Logistics / Travel

The Logistics / Travel dashboard helps you keep an eye on all transport, delivery, and travel expenses for your project. This includes tracking things like vehicle rentals, fuel, or courier fees needed to move equipment to the installation site.

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How to Open Logistics / Travel

Desktop

It appears as a dedicated section directly inside your Project Details screen. You can also click the Expand Icon (the button with two small diagonal arrows) right next to the orange button to view the full logistics log on its own screen.

Mobile

It opens as its own standalone page under the Operations category link.

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Tracking Quoted Logistics Items

The dashboard automatically shows all the transportation entries you already created when building your project quotations.

Updating Status & Costs

When you click the pencil Edit Button on a quoted item row, a window opens showing the breakdown of that expense. Here is how you can manage it:

• Actual Price Field: Type in the real amount charged for the service if it changed from your projected pricing.
• Status Dropdown: Update the tracking status to Pending, Purchased, or Cancelled.

Quick Payout Auto-Fill

To save you time typing, setting a worker’s status to Purchased automatically populates the Actual Total box with the exact Dealer Total value.

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Manually Adding New Logistics Expenses

If you run into unquoted travel fees or need to add quick custom transport costs, click the orange + Add Logistics / Travel button to open the entry form:

1. Logistics Name: Enter a clear title for the expense (such as Vehicle Rental or Fuel).
2. Description (Optional): Type in any helpful notes or specific tracking details.
3. Vendor (Optional): Add the name of the transport provider or store.
4. Quantity: Enter your item counts.
5. Dealer Price: Enter the cost per unit for the service or item. The app will automatically calculate and display your sum in the Total (Dealer) box
6. Select Quotations (For Reference): Check the boxes next to your project quotes to track exactly which quotations this travel expense references.
7. Click Add Logistics / Travel to save your entry.

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Managing Quoted vs. Manual Entries

This tracks your entries based on where they came from:

• Quoted Logistics: Items brought over automatically from your client estimates cannot be deleted to protect your original proposal records.
• Non-Quoted Logistics: Any custom transport lines you add manually from this screen will display a clear Delete Button (Trash Icon) inside their row. You can click it at any time to remove them from your active project costs completely.