What we do - really well

We provide you with the tools to connect your entire organisation. So everyone is happy and everyone feels good about their work.

Your customers

Beat competition & help your customers book.

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Office teams

Supporting office teams running the day to day.

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Warehouse & delivery

Provide structure to the warehouse & delivery teams.

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Joining

We make it easy to join or switch to LoadList.io

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Automation

Emailing invoices

Email invoices to a client with a click of a button.

Emailing quotes

Click a button to email a quote to a client. Emails are sent from your business email address.

Invoice reminders

Invoices are automatically emailed to clients as payment reminders.

Picklist adjustments

Adjust, add & remove items & components on load lists and your stock levels will automatically adjust.

Stock reports

Stock levels & reports continuously update, so you always have an accurate picture of what's going on.

Stock rules

Automate your stock control with stock rules.

Customer management

CRM

Use our CRM to track and report your customers and record important information.

Customer search

Access any customer from a single search from any page in the system.

Invoicing

View an invoice and payments audit trail for each customer.

Notes

Keep staff & customers in the loop with note-taking. Choose to display notes privately, on picking lists, or on delivery slips.

Pipeline

See where your customers fall into your pipeline and better forecast expected revenue.

Quotes

Create multiple quotes per customer and display them on your customers' dashboard.

Stock

Identify stock issues individual customers are facing and fix them before the event.

Dashboard

Home page

Manage your customers, calendar, deliveries, collections, tasks, customers & quotes as soon as you log in.

Invoices

View who's paid, who is due to pay & who's overdue. Send invoice reminders with a click from the dashboard and get control of your cash flow.

Quotes & pipeline

Enjoy a birds-eye-view of your pipeline. See how many quotes have been created across a time range, who is most likely to book, and the revenue expected to come in.

What's happening?

Color-coded booking dashboard. Deliveries, collections, and bookings are all highlighted. View items booked, stock warnings, sub-hired, distances, Google Maps & remaining balanced due.

Delivery Notes

Attachments

Upload attachments and PDFs.

Delivery notes

Write special instructions and notes for your clients to read.

Digital delivery notes

Send digital versions of delivery notes to your clients.

PDF delivery notes

Send pdf or printed versions of your delivery notes.

Rental items

Show the items rented and quantities on a clear table for the client.

Sign off

Staff & customers can sign online to confirm all items have been delivered.

Site images

Add images to the delivery note.

Terms & conditions

T&Cs are automatically attached to each delivery note.

Invoicing

All payment methods

Take online card payments, bank transfers, cash, or cheque.

Booking changes

All changes to the final booking are reflected in the final balance invoices.

Integration

Integrate with account software like XERO & seamlessly send invoices to your accountant.

Invoicing automation

Late payment reminders are emailed to clients, reducing office admin.

Multi-invoices

Split a booking into multiple invoices or create a payment plan for customers.

Online invoices

Send digital invoices for your client to view online.

PDF invoices

Send PDF or paper-based invoices.

Payment audit trail

All invoices and invoice payments are recorded so you can see who paid & when.

RAPID creation

Click to convert quotes into invoices.

Reports

Use our invoicing and payments reports to track revenue, profit, overdue, due, paid invoices, and much more.

Picking lists

Attach images

Help your team with tricky bookings by providing more details. Upload site images, important documents, and more.

Delivery instructions

Add instructions to picking lists to ensure the team knows exactly what to do. Delivery instructions update in real-time so you can keep your team up to date with last-minute details.

Digital pick lists

Save on paper waste and improve team communication with online, digital picking lists. All you need to do is share the link & everyone has access to the correct information.

Google Maps

View maps of the delivery site, check directions, and confirm access.

Load weights

Calculate the total loading weight of the booking.

PDF pick lists

You can also print packing lists and the same information will be available.

Pick list adjustments

Change the load list, without changing the clients' quote. Swap, add, remove or adjust the QTY of items on the picking list. All changes will be automatically updated in the stock report.

Picking images

Images of stock items are shown in the picking list. This is a massive help for warehouse staff and new team members to pick the correct items.

Stock warnings

Stock warnings on load lists help prevent you from double booking.

Sub hired items

View which items on the load list are sub-hired.

