Haulier Magic: Business Mastery Course

The planning and management of fleets by transportation companies is ad-hoc and sub-optimal as it is driven by intuition and limited knowledge of planners.

So, we have proposed a solution which takes away manual human errors from pen and paper planning process.

This is the entire system. It’s quite large.

Quotation Module

So, the first part of the system is a quotation module that allows you to receive quotations from your customers and do a lot of the pre-crm type work that you do with a normal customer. Once a quote is accepted, it generates an order as output.

Order Received

You don’t have to do quotations necessarily. You can bring orders via (a) manual entry or (b) a client portal of your customers or (c) csv interfaces or (d) if you have any customer interfaces you need for example Transporeon or the pallet networks, we can bring those as well.

Order Planned

Once you’ve got orders, you need to be able to plan them in the “Order Planned” step. We got various different planning tools available: Map based planning and Tour planning are flagship features. Map based planning is especially good for younger and newer planners who don’t really know the layout of the country. As they start to get better, they start to move into more traditional types of planning tools for collections and deliveries.

Pre-Invoicing Approval

We have the “Pre Invoicing approval” step where you can then move into your pre invoicing and approval methods in the system.

Invoicing

We have the “Invoicing” step where the system allows you to find all the jobs of the ones that have got PODs on them and then flag them for invoicing and then create any other kind of invoicing. The invoicing then integrates with Xero and Sage 50 at the moment. If there’s accounting software which we don’t support as we speak, we can always look at custom interfaces to make that happen.

Reporting

We have the system of “Reporting”. We’ve a heavy focus on management type reporting. Two particular dimensions of reporting are:

Accounting: so, accountants like to see the financial side of the business.

Operations: people like to see the data in more of an operational orientated way to see which route you should be driving, which truck should be making revenue, which trucks haven’t. And then chopping and changing that data so that you can actually make decisions to know what assets to deploy and which assets are not performing.