Ballston Limo

Admin CRM

Secure access for bookings, quote requests, customer records, status updates, and resend tools.

Ballston Limo

Ballston Limo Admin CRM

Bookings, quotes, customers, and operational follow-up.

Admin

Today’s Operations

Quick view of booking statuses, quote workload, today’s pickups, and newest requests.

Dashboard Trends

Choose one or more data types to compare booking volume, quote volume, and revenue.

Today’s Bookings

Recent Quotes

Bookings

Search reservations, edit details, assign status, and resend confirmation emails.

Booking Trends

Compare reservation volume and booked revenue by week, month, or year.

BookingCustomerTripPickupTotalStatus
Select a booking to review or edit it.

Quotes

Review instant and custom quote requests, update status, add quoted amount, and resend quote emails.

Quote Trends

Track quote demand by week, month, or year.

QuoteCustomerTripRequestedRateStatus
Select a quote to review or edit it.

Customers

Find a customer profile and open their bookings and quotes in one place.

CustomerContactActivityVerified
Select a customer to view history.

Corporate & Institutional Accounts

Manage law firms, hotels, hospitals, airlines, venues, schools, churches, embassies, and business billing accounts.

AccountType / BillingBalance / CreditStatus
Select a corporate account to review contacts, invoices, and bookings.

Admin Accounts

Create secure CRM users for owners, admins, and dispatchers.

Current Admins

NameEmailRoleCreatedLast Login

Job Calendar

Bookings and quote follow-ups in one operational calendar list.

Calendar
Daily dispatch view
TypeDate / TimeCustomerTripDriver / VehicleStatus

Send / Log Communication

Email sends through Resend. SMS sends through Twilio when configured. Calls and internal notes are logged for follow-up.

Recent Interactions & Threads

Open Threads

Recent Activity

Drivers

Create driver records for assignment, communication, and location tracking.

Driver Roster

NameContactVehicleJobsLocationActions

Fleet GPS Vehicles

Register tracker-equipped vehicles. Use the provider vehicle/device id from Samsara, Motive, Azuga, or another fleet tracker.

Latest GPS Locations

VehicleTrackerLocationSpeedLast Update

Registered Vehicles

VehiclePlate / VINProviderDeviceAssigned Driver

Affiliates / Farm-Out

Add partner companies, contacts, farm-out jobs, payout terms, and job offer tracking.

Affiliate Network

CompanyContactAreaJobsPerformance
Select an affiliate to manage contacts, farm-out jobs, offers, and performance history.

Reports

Revenue, booking status, quote status, service type, affiliate, and Google Ads attribution summaries.

Bookings, Quotes & Revenue Trends

Use the report date range above to compare operational volume and revenue.

Booking & Quote Status

Revenue by Service

Revenue by Service

Ads / Campaign Attribution

Keyword Revenue

Offline Conversion Queue

Bulk Actions

Run bulk exports and administrative actions without crowding the reports dashboard.

Email Marketing

Draft customer campaigns for follow-up, reactivation, airport transfers, weddings, and event work.

Campaigns

NameAudienceChannelStatusActions

Quote Expiration Digest

Send the weekly internal digest listing quotes expiring before next Sunday.

Sends to info@ballstonlimo.com and ballstonlimo@gmail.com.

Reservation Digest

Send the weekly internal digest listing upcoming bookings through next Sunday.

Includes customer, trip, dispatch, vehicle, driver, and reservation details.

Suppression List

Keep unsubscribed or do-not-contact customers out of campaign sends.

Suppressed Contacts

Contracts Intake

Internal office view for corporate, institutional, and recurring transportation contract requests.

Advanced token fallback

Ballston Limousine Internal Sales Intake Summary Sheet

For internal office use only. Use this worksheet after discovery to classify the account, calculate contract value, and prepare MSA/Schedule A placeholders.

Select a contract request to review details.

Step 1: Customer Submitted Intake Form

This is the contract form submitted from contracts.ballstonlimo.net. Use it as the source record for discovery, quoting, contract generation, and onboarding.

6-Step Contract Workflow

1. Customer FormSubmitted through the contracts portal and copied into this admin record.
2. Discovery & QuotingComplete the internal intake sheet, pricing, deposit, and fees.
3. Digital Intake / DepositSend or confirm the client portal link and secure Stripe deposit path.
4. Generate MSA + Schedule AMap request and pricing data into the contract bundle.
5. Signing & TokenizationSend for signature and confirm payment method tokenization.
6. Archive & OnboardArchive signed PDF, set billing cadence, notify dispatch, assign fleet.

Internal Worksheet

MSA DOCX Schedule A DOCX Internal Intake DOCX Signing Packet DOCX