Operations tools
Everything the team needs in one place.
Loads scheduled for today
| Load number | Client | Supplier | Cost | Logged by |
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Recent dedicated loads
| Load number | Client | Supplier | Cost | Logged by |
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Actions needing attention
| Site | Action | Owner | Due | Status |
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Recent site visits
| Date | Site | Visited by | Rating |
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Days since last visit
Every client site, longest gap first. 0–29 days · 30–59 days · 60–89 days · 90+ days (critical).
New dedicated load
Fields marked with an asterisk are compulsory. Once submitted, a load cannot be edited — only deleted with a reason, and it stays on record. Logged automatically as you.
Loads scheduled for today
| Load number | Vehicle | From | To | Client | Supplier | Cost | Waybill | Logged by |
|---|
Logged loads
Showing loads by the date they were logged, newest first, defaulting to today. Deleted loads stay visible in red with the reason.
| Load number | Load date | Vehicle | From | To | Client | Supplier | Cost | Quoted | Waybill | Logged by | Deletion details | Action |
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Select site
Choose the site you are logging against, or Other for a one-off / new client visit.
Data
Import your existing site visit workbook to bring history in, or export everything to Excel in the same layout.
Visits per site
Overall ratings
Visits per team member
Visit trend — last 10 weeks
Visits captured per week, Monday to Sunday, based on the current filter above.
All visits
| Site | Date | In | Out | Visited by | BL site contact | Client contact | Designation | Purpose | Rating | Positives | Concerns | Action items | Owner | Due | Status |
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Actionable items
Every action item logged against a site visit. Update status here, and add feedback when closing an item out.
| Site | Visit date | Action items | Owner | Due | Status | Closure feedback |
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