Walk through exactly how FlowDeck handles a typical freight job from first contact to final payment — in 7 steps.
Client sends a WhatsApp message, email, or fills your web enquiry form. FlowDeck fires an auto-acknowledgement immediately. No missed enquiries. Every request tracked from the first message.
One click from enquiry to quotation — client, route, and cargo pre-filled. Staff adds charge heads from the master list. The tax engine applies the correct rate automatically: UAE VAT, UK VAT, Australia GST, India GST, Singapore GST. The internal margin field shows profit before the PDF is sent.
One click: Convert to Job. All quotation data copies automatically. Job number generated. Document checklist assigned. Booking confirmation fires to client within seconds. Google Drive folder created for all job documents.
Staff updates the BL or AWB number, ETD, ETA. FlowDeck handles client communication automatically. BL missing alert fires 48h before ETD. Departure notification sends on ETD. Pre-arrival alert sends 2 days before ETA. Arrival notification fires on status change. That is 3 hours back every day.
Invoice pre-filled from the job and quotation. Tax engine applies the correct rate. Country-specific PDF selected automatically: UAE VAT invoice, UK VAT invoice, Australia GST invoice, India GST invoice. Client receives the right format for their market every time.
Payment reminders fire at Day 3, Day 7, and Day 14 from the due date. Staff sees the overdue list in the Daily Ops Digest at 08:00. Manager gets an escalation at Day 14. When payment arrives, one click records it — receipt PDF generated automatically, reminder sequence stops.
Vendor bills entered against the same job. FlowDeck calculates gross margin: client invoice minus all vendor costs. Real-time — no waiting for reconciliation. Agent commission calculated and queued for approval. Export the full period to QuickBooks, Xero, Sage, or TallyPrime with one click.
Sent immediately when an enquiry is created from any channel.
If no confirmation in 24h and 48h after quotation sent.
Sent to staff 1 day before quotation validity expires.
Sent to client the moment quotation converts to job.
Sent 24h after job creation if required documents not uploaded.
Sent 48h before ETD if transport document not entered on job.
Sent to client on ETD date confirming shipment departure.
Sent to client 2 days before ETA to prepare for arrival.
Sent to client when job status changes to Arrived.
Internal alert if job arrives but no invoice raised within 48h.
Three-stage overdue sequence. Escalation to manager at Day 14.
Receipt sent to client immediately on payment recording.
Morning briefing: active jobs, overdue invoices, arriving today, missing documents.
Statement emailed to each referring agent on the 1st of the month.
25 spots for freight forwarding companies to run the full platform before public launch. Zero cost. Zero commitment. Live in 45 minutes.
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