Job Details
Quote Name & Validity
Customer, Division & Depot
Route (Postcodes auto-calculate distance)
Mileage & Job Type
Additional Costs & Surcharges
Competitor Rate Comparison
Quote Result
Quote Total
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Job Type
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Route
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Base rate (fuel baseline)—
Fuel movement—
Current fuel PPL—
Drive time—
Loading—
Tipping—
Total job hours—
Avg road speed—
Calculated Cost Breakdown
| Variable cost (fuel & tyres) | — |
| Fixed vehicle cost | — |
| Driver cost | — |
| Total direct cost | — |
| Overhead | — |
| TOTAL COST | — |
Details Summary
| Revenue per mile | — |
| Revenue per hour | — |
| Cost per mile | — |
| Actual margin % | — |
| Effective margin | — |
| Division uplift | — |
| Shifts required | — |
Save Options
Quote saved successfully.
Could not save quote.
Mileage Bands
Calculated band prices for your active quote. Prices use current fuel, assumptions, empty miles from the quoting depot, and the effective margin (override → customer → division). Override any price in the yellow cell — your override turns green and is saved with the quote.
Band Pricing Parameters
| Fuel PPL | — |
| Effective margin | — |
| Variable cost / mile (fuel + tyres) | — |
| Avg road speed | — |
| Vehicle fixed / week | — |
| Driver cost / shift | — |
| Load + tip time | — |
| Shift length | 13 hrs |
| Night out cost | — |
Band Lookup — Current Job
| Job mileage (loaded) | — |
| Division | — |
| Band | — |
| Band price | — |
| Pence per mile | — |
| Quoting depot | — |
| Collection postcode | — |
| Empty running miles | — |
Quote Validity
Mileage Band Rate Table — Recommended Quote Prices (£)
Loading band prices…
ℹ Band 1 uses a minimum day rate (full vehicle shift + 0.5 driver + fuel to 50 miles). Bands 7–8 include 2 nights out. All prices include overhead and the effective margin (override → customer → division).
Quote saved.
Could not save quote.
Rate Matrix
Calculated destination prices for the active quote's collection postcode and division. Prices use the effective margin (override → customer → division). Override any cell — your override turns green and is saved with the quote. Use the Save Options on the calculator result to choose whether this save includes the Quote, Rate Card and/or Matrix.
Matrix Pricing Parameters
| Fuel PPL | — |
| Effective margin | — |
| Empty miles (depot → collection) | — |
| Load + tip time | — |
| Avg road speed | — |
| Quoting depot | — |
| Collection postcode | — |
Quote Validity & Filter
Destination Rate Matrix — Recommended Quote Prices (£)
| PC | Destination | Loaded Miles | Calculated Price | Override Price (£) | Effective Price |
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Loading matrix prices…
ℹ Prices use the effective margin (override → customer → division). Overrides are stored against the saved quote and used by the Matrix PDF.
Saved.
Could not save.
Log
| # | Name | Customer | Route | Miles | Division | Type | Margin | Total | Status | Date | By | View | Exports |
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Analytics
Quote performance and fuel trends — manager & admin only.
Win / Loss Performance
Fuel Price Trend (£/litre)
Quote Value Summary
Revenue by Division
| Division | Quotes | Total Value |
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Top Reasons for Lost Quotes
| Reason | Count | Lost Value |
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Recent Quotes
| # | Customer | Route | Division | Shifts | Total | PPM | Margin | Date |
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My Dashboard
Your recent quotes and tasks at a glance.
My Open Tasks
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My Recent Quotes
| # | Name | Customer | Route | Total | Status | Date |
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My Tasks
Tasks assigned to you. Use the filters to build a focused to-do list.
Filters
Tasks
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All Tasks
Every task in the system. Use the filters to triage unassigned work, find high-priority items, or sort by due date.
Filters
Tasks
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Customers
Pick a customer to view conversations, tasks and quote history. Customer codes & margins are managed in the Admin Portal.
Customers
Select a customer to begin.
CRM Dashboard
Customer engagement, quote activity and spend — manager & admin only.
Filters
Customer Overview
| Code | Customer | Owner | Last Contact | By | Last Task Done | By | Last Quote | Quotes (90d) | Won/Lost | Value (90d) | Spend (12m) | Spend (Total) | Open Tasks |
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