Quotation Letter for the Client

Confirmation Letter for the Client

Trip Complete Thank You Letter

Quoting - Analysis

Outstanding Quotes (Select by Operator; Sort by Value)

Outstanding Quotes (Select by Customer; Sort by Value)

Value of Missed Quotes

Projected Value of Sales from Confirmed Quotes

Quote and Sales History by Customer

Trip Margin Reporting by Customer

Projected Kilometerage from Confirmed Trips

Operator's 'Customer Service Response' Analysis

Trip Discounting

Operator Sales Analysis

Scheduling/Rosters

Waybills/Driver Instructions/Trip Records Itineraries

Coach and Driver Schedule for periods ranging from 1 day to 1 month

Coach and Driver Rosters - Multiple Formats Available

Daily Diary - Trips and Events

Workshop

Job Sheets

Coach Service History - Including Costs

Coach Expense Analysis

Coach Defect Lists

Purchasing History and Supplier Performance

Inventory Valuations

Inventory Lists

Re-order Lists

Outstanding Orders

Uninvoiced Receipts

Accounting

Profit and Loss Statement

Balance Sheet

Detailed Ledgers

Profit and Loss by Depot/Coach (Exportable to Excel)

Aged Trial Balance

Trial Balance

Account History

Other Standard Accouting Reports

Marketing

Company Profiles

Contact Profiles

Company Selections

Mail Merging Capabilities

History of Contact with Clients

Beside the standard reports, a reporting service is available through Microsoft Access or other 3rd party reporting tools such as Seagates Crystal Reports.

View Screen Shot 1 - Quote for Client
View Screen Shot 2 - Driver Roster