User Guide

Smart Transport -All Features in One Place

System Overview

Smart Transport is a complete transport and logistics management system. Vehicles, drivers, clients, trips, expenses, billing, dues, and spare parts - all managed from one platform.

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Trips & Delivery

From quotation to start, delivery, and completion β€” track the full trip lifecycle.

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Financial Management

Client payments, invoices, receipts, dues, and ledger β€” all in one place.

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Spare Parts Stock

Categories, stock levels, workshop issues, and sales β€” full inventory control.

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Live Tracking

When drivers update location, admins can view it on the map in real time.

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Reports

Trip, income/expense, dues, driver, and inventory reports β€” with PDF export.

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Notifications

Alerts when trips start, are delivered, completed, or cancelled.

Who Uses What

Three types of users β€” each with their own login and responsibilities.

User Login Main Tasks
Admin Office / Management /admin/login Manage fleet, drivers, clients; create trips; billing, dues, inventory, reports, settings
Driver Field staff /driver/login View assigned trips, start trips, send location, mark delivered, submit expenses
Client Customer /user/login View own trips, invoices, receipts, ledger, and outstanding dues

Admin Dashboard

After login, a quick summary of trips, revenue, fleet, and clients.

  • βœ“Running and upcoming trip counts and statuses
  • βœ“Revenue, expenses, and dues summary
  • βœ“Vehicle and driver availability
  • βœ“Quick navigation to all modules

Vehicle & Driver Management

Maintain fleet and driver records, assign them to trips, and manage payroll.

πŸš› Vehicles

  • Add new vehicles (registration, fitness, insurance)
  • Vehicle photos and detailed information
  • Status: idle / active / workshop
  • See which vehicle is on which trip
  • Availability check when scheduling trips

πŸ§‘β€βœˆοΈ Drivers

  • Onboard drivers β€” permanent, backup, trip-based, contract, owner, freelance
  • Profile, phone, license, salary/commission settings
  • Attendance and leave records (permanent drivers)
  • Trip assignment and payroll / payslip
  • Driver performance reports

Client Management

Track customers who use transport services β€” profile, trip history, payments, and dues.

  • βœ“Create new clients β€” name, phone, address, client code, type (individual/company)
  • βœ“Set opening due (previous outstanding balance)
  • βœ“Client profile β€” all trips, payments, and ledger in one view
  • βœ“Give clients login access to view their own portal
  • βœ“Download due statement PDF

Trip Management

The core of the system β€” the full freight journey is controlled from here.

Trip Types

Instant

Standard point-to-point transport

Port

Port or container related trips

Contract

Unit pricing with contract reference

Project

Transport linked to a project reference

Reload

Return/reload trip linked to a previous trip

Trip Statuses

Quotation β€” draft quote Scheduled β€” confirmed, ready to dispatch Running β€” trip in progress Delivered β€” goods reached destination Completed β€” finalized, accounts closed Cancelled β€” trip cancelled

Full Trip Flow β€” Create to Finish

β‘  Create Tripβ†’ β‘‘ Confirm Quoteβ†’ β‘’ Startβ†’ β‘£ Deliveredβ†’ β‘€ Completeβ†’ β‘₯ Bill & Payment
  1. Create trip: Select client, pickup/delivery, goods, amount, driver, and vehicle. Save as quotation or scheduled trip.
  2. Advance payment: Record advance payment at creation time if needed.
  3. Confirm: Approving a quotation moves it to scheduled β€” driver and vehicle must be assigned.
  4. Start: Admin or driver starts the trip β†’ status becomes running. GPS tracking activates (if enabled in settings).
  5. Live tracking: Driver location updates appear on the admin map.
  6. Delivered: Mark delivered when goods reach the destination.
  7. Complete: Admin finalizes the trip β€” profit is calculated and vehicle status is updated.
  8. Expenses: Driver submits fuel, toll, etc. β€” admin approves or rejects.

More Trip Features

  • βœ“Schedule conflict check β€” same driver/vehicle cannot be double-booked
  • βœ“Activity log β€” record of who did what and when
  • βœ“Trip sheet and invoice printing
  • βœ“Driver feedback after delivery
  • βœ“Cancel trips from allowed statuses

Billing, Invoices & Dues

All financial transactions with clients β€” payments, invoices, receipts, and due tracking.

