Moving goods
Trucks, drivers and trips: job-by-job profit, fuel and toll costs, vehicle papers and customer proof of delivery.
Made for Trucking, courier, moving and freight companies
Start with the Transport and logistics setup All business types
Already have a workspace? Open Settings, then Business type, and add this setup to it.
TAX INVOICE
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Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.
One customer trip from the booking to the payment, with proof of delivery.
Agree rates and terms with a regular customer and set them up.
Handle an accident or damaged cargo with the customer and the insurer.
Handle a complaint from the first message to the follow-up call.
Collect an unpaid balance step by step, from the first statement to a final decision.
These start as templates. Turn on the ones you want and they appear on the right day.
| Plan tomorrow's dispatch | Every day | Match jobs, vehicles and drivers for the next day. |
|---|---|---|
| Collect and check trip sheets | Every day | Collect signed delivery proofs and trip costs from the drivers. |
| Reconcile fuel cards and tolls | Every week | Compare card statements with the trips. |
| Vehicle walk-around checks | Every week | Check tyres, lights, brakes and fluids on every vehicle. |
| Vehicle service schedule | Every month | Book the vehicles that are due for service. |
| Driver and vehicle document expiry | Every month | Licence, visa, medical, registration and insurance. |
| Review traffic fines | Every month | Find who was driving and recover the fine. |
| Review customer rates | Every 6 months | Check that rates still cover fuel, wages and wear. |
| Vehicle registration and insurance renewal | Every 12 months | Renew annual papers before they expire. |