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Jobs

Quote, dispatch, invoice. From one record.

Stop reconciling between a booking sheet, a dispatch board and your accounting software. Every job - quoted, varied, completed, paid - is the same record everyone reads from, including the customer.

RouteStra Jobs - quote-to-invoice workflow with customer portal
What makes it different

Quote-to-cash without re-keying.

01

A customer portal that closes the loop

When a quote goes out the customer gets a link. They approve it, see the assigned driver and vehicle once dispatched, and download the invoice - all from one URL, no login required.

Customer quote page - route, date, passengers and total, with accept or decline
02

Plan and price the route before you commit

Drop the pickup, drops and waypoints onto the map. RouteStra costs the journey using your pricing template (deadhead miles, driver hours, vehicle class, peak / off-peak). The number on the quote matches the number you bill.

03

Invoice, chase and reconcile in one place

Invoices generate inside RouteStra and sync straight into Xero, QuickBooks or Sage over OAuth - line items, customer record, VAT codes and dates all preserved. Alongside them sits the money view an operator actually needs: what you've recognised versus deferred, what's outstanding by age bracket, and which customers owe you what.

Accounting hub - revenue recognition, aged debtor report and outstanding balances by customer
The workflow

One record, end to end.

Customer enquires

Via your online booking page, your website, or the phone. Lands as an enquiry in your queue.

Plan and price

Drop the pickup and drop-offs on the map. Pricing template handles the rest.

Send the quote

Customer gets a link. Approves online. No PDF tennis.

Dispatch + run

Driver and vehicle assigned; Operations module sees the commitment.

Invoice + reconcile

Invoice raised in RouteStra and synced to Xero, QuickBooks or Sage. Paid status pushes back automatically.

Use cases

Three private-hire workflows.

Recurring contract with predictable pickups. Set the schedule pattern once; RouteStra generates each occurrence's job record automatically. Variations (term-time gaps, half-day Friday) are first-class.

What's included

Every Jobs module.

Enquiry & quote

  • Job pipeline board
  • Saved drafts
  • Journey builder with map
  • Pricing templates
  • Cost breakdown
  • Cancellation policy

Dispatch

  • Driver & vehicle suggestions
  • Availability and conflict checks
  • Compliance status on assignment
  • Multi-vehicle convoy jobs
  • Return legs
  • Subcontracting

Customers

  • Customer records & notes
  • Vehicle preferences
  • Customer portal
  • Hosted booking page
  • Recurring job series
  • Calendar feed

Money

  • Invoices & templates
  • Deposits and balances
  • Xero / QuickBooks / Sage sync
  • Contracts & automated billing
  • Aged debtors
  • Payment chase log
  • Revenue recognition
  • Per-job-type VAT treatment
FAQ

Common questions

Xero, QuickBooks Online and Sage Business Cloud Accounting, all three via native OAuth integrations - invoices, customer / contact records and payment status sync both ways automatically. VAT codes and nominal accounts are mapped per job type so reconciliation never needs a manual touch.

Get started today

Ready to simplify your scheduling?

Tell us about your fleet and we'll come back with a tailored quote. We'll help you migrate your data and walk your team through every module you turn on.

30-day free trial Data migration support UK-based team

We're with you before, during, and after setup - our team is here to help every step of the way.

Ready to simplify your operations?
RouteStraRouteStra

The all-in-one platform for UK bus and coach operators.

One connected system for rota, compliance, incidents, and depot sign-on - real-time, end-to-end, and built around how UK operators actually run.

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