THE JOB, FROM START TO FINISH
One journey.
Every detail connected.
A booking is more than a date in a diary. It brings together the customer, the itinerary, the people on the road and the money behind the job.
Explore what’s inside ↓
A PRIVATE HIRE JOURNEYExample workflow
- 01
Turn an enquiry into a plan
Bring customer details, dates and itinerary together. Build the pricing and prepare a quotation.
Customer records · Itinerary · Pricing
- 02
Prepare the people and vehicles
Organise movements and resource assignments, with driver schedules and fleet records to hand.
Movements · Vehicles · Drivers
- 03
Keep the day’s work in view
Review movement status, daily tasks and vehicle checks as your team works through the schedule.
Daily operations · Checks · Job documents
- 04
Finish with the figures
Review job costs, issue the invoice and apply payments, with reports to help you follow the result.
Costs · Invoices · Payments
Plan the work
Give every booking a clear place in the day’s operation.
- Private hire & bookingsKeep customer contacts, trip details and itineraries with the job.
- Movements & schedulesOrganise individual journeys and the drivers and vehicles assigned to them.
- Daily tasks & documentsKeep operational tasks and supporting job files within reach.
- Keep everyone on the same pageBring bookings, schedules and work progress together, with mobile apps that help managers, drivers and customers stay informed throughout the day.
A typical day in operations +
A customer changes a collection time. Open the booking, update the itinerary and review the affected movements and driver schedule before the trip.
FOR Booking teams & dispatchers
Know your fleet
Put the records behind your operation in one organised place.
- Vehicle & driver recordsFind resource details and current status before planning the work.
- Documents & historyKeep supporting files, document versions and audit trails together.
- Checks & utilisationReview daily vehicle checks, compliance records and vehicle utilisation.
- Live vehicle monitoringGive managers and customers visibility of vehicle locations in real time, so they can follow the journey and passengers can feel more reassured.
A closer look at fleet records +
Before allocating a vehicle, review its record and supporting documents. When a file is replaced, document history helps your team trace earlier versions.
FOR Fleet managers & operations teams
Close the loop
Keep the commercial detail connected to the work it belongs to.
- Pricing & quotationsBuild and review the price of a job alongside its itinerary.
- Invoices & adjustmentsPrepare invoices, download PDFs and manage credit or debit notes.
- Payments & reportingApply funds to invoices, review costs and explore financial reports.
- A clear financial picture for every jobConnect job pricing and costs with invoices and payments, helping your team follow what has been charged, what has been paid and what still needs attention.
From completed trip to invoice +
Review the job’s costs and pricing, prepare and issue the invoice, then apply the customer’s payment. Keep adjustments visible through credit and debit notes.
FOR Accounts teams & business owners