Ontario Trans & Trust Inc.

Active Shipments

0

LOADED & FOR PICKING UP

Sales Pipeline (Incl. HST)

C$0

Total order value

Bank Balance (TD)

C$0

Auto-synced with payments

Net Profit (YTD)

C$0

Revenue minus expenses

Vehicles Dropped Off

0

Dropped Off this month

Total Km Driven

—

km (dropped-off orders)

Average Transit Time

—

Hours per drop-off (dropped off)

Orders by Status

Recent Orders

Shipment	Customer	Vehicles	Route	Driver · Fleet	Status	Total (HST)	Actions

KPI Dashboard — Car Hauler

Operational, financial & service KPIs. Auto-refresh on load.

Orders by Status

Drop Offs by Month

Bottlenecks

Top Drivers (drop-offs)

Recent Drop Offs

Order / Customer	Vehicles	Driver	Status	Value

Sales & Customer Financial Hub

Manage orders, quotes, invoices, payments, statements, and customer directories.

Active Orders & Quote Manifests

Filter:

Unbilled Revenue C$0.00 0 Hide dropped off Hide picked Hide invoiced 📌 Note

Order ID & Timestamp	Customer	Vehicles count/manifest	Route & Schedule	Fleet / Driver	Order Value	Progress / Status	Actions

Active Customer Invoices & Printable Documents

Immediate customers: one invoice per order · Monthly / Weekly: one consolidated invoice for all their orders

Filter:

Hide invoiced

Release Consolidated Invoice one bill per customer per period

Customer

Duration

Month

Invoice & Date & Time	Customer	Manifest	Route & Schedule	Fleet	Subtotal	HST	Total	Status	Actions

Received Payments & Merchant Deposits

Synced to TD Bank

Payment ID	Customer	Invoice Ref	Method	Amount Received

Customer Statements (Click any customer bar to open full statement)

Open Statement choose customer + duration, then open

Customer

Duration

Customer Name	Total Billed	Total Paid	Outstanding Balance	Aging Status / Print

Customer Directory

Customer Name	Contact Person	Orders	Type	Phone Number	Contact Email	Company Email	City / Prov	HST #	Billing	Actions

Haulage Tariff Rate Card

Service Title	Description	Standard Rate (CAD)	HST Taxable (13%)

Purchases, Bills & Vendor Accounts

Manage supplier bills, 3PL carrier partners, and expense receipts.

Bills and Expense Receipts - Key Differences Guide

✅ Bill (Accounts Payable)

Payment status: Unpaid; logged on credit to pay later.
Accounting impact: Creates an Accounts Payable liability.
Use case: Tracking vendor obligations and aging due dates.

✅ Expense Receipt (Immediate Payment)

Payment status: Paid immediately at the time of purchase.
Accounting impact: Reduces cash or bank balance right away.
Use case: Recording instant debit, cash, or credit card purchases.

Vendor Bills & Payables (HST ITCs)

Driver Reimbursements — Payable to Drivers (Out-of-Pocket)

C$0.00

Bill ID	Vendor / Payable To	Order No.	Fleet · Bill Date	Description	Amount (Incl. HST) · Status	Actions

Suppliers & 3PL Carriers

Subcontracted 3PL Hauler Partners

Carrier Name	Contact	Equipment	MC / DOT	Actions

Standard Supplier Directory

Vendor Name	Category	Contact	Phone / Email	Total Billed YTD

Truck Parts & Maintenance Catalog

Item Code & Title	Category	Cost (CAD)	HST Taxable (13%)

Bills and Expense Receipts - Key Differences Guide

✅ Bill (Accounts Payable)

Payment status: Unpaid; logged on credit to pay later.
Accounting impact: Creates an Accounts Payable liability.
Use case: Tracking vendor obligations and aging due dates.

✅ Expense Receipt (Immediate Payment)

Payment status: Paid immediately at the time of purchase.
Accounting impact: Reduces cash or bank balance right away.
Use case: Recording instant debit, cash, or credit card purchases.

