FOR SMALL, GROWING AND WELL-ESTABLISHED BUSINESSES
FOR HAULAGE AND
TRANSPORT COMPANIES
Plan all your vehicles, drivers, drops and keep track of work in progress and due.
Includes a CRM and integrates with Xero, etc. Easy to use. Drag and drop. Desktop, tablet and mobile licences.
Plan loads, drivers, drops
Plan all of your drops (quotes and orders), allocate drivers and all drops.
Assign vehicles and trailers
Assign drops, vehicles and trailers to drivers. Monitor their workload, hours, days off, etc.
Monitor activities
Update info on drops in real time via the mobile app (Android and Mobile). Collect client signatures, if required.
Update in CRM
Store info on all conversations with clients, send emails and plan actions in the in-built CRM.
Simple to use - Drag & Drop
Use the simple interfaces and drag and drop all events in the highly visual views.
Desktop (Office) & Mobile
Manage and plan on the desktop, then edit, update and view on mobile or tablet (when out and about).
PLANNING AND SCHEDULING MADE EASY
NOW WITH 'IN-BUILT CRM'
Plan drops for clients, assign drivers to vehicles, drops to vehicles and prepare your days and weeks in one view.
Record all interactions with clients and prospects in the in-built CRM. Share with others, and record quotes and discussions. Schedule call-backs, to chase those valuable jobs.
- John Doe, Doe Marketing
Integrates with Xero or Sage to update Payroll or Invoicing.
CUSTOMISE TO SUIT YOUR PARTICULAR NEEDS - EVEN IN THE DEMO!
TRANSPORT, HAULAGE, LOGISTICS
HOW IT WORKS FOR YOU
- Track who said what, to who and when
- Plan all work in advance
- Add in new work as it comes in
- Schedule all your drivers, vehicles and trailers
- Simplify communications with staff, while giving them all the information they need
- Collect updates in real-time, to keep you up to speed
TRY FOR YOURSELF - DOWNLOAD THE FREE DEMO TODAY
See how 5,000+ companies plan their resources
FULL DEMO AVAILABLE - FREE
ONE SOLUTION, MULTIPLE VIEWS
SCHEDULE VIEWS
Use simple 'drag and drop' to create, move, edit and events in your schedule views. Pivot data and view in the format you prefer.
BROWSER/TABLET/MOBILE
Plan on your desktop and use, edit, change and update on your tablet or mobile.
KANBAN BOARDS
Simply move work from column to column based on status. View in real-time.
DASHBOARDS
Use dashboards to see the latest status of all work and resources in one simple to read view.
GEO LOCATION AND MAPS
Measure distances to sites (e.g. from base) and check routes on a map using 'drag and drop'.
REPORTS AND B.I.
Present event based reports on the business, in graphical or tabular formats. Drill down into reports to check anything unusual.
CONTACT INFO
Address : Dinmore Cottage, Burford, Tenbury Wells, WR15 8HR
Tel No : 01547 33 0 69
Mobile : 07966 136 358
Email: [email protected]
SECTORS
ABOUT US
Oakfield are the UK Value Added Reseller and UK Distributors of Visual Planning.
Visual Planning is developed in France, by Stilog I.S.T.
We provide consultancy, training and licences (cloud/on-premise).