Fleet Management module for Perfex CRM
Note: This is a module for
Perfex CRM. Not a standalone script. This module requires the HR Records Management and Purchase Management modules to be put in.
Brief 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 automobiles, vans and vans. Equipment reminiscent of forklifts, golf carts and building automobiles can be monitored with them.
By automating varied fleet operations reminiscent of automobile monitoring, upkeep scheduling, route optimization, and driver efficiency monitoring, this module helps companies successfully handle your belongings and obtain higher outcomes.
Module 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 primary automobile data.
- Vehicle Details: Listing of full automobile profiles & particulars.
- Total Cost Trend: Analysis of complete automobile prices over time.
- Cost/Kilometer Trend: Analysis of complete automobile prices per kilometer over time.
- Expense by Vehicle: Listing of all expense entries by automobile.
- Expense Summary: Aggregate expense prices grouped by expense sort or automobile group.
- Operating Cost Summary: Summary of prices related to automobiles.
- Utilization Summary Report: Shows utilization (e.g. distance traveled) per automobile based mostly on meter entries.
- Vehicle Renewal Reminders: Lists all date-based reminders for automobiles.
- Status Changes: Lists updates to each automobile’ standing.
- Group Changes: Lists updates to each automobile’ group.
- Status Summary: Lists the time automobiles have spent in numerous statuses.
- Vehicle Assignments Reports:
- Vehicle Assignment Log: Listing of all automobile project particulars.
- Vehicle Assignment Summary: Aggregate automobile project knowledge grouped by operator or automobile.
- Inspections Reports:
- Inspection Submissions List: Lists of all inspection submissions.
- Inspection Submissions Summary: Aggregate inspection knowledge grouped by person or automobile.
- Inspection Failures List: Listing of all failed inspection objects.
- Inspection Schedules: Listing of all inspection schedules.
- Fuel Reports:
- Fuel Summary: Listing of summarized gasoline metrics for automobiles.
- Fuel Entries by Vehicle: Listing of gasoline entries by automobile.
- Fuel Summary by Location: Aggregate gasoline quantity and worth knowledge 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 show you how to add and activate the module inside Perfex CRM, in case you are not conscious on the right way to do it.
Support
Our assist crew is at all times round to assist. Feel free to lift 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
Version 1.0.0 / 2024-07-19
Initial model
