Dashboard
Good morning, Max
Consignment performance
Weekly Activity
Quote Pipeline
Job Health
Service Mix
Top Customers
Top Carriers
Top Lanes
Freight Portal
Your freight activity for the selected dates.
Recent Jobs
Spend By Day
Quote Pipeline
Service Mix
Top Lanes
Despatch Dashboard
Jobs scheduled for today and tomorrow.
| Date | Connote | Client | Reference | Pickup | Delivery | Service | Stage | Ops Action |
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| Date | Connote | Client | Reference | Pickup | Delivery | Service | Status |
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| Pickup | Delivery | Connote | Client | Reference | From | To | Carrier | Service | Status | Call |
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| Connote | Client | Reference | Pickup | Delivery | Carrier | Service | Status | Call |
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| Connote | Client | Reference | Pickup | Delivery | Carrier | Service | Status | Call |
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Unallocated
Consignments waiting on carrier booking and pricing.
| Date | Connote | Client | Reference | Pickup | Delivery | Carrier | Status |
|---|
Recurring Consignments
Manage automatic weekly jobs and manually create saved recurring consignments.
Manual Recurring Jobs
Select saved jobs and create allocated consignments for the chosen date.
| Client | Pickup | Delivery | Carrier | Service | Buy | Sell | Actions |
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Automatic Weekly Jobs
These create next week's consignments when the Wednesday automation runs.
| Day | Client / Ref | Pickup | Delivery | Carrier / Service | Pricing | Active | Actions |
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Saved Address
Customer address book for pickup and delivery locations.
| Client | Address Name | Address | Contact | Notes | Actions |
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Pending Consignments
Consignments up to today with client or carrier names that need fixing before billing.
| Date | Connote | Client | Client Exists | Carrier | Carrier Exists | Service | Bill | Week Cost | Sell |
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Job Health
Ops cleanup checks before finance approves bills and customer invoices.
| Issue | Date | Connote | Client | Reference | Carrier | Service | Buy | Sell | Why it matters |
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Finance
Invoiced jobs only, with revenue, carrier costs, margin, and bill coverage.
| Connote | Date | Customer | Carrier | Invoice # | Bill # | Invoice Date | Buy | Sell | Margin | Actual Markup | True Markup | Why Different |
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Bill Approval
Review carrier bill status and approve original or additional carrier charges.
| Date | Connote | Client | Pickup | Delivery | Carrier | Service | Bill Status | Projex Buy |
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Bill Check
Compare a carrier bill total against all approved Projex bill lines.
| Date | Connote | Client | Pickup | Delivery | Service | Projex Buy | Bill Amount | Approved | Notes |
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Non-Invoiced
Consignments cleared for the next customer invoice run.
| Date | Connote | Client | Pickup | Delivery | Carrier | Service | Pending | Bill | Invoice | Buy | Sell |
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Bill Import to Xero
Approved carrier bills formatted for Xero bills.
| Carrier | Bill No. | Bill Date | Due Date | Connote | Client | Amount | Tax | Carrier Tracking | Customer Tracking |
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Invoice Import to Xero
Ready customer invoices formatted for Xero sales invoices.
| Customer | Invoice No. | Invoice Date | Due Date | Connote | Carrier | Amount | Tax | Carrier Tracking | Customer Tracking |
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Custom Invoice Lines
Ready invoice lines for customers marked as custom invoicing.
| Customer | Invoice Date | Due Date | Connote | Carrier | Amount | Tax | Carrier Tracking | Customer Tracking |
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Customers
Manage Xero-backed contacts used across Projex.
| Name | Account | Phone | Account Code | Tracking | POD |
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Custom Invoicing
Manage customer invoice layouts, grouping, and attachment fields.
| Customer | Type | Group By | Attachment Fields |
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Users
Manage staff and future customer logins.
| Name | Access | Client | Status |
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Consumables
Manage consumable products and current customer pricing.
| Name | SKU | Carrier | Cost | Sell | Margin | Status |
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Coming Next
This menu item has been added to the rebuild checklist and is ready to be implemented.