Custom fields, inspection forms and a report builder: bend it to your LR
Your own fields on the booking. Inspection checklists as records of their own. Reports built from hundreds of columns across bookings, invoices, payments, fuel and people. Built for transporters with customer-specific needs.
*No credit card required
Three ways to shape it
Custom fields on the booking
Examples of custom fields: Sales Person, Customer Contact, Seal Number, In Time, Out Time, Loaded Capacity, Vehicle Type. They sit under Booking Details on the form, print on the LR, and appear as columns in the report builder.
Custom forms as records
A trailer inspection, a vehicle handover or a loading checklist with the fields you define: run sheet number, trailer numbers, fuel level, cleanliness, tyre wear, equipment returned. Each submission is a record with its own report.
A report builder
Eleven data sources, hundreds of columns, quick filters, date range, preview, save, Excel.
Bring your LR and your checklist
A 30-minute demo where we add your fields and build the report your customer asks for. No credit card, no setup fee.
The report builder
- Step 1: report name, description, rows per page
- Step 2: data source: Bookings (302 columns), Customer invoices (75), Supplier invoices (88), Customer payments (66), Supplier payments (70), Fuel tracking (149), Employee transactions (74), Customers (34), Suppliers (35), Employees (70), and your custom forms
- Step 3: quick filters and a date-range toggle
- Step 4: pick columns; on Bookings that includes consignee and consigner details, your custom fields, and Expenses Total, Fuel Expenses Total, Driver Payments Total, Profit Loss and POD Uploaded Date
Saved reports are listed with their date under Custom reports, editable, printable, exportable. Several standard tax and ageing reports are built the same way.
Building the report your customer asked for
- Reports → Custom reports → Add; name it.
- Choose Bookings as the source.
- Switch the date filter on; set a quick filter if needed.
- Tick the columns: LR, customer, your custom fields, profit per booking.
- Preview, save, export to Excel.
What stops happening
Customer-specific details kept on paper
Inspections that never become data
Reports rebuilt in Excel every month
A developer for every new column
Watch the product in action
A walkthrough of the transport management software, in your preferred language.
Frequently asked questions
Custom forms and reports are included in every plan
Plans are priced by bookings per month and own vehicles, with a free trial and no setup fee. Pick the one that fits, or book a demo first.