Description
Setup Guide & Full Tour (5 min, start here if you are new to Notion)
Run your courier, last-mile or local freight business in Notion: book every job, plan each run, keep drivers and vans on top of their dates, log fuel and costs, invoice customers and close incidents, with the key numbers worked out for you.
Who it’s for
- Owner-operators and small delivery teams (up to around 20 drivers)
- Couriers, pharmacy and medical runs, e-commerce last-mile
- Bakery and wholesale rounds, pallet and furniture freight
What’s inside
- Shipments & Orders: Booked → Delivered pipeline, pickup and due dates, price, direct cost, margin, margin % and an on-time flag
- Customers & Accounts: account type, payment terms and rate notes; shipments, revenue, margin and on-time % per customer
- Drivers: employment type, licence class and expiry countdown, pay basis; runs, deliveries, km, on-time % and incidents
- Vehicles & Fleet: service, insurance and registration countdowns with a Due soon alert, running costs and cost per km
- Routes & Runs: driver, vehicle, odometer and stops; parcels, run revenue, run expenses, km, cost per km and run profit
- Fuel & Expenses: fuel, tolls, parking and repairs linked to the van and run, with receipts and a To reimburse view
- Invoices: link delivered shipments and the subtotal adds itself up; days overdue and days to pay
- Incidents & Claims: damage, late or lost parcels, vehicle incidents and complaints with claim value, settled amount and days open
- Dashboard: at a glance charts (jobs by status, running costs by category, incidents by type), a dispatch board, this week’s runs, service and renewals, unpaid invoices and open incidents.
- Start Here: Step-by-Step Guide inside the template, written for complete beginners
- Fictional sample data so you can see how everything connects, easy to clear
How it works
A job is booked, assigned to a run with a driver and vehicle, delivered, then added to an invoice. Costs and incidents link back to the run and van, so margin, run profit and cost per km calculate themselves.
Built-in automations
Five automations: Picked up at, Delivered on, Paid on, Resolved on and a Serviced tick that moves the next service date forward.
Set up in 3 steps
- Open the template link in your PDF and click Duplicate to copy it into your own Notion workspace.
- Open Start Here and follow the setup: add your own details and clear the sample data when you’re ready.
- Work from the dashboard every day and use the weekly checklist in Start Here to keep everything up to date.
What you get
- The Notion template (duplicate link delivered as a PDF)
- Setup Guide PDF with a step-by-step walkthrough and FAQ
- Start Here guide inside the template
Free plan
Works on the Free Notion plan. The built-in automations are Notion database automations, which run on paid plans (Plus and up). On the Free plan they pause and you fill those dates in by hand; every database, formula and view still works. Desktop, web and the Notion mobile app.
Please note
Organising tool, not legal, tax, insurance or compliance advice.
Digital product: nothing physical is shipped. Sample data is fictional.
Notion is a trademark of Notion Labs, Inc.; this is an independent template by Create Digital Tools (createdigitaltools.com).
New to Notion? Try it free here (affiliate link: we may earn a commission at no extra cost to you).
Also on Gumroad: Logistics & Delivery Business OS: Notion Template
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