Every load, start to finish
Collection, delivery, vehicle, driver, agreed rate and current status — one row per load, no whiteboard.
TEMPLATES / TRANSPORT & LOGISTICS
Every load, its CMR, and whether the paperwork came back — so invoices go out without hunting for a scan.
Get paid faster by never losing a delivery note again.
01 What you get
Collection, delivery, vehicle, driver, agreed rate and current status — one row per load, no whiteboard.
The signed delivery note photographed on the spot and stored against the job, not in someone's phone.
The loads that are delivered but not yet invoiced, and the ones missing the paperwork that would let you invoice them.
What each vehicle and driver is committed to, so the next call can be answered without three phone calls first.
02 Who it is for
Freight forwarders and transport firms running between three and forty vehicles.
AND THEN YOU CHANGE IT
No two businesses in the same trade work identically, so the template is a starting point rather than a finished product. You describe how yours differs — the extra field, the different rule, the report someone asks for every month — and it is adapted. That keeps happening for as long as you use it.
03 Other starting points
Who has paid, who has not, what the meters read, and which repair is still open.
Every client, what they owe you, and which filing deadline is next — in one screen instead of a spreadsheet per person.
Patients book themselves, the schedule fills in, and nobody has to phone round to confirm tomorrow.
Close, but not quite your business? That is normal — the templates are a head start, not a catalogue. Tell us what you do →