Business travel app for the small company: the policy, the trip request costed, the itinerary and the register, built for the office manager who runs the trips (business travel apps without a travel manager)
Perdiemo is for the person who runs a small company's business travel in the United States: the office manager who approves a trip before it is booked, the operations lead who keeps the record of who is where on which booking, the owner who writes the rules the team books against and answers for the travelers while they are away. The free worksheets do the paperwork a trip needs. Pro keeps the trip register the next request is approved against.
Requested, approved, booked, home
Every trip with its traveler, its estimated cost and its approver, its booking references, the policy it was read against and the checklist the traveler carried, kept as one record the office can search when the airline calls.
A trip is one record, and in most small companies it lives in an email thread, a personal card statement and a calendar invite
- Every trip costed before it is booked, with the approver's name on the figure. Most travel arguments are about a cost nobody added up: the fare was quoted, the hotel was assumed, and the ground transport and the days away were never on the same page. The request worksheet puts them on one line and the approver signs that line, not a guess.
- Every booking reference against the trip it belongs to, findable when the airline calls. A confirmation in a traveler's inbox is a booking nobody in the office can act on at nine at night. Keeping the reference, the dates and the fare against the trip means whoever answers the phone can see what was booked and what it cost.
- Who is where this week, on which booking, and who to call if they are not. Duty of care starts with knowing where people are. The register lists every traveler away, the destination, the hotel and the emergency contacts, so the answer to 'is anyone in that city' takes seconds rather than a round of messages.
The free tools
The free worksheets here work from figures the office already has: the fare quoted, the nights, the hotel rate, the ground transport, the company's own daily allowance and its caps. They draft the travel policy those caps sit in, cost a trip request so the approver signs a number rather than a hope, build the trip plan from the bookings, and produce the checklist the traveler is handed. Every one computes on the page and needs no account.
- Travel policy: Put in how many people travel, how often, the lead time, the fare and hotel caps, the daily allowance and the approval threshold, and see the two-night ceiling the policy implies, the annual spend at that ceiling and the clauses the document needs.
- Travel request form: Put in the fare quoted, the nights, the hotel rate, the ground transport, the days, the allowance and the travelers, and see the estimated cost the approver signs, the lodging and allowance lines, the cost per day and the bookings the approval releases.
- Business travel cost estimator: Put in the fare, the nights, the hotel rate, the ground transport, the days, the allowance, the incidentals, the travelers and the trips a year, and see the cost per traveler, for everyone going, per day, what share is the fare and lodging, and the annual figure.
- Travel risk management policy: Put in the destinations the team visits, how many you class as elevated risk, the trips to them, the days, the check-ins a day, the briefing time and the emergency contacts per traveler, and see the register size, the check-ins a year, the briefing hours and the escalation contacts the policy names.
- Business trip checklist: Put in the days, the meetings, the flight legs, the hotel stays, the ground transfers, the documents to carry and the lead days, and see the items on the checklist, the confirmations to file, the meeting preparation, what falls on the day before and what waits for the return.
- Packing checklist for travel: Put in the days away, the client-facing days, the devices, the workouts, the climates the trip crosses and whether it is carry-on only, and see the items on the packing list, the shirts, the outfits, the chargers, the workout kit and the liquids limit.
- Business trip plan: Put in the flight legs, the nights, the meetings, the ground transfers, the buffer before each departure, the hours per leg and the time zones crossed, and see the entries on the itinerary, the hours in transit, the buffer reserved, the days to adjust and the booking references the plan carries.
Perdiemo Pro
Upgrading turns the worksheet into the record. The costed request becomes a trip with an approver's name and a date on it; the itinerary becomes bookings the office can find when a flight is cancelled; the policy becomes the document every request is read against. Nothing is retyped: what the worksheet computed is what the record keeps. Perdiemo Pro is $99 per month for your whole team, billed monthly.