Views

Change how you view a picking list with multiple views and grouping options.

Profitability per booking

Commissions

Calculate commissions/percentages/finder fee's for bookings given to you.

Delivery

Delivery costs are automated based on fuel and distance to the event.

Job profitability

Factor in costs related to a booking to see the gross profit you will generate.

Labour

Enter labour costs for specific staff members, daily rates, hourly rates & agency.

Margin report

Adjust the price of line items in the quote to hit a target profit margin.

On quote reports

Visual reports help you identify where your costs are & what's eating into your margins.

SQM Cost

Apply costs based on square meterage.

Sub hire

External costs & sub-hired items are automatically deducted.

Quote building

Attachments

Upload site information, job documents, pdfs, and media to help the job run smoothly.

Branded digital quotes

Beautiful, modern, interactive quotes. Designed around your brand and optimised for web & mobile. Guaranteed to increase sales conversion.

Customisable quote flow

Customise the quote flow process for each user.

Drag and drop

It's simple to organise a quote, just drag and drop line items to re-order the layout.

Interactive image galleries

Interactive galleries help your customer visualise their event and the items they are hiring.

Notes

Share information between the office team, the customer, and the delivery team so everyone is in the loop.

PDF quotes

PDF & printable quotes as standard.

Quote templates

Speed up the sales process by sending your pre-made quote templates.

Quote titles

Break up complicated quotes by adding quote titles as line items.

Rapid quote building

Build bespoke quotes in seconds with our intuitive quote flow technology.

Sales buttons

Interactive sales buttons help your customers commit to a booking and speed up the sales process.

Should I quote: Capacity

After entering the hire period, the insight report will tell you how many quotes & bookings you have on. Combining this with 'Insights: Distance' helps gauge whether you should quote or not.

Should I quote: Distance

Once the address is entered, the distance to the event is auto-calculated. Combining this with 'Insights: Availability' helps gauge whether you should quote or not.

Stock warnings

Stock warnings appear next to line items so you'll never overbook.

Tasks

Create tasks to stay on top of your to-do list.

Template analytics

Identify the quote templates that are leading to bookings with template analytics.

Reporting

All stock issues

A list of all the stock issues you have for the year.

Analytics hub

Access hundreds of pre-made reports that help you understand how your business is performing. Download data, print reports, search for key information, and view graphs.

Big Spenders

A breakdown of your key clients, the big spenders.

Bookings

View a breakdown of all the upcoming bookings you have. Including, dates, customer details, and revenue.

Cash in cash out

A simple report breaking down, on a month by month basis the money coming into your business and the money going out.

Customer mailing list

A list of all your customers and the emails for your marketing purposes.

Customer vs revenue vs costs

Understand your customers and pricing strategy by breaking down each customer by revenue, what your predicted costs were, the predicted margin, the true costs, and the true margin.

High priority leads

Prioritising your time and focus on the leads who are more likely to book.

Monthly sales per sales agent

See how your sales team is performing with monthly sale report.

Overdue invoices

A list of all the clients who have overdue invoices.

Pipeline by stage

View your pipeline and understand how much potential revenue there is at every stage of the booking cycle.

Profitability per booking type

Get a clear view of the profitability of each event type.

Quotes that should be invoiced

Don't forget to invoice a client! This report will identify the clients that want to book but have not yet been invoiced.

Revenue by address

This report highlights the geographical areas where most of your revenue is generated.

Revenue per event type

Identify what event types generate the most amount of revenue for your business.

Stock issues per quarter

A breakdown of all the stock issues per quarter.

Stock management

Components

Allocate individual components to items and enjoy perfect load lists and stock reports.

Excel upload/download

Download your entire stock library, change, archive, and edit stock items.

External IDs

Assign external IDs or special SKUs to each stock item.

Filters

Reduce quoting errors by applying filters to prevent items from being quoted with the wrong product.

Images

Upload images to your stock items. The images are shown to customers on quotes and to the warehouse team when picking from load lists.

Packages

Create special packages by combining products and price the packages accordingly.

RAPID Bulk Stock Editor

Create item categories, change pricing, add new stock, change dimensions are organise your stock with a user-friendly bulk stock editor.

