Cases
⌕
TRAVELEAN ASSISTANT
How can I help with travel today?
Upload a document, search flights or hotels, prepare a quotation, or work on an existing customer case.
✦
Travel assistantSelect or create a case to start
✦
Start with a customer request
I can help organise travel documents, passenger details, itinerary options and customer-ready drafts.
Case contextNo case
Select a case to see travellers, requirements, documents,
selected options and pending approvals.
OPERATIONS OVERVIEW
Dashboard
Here is what needs your attention.
Case register
One workspace per customer trip
⌕
✦
Select a case to begin
Open a case here or continue it from the Assistant.
Approval inbox
Oldest requests first
⌕
FINANCE
Invoices
Invoice history across all firms.
| Invoice | Customer | Firm | Updated | Booking & transfer | |
|---|---|---|---|---|---|
| Loading invoices… | |||||
SALES
Quotations
Drafts prepared from selected travel options.
| Quotation | Customer | Route | Firm | Total | Status | Updated | Actions |
|---|---|---|---|---|---|---|---|
| Loading quotations… | |||||||
FINANCE
Customer ledger
Receivables across ERP invoices. Select an invoice to review or edit it.
| Invoice | Customer | Firm | Subtotal | Advance | Total due | Status |
|---|
TRAVEL SEARCH
Flight search
Build a complete request and continue it in the Assistant.
TRAVEL SEARCH
Hotel search
Collect stay requirements before searching.
CONTACTS
Customers
People or organisations responsible for booking and billing.
| Customer | Contact | Address | Family | Travellers | Actions |
|---|
PASSENGERS
Travellers
Individual passengers attached to customers and travel documents.
| Traveller | Customer | Nationality | Passport | Expiry |
|---|
ADMINISTRATION
Settings
Write-only credentials and operational resources.
Secure configuration
Values cannot be viewed after saving. Replace or delete a configured value when it changes.
Drivers
Drivers available for pickup and drop-off assignments.
Users and access
Create staff accounts and assign an access role. Super administrators retain full access.
✦
ERP MODULE
Module
This workspace will keep related case activity together.