Manage quotes and charter bookings with speed and accuracy.
Sales Module
Deliver accurate quotes, streamline bookings, improve client management, and remove the disconnect between sales and operations teams.
Connect Sales with the rest of your teams.
Make charter bookings that automatically update operational and maintenance schedules with real-time visibility.
Reduce quoting errors and turnaround times.
Generate accurate, competitive quotes quickly with automated, configurable quoting tools – eliminating clunky spreadsheets and inconsistent pricing.
Streamline recurring and complex bookings.
Set up recurring bookings, duplicate booking information and automate updates for repeat clients or multi-leg charters – saving time and reducing administrative burden.
Get clear insight into client records and communications.
View booking history, preferences, and communications in a central database so you can deliver better service, track preferences, and analyse revenue patterns quickly.
Minimise operational risk & compliance gaps.
Integrate your calendars, driver notes, and operational schedules to automatically flag public holidays, driver availability, or operational constraints – reducing service disruptions and driver scheduling mistakes.
Monitor KPIs, identify trends, and make data-driven decisions.
Get actionable insights into quote success, client activity, and revenue trends with real-time dashboards and reporting.
Smarter charter booking software for your sales team.
Quote faster with accurate pricing.
Generate accurate, competitive quotes quickly with configurable pricing templates. Apply surcharges, discounts, or custom pricing rules automatically.
Plan routes with Google Maps
Calculate distances and provide accurate time estimates using Google Maps when quoting depot-to-depot or starting from a customer's boarding point. Easily identify cost-saving opportunities, such as utilising a vehicle already finishing nearby.
Integrate with Boarding Point GPS
Boarding points include geo-locations that flow through to driver interfaces, ensuring drivers know exactly where to pick up or drop off passengers. The same location data drives route planning and quoting accuracy.
Configure pricing to suit your business.
Set up flexible pricing by zone, by trip, kilometre-based, or set rate. Adopt your quoting to different service types and client needs with ease.
Improve client & contact management
Use a centralised database of client details, preferences, and historical bookings. Store internal notes to provide operational context and improve service continuity.
Seamlessly convert quotes into confirmed bookings.
Convert quotes into bookings with a few clicks. Duplicate or create recurring bookings in seconds, saving time for repeat clients.
Keep Operations up-to-date instantly.
Automatically include driver boarding instructions, special notes, and public holiday schedules when booking - ensuring vehicle and staff allocations are accurate.
Track quotes and bookings.
Monitor quote status, pending approvals, and booking confirmations. Provide visibility across sales, operations, and workshop teams.
Identify booking conflicts and outstanding tasks
Quickly spot any pending approvals, upcoming bookings, and potential overallocations when booking - reduce missed opportunities and operational errors.
Optimise pricing strategies, client engagement, and fleet utilisation.
Track KPIs such as quote-to-booking conversion, client activity, and revenue trends with intelligent reports and analytics.
Quote faster, manage clients proactively and connect sales directly to operations.
Get automated alerts & workflow guidance.
Receive notifications and flags for pending approvals, upcoming bookings, potential schedule conflicts, and client follow-ups - ensuring no detail or opportunity is missed.
Keep Operations and Maintenance in the loop.
Automatically update driver schedules, vehicle allocations, and workshop availability based on bookings.
Monitor performance and make business decisions at a glance.
See quote conversion rates, revenue per kilometre, and client activity. Make data-driven decisions on pricing strategy, resource allocation, and market opportunities, with the real-time dashboard and KPI analytics.
Go from quote to service delivery in one intelligent workflow.
Customer details, booking history and notes remain accessible across the platform.
Vehicle specifications such as accessibility, seating capacity or luggage requirements carry through into allocation.
Driver certifications and clearances defined at quoting stage ensure only qualified drivers are assigned.
Changes to bookings automatically update operations schedules and driver information.
Charter booking software that streamlines sales and transforms your operations.
The Sales module supports teams managing passenger transport bookings and client relationships, who want smart sales tools that make complex quoting simple:
Sales and customer service teams
Create quotes quickly and convert enquiries into confirmed bookings.
Generate accurate quotes, track client interactions, and manage follow-ups - helping teams respond faster and win more work.
Operations managers and allocators
Keep bookings aligned with operational capacity.
Access real-time booking information so vehicles and drivers can be scheduled efficiently without conflicts.
Fleet and workshop teams
Plan services around vehicle availability.
See maintenance schedules and fleet readiness to ensure bookings align with operational capacity.
Leadership and management teams
Understand revenue performance and client demand.
Monitor quote conversion, booking activity and client trends to support better pricing, planning and service decisions.
Operators managing complex bookings and services
Manage charters, routes or multi-depot services with accurate quoting and seamless booking coordination.