One record for the whole path
Job, execution, proof and invoice belong together. What is captured once stays captured.
Transport and logistics
From transport job to invoice
Jobs, proof of delivery and billing were entered several times. Today one record travels through the whole process.
Similar plans?Client
Transport company
In the system
- Job to invoice
- Document archive
- Excel export
- GDPR compliant
What stood in the way.
- The job was captured on intake, again for the delivery record, and a third time for the invoice.
- Proof of delivery arrived as photos in mailboxes and was gathered at month end.
- Billing happened in spreadsheets kept alongside the actual job list.
- Customer questions could only be answered when the right person was around.
What we built.
Proof on the job
Photos and signatures land on the record instead of in a mailbox. At month end there is nothing left to find.
Billing from the records
The invoice comes out of the captured trips. No second list, no transfer.
Answers without asking around
The status of a job is visible in the system, regardless of who is in the office.
Similar plans?
What changed
- A job is captured once instead of three times.
- Proof sits where the job is.
- Monthly billing is a run instead of a collection exercise.
- Anyone with access can answer a customer question.
What happens next
- Analysis, freeWe look at how you work today.
- ConsultationWhat is worth it and what is not.
- Demo, freeA system with your processes, ready to click through.
- ProposalPrice and scope. Then you decide.