Customers
Profiles with contacts, past enquiries, bookings, and what is still outstanding.
- Master data
- Booking history
- Outstanding balance
Features
Everything the booking desk touches in phase 1.
Sales, dispatch, and accounts share the same customer and the same trip, so numbers are not retyped from a diary.
Sales desk
Enquiries
A lead stays visible from the first call through follow-up to a confirmed booking.
- Source tracking
- Follow-up dates
- Won / lost status
Tour packages
Reusable packages with services, hotel patterns, and a price you can adjust.
- Templates
- Inclusions
- Season pricing
Itineraries
Day-wise plans for hotels, transfers, and sightseeing, exported as a proposal.
- Day plan
- PDF proposal
- Activities
Quotations & bookings
Itemised quotes with discount and GST, then a one-step conversion to a booking.
- Quote PDF
- WhatsApp share
- Booking conversion
On the road
Vehicles
Fleet records with insurance, permits, fitness, and whether the vehicle is free.
- Vehicle master
- Documents
- Availability
Drivers
Licence, contact, rate, and which trip the driver is already on.
- Driver master
- Licence dates
- Assignment
Trips & duty slips
Assign vehicle and driver, then print a duty slip with route, KM, and fuel.
- Trip sheet
- Duty slip PDF
- KM and fuel
Accounts
Dashboard
Today’s trips, open enquiries, collections, and who is on the road.
- Today and upcoming
- Sales snapshot
- Fleet status
Expenses
Fuel, toll, parking, allowance, and other costs against the trip.
- Trip expenses
- Receipt files
- Vendors
Payments
Customer receipts in the modes you use, plus driver and vendor settlement.
- Receipts
- Driver payout
- Dues
Reports
Sales, trip, and profit figures for the period, the staff member, or the package.
- Sales
- Trip cost
- Profit
Want this mapped to your office?
We can walk through enquiry, quote, duty slip, and settlement using a sample trip.