Preview: Fleet Management plugin for RISE CRM
Observe: It is a plugin for
RISE – Ultimate Project Manager & CRM. Not a standalone script. This plugin requires the HR Records Management and Purchase Management plugins to be put in.
Table of Contents
Temporary description
Fleet Management Plugin is a complete resolution designed to assist companies optimize the efficiency of their industrial automobiles, with the goal of bettering productiveness, cost-effectiveness, security, and buyer satisfaction. This plugin is normally employed for monitoring firm vehicles, vans and vans. Gear similar to forklifts, golf carts and building automobiles can be monitored with them.
By automating varied fleet operations similar to automobile monitoring, upkeep scheduling, route optimization, and driver efficiency monitoring, this plugin helps companies successfully handle your property and obtain higher outcomes.
Plugin Options
- Dashboard
-
Car Management :
- Common Info
- 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 :
- Common Info
- 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 :
- Common Info
- Task Historical past
- Linked Car Historical past
- Insurances Management
- Inspections Management
- Bookings Management
-
Car Reviews:
- Car Listing: Itemizing of all fundamental automobile info.
- Car Particulars: Itemizing of full automobile profiles & particulars.
- Whole Value Development: Evaluation of complete automobile prices over time.
- Value/Kilometer Development: Evaluation of complete automobile prices per kilometer over time.
- Expense by Car: Itemizing of all expense entries by automobile.
- Expense Abstract: Combination expense prices grouped by expense kind or automobile group.
- Working Value Abstract: Abstract of prices related to automobiles.
- Utilization Abstract Report: Reveals utilization (e.g. distance traveled) per automobile primarily based on meter entries.
- Car Renewal Reminders: Lists all date-based reminders for automobiles.
- Standing Modifications: Lists updates to each automobile’ standing.
- Group Modifications: Lists updates to each automobile’ group.
- Standing Abstract: Lists the time automobiles have spent in numerous statuses.
-
Car Assignments Reviews:
- Car Task Log: Itemizing of all automobile task particulars.
- Car Task Abstract: Combination automobile task knowledge grouped by operator or automobile.
-
Inspections Reviews:
- Inspection Submissions Listing: Lists of all inspection submissions.
- Inspection Submissions Abstract: Combination inspection knowledge grouped by person or automobile.
- Inspection Failures Listing: Itemizing of all failed inspection gadgets.
- Inspection Schedules: Itemizing of all inspection schedules.
-
Gas Reviews:
- Gas Abstract: Itemizing of summarized gas metrics for automobiles.
- Gas Entries by Car: Itemizing of gas entries by automobile.
- Gas Abstract by Location: Combination gas quantity and value knowledge grouped by location and gas kind.
-
Settings:
- Car Teams Management
- Car Sorts Management
- Criterias Management
- Insurance coverage Classes Management
- Insurance coverage Sorts Management
- Insurance coverage Firm Management
- Insurance coverage Standing Management
- Half Sorts Management
- Half Teams Management
- Integration:
Demo
Set-up
Included documentation will show you how to add and activate the plugin inside RISE – Final Venture Supervisor & CRM, in case you are not conscious on find out how to do it.
Assist
Our assist crew is all the time round to assist. Be happy to boost a assist ticket.
Guys from assist division will get again to you as quickly as doable with a reply, guiding you thru any points.
Changelog
Model 1.0.0 / 2024-07-22
Preliminary model
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