Accepted quote
Container, material, zone, rental days, included weight, taxes, and published surcharges frozen with an explainable price trace.
Revenue operations
Every charge
earns its way in.
LogiTraq connects the price you promised to the work that happened, the evidence that proves it, and the invoice line that asks to be paid.
Payments and accounting stay grounded in reviewable, traceable facts rather than silent automation.
Invoice reviewReady
Evergreen Builders
Order #1048 · Pickup complete
- 20 yd rental$425.00
- 1.24 ton overage$93.00
- Wait time · 22 min$35.00
Total$553.00
3 source events · Ticket confirmedReconciliation
One review queue between the field and the invoice.
The operator sees where every proposed line came from, what still needs confirmation, and which exception is holding the invoice back.
Field outcome
Completed, partial, failed, dry-run, relocation, dump-and-return, live-load, approved damage, or lost-asset work.
Ticket facts
Confirmed facility, material, gross, tare, net weight, and disposal charge.
Time and custody
Accepted extra rental days, pickup-request timing, and recorded wait-time events with configured grace and rounding.
Authorized change
Customer-approved change orders, reasoned adjustments, credits, reversals, and replacement history.
From approval to collection
Finish the loop without losing the trail.
Invoices, payment state, accounting sync, and every correction remain attached to the operating record.
Review, approve, deliver
Branded PDFs, sequential numbering, delivery status, batch runs, and approval when your policy requires it.
Online or recorded by the office
Scoped payment portal, card or ACH where supported, plus checks, cash, external receipts, deposits, partial payments, and unapplied cash.
QuickBooks Online with reconciliation
Map and synchronize customers, items, invoices, credits, payments, and write-offs without rewriting field truth.
Accounts receivable
Collection is a ledger, not a paid checkbox.
Keep each receipt, allocation, balance, correction, dispute, and settlement outcome understandable to the office and the accountant.
Commercial and residential collection
Support prepay, deposits, terms, partial payment, card on file, ACH where available, hosted COD payment, and office-recorded check, cash, or external receipts.
Allocation, not a paid checkbox
Apply, unapply, and reapply receipts across invoices while preserving partial payments, overpayments, unapplied cash, returned checks, credits, and write-offs.
Customer payment and evidence portal
Give each payer a scoped view of invoices, statements, confirmed scale tickets, supporting evidence, pay-now actions, and payment-method management.
Statements and dunning
Generate account statements, follow configurable reminder schedules, honor stop-dunning controls, and recheck the live balance before every message.
Settlement reconciliation
Match processor payments, refunds, disputes, fees, and payouts to the expected bank deposit instead of treating a webhook as final proof.
Corrections that survive the books
Void, reverse, credit, refund, or reissue through linked records. Posted invoices, accepted field facts, and original payment history remain intact.
Accounting connection
QuickBooks sees the books. LogiTraq keeps the work.
Each invoicing legal entity connects to its own books. Idempotent sync, provider lookups, polling, and drift reports keep accounting aligned without turning an external edit into operational truth.
- Branded invoice delivery
- Use per-entity numbering, legal identity, remittance details, PDF records, email delivery status, bounce handling, and resend.
- QuickBooks Online sync
- Map customers, items, taxes, invoices, credits, payments, and write-offs to the correct legal entity and books.
- Drift and repair
- See the last successful sync, delayed or ambiguous work, missing mappings, provider changes, and a direct path to reauthorize, retry, or reconcile.
- Operational truth stays here
- Accounting adjustments remain visible without rewriting the quote, job, ticket, custody event, or posted LogiTraq history that produced them.
Human checkpoints
Assistance without mystery billing.
Ticket OCR can prefill reliable fields, but the original image stays visible and uncertain results remain for review. No OCR result creates a charge merely because a model returned a number.
Payment boundary
Raw card and bank credentials stay with the processor.
Hosted payment fields and scoped payment links keep collection credentials outside LogiTraq. The platform never records raw credentials, only business status, display-safe details, and provider references.
Find the leakage
Bring one invoice that took too long.
We’ll trace it backward through the ticket, field event, dispatch change, and quote to show how the operating record should come together.
Request pilot access 30-day sandbox · No card required · Guided setup