side of a bunch of blank envelopes that asked for the info I wanted to document)

    load number
    pu date/final date
    empty miles
    load city, final city
    loaded miles
    xtra stops/pu's
    possible detention pay
    tarped
    OSD?
    driver unload
    lumper charges
    tolls to be reimbursed
    other authorized cash receipts to be reimbursed
    cash advances taken
    any other notes unique and important to that load
    etc, depending

    then as your pay stubs are issued, reconcile the stub detail to your trip log data mentioned above and put some sort of a check mark or hi-lite in green each item when you see it was paid. If the numbers don't seem correct or was not paid, circle it, and call on those ASAP and note the phone conversation and the last disposition.

    There is much more information that could be noted (PU times, del times, appt times, shipper name, etc) but don't bog yourself down and waste time documenting stuff that is in the qualcomm system or in your log system already if you need to refer to it later for whatever reason.

    For those carriers that scan and don't request hard copies to be turned in when arrive at terminal, I recommend you not throw anything away for at least 45 days just in case someone in billing or damage claims runs into an issue and needs the original(s)
     
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  11. AZS

    AZS Honk if anything falls off

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    PHX, AZ
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    I like this idea
     
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