Three areas along the top: Quotes to price and save jobs, Orders to run a confirmed job through to invoicing, and Dashboard for the overview and the invoice list. This guide doesn’t cover changing rates or settings — if a rate looks wrong, tell your ClearPath admin.

1 Start a quote (Quotes tab)

On Quotes, the Quote no. and Date fill in for you (the number is issued when you save). Choose your name in Operator, then the Customer — pick an existing one from the dropdown or type a new name — and a Job reference. Then pick Own fleet job or Subcontractor job on the switch below.

2 Price an own-fleet job

1. Vehicle — the van doing the job (sets the price per mile).
2. Route & stops — base (HQ) fills in automatically; type the Collection and Delivery postcodes, add more with “+ Add another drop”, and click Get miles for the whole run. Or type the total miles yourself.
3. Return to base is ticked by default. Add waiting if any — the first 30 minutes are free and only the excess is charged.

The customer price shows on the right, always ex VAT, with any fuel surcharge added automatically. Driver pay and margin aren’t shown here — they’re set on the order once a driver’s assigned.

3 Price a subcontractor job

Switch to Subcontractor job, type what the subbie is charging us, check the target GP %, and the customer price appears (rounded up to the nearest £1).

4 Charges & extras

Tick any that apply (Congestion Charge, ULEZ, tolls). London jobs found via Get miles tick the relevant ones for you. The Additional charge box handles one-offs like a tail-lift.

5 Save it, or send it to the customer

Click Save quote to register to log it (it gets a CPQ number). To send it, use Print customer quote (PDF) then “Save as PDF”, or Copy quote text and paste into your email. The customer only ever sees a single job price (“Collection from A, delivery to B”), never the build-up.

6 Find or revise a past quote

Click Search register, type the customer name (or quote no./reference), and click a quote to load it back. Change what’s needed and Save again to log a new version under the same number. New quote clears everything for the next customer.

7 Turn a quote into an order

When the customer confirms, click Confirm to order. A short booking form appears: fill the collection and delivery contacts and special instructions (required), plus ready/deadline times, goods, and assign a driver, vehicle and driver arrangement. Known customers pre-fill their contacts. Create it and the order gets a CPO number and lands in Orders.

8 Manage & complete orders (Orders tab)

1. Click Refresh; orders are grouped by status (filter/search to find one). Click one to open it.
2. The order shows the job detail and, for staff, the margin — you can change the driver arrangement here and it recalculates.
3. Send it to the driver, put it On hold, mark it Failed or Cancel it as needed. Print job sheet gives the driver a run sheet with a POD signature box.
4. When done, click Complete: the final price starts from the quote — add actual extra waiting, other charges, a POD reference and (for subbie jobs) the real subcontractor cost. Save as Ready to invoice.
5. Once entered in Xero, Mark invoiced to clear it.

9 Dashboard & invoicing

The Dashboard tab shows orders and revenue this week and month, margin, and jobs by status, customer and driver. The Ready to invoice — by customer section groups everything waiting to be billed with a total, and Mark all invoiced clears a whole customer once you’ve raised their invoice. Export CSV downloads quotes or orders for your records.

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