TRES Technologies — detailed use cases
TRES provides a cloud-based hub for travel agencies: connecting customer data, bookings, workflows, and integrations so advisors can deliver a consistent, high-touch experience.
Who it serves
Teams inside a travel agency
The best agency platforms balance advisor speed, back-office controls, and customer experience.
Travel advisors
Manage customers, create proposals, book trips, and communicate updates.
Operations / admin
Run standard workflows, permissions, templates, and multi-branch governance.
Back office
Reconcile commissions, revenue, and vendor settlements with auditability.
Use cases
High-impact scenarios
These scenarios map to how agencies operate day-to-day: customer service, booking, ops, and finance.
Centralize customer profiles and travel history
Who: Travel advisors + agency admins
Keep a single source of truth for each traveler: preferences, documents, past trips, and notes.
Typical workflow
- Create or import traveler profiles
- Capture preferences (seat, hotel, loyalty programs, dietary needs)
- Attach documents and consent where applicable
- Log interactions and trip history for faster repeat bookings
Outputs
- Complete traveler record accessible by the right team members
- Less time searching through emails and spreadsheets
KPIs to track
Quote and itinerary workflow
Who: Travel advisors
Build clear proposals and itineraries quickly while tracking revisions and approvals.
Typical workflow
- Draft an itinerary (flights/hotels/tours/transfers)
- Generate client-facing proposal with pricing and options
- Track revisions and client approvals
- Convert approved proposal into booked segments and tasks
Outputs
- Client-ready itinerary
- Approval history
- Booked trip record tied to the traveler profile
KPIs to track
Integrations with booking tools / GDS
Who: Agency operations + IT
Reduce manual re-entry by syncing reservations, PNRs, and vendor data.
Typical workflow
- Connect preferred booking channels
- Import bookings into a unified trip record
- Normalize vendor references, policies, and fare rules
- Keep status changes updated across systems
Outputs
- Fewer errors from copy/paste workflows
- Up-to-date trip status in one place
KPIs to track
Tasking and agency workflow management
Who: Agency managers + support staff
Standardize how the agency executes trips: follow-ups, documents, payments, and checklists.
Typical workflow
- Assign tasks by trip stage (quote, deposit, ticketing, final docs)
- Route tasks to roles/teams with due dates
- Track SLAs and overdue items
- Use templates for consistent service delivery
Outputs
- Predictable delivery across advisors
- Clear ownership and accountability
- Reduced missed steps
KPIs to track
Commission and revenue visibility
Who: Back office + leadership
Understand revenue, commissions, and performance without stitching reports together.
Typical workflow
- Tie bookings to revenue categories and vendors
- Track expected vs received commissions
- Reconcile payouts and flag discrepancies
- Report by advisor, vendor, branch, or campaign
Outputs
- Commission pipeline view
- Exception list for missing/incorrect payments
- Monthly performance dashboards
KPIs to track
Customer communication and service updates
Who: Advisors + customer support
Keep travelers informed with consistent messaging and reduce repetitive manual follow-ups.
Typical workflow
- Send automated reminders (payments, documents, check-in windows)
- Store message history with the trip record
- Escalate exceptions (passport expired, schedule changes)
- Provide post-trip follow-up and review requests
Outputs
- Consistent customer experience
- Lower inbound status queries
- Auditable communication history
KPIs to track
Training and change management for releases
Who: Agency admins + power users
Roll out new features safely across teams with guidance and adoption tracking.
Typical workflow
- Share release notes and short training materials
- Run role-based trainings (new advisors vs experienced)
- Track adoption and collect feedback
- Update internal SOPs and templates
Outputs
- Faster time-to-value on new releases
- Reduced support load during change
KPIs to track
Secure, centralized access across locations
Who: Multi-branch agencies
Allow multiple teams to work together without leaking data or losing ownership boundaries.
Typical workflow
- Configure permissions by office/team/role
- Standardize data structures across branches
- Audit access and changes
- Enable collaboration on shared customers or groups
Outputs
- Consistent governance
- Less duplicated data
- Clear audit trail
KPIs to track
Implementation notes (what agencies typically request)
- Strong permissions model (advisor, admin, back-office, branch)
- Integration connectors with audit logs and error queues
- Templates for proposals, tasks, and communications
- Reporting that ties bookings to revenue and commissions