What's waiting on you
What needs quoting, what needs scheduling and which of those are urgent — then every booking with its reference, customer, value and quote status.
Enquiry, quote, rostered run
Every enquiry in one list with what it needs next. Build the job date by date, price in the hours the coach sits idle, and send the quote on your letterhead — then it goes to the roster without being typed up a second time.
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01 · Bookings
Nothing sits waiting on a quote
Needs quoting, needs confirmation, needs scheduling, needs allocation — four counts across the top, with the urgent ones called out. Underneath, every enquiry with its value and where the quote is up to.
02 · Diary
The week in front of you
Flip to the diary and the same bookings group by day, with a count on every date that has work. Today, tomorrow and the rest of the month — so you know what the depot is carrying before you take the next enquiry.
Today, tomorrow, and the rest of the month
A strip across the month with a count on each day that has work, and that day's bookings listed under it.
03 · The booking
The whole job, including the hours it sits idle
Charter details, every travel date and every movement on one screen. The gap between the run out and the run home is costed the way it actually happens — you set whether the driver stays and is paid for the wait, and whether the coach holds on site — because the hours on the ground are where a charter's margin goes.
Every date, every movement, one total
The passenger count, the PO reference, every travel date, and the hours on the ground between the run out and the run home — costed, not forgotten.
When the job changes after they've accepted
The customer accepted one price; the charter now prices higher. The gap is flagged on the booking before it reaches an invoice.
04 · Movements
Build the run, and the numbers follow
Open a movement and lay it out stop by stop — where it picks up, where it sets down, how long on the ground at each. The distance, the travel time and the finish time work themselves out, and the run draws itself on the map.
The run out
Where it picks up, where it sets down, and the minutes loading at each end — the kilometres and the finish time follow.
And the run home
The return leg the same way — out of the venue, back to the school, with its own stops, kilometres and times.
05 · Can we take it
Know you can take it before you say yes
Before the quote goes out, check the vehicles are actually there. This booking is laid against everything else running that day, class by class, with where you sit against your own fleet at every half hour.
When the job takes every one you have
This booking takes every low floor on the fleet, while the coasters sit well clear. Every half hour checked against what's already out.
06 · Quote breakdown
What the customer is charged, line by line
The quote broken down by date and by movement, so when a customer asks why a two-day job costs what it costs, the answer is already on the screen. Subtotal, GST and the booking total all read off the movements you built.
Priced by date, by movement
A total against each travel date, each split into the run out and the run home, then the subtotal and GST underneath.
07 · Sent and billed
Nothing gets typed up again for the invoice
The quote goes out as a document on your letterhead, carrying the movements you built and the prices you set. When the customer accepts, it is already in Billable against the charter — one button from an invoice, with a dated trail of when it was sent and accepted.
What the customer gets
The quote on your letterhead — a line for each movement, the GST, and the date it is valid to. Marked accepted once the customer says yes.
And where it sits in Billable
Draft, sent, accepted, invoiced — where the quote is up to, with the charter it came from linked beside it and the invoice a button away.
08 · To the roster
Then it goes to the roster
See the day the way the driver will run it, then hand it over. Every dispatch the charter creates lands on the allocation board in Rosterable™ — sitting in the unallocated tray until you set a driver and a vehicle, with the class the charter asked for carried across. Draft it as a scenario first, so nothing touches the live roster until you are ready.
The day as the driver will run it
Every dispatch the runs create, none allocated yet, each showing where it sits in a draft roster scenario.
On the allocation board
The charter's runs sit on the drivers' rows, with the rest of the day still in the unallocated tray and payroll readiness flagged down the side.
Down to the movement
Pick a run and it is the movement you built — same name, same times, tagged Charter — on a driver, with a warning that the low floor it asked for is still unassigned.
Charterable
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