Fleet Management plugin for RISE CRM
Note: This 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.
Brief description
Fleet Management Plugin is a complete resolution designed to assist companies optimize the efficiency of their business autos, with the intention of enhancing productiveness, cost-effectiveness, security, and buyer satisfaction. This plugin is often employed for monitoring firm vehicles, vans and vehicles. Equipment similar to forklifts, golf carts and building autos can be monitored with them.
By automating varied fleet operations similar to car monitoring, upkeep scheduling, route optimization, and driver efficiency monitoring, this plugin helps companies successfully handle your belongings and obtain higher outcomes.
Plugin Features
- Dashboard
- Vehicle Management :
- General Information
- Maintenance
- Lifecycle
- Financial
- Specifications
- Assignment History
- Fuel History
- Insurances
- Inspections
- Vehicle Document
- Parts Document
- Remider Document
- Transaction Management :
- Invoices Management
- Expenses Management
- Driver Management :
- General Information
- Vehicle Assignments
- Driver Documents
- Training Management
- Benefit and Penalty
- Work Performance Management
- Benefit and Penalty Management
- Event Management
- Work Orders Management
- Garages Management
- Maintenances Management
- Fuels Management
- Parts Management :
- General Information
- Assignment History
- Linked Vehicle History
- Insurances Management
- Inspections Management
- Bookings Management
- Vehicle Reports:
- Vehicle List: Listing of all fundamental car data.
- Vehicle Details: Listing of full car profiles & particulars.
- Total Cost Trend: Analysis of whole car prices over time.
- Cost/Kilometer Trend: Analysis of whole car prices per kilometer over time.
- Expense by Vehicle: Listing of all expense entries by car.
- Expense Summary: Aggregate expense prices grouped by expense sort or car group.
- Operating Cost Summary: Summary of prices related to autos.
- Utilization Summary Report: Shows utilization (e.g. distance traveled) per car based mostly on meter entries.
- Vehicle Renewal Reminders: Lists all date-based reminders for autos.
- Status Changes: Lists updates to each car’ standing.
- Group Changes: Lists updates to each car’ group.
- Status Summary: Lists the time autos have spent in numerous statuses.
- Vehicle Assignments Reports:
- Vehicle Assignment Log: Listing of all car project particulars.
- Vehicle Assignment Summary: Aggregate car project information grouped by operator or car.
- Inspections Reports:
- Inspection Submissions List: Lists of all inspection submissions.
- Inspection Submissions Summary: Aggregate inspection information grouped by consumer or car.
- Inspection Failures List: Listing of all failed inspection gadgets.
- Inspection Schedules: Listing of all inspection schedules.
- Fuel Reports:
- Fuel Summary: Listing of summarized gasoline metrics for autos.
- Fuel Entries by Vehicle: Listing of gasoline entries by car.
- Fuel Summary by Location: Aggregate gasoline quantity and value information grouped by location and gasoline sort.
- Settings:
- Vehicle Groups Management
- Vehicle Types Management
- Criterias Management
- Insurance Categories Management
- Insurance Types Management
- Insurance Company Management
- Insurance Status Management
- Part Types Management
- Part Groups Management
- Integration:
Demo
Set-up
Included documentation will assist you to add and activate the plugin inside RISE – Ultimate Project Manager & CRM, if you’re not conscious on how you can do it.
Support
Our assist workforce is all the time round to assist. Feel free to lift a assist ticket.
Guys from assist division will get again to you as quickly as potential with a reply, guiding you thru any points.
Changelog
Version 1.0.0 / 2024-07-22
Initial model