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Be aware: It 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.

Temporary description

Fleet Administration Module is a complete resolution designed to assist companies optimize the efficiency of their business automobiles, with the goal of bettering productiveness, cost-effectiveness, security, and buyer satisfaction. This module is normally employed for monitoring firm automobiles, vans and vans. Gear corresponding to forklifts, golf carts and building automobiles can be monitored with them.
By automating numerous fleet operations corresponding to car monitoring, upkeep scheduling, route optimization, and driver efficiency monitoring, this module helps companies successfully handle your property and obtain higher outcomes.

Fleet Management for Perfex CRM

Fleet Management for Perfex CRM


Fleet Management for Perfex CRM

Fleet Management for Perfex CRM


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Module Options

  1. Dashboard
  2. Automobile Administration :
    • Basic Info
    • Upkeep
    • Lifecycle
    • Monetary
    • Specs
    • Project Historical past
    • Gasoline Historical past
    • Insurances
    • Inspections
    • Automobile Doc
    • Elements Doc
    • Remider Doc
  3. Transaction Administration :
    • Invoices Administration
    • Bills Administration
  4. Driver Administration :
    • Basic Info
    • Automobile Assignments
    • Driver Paperwork
    • Coaching Administration
    • Profit and Penalty
  5. Work Efficiency Administration
  6. Profit and Penalty Administration
  7. Occasion Administration
  8. Work Orders Administration
  9. Garages Administration
  10. Maintenances Administration
  11. Fuels Administration
  12. Elements Administration :
    • Basic Info
    • Project Historical past
    • Linked Automobile Historical past
  13. Insurances Administration
  14. Inspections Administration
  15. Bookings Administration
  16. Automobile Experiences:
    • Automobile Checklist: Itemizing of all primary car info.
    • Automobile Particulars: Itemizing of full car profiles & particulars.
    • Complete Value Development: Evaluation of whole car prices over time.
    • Value/Kilometer Development: Evaluation of whole car prices per kilometer over time.
    • Expense by Automobile: Itemizing of all expense entries by car.
    • Expense Abstract: Mixture expense prices grouped by expense sort or car group.
    • Working Value Abstract: Abstract of prices related to automobiles.
    • Utilization Abstract Report: Reveals utilization (e.g. distance traveled) per car primarily based on meter entries.
    • Automobile 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.
  17. Automobile Assignments Experiences:
    • Automobile Project Log: Itemizing of all car task particulars.
    • Automobile Project Abstract: Mixture car task knowledge grouped by operator or car.
  18. Inspections Experiences:
    • Inspection Submissions Checklist: Lists of all inspection submissions.
    • Inspection Submissions Abstract: Mixture inspection knowledge grouped by person or car.
    • Inspection Failures Checklist: Itemizing of all failed inspection gadgets.
    • Inspection Schedules: Itemizing of all inspection schedules.
  19. Gasoline Experiences:
    • Gasoline Abstract: Itemizing of summarized gas metrics for automobiles.
    • Gasoline Entries by Automobile: Itemizing of gas entries by car.
    • Gasoline Abstract by Location: Mixture gas quantity and worth knowledge grouped by location and gas sort.
  20. Settings:
    • Automobile Teams Administration
    • Automobile Sorts Administration
    • Criterias Administration
    • Insurance coverage Classes Administration
    • Insurance coverage Sorts Administration
    • Insurance coverage Firm Administration
    • Insurance coverage Standing Administration
    • Half Sorts Administration
    • Half Teams Administration
  21. Integration:

Demo

Fleet Management Demo

Set-up

Included documentation will provide help to add and activate the module inside Perfex CRM, in case you are not conscious on the right way to do it.

Help

Our assist crew is at all times round to assist. Be at liberty to lift a assist ticket.
Guys from assist division will get again to you as quickly as attainable with a reply, guiding you thru any points.

Changelog

Model 1.0.0 / 2024-07-19

    Preliminary model


Source