Preview: Fleet Management module for Perfex CRM
Be aware: This can be a module for
Perfex CRM. Not a standalone script. This module requires the HR Records Management and Purchase Management modules to be put in.
Table of Contents
Temporary description
Fleet Management Module is a complete resolution designed to assist companies optimize the efficiency of their industrial automobiles, with the intention of bettering productiveness, cost-effectiveness, security, and buyer satisfaction. This module is often employed for monitoring firm vehicles, vans and vans. Tools reminiscent of forklifts, golf carts and development automobiles will also be monitored with them.
By automating numerous fleet operations reminiscent of car monitoring, upkeep scheduling, route optimization, and driver efficiency monitoring, this module helps companies successfully handle your property and obtain higher outcomes.
Module Options
- Dashboard
-
Car Management :
- Normal Data
- Upkeep
- Lifecycle
- Monetary
- Specs
- Task Historical past
- Gas Historical past
- Insurances
- Inspections
- Car Doc
- Components Doc
- Remider Doc
-
Transaction Management :
- Invoices Management
- Bills Management
-
Driver Management :
- Normal Data
- Car Assignments
- Driver Paperwork
- Coaching Management
- Profit and Penalty
- Work Efficiency Management
- Profit and Penalty Management
- Occasion Management
- Work Orders Management
- Garages Management
- Maintenances Management
- Fuels Management
-
Components Management :
- Normal Data
- Task Historical past
- Linked Car Historical past
- Insurances Management
- Inspections Management
- Bookings Management
-
Car Stories:
- Car Record: Itemizing of all primary car data.
- Car Particulars: Itemizing of full car profiles & particulars.
- Complete Price Development: Evaluation of complete car prices over time.
- Price/Kilometer Development: Evaluation of complete car prices per kilometer over time.
- Expense by Car: Itemizing of all expense entries by car.
- Expense Abstract: Combination expense prices grouped by expense kind or car group.
- Working Price Abstract: Abstract of prices related to automobiles.
- Utilization Abstract Report: Exhibits utilization (e.g. distance traveled) per car primarily based on meter entries.
- Car Renewal Reminders: Lists all date-based reminders for automobiles.
- Standing Adjustments: Lists updates to each car’ standing.
- Group Adjustments: Lists updates to each car’ group.
- Standing Abstract: Lists the time automobiles have spent in numerous statuses.
-
Car Assignments Stories:
- Car Task Log: Itemizing of all car project particulars.
- Car Task Abstract: Combination car project knowledge grouped by operator or car.
-
Inspections Stories:
- Inspection Submissions Record: Lists of all inspection submissions.
- Inspection Submissions Abstract: Combination inspection knowledge grouped by person or car.
- Inspection Failures Record: Itemizing of all failed inspection gadgets.
- Inspection Schedules: Itemizing of all inspection schedules.
-
Gas Stories:
- Gas Abstract: Itemizing of summarized gasoline metrics for automobiles.
- Gas Entries by Car: Itemizing of gasoline entries by car.
- Gas Abstract by Location: Combination gasoline quantity and value knowledge grouped by location and gasoline kind.
-
Settings:
- Car Teams Management
- Car Varieties Management
- Criterias Management
- Insurance coverage Classes Management
- Insurance coverage Varieties Management
- Insurance coverage Firm Management
- Insurance coverage Standing Management
- Half Varieties Management
- Half Teams Management
- Integration:
Demo
Set-up
Included documentation will allow you to add and activate the module inside Perfex CRM, in case you are not conscious on learn how to do it.
Help
Our help group is at all times round to assist. Be at liberty to lift a help ticket.
Guys from help division will get again to you as quickly as doable with a reply, guiding you thru any points.
Changelog
Model 1.0.0 / 2024-07-19
Preliminary model
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