Build your fleet maintenance tracker.

How to build your fleet maintenance tracker

1. 1

   Describe the job

   Keep vehicle defects, workshop visits and return-to-service decisions together.

2. 2

   Review the first version

   Choose how the fleet coordinator records the vehicle and how the workshop reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your fleet maintenance tracker

• Keep the vehicle in context

  Keep vehicle, service request, reported issue, proposed visit, work report and availability decision together so the next person can understand the request or record.

• When the next step needs a decision

  A vehicle has a completed service report but no fleet-owner availability decision. Keep those states separate before its next assignment is confirmed.

• Keep availability decision visible

  Keep the vehicle's availability decision open after a work report is submitted.

• Choose what each person needs

  Give the fleet coordinator a working view and the workshop reviewer a review view. Keep vehicle and service request attached to the decision as the work moves between them.