Helm OS — by Evolvyn, powered by PortKey

Helm OSby Evolvyn · powered by PortKey

The operating system for tour operators & travel agents. Turn an enquiry into a priced, contract-accurate tailormade holiday — then run the whole trip, from supplier confirmations to the driver's settlement.

Teardrop Journeys · demo org 5 seats · roles: Curator · Ops · Accounts · Owner Supply: PortKey live + org catalog + private Currency & Sri Lanka VAT aware

Hero flow → Enquiry → Build itinerary → Price → Share → Fulfil → Settle

Journeys

Travel Curator

Enquiry → Build → Price → Share

Open an enquiry, build the tailormade itinerary from the contract-fed catalog with seasonal rates & child policy, price it, and share a client link.

Open journey →Hero · live

Curator · Ops

Transport & driver costing

Auto-computes the driver route mileage (Colombo → BIA → hotels → Colombo) from the selected listings, applies the min-km/day guarantee, adds accommodation + bata, marks up to the client price — TC can override.

Open →Live

Operations

Fulfilment & this week

Stage → step fulfilment pipeline, the amendment flow for party-size / date changes, and a “what’s happening this week” agenda of arrivals, departures, transfers & driver assignments.

Open →Live

Pricing & Ops config

Package pricing & workflow

The pricing engine (VAT, multi-currency, subtotals, day-by-day) and the configurable, event-driven workflow with per-stage System/Manual signals.

Open →Live

Ops · Accounts · Owner

Dashboards & fulfilment

Role dashboards, ticketing, the fulfilment pipeline, driver allocation & item handover, inventory, settlement, analytics and activity log.

Open →Live

Client

Shared itinerary viewer

What the traveller receives — the interactive, illustrated itinerary with map, per-stop weather, galleries and PDF download.

Open →Live

Org Admin

Rate & Contract Manager

Email & WhatsApp contracts & flash offers auto-ingested → one-click approve → confidential, tier-specific rate cards. Real Excel/CSV parsing for manual uploads. Best-rate resolver.

Open →Live

Owner

Team & performance analytics

Conversion per curator, revenue, profit & margin, monthly trend, source markets, and seats & billing — the control-room view.

Open →Live

Accounts

Receivables & settlements

Invoice tracking with overdue chasing and one-click payments, plus driver-settlement reconciliation (submitted actuals vs the quoted transport estimate).

Open →Live

Client

Per-segment feedback

The traveller’s end-of-tour ratings for each stay, experience & the driver — low scores auto-open a service-recovery ticket; good ones roll up to PortKey listing ratings.

Open →Live

Sample documents

Vendor document

Sample hotel voucher

Worked example for the Petersen family's Uga Ulagalla stay (E-1051) — confirms services only, no rates shown.

Open →Sample

Org user

Sample quarterly newsletter

Worked example of the automated per-user quarterly performance email, built for Aisha (Travel Curator) from Q3 analytics.

Open →Sample

Prototype suite · demo data. Each journey opens as its own page (linked suite). Real hosted build ties them to one Supabase/Postgres backend with row-level security per organization.
Helm OS is a SaaS product by Evolvyn, connected to the PortKey supply marketplace.