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For logistics & fleet businesses

Give completed jobs a clearer route to billing.

Keep customer agreements, project records, expenses and invoices organised around your logistics service work.

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Keep operational costs traceable

Review vehicle-related expenses and available maintenance information with their supporting records.

Make stock handovers explainable

For location transfers, distinguish dispatch, in-transit stock, receipt and approved corrections.

A clearer record for the work around the work

A job may be complete before its paperwork is ready. Retain the commercial record and supporting costs so the administrative team can review what still needs billing.

Keep project progress and recorded work together.

Current TerminalERP project workspace showing tasks, customer context and recorded work.
Keep project delivery, customer context and recorded work in one current workspace.
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A working routine for your business

1. Record the customer requirement.

2. Agree the service in a quotation.

3. Record the job and supporting expenses.

4. Prepare and follow up on the invoice.

Time to billing

Bring reviewed work into the billing conversation.

  1. Recorded time
    • Review together Review eligibility
  2. Review eligibility
    • Eligible Select eligible entries
    • Keep outside this billing action Excluded entries
  3. Select eligible entries
    • Prepare for review Prepare invoice
  4. Prepare invoice
  5. Excluded entries

Picture it in your working day

For example: A small transport service records a customer job and its supporting expenses before preparing the invoice and checking the payment record.

Before you choose your setup

Does a stock transfer prove customer delivery?

No. Confirm customer shipment and delivery evidence through the actual carrier process.

Does this include live GPS or route optimisation?

Do not assume those capabilities. Validate any specialist telematics, routing or carrier integration.

A closer look at your speciality

Trucking & Freight Haulage

Keep shipper references, quoted services and billing records together. Dispatch and vehicle telemetry remain separate capabilities to confirm.

Courier & Last-Mile Delivery

Give each service job a clear quotation and invoice reference. Route planning and proof-of-delivery apps are not implied.

Fleet Rental & Leasing

Organise customer service billing and relevant references. Vehicle availability, rental agreements and maintenance workflows need an explicit review.

Warehousing & 3PL Logistics

Inspect the warehouse and transfer tools, then verify customer-owned inventory, storage charges and 3PL-specific fulfilment requirements.

AI assistance

Put AI to work for your business.

Review service-due vehicles and feasible dispatch suggestions.

Explore AI assistance

Keep the operational record close to the conversation. Explore mobile access without assuming GPS tracking, routing or proof of delivery.

Choose with clarity

What this industry setup includes—and what to confirm

Start with workflows shaped around the work you do, then check the specialist and regional requirements that matter to your business.

Choosing an industry configures the workspace. It does not turn TerminalERP into a certified specialist system or prove country-specific compliance.

Relevant workflows to explore

  • Invoices & customer billingInvoices, receipts, credits, returns, refunds, and payment status
  • Quotations & proposalsQuotations, acceptance, conversion, and sales-order fulfillment
  • Suppliers & purchasingSuppliers, purchase orders, receipts, bills, payments, returns, and three-way matching
  • Customers & contactsCustomer/contact records, statements, collections, and linked activity
  • Employees, leave & payroll recordsEmployee records, lifecycle checklists, leave, and reviewed payroll records; no universal statutory payroll filing
  • Expenses & approvalsExpense capture, evidence, approval, and accounting posting

What to confirm for your business

  • Live GPS/telematics, electronic proof of delivery, and carrier integrations
  • Maintenance scheduling, fuel-card imports, and route optimization

Start with one workflow from your business.

Compare the plans or tell us the task you want to manage. Use a real example to decide whether the available workflow fits.

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