Trip & Client
Shared trip details used across all documents.
Trip & Client
Shared across all documentsRouting
City pairs · used by every documentPer-leg passenger manifests and FBO details are added on the Itinerary step.
Filter Operators
179 operators · 5 regions| Operator | ARGUS | Wyvern | Fleet |
|---|
Request Email
Auto-built from trip & routingSend as BCC to protect operator privacy. Replies come back as quotes — add the winners on the next step.
Client Email
Copy & paste — options, details & photosRich format copies with photos embedded — paste straight into Gmail or Outlook. Plain text is for clients whose mail strips formatting (photos attach separately).
Itinerary Details
Its own document — edit anythingLegs & Passenger Manifest
Per-leg times & passengersFBO & Handling
| Airport | FBO / Handler | Address | Phone |
|---|
Crew
| Role | Name | Phone |
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Ground, Catering & Notes
Invoice Settings
All-in pricing from selected optionThe charter line is the all-in price (wholesale + margin + 7.5% FET, combined). FET isn't broken out for the client — you track and remit it internally.
Additional Costs
Extra line items invoiced for this trip — de-icing, catering upgrades, ground transport, overflight fees. Draw each from the client’s deposit when you invoice it.
| Description | Amount | Status |
|---|
Additional Costs Invoice
Invoices the line items above against this tripContract Details
Itinerary + Charter Broker Terms for signaturePricing, aircraft, client and routing pull automatically from the trip & selected option. Cancellation terms and special remarks appear on page 1; the full Charter Broker Terms follow.
Trip Documents
Upload agreements, receipts, catering orders, permits — any files tied to this trip. Attach a file to each; when the trip is shared, the client can view & download them from their Documents tab.
| Name | Detail | Date | File |
|---|
Trip Status
Mirror in the Salesforce Charter Trip recordClick a stage to set current status.
Salesforce — Charter Trip
Attach both PDFs to the opportunity and set the stage.
- Export the Itinerary and Invoice PDFs (Steps 06 & 08)
- Open the Charter Trip opportunity for this trip
- Upload both PDFs to the Files related list
- Set Stage to match the status above
QuickBooks — Invoice
Create the client invoice; Breadwinner syncs to Salesforce.
- Create a QBO Invoice for the client
- Charter (all-in) → split: wholesale pass-through, margin income, FET payable
- Match the balance due shown in Step 06
- On payment, set status to Paid here + in Salesforce