Trucking Receipts & Invoice Assistant

I run a small over-the-road trucking operation and need reliable remote help keeping paperwork and cash-flow in order. Each week drivers email or text photos of fuel, maintenance, toll, and lumper receipts. Your job is to collect these images, rename and file them in our shared drive, then key the details (date, vendor, amount, load #) into my Excel expense workbook. By Friday noon CT the workbook should generate a clear PDF expense report that you email back to me.

On the revenue side, I’ll share completed rate confirmations. You’ll draft invoices in my Excel template, attach the supporting paperwork, and send them from my company mailbox. Afterward, monitor incoming mail for remittance notices, mark payments received, and flag anything that slips past due.

While inside the inbox, sort messages by load number, label anything needing my direct attention, and archive what’s resolved so nothing gets buried.

Weekly deliverables
• Updated Excel expense sheet with every new receipt accurately entered
• PDF expense report emailed by the end of the week
• All current invoices created, sent, and logged, with payment status recorded
• Overdue invoice tracker highlighted for easy follow-up

Accuracy and steady turnaround matter more than raw speed. You’ll need solid Excel skills (basic formulas, filters, pivot tables) and clear written English for professional emails. Familiarity with trucking or logistics paperwork is a bonus but not required.

I’ll supply:
– Shared mailbox and cloud folders
– Invoice and report templates
– Loom walkthroughs of my naming conventions and workflow

Tell me about similar projects you’ve handled and your typical response window during U.S. business hours.