In the office

Gain the insights you need to run your business. Manage your staff, inventory, vehicles, payments & customers from a simple dashboard.

Quote building

Build beautiful quotes, fast, from any device.

Invoicing & payments

Save time by automating accounting & payment admin.

Stock control

Less clicks, less confusion. Manage your inventory on a system thats easy to use.

CRM

Gain insights into your customers, revenue forecasts and activities.

Reporting

See the big picture and understand how your business is performing.

Logistics

See what's happening, who's going where and plan your logistics like a boss.

Game changers

Make your day easier! It's the little things on Load List that have a big impact.

Quote building

Rapid quotes

Sample quotes, booking duplication, quote flow customisation and other tools help reduce the time you spend building quotes.

Quote alerts

Find out if you are to already fully booked before you quote with real time alerts like stock level notifications, busyness alerts, job-profitability or staff & vehicle availability.

Communication

Reduce long email chains and repetitive questions. All the information your customers need is within the quote.

Editing

Need to customise a quote? No problem. Drag and drop line items, re-order, add titles, adjust pricing and more from one dashboard.

Invoicing

Accounting integration

Integrate your accounting software with Load List and get the best of both systems.

Multi invoices / part payments

Split a booking into multiple invoices or create part payments for your customers.

E-Signature

Need the customer to sign for it? No problem, sign online.

Payment options

Card, cash, wire transfers or cheque, your customers can pay in the easiest way for them & you.

Stock control

Bulk inventory editing

Create or remove products, change prices, update QTYs and manage your entire inventory list at speed.

Never overbook

Stock level notifications, busyness alerts & job-profitability so you know if you already fully booked.

Detailed stock reports

Drill down into the data to identify which customers or bookings are causing stock shortages.

Product descriptions

Add images, FAQ sections, attached product PDFs, dimensions and more to help inform your customers.

Up-selling

Increase your average order value by making it easy for your customers to add more to their booking.

Stock automation rules

Automate your stock control by creating rules that adjust load lists when specific items are added to a quote.

CRM

Tasks management

Keep the business moving by assigning tasks and follow ups for specific team members.

Pipeline report

Quickly view the customers who are mostly likely to book and the revenue they will generate.

Notes

Create notes against a booking to help the sales team, warehouse crew and delivery teams.

Customer search

Find customers and bookings in seconds with our powerful search box.

Reporting

Analytics hub

See the big picture more clearly. Access dozens of metrics across every key aspect of your business.

Invoicing & payments

Double down on your cash flow. Identify who’s paid, who’s late, what’s coming in & more.

Quote reports

Keep track of all your quotes and filter out the time wasters from the true customers.

Stock reports

Drill down into the data to identify which customers or bookings are causing stock shortages and how to fix issues.

Logistics reports

Quickly find out what's happening, who's going where, how many vehicles are available and more.

Logistics

Load Lists

Your load lists (or picking lists) are auto-generated for each booking. Any stock shortages are flagged and it’s easy to swap items.

Shareable documents

Share load lists, delivery notes, calendars, job documents, notes, delivery instructions and more via digital links or paper printouts.

Bookings, customers, staff & vehicles

Get a birds eye view on who is working, what jobs are coming up & what vehicles are available.

Delivery notes

Help the delivery team with detailed instructions, images, google maps, job documents and more.

Game changers

Your personal assistant

You’ll always be notified of over-bookings, distances to travel, how busy you are, booking profitability, and much much more.

Automate boring admin tasks

Late payment reminders send automatically, accounting software is connected, click to send emails... Automate the boring jobs so you have more free time in the day.

Work from anywhere, on any device

Take the office with you. Access everything you need from any device, any where in the world.

One tool to rule them all

Everything you need to be successful at your job is available on one system.

Friendly support & training

We are here to help you! Our help desk has detailed articles but if you’d prefer to speak to a human, send us an email, call, whatsapp or video call.

Learn more about how office teams interact with LoadList.io

How long does it take to learn how to use LoadList.io?

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Because LoadList is beautifully designed and very user friendly, most new customers find the system intuitive and can perform complex tasks in less than an hour.

Can I make changes to my account?

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Yes it is very easy to customise and change your account.

Is LoadList.io cloud based?

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Yes, LoadList.io is cloud based and hosted on AWS servers. This means you can access the system from any device, anywhere in the world.

Create a free account now and get started immediately.

No credit card required.

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