Required
The job knows which documents it needs before anyone asks for them.
Bookings · From accepted quote to closed job
Confirmed work becomesan organised job,not a data-entry task.
Turn the accepted quote into a live job, with its parties, charges, milestones, documents, margin and customer conversation attached to one record.
Winning the job should not start the admin again.
One accepted quote. One job that already knows itself.
A confirmed booking sets off a chain of small obligations. The work is routine; the risk is that one of them gets missed while it still lives in somebody's spreadsheet.
The register
Every live job on one board, with the ones that need you at the top.
See lane, carrier, progress, ETA and exceptions across the whole desk. Sort by what is at risk rather than by what was entered most recently.
- Lane and carrier
- Progress and ETA
- Exceptions first
The bookings register
Forty-one live jobs with lane, carrier, progress, ETA and exceptions sorted to the top.
screenshot · 16/10Booking detail
The job file for one shipment: parties, references, vessel, equipment, document states, milestones with owners, and the financial summary.
screenshot · 4/3Job file
Everything about the shipment, on the shipment.
The customer reference, the supplier reference and the job reference are carried from the quote, not recreated. Find the job by whichever one the person on the phone is reading out.
- Parties
- Shipper, consignee, notify party and the supplier behind each leg.
- Route and equipment
- Origin, destination, mode, vessel or flight, and the equipment booked.
- References
- Customer reference, supplier reference and job reference, carried from the quote.
- Milestones
- Every commitment with an owner, a due date and a visible next action.
- Documents
- What the job needs, what has arrived, and what is being chased.
- Financials
- Agreed sell, running cost and the margin the job is actually earning.
Milestones
Every commitment carries a name and a date.
Every milestone carries an owner, a due date and the next action it is waiting on. Chasing starts from the board rather than from the moment somebody notices.
“Arrival notice due 02 June, Ella.”
- 1Booked
- 2In transit
- 3Arrived
- 4Cleared
- 5Delivered
- Owner
- Due date
- Next action
- Exception
Milestones on a live job
The milestone list for one booking, with owners, due dates, the overdue arrival notice raised, and the next action against each line.
screenshot · 16/11Documents
Six of seven present, and you know which one is missing.
Each job lists the paperwork it needs and the state of every line. Chasing starts from what is actually missing rather than from a memory of what usually arrives, and the operator can see what the gap is holding up.
Received
Arriving paperwork attaches to the job and marks its own line complete.
Checked
Values are compared against the job before they are relied on.
Chasing
What is missing is visible, with a name and a date against it.
The document checklist on a job
Seven required documents for one booking, six received and checked, one outstanding with the person chasing it and what it is holding up.
screenshot · 5/2The booking inbox
A customer email asking where the container is, with the booking's current ETA, cleared documents and delivery slot beside it.
screenshot · 16/11Customer conversation
The email thread is part of the job, not a separate universe.
Mail is matched to the booking by reference, container or sender, so the question and the current answer sit on one screen. Nobody hunts through a mailbox to find out what was last promised.
- Mail matched by reference, container or sender
- Current ETA and document states beside the thread
- Mailbox permissions left exactly as they are
Access stays with the mailbox. Multideck reads only what the operator is already authorised to read.
Invoicing becomes a review, not a rebuild.
Margin should not arrive as a surprise. Sell, cost and margin are visible from the day the job opens, and the invoice is built from charges that were already agreed.
Sell
The charges the customer accepted arrive with the job, so nobody rebuilds an agreed price from an email.
Cost
Supplier costs land against the same job as they are confirmed, rather than surfacing at month end.
Margin
The real number is visible from day one, while there is still time to do something about it.
The same job hands its facts to AutoDoc, Customs and the customer update, so none of them start from a blank form. See how it connects
Put your live jobs on one board.
Bring your live jobs and the handoff that slows them down. We will show you the same work with less admin.