Operations suite demos
Choose a clip: Loads, Banks & Shops, Vans, Dockets, or the main Dashboard.
Load Dashboard
A calendar view of your scheduled loads, but with the details you actually need: who it’s for, how much, and any special notes.
Key features
- Calendar command centre — month navigation with bookings per day.
- Proper records — client, date, amount/weight, notes stored cleanly.
- Details on the grid — see client + quantity + notes without digging.
- Fast add/edit — click a day, add a load, update changes with clarity.
- Reusable pattern — deliveries, skip drops, workshop bookings, site visits.
This is the Load Dashboard. It’s a calendar view of your scheduled loads, but it actually shows the details you need: who it’s for, how much, and any special notes.
Up top, you’ve got month navigation so you can jump forward or back to see what’s coming. The main grid is your calendar, and each day can hold one or multiple load bookings.
Every booking is a proper record, not just scribbles. When you add a load, it stores the client, the date, the amount, and notes. On the calendar, you can see the client name, the weight, and the note without digging deeper.
Adding loads is quick and consistent: click the day, hit Add, pick the client, enter the amount, add notes, and save. Structured bookings mean fewer problems: no wrong clients, no missing notes, no guessing weights.
Editing and deleting are built in. If something changes, you edit it so there’s no confusion. Delete is deliberate to avoid accidents.
This works for deliveries, skip drops, workshop bookings, site visits, or anything with a date, a client, a quantity, and notes. Clients are managed properly too, with quick add and clean lists for reporting.
The takeaway: the Load Dashboard turns your schedule into a command centre—visibility, structured bookings, quick edits, consistent notes. Your team runs the day from one screen, not from memory.
Banks & Shops
A reusable control panel for pickup points and recurring work. Swap the labels and it fits loads of industries.
Key features
- Multiple record types — banks, shops, home collections (or your own categories).
- Switchable views — All / Banks / Shops / Home to stay focused.
- Filters that matter — requirements, day, postcode (or job type/status).
- Fast add forms — show only relevant fields to avoid messy data.
- Tracking & notes — schedules stay current, edits logged, issues flagged early.
This is Banks & Shops. Don’t worry about the name. It’s a reusable control panel for pickup points and recurring work, adaptable to many businesses.
You get three record types: Banks, Shops, Home collections. The principle is the same: every entry is a pickup point with a schedule, notes, and tracking, so you’re not relying on memory.
You can switch views at the top—All, Banks, Shops, or Home—so you only see what you need. That same pattern works anywhere: garages switching MOTs, services, repairs; couriers switching collections, deliveries, returns.
Filters make finding things quick: filter banks by requirements, shops by day, homes by postcode. A maintenance firm could filter by job type, or a dealership by vehicle status.
Adding entries is fast: pick a type, see only the fields that matter, no messy forms. Dates stay current, postcodes are grouped for consistent coverage, edits are logged, and home collections track bags and kg to flag issues early.
The takeaway: one dashboard, multiple work types. Swap the labels and it works for delivery routes, engineer jobs, or service visits—same structure, different industry, less chaos.
Van Services
Your compliance tracker for fleets and renewals. It’s the same pattern whether you’re tracking MOTs, tax, insurance, PAT tests, LOLER checks, or anything date-driven.
Key features
- One clear list — reg, model, mileage, service, MOT, tax in one table.
- Automatic warnings — due soon / expired calculated from your dates.
- Quick add with lookup — enter plate and fetch DVLA details to reduce typing.
- Maintenance history — mileage + service dates stay visible and consistent.
- Audit trail — edits and deletions logged for accountability.
Van Services is your compliance tracker. It’s not just for vans. It works for fleets, garages, trades, and any business juggling renewals or inspections. You can swap “MOT and road tax” for PAT testing, insurance renewals, LOLER checks, and more.
The main table shows every vehicle: reg, model, mileage, last service, MOT, tax—everything in one spot. Ten seconds of looking and you know what’s safe, what’s due, and what’s expired.
The system warns you automatically. It calculates and flags DUE SOON or EXPIRED so you’re not managing chaos with calendars.
Adding a van is quick: hit Add New Van, type the plate, and Fetch Data pulls details from DVLA. Less typing, fewer errors, cleaner records. Mileage and service dates give you maintenance history, and any edits or deletions are logged.
The takeaway: store key dates once, get automatic warnings, capture data quickly, and keep a clear audit trail. The system chases those dates so you don’t have to.
Dockets
Turn day-to-day jobs into trackable records with owners, status, and notes—so work doesn’t vanish into phone calls and “I thought you did it”.
Key features
- Create & assign — clear owner per job, with status tracking.
- Structured details — client, site, instructions, quantities, and notes.
- Fast updates — move jobs through stages without losing context.
- Search & filters — find by client, date, status, driver/owner.
- Accountability — changes logged so everyone stays aligned.
This is Dockets. It’s a simple way to turn work into a proper record: who owns it, what needs doing, and where it’s up to.
You create a docket, assign it to someone, and track status as it moves through the day. Each docket stores the client, the details, the instructions, and any notes—so you’re not relying on memory or scattered messages.
The table view makes it easy to scan what’s outstanding, what’s in progress, and what’s done. Filters let you find dockets by client, status, date, or owner so you can answer “what’s happening with that job?” instantly.
The takeaway: fewer missed steps, clearer ownership, and a clean paper trail that matches how work actually happens.
Main Dashboard
Your quick “what’s going on today?” screen—key numbers, upcoming work, and anything that needs attention, all in one place.
Key features
- Live overview — key numbers and summaries without spreadsheets.
- Action list — what’s due soon, what’s overdue, what’s next.
- Fast navigation — jump straight into loads, dockets, vans, or pickups.
- Cleaner handovers — one screen to brief the team and start the day.
This is the main Dashboard. It’s built to answer one question fast: “What’s going on today?”
You get an overview of key numbers and a clear list of what needs attention—what’s coming up, what’s due soon, and what’s overdue. From here you can jump straight into the pages that matter: loads, dockets, vans, or pickup points.
The takeaway: less tab-hopping, fewer surprises, and a cleaner start to the day because the system puts the important stuff in one place.