Truck Boss

Required before quoting

Assigned user

Choose or enter the team member this quote belongs to. The warning clears once this field is filled in.

Missing

Assigned user * Company Name

Customer & shipment

Inputs

Quote # Quote date Customer name

Type to search quickly, or browse the full consignee database. Customer email

No customer selected from consignee DB yet.

OriginPick from the list. To add a new origin, go to Tariff Manager. Destination cityPick from the list. To add a new destination, go to Tariff Manager. Rate from Pieces Description

Dimensions & rating

LengthWidthHeightQtyRemove

Factor Actual weight (lb) Area Rate break

Manual tariff override Billed weight (lb)

Cube0

Volume weight0 lb

Tariff rate$0.00

Accessorials

Tariff

Use tariff rating on this quote.

Airport Transfer

Min $10 or $0.03/lb, max $75. Auto-calculates from billed weight; override below if needed.

$

Fuel charge

Fuel applies to tariff + airport transfer. Use % or enter a flat dollar amount.

%$

Out Fee

Adjustable out fee added to the quote total.

$

Custom Fee

Custom-labeled fee. Enter your own header and amount.

$

Special

Add a workbook special rate to the total.

All In

Manual override of the whole quote — bypasses tariff, accessorials, and fuel. Use for airport recovery and other flat-priced orders given by the customer.

$

Manual adjustment Internal notes

🔍 Show fuel calculation breakdown

Live formula. Use this to see exactly how the fuel surcharge is calculated for this quote.

Unit converter

Tools

Kilograms → Pounds

Dimension converter (L × W × H)

Length Width Height

Length (in) Width (in) Height (in)

Quote summary

Customer-facing

Email greeting Customize the opening line of the Outlook email. Leave blank to use "Hello, [Customer Name]".

Quote preview

Outlook compose will open with the quote details in the draft body. Browser-only apps cannot directly attach a freshly generated PDF to Outlook without a backend or Microsoft Graph integration.

Saved quote library

Search, restore, duplicate, export, or delete previously saved quotes. Assigned user is shown on every saved quote.

Import JSON

No saved quotes yet. Save a quote to create your searchable history.

Tariff & city manager

Update destination cities, origin cities, and tariff rates used by the quote engine.

Admin tools

Destination cities

Pick an existing city to edit it, or enter a new city to add it.

Existing city New city name Area

Origin cities

Manage the list used in the Origin dropdown.

Existing origin New origin name

Area	Minimum	100#	1000#	2000#	5000#	Cap	Delete

Operations dashboard

Quote, load, invoice, and document metrics from the shared Truck Boss data model.

Live

Driver delivery updates

Review delivery notes, pictures, signatures, and proof submitted by drivers.

Operations

Operational reporting

Live rollup pulled from the quote library plus the integrated ops module.

Reports

Loads

Status, driver, truck, revenue, and source quote all stay linked.

Connected

Load	Lane	Driver	Truck	Status	Revenue	Actions

Quick load creation

Convert the current quote or a saved quote into a dispatchable load with driver and truck assignment.

Pickup date Delivery date Driver Truck / Unit

Dispatch notes

Upload Transfer / Order

For airport pickups and pre-priced orders sent by another company. Skip the quote step — upload the PDF order they sent you and create a load directly.

Customer / sender Order / Reference # Origin Destination Pickup date Delivery date Driver Truck / Unit Revenue ($) Pieces

Notes Order PDF

Dispatch board

Loads are grouped by lifecycle stage and stay connected to their originating quote.

Board

Documents

Rate confirmation, BOL, and POD placeholders are created automatically per load.

Compliance

Load	Rate Con	BOL	POD	Actions

Add consignee

Add or edit local customer records that merge with the uploaded consignee database.

Local DB

Customers directory

Browse the merged consignee database, local additions, and quote activity records. Load any customer directly into the quote form.

0 customers

Customer	Contact	Location	Phone	Email	Source

Add driver

Add, edit, or remove drivers used for dispatch planning and load assignment.

Roster

Driver roster

Manage the list of drivers available on the dispatch board and load forms.

0 drivers

Add vehicle

Add, edit, or remove trucks and fleet units used throughout dispatch.

Equipment

Fleet directory

Manage the list of units available on the loads board and dispatch tools.

0 vehicles

Invoices

Invoice drafts are created from loads and move forward as load status changes.

Billing

Invoice	Customer	Linked load	Status	Amount	Actions

Pricing rules

Controls how the quote calculator builds the total. Affects every new quote until changed.

Pricing

Apply fuel to airport transfer

When ON (default): fuel surcharge is calculated on tariff + airport transfer. When OFF: fuel applies to tariff only (matches LTL/cartage industry-standard tariff language).

Fuel applies to tariff + airport transfer

Changes to this setting take effect immediately on the active quote and on every new quote.

Admin password

Required for editing or deleting tariffs, quotes, load orders, and invoices.

Security

Default credentials (testing)

Username: admin · Password: admin

Change the password below if you want to lock down protected actions to a real value. The username remains admin for now.

Change admin password

Current password New password Confirm new password

Lock now

Once authenticated, the admin session lasts 15 minutes of inactivity. Click below to lock immediately.

System notes

Current setup and next-step production items.

Prototype

Storage mode

Quotes, tariffs, loads, customers, invoices, and dispatch data are stored in local browser storage for this starter build.

Current behavior

Everything still talks to each other: saving quotes feeds history, creating loads creates invoices and documents, and customers are updated from quote/load activity.

Next production step

Move this to Go + MySQL/Postgres + auth + server-side file handling once you are ready to host it as a true multi-user application.

Version & cache

Confirm which build you are on, and force-clear cached files if the page is stuck on an older version.

Version 1.9.5 (Beta)

Current version

Version 1.9.5 (Beta)

If a user reports something not working that you have already fixed in a newer release, ask them what version they see — if older than this number, they need to refresh or clear cache.

Force refresh (keep my data)

Reloads the page from the server and ignores the browser cache. Your saved quotes, loads, customers, and tariff changes are kept.

Clear cache & reset everything

Warning: Wipes all local browser data for this app — saved quotes, loads, customers, invoice drafts, tariff edits, drivers, fleet, and user settings — then unregisters service workers and reloads. Use this only when a user is stuck on a broken/older build that won't go away with a normal refresh.

Quote Workspace

Assigned user

Customer & shipment

Dimensions & rating

Accessorials

Unit converter

Dimension converter (L × W × H)

Quote summary

Quote preview

Saved quote library

Tariff & city manager

Destination cities

Origin cities

Operations dashboard

Driver delivery updates

Closed / Archived Delivery History

Operational reporting

Loads

Quick load creation

Upload Transfer / Order

Dispatch board

Documents

Add consignee

Customers directory

Add driver

Driver roster

Add vehicle

Fleet directory

Invoices

Pricing rules

Apply fuel to airport transfer

Admin password

Default credentials (testing)

Change admin password

Lock now

System notes

Storage mode

Current behavior

Next production step

Version & cache

Current version

Force refresh (keep my data)

Clear cache & reset everything