πŸ’΅ Payments

  • Record trip-wise payments β€” cash, bank, bKash, Nagad, driver collection
  • Advance payment during trip create/edit
  • Overpayment blocked β€” cannot collect more than due
  • Automatic receipt generated on payment
  • Receipt PDF download

πŸ“„ Invoices

  • Generate invoice from completed trips
  • Paid / partial / unpaid status tracking
  • Invoice PDF download
  • Visible in client portal too

πŸ“’ Dues

  • Due Overview: See how much each client owes
  • Payment Schedule: Calendar of expected collections
  • Collections: History of collected payments
  • Client-wise due PDF statement

πŸ“Š Profit

  • Trip amount βˆ’ advance βˆ’ approved expenses = profit
  • Profit shown on trip detail page
  • Summary in financial reports
Due calculation: Opening Due + Trip Business βˆ’ Received Payments = Total Outstanding

Spare Parts & Inventory

Manage spare parts stock in the garage/workshop β€” categories, issues to vehicles, and sales.

Recommended Setup Order

Categories→ Add Parts→ Stock In→ Buyers→ Issue / Sale
Module What You Can Do
Part Categories Create and manage categories (Engine Parts, Filters, Tyres, etc.) β€” active/inactive
Spare Parts Part name, category, unit, purchase/sale price, stock, reorder level, compatible vehicle
Stock Movements Stock in (purchase) or adjustment β€” increase or decrease stock
Workshop Issue Issue spare parts to a specific truck/vehicle β€” stock is deducted
Spare Sales POS-style sales β€” spare, maintenance, or security type; print/PDF receipt
Buyers Individual, company, or workshop buyer list β€” select during sales

Inventory Dashboard Shows

  • βœ“Total parts count and stock value
  • βœ“Low stock alerts when quantity falls below reorder level
  • βœ“Today's workshop issues and monthly sales profit
  • βœ“Recent stock movements

Reports & Accounting

Reports and accounting summaries for management decisions.

Report Center

Trip Report

Trip list by date/status β€” PDF export

Financial Report

Income, expenses, and profit summary

Client Due Report

Outstanding dues by client

Due Aging

How long dues have been outstanding

Driver Performance

Driver activity and trip statistics

Driver Payroll

Salary and commission report

Inventory Report

Stock, movements, and sales summary

Accounting

  • βœ“Cashbook: All income and expenses in one ledger β€” trip payments, inventory, manual entries
  • βœ“Profit & Loss: Profit and loss for a selected period
  • βœ“Balance Sheet: Assets and liabilities as of a specific date
  • βœ“Audit Trail: History of admin changes

Driver Panel

Built for drivers in the field β€” mobile-friendly interface.

Menu What You Get
Dashboard Today's and running trip summary
Upcoming Trips Assigned trips coming up
Running Trips Trips currently in progress
Delayed Trips Trips running behind schedule
Completed Trips Finished trip history
Reports Personal performance summary

Driver Workflow

View Upcoming→ Start Trip→ Send Location→ Mark Delivered→ Submit Expenses

Client Portal

Customers who use transport services can view everything from their own account.

Dashboard

Total trips, outstanding dues, and recent activity summary

Trips

All own trips β€” status, route, and amount

Invoices

Generated invoice list and details

Receipts

Payment receipt history

Ledger

Full financial timeline β€” trips, payments, opening balance

Profile & Settings

Update personal info and change password

Notifications

Automatic alerts on important events β€” admin, driver, and client all receive them.

  • βœ“Trip scheduled, started, delivered, completed, or cancelled β€” all relevant parties notified
  • βœ“Admin alerted when driver starts or delivers a trip
  • βœ“Unread count shown on the bell icon in the header
  • βœ“Click a notification to mark it read and go to the related page
  • βœ“Mark all read, or mark individual items read/unread
  • βœ“Full notification inbox page

Settings & Access Control

Company setup and staff permission management.

βš™οΈ Settings

  • Company name, logo, favicon, contact details
  • Currency, invoice/receipt prefix, footer text
  • Timezone and date format
  • GPS tracking on/off, update interval, map visibility

πŸ” Access Control

  • Create admin users for staff
  • Assign roles β€” manager, dispatcher, accountant, viewer
  • Module-wise permissions β€” control who can view or do what
  • Super admin has full access

PDF & Print Documents

Document When It Is Used
Trip Invoice PDF Bill for a completed trip β€” given to client
Payment Receipt PDF Proof of payment received
Client Due Statement PDF Full outstanding balance statement for a client
Driver Payslip PDF Proof of payroll payment to driver
Spare Sale Receipt Receipt for spare parts sale
Report PDFs Export management reports