Rigbooks Review: Features and Pricing in 2023

Rigbooks allows you to create and email invoices with a bill of lading (BOL) to your customers and print them if needed. You can create a new invoice from scratch or create one from an existing trip record, which is more convenient and time-saving. Invoicing in Rigbooks is pretty intuitive, but it’s not enough to offer customization to users. For instance, you can’t upload your company logo, change the invoice color scheme, or set up recurring invoices.

Sample invoice in Rigbooks

With Rigbooks, your team members can manually log their expenses and upload receipts, and Rigbooks will automatically read the receipt and convert it into a logged expense. You can organize expenses by category—like accounting, driver pay, fuel, loading, maintenance, personal vehicles, and supplies. You can also set up recurring expenses if you have ongoing regular spending, such as software, insurance, and rent and mortgage payments.

The platform tracks both fixed and variable tracking costs. Fixed costs are expenses that are incurred whether you’re driving or not. Examples of fixed costs include equipment loan payments, permit costs, and accountant costs. Variable costs, like fuel, maintenance, and tire repairs change, depending on how many miles you drive. You can track expense totals on a weekly, monthly, quarterly, or yearly basis.

However, Rigbooks doesn’t track the checking or credit card account used when recording an expense. This means that you won’t be able to compare your bank or credit card statement to your expense records easily to verify you’ve captured all expenses. While this makes for an easy-to-use system, it provides room for errors when receipts are lost. We recommend a double-entry accounting system like QuickBooks Online to avoid omitting expenses unintentionally.

To record a new expense, click on the Add Expense button on the upper right-hand part of the Expense screen, or select the + button next to the Expenses menu on the left navigation menu. Expense details, like cost, description, and category, are needed to complete the Add New Expense form.

Adding a new expense in Rigbooks

Rigbooks allows you to generate P&L reports for a certain period. If you operate multiple trucks, then you can create a customized P&L report that lets you see how much you’ve earned and spent using each truck. P&L reports in Rigbooks show important details, such as total loaded miles and deadhead and bobtail reports, if applicable.

Sample profit and loss report in Rigbooks

The order management module helps you track all your loads and the progress of each shipment. You can monitor loads based on status, and each status has a separate tab for easy tracking. Orders in Rigbooks are tracked based on the following statuses:

• Entered: Loads waiting for confirmation on rates
• Confirmed: Loads confirmed and ready to dispatch
• Dispatched: Loads dispatched but not yet in transit
• In-Transit: Loads being delivered to the recipient
• Delivered: Loads successfully delivered to the receiver but not yet invoiced
• Completed: Loads invoiced
• Canceled: Loads canceled by the shipper or receiver

Tracking Loads in Rigbooks (Source: Rigbooks)

To add a new order in Rigbooks, you can click on the Add Order button on the Orders screen or tap the + button next to Orders in the left navigation menu. The Add an Order screen will appear, asking for details such as order number, order status, frequency, and contracting parties.

Adding an order in Rigbooks

Fuel purchases often account for a large portion of a trucking business’ total expenses, making it extremely important to track. With Rigbooks, you can record the details of your fuel purchases for each truck to help you track oil and gasoline costs. It also helps you keep detailed records of truck mileage to simplify tax reimbursement.

The Fuel Purchase form can be accessed from the Add Fuel Purchase button on the Your Fuel Purchases screen or the + button next to the Fuel menu on the left navigation bar. To complete the Add Fuel Purchase form, you need to provide fuel and mileage information.

Add Fuel Purchase in Rigbooks

The document management module provides an easy way to store, organize, and manage drivers’ paperwork and expense receipts. This feature allows you to attach BOL documents to your loads, and then generate an invoice in a few seconds. Rigbooks’ document management system is compatible with most mobile scanning applications, like Adobe Scan and Microsoft Office Lens.

This helps you stay on top of your preventive maintenance (PM) needs. Rigbooks provides an easy way to record and organize your maintenance procedures and monitor maintenance records by category, such as oil change, service motor, and tire and wheels. Maintenance reports can be generated on a weekly, monthly, quarterly, or yearly basis.

Rigbooks lets you pay your drivers and agents by mile, load percent, or flat rate per trip. You can add and track the pay for all the trips associated with a settlement. The settlements in Rigbooks let you enter additional expenses that should be paid by the driver, reimbursements owed to the driver, and additional driver pay, which is commonly used for adjustments that aren’t connected to a trip.

To access the Add New Settlement form in Rigbooks, click on the Settlement menu on the left navigation bar, and then click on the Add Settlement button on the Settlement screen.

Adding a new settlement in Rigbooks

Just like other trucking software, Rigbooks is compatible with IFTA. It helps you stay compliant with the IFTA by tracking mileage per jurisdiction. It makes reporting easy by providing detailed information on mileage and fuel purchases per jurisdiction. The IFTA reporting feature in Rigbooks shows the total miles traveled in all jurisdictions, total fuel consumed in all jurisdictions, and average miles per gallon. IFTA reports can be downloaded as a PDF or Excel file.

No, but it’s among the most affordable trucking accounting software on the market. If you’re hesitant to buy the software, you can sign up for a 30-day free trial with no credit card required.

No, it doesn’t. If you want an accounting and trucking-management solution combined, consider Q7 or integrate QuickBooks Online with TruckingOffice.

QuickBooks Online is designed for any business needing advanced accounting features, like bank reconciliation, inventory management, and payroll. Rigbooks is custom-tailored for trucking companies, and it has unique features, like the ability to enter trips and loads and track fuel purchases.