Daily Takings and Cash Reconciliation
Cash up consistently and record the difference every day, which is how a problem gets noticed in a week rather than in an audit.
Professional drivers · PD-18
A free printable private hire booking sheet — booking reference, pick-up time, passenger, from and to, passenger count, fare quoted and how it was paid.
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
Carry a driver's own record of every pre-booked job that matches the operator's system, so a query weeks later is answered from the page and not from memory.
Private hire and chauffeur drivers working for an operator, and small operators who want the drivers' own sheets to reconcile against the office.
One page, top to bottom:
Printed under the title: Every pre-booked job for a shift — the booking reference, who, where from and to, how many, what was quoted and how it was paid — kept by the driver alongside the operator's system.
Write-on lines: Operator · Driver / badge no. · Vehicle reg / plate · Date · Shift
Table, 15 rows: Booking ref · Time · Passenger · From · To · Pax · Quoted · Paid · Notes
Write-on lines: Jobs done · No-shows · Cash taken · Card / account · Start / end mileage · Driver signature
Because fares are set by your operator's tariff or by the quote for the job, and they change. The sheet records the figure you were given for each booking.
It may or may not on its own — what a booking record must contain is set by the licensing rules where you work. Check what yours require and keep the sheet in that form; the columns here are the ones drivers most commonly need.
Cash up consistently and record the difference every day, which is how a problem gets noticed in a week rather than in an audit.
Keep a contemporaneous mileage record in the vehicle, which is the kind that stands up, rather than one reconstructed at the year end.
Get the clip saved and the facts written down in the first hour, while both still exist, so the insurer and the operator get a clear account rather than a reconstruction.
Reconcile a fuel card statement in one sitting instead of hunting for the receipt that matches a line, and see consumption from the odometer readings either side of each fill.
Every sheet, binder, game and puzzle on Upkeep Papers is free to download, with no email and no account. Making them is not free: each one takes days of research, design and checking, and the site costs money to run. If something here saved you time, you can buy us a coffee. It is entirely optional: nothing is locked, and nothing changes if you don’t.
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