Dispatch & Logistics
Carrier Packet Checklist
Track which onboarding documents you have for a carrier and print a clean sheet. The sheet builds itself as you go.
- Runs in your browser
- Printable sheet
Which documents do you have?
Your checklist sheet
Your sheet appears here
How to use the checklist
Enter the carrier details
Name, MC / DOT, contact and equipment. Leave anything blank that you don’t have yet.
Mark each document
Received, Missing or N/A. Add the COI and MC authority expiry dates to get a warning before they run out.
Print or copy
Save PDF / Print prints only the sheet; Copy summary gives you text for email or chat. Next, send the load details with the Load Confirmation Generator.
How completion is counted
A planning and record-keeping aid, not legal or compliance advice.
- Completion
- Received documents out of the documents that apply. N/A documents don’t count, so a carrier without factoring can still reach 100%.
- Expiry warnings
- A warning appears when the COI or MC authority date has passed or is 30 days away or less.
- Privacy
- Everything stays in your browser. A draft is kept only if you switch it on.
Planning the first load? Try the Trip / ETA Planner, and check the rate with the RPM & Profit Calculator.
Questions
What is in a carrier packet?
The documents a broker or dispatcher collects before a carrier hauls a load. This checklist covers the eight in our list: W-9, insurance certificate (COI), MC authority, voided check, NOA (if the carrier uses factoring), driver license, truck/trailer info and the broker setup form. Brokers may ask for others, so always check their own requirements.
What is an NOA, and when do I mark it N/A?
A Notice of Assignment tells a broker to pay a factoring company instead of the carrier. If the carrier doesn’t use factoring, mark NOA as N/A: N/A documents are left out of the completion count, so the carrier can still reach 100%.
Are my entries uploaded or saved?
Nothing is uploaded. By default nothing is saved either, so a refresh clears the form. If you switch on “Keep a draft on this device”, the entries are kept in this browser only until you press Clear draft or clear your browser data.
How do I save the checklist as a PDF?
Press Save PDF / Print and choose “Save as PDF” as the printer. Only the checklist sheet prints, not the rest of the page. On phones, the print screen offers Save as PDF or Share.