About FleetLogic

Describes the purpose of and main scenarios for using FleetLogic . Describes the typical workflows in the FleetLogic web and mobile applications.

Type

Conceptual

Audience

All 

Products

FleetLogic web and mobile applications, SRM

In This Article

Body

The FleetLogic web application is a web-based product that is part of the Texada Software platform. It focuses on the logistics of transporting rental equipment and processing work orders related to the service and maintenance of that equipment. 

Users

The main users of this application are: 

  • Counter or other order desk workers
  • Drivers
  • Mechanics or technicians
  • Logistics Managers
  • Service Managers

Use cases

FleetLogic enables users of the Texada Software platform to participate in a seamless workflow from the start of a contract all the way to final customer billing. For example:

Logistics (Tickets)

  1. Your customer orders a 185-foot boom, either through your sales team or via Texada’s GateWay application
  2. The customer does not have a vehicle that is large enough to deliver the boom and needs you to deliver it to their worksite
  3. Your SRM (Systematic Rental Management) user converts the request to a contract and generates a delivery ticket
  4. In FleetLogic, your counter worker sees the ticket and assigns it to a driver
  5. The driver delivers the boom to the customer’s worksite, unloads it, and has the customer sign for it using the FleetLogic mobile application
  6. The driver also uses the app to take pictures of the boom to verify its drop-off condition
  7. The driver uses FleetLogic to notify the counter worker that the delivery is complete

Work orders

  1. A week into the rental contract, the boom develops an issue and the customer requests service on your equipment
  2. The counter worker receives the request and creates a work order in the FleetLogic web application
  3. The counter worker assigns the work order to a technician who is automatically notified
  4. The technician travels to the customer’s worksite and completes the work order request, does an inspection, takes pictures of the equipment, and signs off on the request - all within the FleetLogic mobile application

Billing

  1. The data from the contract and work order is stored in SRM
  2. An invoice for the work order is immediately created in FleetLogic, sent to SRM, and is then posted to the customer’s account when cycle billing is completed
  3. Customers within the GateWay application can view these invoices at any time

In the examples above, users of the FleetLogic web application leverage its deep ties with other Texada Software platform solutions to unlock the application’s full potential:

  • SRM (Systematic Rental Management) integration
  • FleetLogic mobile application

At a high level, the combination of the FleetLogic web, mobile applications, and SRM create a complete workflow from when a work order or service ticket is received to when it is closed and billed to the customer.

FleetLogic and SRM

FleetLogic acts as an interface with specific components of SRM. For example, while you appear to create a work order in FleetLogic, the data for that work order is actually created in SRM. There are several business benefits to using FleetLogic and SRM together:

  • Saves time and effort: enter information in one application and it appears in both. For example, if you make an asset unavailable in SRM, it becomes unavailable in FleetLogic.
  • Avoids duplicate information and decreases the likelihood of errors
  • Automation: Closing a ticket in FleetLogic signals SRM to automatically bill your customers for you, for example

FleetLogic  mobile application

The FleetLogic mobile application is the mobile extension of the FleetLogic web application. The mobile app works closely with the web application to form a complete workflow between your counter workers and drivers and technicians in four main areas:

  • Work orders
  • Asset management (assets and parts)
  • Tickets (logistics)
  • In-Yard Returns

The mobile application provides several business advantages:

  • It handles aspects of work orders and logistics that can/should only be handled in the field such as in-yard returns or equipment inspection reports
  • FleetLogic enables field employees to access the information stored in FleetLogic (and by extension, certain information from SRM) in real-time, providing them with an always up-to-date source of information to help them with their work
  • The application provides workers with up to date information that they need to perform their work duties efficiently, such as the next closest work order destination, or the availability of parts
  • Counter workers are made aware of any issues that arise in real-time and can quickly respond to them 
  • FleetLogic is paperless, so field employees can fill out and submit paperwork while in the field, increasing their time on tasks

FleetLogic and GateWay

FleetLogic and GateWay do not directly interface with one another, but instead, use SRM as the intermediary to forward rental contracts generated in GateWay on to FleetLogic so they can be carried out. 

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