Software for Travel, Visa and Manpower Agencies
Every passport is a file with an agreed price, a list of steps and money coming in and going out over weeks. NavoBook keeps each file’s stages, payments and costs together, and shows what it earned.
ERP that fits how agencies actually run
An agency does not sell a product. It sells a process: a work visa that needs a medical, a protector stamp and a ticket; an Umrah package with visa, hotel and flights; a student file with admission, fee deposit and embassy appointment. The customer pays in parts along the way, the agency pays medical centres, embassies and airlines in between, and at the end nobody can say what one file actually earned because the money went through one cash book.
NavoBook treats each one as a case with an agreed price and stages taken from your own case types, so a Turkey work visa and a UK student visa each have their own checklist. Receipts from the customer and costs paid for the file are recorded against it, the sub-agent who brought it is noted, and the case shows the balance still to collect and the margin earned.
Where agencies lose track
Files in a cupboard
The status of a passport lives in a folder and the memory of whoever handled it last.
Part payments in one cash book
Customers pay in three or four parts, and the balance per file is worked out by hand.
Costs never charged to the file
Medical fees, visa fees and tickets are paid from the same account and never tied to the passport they were for.
Margin per file unknown
The month shows a profit, but nobody knows which visa types earn and which only keep staff busy.
Sub-agents without a record
Referrals from sub-agents are noted on paper and argued over when commission is due.
How NavoBook runs an agency
Case types with stages
Set up each service with its own steps, such as medical, protector and ticket, copied onto every new file.
Agreed price per file
Each case carries its agreed amount, reference number and destination.
Part payments
Receipts are recorded against the case and the customer’s account, with the balance always visible.
Costs per file
Fees and charges paid for a case are recorded against it from your bank or cash account.
Margin per case
Each file shows what was received against what was spent on it.
Sub-agent on the file
Note the sub-agent or referrer who brought each case.
How the work moves through NavoBook
In the order it happens, from the first record to the last.
- 1
Open
The file is opened with its case type, price and passport or reference number.
- 2
Process
Stages are ticked off as the medical, visa and ticket come through.
- 3
Collect and pay
Part payments come in and costs go out, each against the file.
- 4
Close
The case closes with its invoice, balance and margin.
Modules agencies use most
All 23 modules are included on either plan, so you can switch any of these on as you grow, with no extra fee.
Travel, Visa & Manpower Agencies: frequently asked questions
Is NavoBook suitable for a manpower or visa agency?
Yes. Service Cases is built for exactly this: one customer, one agreed price, a list of stages completed over weeks, money received in parts and costs paid along the way, all kept on the case.
Can we set our own stages for each visa type?
Yes. Case types are your own, each with its own list of stages. A new case copies the stages of its type, so changing the list later never rewrites a file already in progress.
Can we see the profit on each file?
Yes. Receipts from the customer and costs paid for the case are both recorded against it, so each case shows its balance to collect and the margin it earned.
Does it work for Umrah operators and travel agents?
Yes. An Umrah package or a tour is set up as its own case type with its own stages. Nothing in the module is written for one kind of agency.
Guides for agencies
Written for Pakistan, by the same team that builds the software.
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Moving From Excel to ERP in Pakistan: A Practical Guide That Does Not Break Your Business
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The One Screen Every Business Owner Actually Wants: A Real ERP Dashboard for Pakistan
8 min readRun the whole business on NavoBook
From PKR 20,000 a month, all 23 modules included. No per-module fees, no installation.