Enquiries & Work Orders

Enquiries

Excalibur allows you to enter comprehensive information at the time of each enquiry. You can record general details (e.g. contact and account particulars) as well as more specific information such as delivery addresses, products required and agreed prices.

Excalibur helps track the progress of each enquiry by recording follow-up and review dates along with the on-going status, e.g. won, lost, on-hold. Known details on why an enquiry was lost can be recorded for analysis.

Managers can review and analyse live activity on enquiries raised by user with full details on potential value and status.

Work Orders

Once an enquiry has been accepted by the customer, work orders can quickly be created, allocated and scheduled for the correct despatch depot(s). Work orders allocated to a despatch depot appear on their despatch screens at the correct schedule time. From these work orders, dockets can then be created in less than 5 seconds.

Work order activity can be analysed in real time by supervisors and managers.

The software standard for the Aggregates Industry just got better!

Excalibur provides the ultimate solution for the aggregates and extraction industries and related businesses, enabling efficient and effective management of weighbridge and despatch transactions. Excalibur lets you despatch your products quickly and efficiently, price despatches in real-time, and make customer, contract and haulier billing a more flexible, faster process into your back office accounts system.

Features

Despatch Operations

Speed is of the essence. Quickly process dockets, preventing backlog of vehicles at the despatch office.

Account Management

Excalibur supports customers, suppliers and contracts (job costing) with full pricing and credit control.

Enquiries & Work Orders

Enter comprehensive information for each enquiry, track progress and manage resulting work orders.

Multiple Depot Operation

Despatch operations are supported at multiple locations with support for regional head offices.

Reporting & Data Analysis

Powerful reporting with end-user report designer, scheduled emailed reports and multiple export formats.