Sizes

Add widths and lengths to products & the system will calculate the total square feet or square meterage required.

Super User Friendly

Our stock management system is extremely intuitive, beautifully designed, and easy to use.

Stock Reporting

Booking stages

See if the stock warning is for an invoiced client, a confirmed booking, a high-priority quote, or a low-priority lead.

Customer breakdown

Drill down into stock warnings and identify the customers who have overbooked.

Date range

Load stock reports for individual days, specific weeks, or entire seasons in seconds.

Deliveries & collections

Identify when there are overlaps between bookings, deliveries, and collections.

Google Maps

Click straight from stock reports to Google Maps and plan your scheduling.

Grouping

Group by stock categories or view all items you stock.

Packages

View stock issues for packages and the individual items within the package.

Shortages only

Get straight to the point by showing all stock shortages.

Views

Change the report by viewing who's booked, view quotes + bookings, or our customer's favorite; 'highlight the current quote'.

Stock Rules & Automation

Add items if...

Add items into your picking lists and adjust stock levels when certain items are combined.

NO CODING REQUIRED

Like writing a story, you simply tell the system how you want to automate stock. For example, when I add product X remove component Y from the picking list and re-add the stock into circulation.

Picking lists

Your picking list will automatically re-adjust by either adding or removing items when a stock rule is triggered.

Remove items at a ratio if..

Adjust your stock reports & picking lists by removing an item at a defined ratio if a specific item is added to a quote.

Remove items if...

Adjust your stock reports & picking lists by removing 1x item if another item is added to a quote.

Stock levels re-adjust

All stock rules will automatically re-adjust your stock levels.

Switching & Joining

Booking migration

We use clever artificial intelligence software to import your bookings (including line items) into the system and then match the line items to stock.

Component allocation

Every day we help suppliers allocate thousands of components to hundreds of hire items. The result is perfect picking lists and accurate stock reports.

Customer migration

Transfer your existing customers and their details into the system.

Package building

We work with you to ensure your packages are labeled, priced, and include the right products at the right QTYs.

Quote design & branding

Our onsite team of designers and developers will work with you to ensure your quotes are styled to your brand.

Taxes

Add or remove taxes

Add or remove taxes from a booking.

Apply by default

Apply default taxes to every booking.

Change taxes by geography

Apply taxes based on the location of the booking.

Manage taxes

Create, edit or remove any Tax types from your tax library. Taxes include but are not limited to: State, Local, City, VAT, GST, HST, Sales ...

The System

Any device

The system works on Apple, PC, iPhone, Andriod, Tablet... It work's on all your devices.

Cloud-based

The system is cloud-based which means it works from anywhere in the world. So work from the office, home or on the beach singing... "If you like Piña Coladas..."

Easy to use

We invest heavily in design and user experience to ensure the system is super easy to use and not clunky!

Vendors & purchase orders

Booking POs

Assign purchase orders to bookings.

Digital POs

Send a digital PO to a vendor to access online.

Important information

Highlight key information on the purchase order.

PDF POs

Create PDF and paper-based POs for vendors.

POs + Google Maps

Help vendors deliver items by showing Google Maps on purchase orders

Site & delivery details

Provide up-to-date delivery and collection address and times.

Vendor analytics

A breakdown of the amount spent with each vendor.

Vendor library

Build a library of the vendors who help you run your business.

Vendor rental items

A library of the items you sub-rent or buy from each vendor.

What we do - really well

A list of features on Load List

Automation

Customer management

Dashboard

Delivery Notes

Invoicing

Picking lists

Profitability per booking

Quote building

Reporting

Stock management

Stock Reporting

Stock Rules & Automation

Switching & Joining

Taxes

The System

Vendors & purchase orders

Create a free account now and get started immediately.

Run a beautiful
business with LoadList.io

What we do - really well

A list of features on Load List

Automation

Customer management

Dashboard

Delivery Notes

Invoicing

Picking lists

Profitability per booking

Quote building

Reporting

Stock management

Stock Reporting

Stock Rules & Automation

Switching & Joining

Taxes

The System

Vendors & purchase orders

Create a free account now and get started immediately.

Run a beautifulbusiness with LoadList.io

Run a beautiful
business with LoadList.io