Operators · Screen guide

Quotes, finance & reporting

Quotes can be accepted on a public link. Finance covers trip invoices; Reporting exports period data for ops review.

Quotes

Quotes list in the operator console
Quotes workspace — draft, send, track acceptance
New quote
Build trip + class; engine uses published pricing (Simulator can preview draft separately).
Status filters
Draft / sent / accepted / expired / declined.
Send
Emails the customer a public #/quote/{token} accept link.
Copy public link
Share via WhatsApp/SMS when email is wrong channel.
Editing price after send without re-sending — customer still sees the old token payload until refreshed/reissued.
Convert / booking link
Accepted quotes become bookings you can assign like any other job.

Finance / invoices

Finance and invoices screen
Finance — invoices and payment status
Invoice list
Payable / paid / overdue filters for trip invoices (not SaaS subscription invoices).
Open invoice
Line items, booking reference, customer, payment attempts.
Public pay link
#/invoice/{token} for card payment when Stripe/Connect is configured.
Mark paid / void
Manual settlement for bank transfer or goodwill voids — use carefully for audit trails.

Reporting

Period picker
Align with Overview windows when reconciling utilisation vs revenue.
Export
CSV/download for accountants or external BI.
Ops review metrics
Completed trips, cancellations, average value — wording varies by plan.

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