A finance workflow built around concrete delivery. Quote it, turn it into an order, let the finished job price itself off the rate card, then invoice, chase and report — without re-entering anything.
Who owes you what, and for how long. Ageing buckets across every customer so the follow-up calls happen in the right order.
Build an itemised quote with materials, delivery charges and terms, send it, and track it through draft, sent, accepted or rejected. Accepted quotes convert to orders in a click.
Per-customer pricing for materials, delivery, minimum loads and surcharges. Set it once and every job that customer books prices itself the same way.
Orders from confirmation through delivery to completion, linked to the dispatch jobs that fulfil them, with the full history per customer.
Invoices generated from completed deliveries with the rate card already applied — and rendered on your own template, laid out in the same drag-and-drop editor as your tickets.
For customers on a standing arrangement: define the lines, the frequency and the terms once, and the invoices raise themselves on schedule.
Record payments against invoices in full or in part, allocate them where they belong, and watch invoice status and the receivables ageing update themselves. Every payment keeps its history.
What your materials actually cost you, kept current as supplier pricing moves — so the margin shown against a job is the real one.
A statement of account for any customer over any period — invoices, payments, credits and the closing balance — ready to send or file as a PDF.
Revenue by customer, period, material and machine, exportable for whoever does your books.