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 installed.

Brief description

Fleet Management Module is a comprehensive solution designed to help businesses optimize the performance of their commercial vehicles, with the aim of improving productivity, cost-effectiveness, safety, and customer satisfaction. This module is usually employed for tracking company cars, vans and trucks. Equipment such as forklifts, golf carts and construction vehicles can also be monitored with them.
By automating various fleet operations such as vehicle tracking, maintenance scheduling, route optimization, and driver performance monitoring, this module helps businesses effectively manage your assets and achieve better results.

Module Features

1. Dashboard
2. Vehicle Management :
   • General Information
   • Maintenance
   • Lifecycle
   • Financial
   • Specifications
   • Assignment History
   • Fuel History
   • Insurances
   • Inspections
   • Vehicle Document
   • Parts Document
   • Remider Document
3. Transaction Management :
   • Invoices Management
   • Expenses Management
4. Driver Management :
   • General Information
   • Vehicle Assignments
   • Driver Documents
   • Training Management
   • Benefit and Penalty
5. Work Performance Management
6. Benefit and Penalty Management
7. Event Management
8. Work Orders Management
9. Garages Management
10. Maintenances Management
11. Fuels Management
12. Parts Management :
    • General Information
    • Assignment History
    • Linked Vehicle History
13. Insurances Management
14. Inspections Management
15. Bookings Management
16. Vehicle Reports:
    • Vehicle List: Listing of all basic vehicle information.
    • Vehicle Details: Listing of full vehicle profiles & details.
    • Total Cost Trend: Analysis of total vehicle costs over time.
    • Cost/Kilometer Trend: Analysis of total vehicle costs per kilometer over time.
    • Expense by Vehicle: Listing of all expense entries by vehicle.
    • Expense Summary: Aggregate expense costs grouped by expense type or vehicle group.
    • Operating Cost Summary: Summary of costs associated with vehicles.
    • Utilization Summary Report: Shows usage (e.g. distance traveled) per vehicle based on meter entries.
    • Vehicle Renewal Reminders: Lists all date-based reminders for vehicles.
    • Status Changes: Lists updates to every vehicle’ status.
    • Group Changes: Lists updates to every vehicle’ group.
    • Status Summary: Lists the time vehicles have spent in different statuses.
17. Vehicle Assignments Reports:
    • Vehicle Assignment Log: Listing of all vehicle assignment details.
    • Vehicle Assignment Summary: Aggregate vehicle assignment data grouped by operator or vehicle.
18. Inspections Reports:
    • Inspection Submissions List: Lists of all inspection submissions.
    • Inspection Submissions Summary: Aggregate inspection data grouped by user or vehicle.
    • Inspection Failures List: Listing of all failed inspection items.
    • Inspection Schedules: Listing of all inspection schedules.
19. Fuel Reports:
    • Fuel Summary: Listing of summarized fuel metrics for vehicles.
    • Fuel Entries by Vehicle: Listing of fuel entries by vehicle.
    • Fuel Summary by Location: Aggregate fuel volume and price data grouped by location and fuel type.
20. 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
21. Integration:
    • HR Records module for Perfex CRM
    • Purchase Management module for Perfex CRM
    • Workflow Automation module for Perfex CRM

Demo

Fleet Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

     Initial version 

     Added expiry date tracking and alerts for Vehicle Documents, Driver Documents, Vehicle Registration, and Vehicle Parts.     Introduced Vehicle Registration management screen.     Added Import Vehicle functionality.     Added manual configuration for Fuel Type and Fuel Units.     Added option to show/hide Fleet Booking and restrict booking visibility for specific clients in the Client Portal.     Improved booking workflow by simplifying fields (removed duplicate Delivery Date).     Enhanced reporting with additional Amount columns in Benefit & Penalty and Events.     Improved permission handling for staff.     Enhanced list filtering and data display accuracy.     Fixed issues with booking creation (Delivery Date, Subject, Customer mismatch).     Fixed date field saving issues across the module.     Fixed logbook errors when deleting bookings.     Fixed UI loading issues related to invalid fuel input (Gallons).     Fixed incorrect report values for decimal fuel inputs.     Fixed date filtering issues in list views.     Fixed incorrect booking value saving.     Fixed various minor issues to improve stability.