Good afternoon
Here is how the desk is running. Sample data
Revenue
Recovered value, invoiced and drafted
Private
Trade accounts
Where the work comes from
Every enquiry logged in the period
0enquiries
Phone still brings the most, but the website and WhatsApp together now match it.
Needs attention
Four things worth a minute
Unit utilisation
Share of shift hours on a job
Unit 5 is the heavy — low hours are normal and it is the one that earns most per job.
Activity
Live feed from the desk
Dispatch
Every live job, left to right. Click one to assign a unit, change the status or ring the customer.
Live
Enquiries
Calls, website forms and WhatsApp in one list, oldest first. Turning one into a job carries the location, vehicle and contact straight onto the board.
Nothing in that group.
Calendar
Booked collections, trade uplifts, out-of-hours cover and everything the fleet has falling due.
Booked collection
Trade uplift
Fleet due — MOT, tax, service
Out-of-hours cover
Leave
Today
Fleet dates are pulled straight off the vehicle records — nothing to enter twice.
Jobs
Every job on the book, live and completed. Search by reference, registration, customer, route or postcode.
0 selected
| Ref▲ | Customer▲ | Status▲ | Value▲ |
|---|
No jobs matchTry a different filter, or clear the search.
Clients
Garages, dealers, insurers and fleets on account, then private customers. Click a name for their job history and what is outstanding.
Trade accounts 5
| Account | Jobs (90d) | Owed |
|---|
Private customers 4
Invoices
The twelve most recent. Click any row to open the invoice itself.
0 selected
| Invoice▲ | Account▲ | Status▲ | Amount▲ |
|---|
No invoices matchTry a different filter, or clear the search.
Payments
Card payments taken through Stripe — at the roadside, over the phone, or from a link on the invoice.
S
Stripe — connectedacct_1Rd…7Kq · GBP · payouts daily
Stripe balance
£0
£0 still clearing
Next payout —
Taken this month
£0
0 card payments
Stripe fees this month
£0
1.5% + 20p on UK cards
Transactions 0
| Customer | Status | Fee | Net |
|---|
Nothing in that groupChange the filter to see more.
Payment links
Send one by text and the money lands before the truck does
Amount
For
Payouts
Into the business account
Financials
What came in, what it cost to earn, and what is left. Sample data
Revenue and costs
By month
Revenue
Costs
Profit and loss
Year to date
Where the money goes
Costs by category
Margin by job type
Gross margin after direct costs
Scrap and end-of-life uplifts run at a loss on their own — they exist to keep the garage accounts happy.
Cash position
Bank balance, last 12 weeks
—
VAT
Next return
Period ending—
VAT on sales—
VAT on purchases—
Due—
—
Cost per unit
Running cost against revenue earned
| Unit | Revenue | Margin |
|---|
Owed to you
Aged against the open invoices
—
Fleet
Every unit, what it can lift, where it is now, and what is falling due for MOT, tax, service and insurance.
Drivers
Licences, tickets, medicals and CPC — with the expiry dates worked out from today rather than remembered.
Staff
Who is on this week, who is carrying the out-of-hours phone, and which licences and tickets are held.