Move a Deal Forward Once
See how one record carries details into each client-ready document.
What Each Stage Saves You
Less re-entry, fewer handoffs and a more consistent client experience.
01CRM, Enquiry & Deal Setup
Client details, trip type (one-way, return, multi-leg, empty-leg), and a full itinerary.
Keeps client and trip details in one CRM record, auto-derives return legs if omitted, and tracks KYC status from the start.
One structured deal record that saves re-entry throughout the workflow.
02Faster Operator Sourcing
Text-based operator quote PDFs, or quote images.
Send direct RFQs to preferred operator groups instead of hopping between portals. Automatic extraction captures approved quote fields and aircraft photos; it does not provide a live global availability network.
Clean, comparable operator quotes attached to the enquiry record.
03Professional Client Quotes
Charter data + one or more operator quotes.
Builds a branded, client-facing proposal presenting multiple aircraft options. Auto-seeds aircraft photos from the extraction phase. Calculates and hides your absolute and percentage margins.
A polished, on-brand proposal PDF ready to send.
04Contracts Without Starting From Scratch
Charter itinerary + client details + selected operator quote.
Builds from your approved contract terms and maps in party names, pricing, and full multi-leg schedules. Templates support your workflow but do not replace legal advice.
A consistent, on-brand draft ready for broker review.
05System Discrepancy Check
Drafted contract + the originating operator quote.
The system checks what the operator offered against what the contract says, flagging mismatches in price, currency, payment terms, and cancellation terms.
Discrepancies surfaced for broker review before sending; flags assist review rather than eliminate every risk.
06E-Signature
Finalized contract.
Generates a secure signing link. Captures the signer's name, signature image, IP address, and timestamp upon execution.
A signed document with an activity trail, automatically filed—without a separate signing tool for supported charter contracts.
07KYC & AML Compliance
Client identity details.
Runs parallel to the deal from the start. Screens for sanctions, PEP, and adverse media. A weighted risk engine scores the client (low/medium/high).
A clearer KYC and AML record for broker review.
08Payments & Reminders
Payment amounts and deadlines.
Tracks client and operator balances (due, paid, outstanding). Sends automated, deadline-scoped email reminders that adjust automatically if dates change.
Less time spent chasing payments and clearer cash-flow visibility.
09Invoices
Deal financials.
Issues branded payment requests, receipts, and extras with sequential per-company numbering.
Professional, branded invoice PDFs without a separate invoicing tool.
10Flight Briefs
Operator's flight brief PDF.
The system strips the operator's branding and sales contacts while preserving the critical FBO/handler and crew details for the passenger.
A clean, editable, broker-branded brief ready for the client.
11Document Library & Verification
Completed deal documents.
Auto-files generated documents with a unique ID. Public QR codes and verify links confirm the matching PJ-OS record and lifecycle status—not legal content or regulatory compliance.
A searchable library that gives clients a direct way to check a document record.
12Core Platform Capabilities
Brokerage profile & teams.
Supports multi-currency bank accounts, consistent colors and logos, margin and operator reporting, and multi-user team access.
One professional back office that can reduce separate tool costs and save operating time.