1 · Load settlement workbook
Drop an .xlsx with a sheet named pdf
Drop XLSX here or browse
Required tab: pdf (case-insensitive). All other tabs ignored.
Browse stored settlement PDFs
Auto-deletes after 90 days · soft-delete safety net 7d
Settlement email template
Stored server-side · shared across the team · reset to default any time
Tokens (insert anywhere in subject or body)
{{periodLabel}}e.g. April 13 - 19, 2026{{carrierName}}Carrier display name{{driverName}}Driver name (split carriers only){{firstName}}Driver first name (greeting){{settlementNums}}e.g. 12345, 12346{{netPay}}Formatted net pay ($){{tickets}}Ticket / load count{{tonnage}}Tons (sand){{barrels}}Gross barrels (crude){{mode}}"sand" or "crude"{{modeLabel}}"Sand" or "Crude"Live preview
Click "Preview with first carrier" to render — uses the first carrier from your most recent upload as the data source.