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Travel agency & multi-vehicle fleet management

Run your complete travel office from one connected system.

Take bookings, assign your own or attached vehicles, send duty slips, create GST invoices, maintain every Agent/Vendor khata and track vehicle documents—without rewriting the same trip across registers, WhatsApp, Excel and accounting software.

  • Google Maps pickup and drop selection
  • Owner and driver views
  • GST billing and CA-ready reports
  • Agent/Vendor khata to the paisa
  • ChatGPT and Claude connector
1 entryfor the trip across the workflow
1 clickfrom completed work to GST invoice
Always currentAgent/Vendor khata
30 → 1 daysdocument-expiry reminders

Less admin · More control

Save hours of repetitive work every week.

The biggest saving comes from entering a trip once and allowing the same information to flow through duties, billing, khata and reports.

Before SFX Register → WhatsApp → Excel → accounting software

The same booking is copied three or four times and reconciled again at month-end.

With SFX Enter once → Assign → Invoice → Khata → Report

One connected flow keeps records ready for the office, driver, owner and accountant.

Khata maintains itselfInvoices, receipts, vendor bills, payments and settlements update the correct balance.
CA-ready every monthExport GST summary and GST invoice reports to Excel and share them with your CA.
Fewer missed expiriesAdvance reminders for vehicle papers and driver licences.
One searchable recordBookings, duties, invoices, receipts, vehicles, drivers, fuel and service history.

One system for the whole travel office

From the first customer call to the last payment.

Every section solves part of the same operational workflow, so information moves forward instead of being typed again.

01

Bookings and passengers

Local, outstation, airport, railway and multi-vehicle trips with Google Maps pickup and drop, remembered passengers and rate cards.

02

Duty slips and dispatch

Assign your own or attached vehicle and driver, then send the duty slip through WhatsApp.

03

GST billing

Calculate minimum km, extra hours, night charges, toll, parking, CGST/SGST or IGST.

04

Agent/Vendor khata

See who owes you, whom you owe and which invoices or payments created the balance.

05

Multiple vehicles

Manage your fleet and attached vehicles with drivers, odometer, fuel, service and operating history.

06

Document reminders

Track RC, insurance, permit, AITP, fitness, PUC, road tax and driving-licence expiry dates.

07

Owner and driver views

Owners see the business; drivers see only their duties, route and trip actions—not fares or khata.

08

Reports and exports

Review revenue, GST, Agent/Vendor business, balances and document expiry, with Excel exports.

09

Permissions and activity

Choose who can view or change each area and keep a traceable record of important actions.

ChatGPT + Claude connector

Run approved office work from a conversation.

Connect your own ChatGPT or Claude and ask in plain language to find records, check a khata, prepare a booking or create an invoice. You choose its permission level and approve changes before they happen.

  • Choose its accessLook only, office work, or approved payment work.
  • Confirm changesIt previews the action and waits for approval.
  • Only your companyNo access to another operator's records.
  • Fully traceableEvery action appears in the activity history.

A working rhythm for every trip

One connected journey from request to reporting.

Capture the trip

Office staff creates the booking or sends a customer booking link for the missing details.

Assign and dispatch

Choose the available vehicle and driver, then share the duty slip with the right people.

Complete and invoice

Closing km, time and expenses flow into billing and the GST invoice.

Collect and report

Payments update khata while the office and CA receive organised records and reports.

Built for operational trust

Your business data stays controlled and recoverable.

Different people need different views. Staff permissions, driver restrictions, activity history and regular backups help protect the records your travel office depends on.

Company separation

Your agency's records are kept separate from every other company.

Role permissions

Choose View, Create, Edit and Delete access by area.

Regular backups

Business records are backed up and recovery is tested.

Traceable changes

Important actions remain visible in the activity history.

Questions

Frequently asked

Who is SFX Travel Manager for?

It is designed for travel agencies, taxi operators and fleet owners working with direct customers, corporate clients, Agents/Vendors, attached vehicles and drivers.

Does the customer need an account to fill the booking link?

No. The secure link opens directly on the customer's phone. They see your agency branding and only the fields needed for their trip.

Does a customer submission automatically confirm the booking?

No. The information returns to the Draft booking. Your office reviews the trip, checks availability and confirms it.

Can it manage GST invoices and monthly CA reporting?

Yes. It supports GST invoices and downloadable GST summary and invoice reports that can be shared with your CA.

Can drivers see our rates and khata?

No. The driver view is restricted to their duties, route and trip actions. Financial information stays with authorised office users.

Can we manage both owned and attached vehicles?

Yes. The fleet area supports your own vehicles and vehicles supplied by other operators, along with assignment, driver and operating records.

See it with your own kind of trips

Book a practical SFX Travel Manager demonstration.

We will walk through bookings, customer links, duty slips, GST invoices, khata, fleet records, reminders, mobile views and the AI connector—using a workflow that matches your travel business.

Request your free demonstration

Tell us a little about your travel business. Your request goes directly to the SFX lead desk, and our product team will contact you.

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