Overview

OPS DASHBOARD

Quotes

commercial pipeline
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Pipeline
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Status

Load Planning

pre-dispatch · docs tracking · LA workflow

Scheduled Loads

confirmed · formal dispatch schedule
No scheduled loads yet. Use Schedule → on a Load Planning card.

Invoicing

loads at border status · ready to invoice

3rd Party Transport

jobs moved by an alternative transporter — never enters Load Planning, still invoiced and PO'd

Load Tracking

scheduled loads · updates to clients on WhatsApp and email

Collections & GRN

manage pickups · goods received notes · link to consignments
ARCHIVE
DELIVERED LOADS — ATTACH POD & CLOSE
Admin Settings
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Parties
Clients, consignors, consignees
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Drivers
Licence numbers · contact · photo
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Trucks
Fleet & subcontractor vehicles
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Trailers
Flat deck · tauteliner · boxed · lowbed
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Subcontractors
Third-party hauliers & transport partners
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Rate Card
Transport, CBCA, collection and document rates used in quoting
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Data & notifications
Back up all OPS data to a dated file, restore from a backup, or set WhatsApp status messages
Add Party
Fill in what you have — blank fields can be updated later
Contact
Address
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Compliance