Expense Receipts & Fuel Logs

Receipt ID & Added Time	Vendor	Entered By / Payable To	Order No.	Fleet	Category	Date	Description	Amount	Actions

OTT Fleet & Availability Status

Real-time availability tracker for transport trucks and trailers.

Vehicle / ID	Vehicle Details	Capacity	Cost (CAD)	Total Expenses	VIN / Plate	Driver	Status	Actions

Trade Inventory — Vehicles for Resale

IAS 2 stock, separate from fleet. HST 13% on sale · prep costs capitalized · void-not-delete.

On hand

—

Stock valuation (cost)

—

Gross profit (sold)

—

Vehicle / VIN	Vehicle	Bought From	Price + Prep	Total Cost	Status	Actions

CRA file per unit: bill of sale · UVIP · lien search · safety cert · payment proof (keep 6 years). Regular dealing needs an OMVIC licence.

Driver Roster & Availability

Driver availability and commercial license tracker.

Driver Name	Phone	Email	License	Vehicle	Status	Actions

Driver Username

Order status

Select Active Order *

Add Expense / Receipt for this order

Category *

Invoice Date *

Vendor *

Amount *

Supplier Inv #

Notes *

Receipt *

My expenses — last 7 days

Username

Password

Financial status — tap a tile for details

Billed

C$0

Paid

C$0

Balance

C$0

Order status — tap to filter

Quote Requests

My Shipments

Banking & Cash Flow

TD operating accounts synced with customer payments.

TD Operating CAD

C$0.00

Stripe Gateway

C$0.00

Date	Description	Account	Amount

Manpower

Workforce payroll settlements and stakeholder directory.

Stakeholder	Type	Contact	Legal Docs	Orders	Accrued 30%	Paid	Balance	Due to Driver	Status

Order	Driver	Revenue ex-tax	Due 30%	Paid	Balance	Status	Actions

Redelivery legs — secondary driver

30% of the second leg's additional charge — the same rule as the order driver.

Order	Vehicle	Driver	Due 30%	Paid	Balance	Status	Actions

Every credential in the system — admins, drivers and customers. New people appear here automatically. Suspended logins are rejected everywhere. Click any row to edit that account.

Name	Account Type	Username	Authority	Status	Last Sign-in	Actions

Authority Matrix

Generated from live role definitions

Access Policy

• Least privilege — grant the smallest authority that lets the person do their job.

• One credential per person — no shared logins; names are Title Case, usernames lowercase.

• Suspension — suspended accounts are rejected at every endpoint until restored.

• Admin safety — the last active Admin cannot be suspended or demoted.

• PIN reset — resets take effect immediately; never share a PIN in chat or email.

• Full admin — Admin authority is the only role able to edit this screen.

0

C$0

C$0

C$0

0

—

Average Transit Time

—

Orders by Status

Recent Orders

Sync repair Admin / helper

KPI Dashboard — Car Hauler

Orders by Status

Drop Offs by Month

Bottlenecks

Top Drivers (drop-offs)

Recent Drop Offs

Sales & Customer Financial Hub

Active Orders & Quote Manifests

Active Customer Invoices & Printable Documents

Release Consolidated Invoice one bill per customer per period

Received Payments & Merchant Deposits

Customer Statements (Click any customer bar to open full statement)

Open Statement choose customer + duration, then open

Customer Directory

Haulage Tariff Rate Card

Purchases, Bills & Vendor Accounts

Vendor Bills & Payables (HST ITCs)

Driver Reimbursements — Payable to Drivers (Out-of-Pocket)

Suppliers & 3PL Carriers

Truck Parts & Maintenance Catalog

Expense Receipts & Fuel Logs

OTT Fleet & Availability Status

Trade Inventory — Vehicles for Resale

Driver Roster & Availability

Driver Sign In

Customer Sign In

My Shipments

Banking & Cash Flow

C$0.00

C$0.00

Manpower

Edit Access

Financial Reports & P&L

Profit & Loss (YTD)

Ontario HST Tax Summary (13%)

Activity Log — who changed what

Order Helper Intake queue

Batches

Live Logistics Route Map OSRM + Nominatim API

STATEMENT