Dashboard
Revenue
Expenses
Salaries + Payments
Net Profit
Active Cards
Active Carriers
WEX Rebate
Revenue by Carrier
No data for this period
Expense Breakdown
Salaries
Payments / Other
TOTAL EXPENSES
Invoices / A/R
Open (Invoiced)
Overdue
Draft (Unbilled)
| Agent | Carriers | Revenue | Performance |
|---|---|---|---|
| No sales agents found in Employees | |||
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Cards by Status
Revenue per Active Card
avg per active card ·
Cards
Fuel cards by carrier
| Card Number | Company | MC# | Status | Driver | Unit# | Company Gross | Billing/Gal |
|---|---|---|---|---|---|---|---|
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Click + Add Card to get started | |||||||
Showing of cards
Transactions
Fuel transaction records
| Quantity | Retail | Discount | Expense/Gallon | Company Gross | |
|---|---|---|---|---|---|
| Fuel | |||||
| DEF |
Filters
→
| Card Number | Unit | Driver Name | Product Code | Transaction ID | Date | City | State | Quantity | Gross | Discount | Amount | Transaction Fee | Company Gross |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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No transactions found Import an Excel file to get started | |||||||||||||
Invoices
Accounts receivable & payable
Missing transaction data for invoice auto-creation
Marketing
Plan, produce and track marketing content
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No marketing content yet
Create your first content item to start planning production.
| Content | Type | Status | Post Date | Responsible | YouTube | Updated | ||
|---|---|---|---|---|---|---|---|---|
Empty
Credit Check
Manual credit verification workflow
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Select Applicant
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Application Data (submitted by applicant — read-only)
Authorization
Submitted
Stage 1 — Manual Verification
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| Field | Applicant Data | Manual Check | Source | Result | Note |
|---|---|---|---|---|---|
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Stage 1 Assessment
⏳
Scoring configuration pending.Score weights, thresholds, and mismatch tolerances will be configured in Credit Check V2.
Stage 2 — Plaid Financial Review
🔧
Configuration pending.Questionnaire and scoring rules will be added in Credit Check V2.
Internal Notes
Audit Trail
📋
Select an applicant to begin
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Employees
Team directory
Total Employees
Active
Fired
| Name | Profile | Position | Department | Start Date | Fire Date | Status |
|---|---|---|---|---|---|---|
| No employees yet. Click Add Employee to get started. | ||||||
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Users & Access
Login access and role management
—
Total Employees
—
Active Logins
—
Disabled Logins
| Name | Role | Page Access | Delete | Login | Actions | |
|---|---|---|---|---|---|---|
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Salaries
Payroll management
Total Payroll
Pending
Paid
Date From
Date To
Employee
Status
| Employee | Position | Emp. Status | Salary (Period) | Payment Date | Receipt | Pay Status | |
|---|---|---|---|---|---|---|---|
| No salary records for this period. Set monthly salary for employees in HR settings. | |||||||
| — | |||||||
Payments
Outgoing payments & expenses
Expenses
Operating cost tracking
| Date | Vendor | Category | Description | Amount |
|---|---|---|---|---|
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No expenses recorded | ||||
P&L Report
From
To
Total Revenue
Total Expenses
Salaries + Payments
Net Profit
Total Gallons
WEX Rebate
WEX Volume Rebate
| Carrier | Gallons | Revenue | Share |
|---|---|---|---|
| No data for selected period | |||
| TOTAL | 100% | ||
Salaries
Payments / Other
Vendor payments, fees
Total Expenses
Net Profit
Monthly Breakdown
| Month | Revenue | WEX Rebate | Expenses | Net Profit | Margin |
|---|---|---|---|---|---|
| No data for selected period | |||||
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Current
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| TOTAL | |||||
Pilot Prices
WEX fuel price feed — retail vs. customer pricing
Price History
Avg Retail
Avg Savings
| # | Name | Address | Location | City | State | Retail Price | Customer Price | Savings |
|---|---|---|---|---|---|---|---|---|
| Upload a WEX Excel file to view stations | ||||||||