Build your fleet management app.
Connect vehicle allocations, service requests and source-based operating records.
How to build your fleet management app
Describe the job
Connect vehicle allocations, service requests and source-based operating records.
Review the first version
Choose how the fleet coordinator records the vehicle and how the workshop reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A fleet management app example
A vehicle is allocated while a service hold is recorded.
Fleet management app example
- Record
- Fleet management app · 01
- Owner
- Fleet coordinator
Current stage · Fleet coordinator
Open the vehicle
A vehicle is allocated while a service hold is recorded.
Read the full walkthrough
Open the vehicle
A vehicle is allocated while a service hold is recorded.
- Record:
- Fleet management app · 01
- Owner:
- Fleet coordinator
Review the source
Expose the conflict and ask the fleet owner for an explicit availability decision.
- Stage:
- Review pending
- Owner:
- Workshop reviewer
Keep an unresolved service issue visible
Keep an unresolved service issue visible before confirming an allocation.
- Next action:
- Keep an unresolved service issue visible before confirming an allocation.
- Owner:
- Vehicle allocation owner
What to include in your fleet management app
Keep the vehicle in context
Keep vehicle, driver reference, allocation, service request, fuel observation and source together so the next person can understand the request or record.
When the next step needs a decision
A vehicle is allocated while a service hold is recorded. Expose the conflict and ask the fleet owner for an explicit availability decision.
Keep source visible
Keep an unresolved service issue visible before confirming an allocation.
Choose what each person needs
Give the fleet coordinator a working view and the workshop reviewer a review view. Keep vehicle and driver reference attached to the decision as the work moves between them.
Questions about fleet management app
Start with vehicle, driver reference, allocation, service request, fuel observation and source. Describe who enters the information and who reviews the next step.