How-To Guides

Step-by-step guides for every section of OTR

Built for drivers who run their truck like a business. Pick a guide below to get started.

Getting Started

Understand your dashboard at a glance — revenue, miles, cash flow, and what each number means.

Log a load from pickup to delivery — rate, miles, and everything in between.

Record fuel stops, track cost per mile, and keep your fuel expenses accurate.

Enter your weekly settlement, log revenue and expenses, and see your true profit.

Upload your settlement file instead of typing it in by hand.

Track every dollar you spend on the road — tolls, insurance, food, subscriptions, and more.

Ask plain-English questions about your settlements and trips and get instant answers.

Learn what the Financial Planner is and how Banking, Bills, and Forecaster work together.

Track your checking and savings balances, log transactions, and stay on top of your cash.

Set up your recurring bills, track due dates, and know exactly what's coming out each month.

Project your financial future — see if you'll be in the green or the red before it happens.