Vehicle Management Guide

What is the Fleet module?

The Fleet module lets you manage your company’s vehicles and trailers, assign drivers, and get alerts when documents are about to expire.

Accessing the module

1. In the side menu, look for the Fleet section
2. You’ll see the options: Vehicles, Trailers, and Alerts

Vehicle Management

View the vehicle list

1. Go to Fleet → Vehicles
2. You’ll see a table with all your registered vehicles
3. You can filter by:
   • Vehicle type: Motorcycle, Car, Van, Truck, etc.
   • Status: Active/Inactive
   • Availability: Available/Unavailable
   • With alerts: Show only vehicles with documents about to expire

Create a new vehicle

1. Click New Vehicle
2. Fill in the details:

3. Capacities (optional):

   • Maximum weight (kg)
   • Maximum volume (m³)
   • Number of packages

4. Documents (important for alerts):

   • Insurance expiration
   • Policy number
   • Technical inspection expiration
   • Circulation permit expiration

5. Assigned driver (optional):

   • Select a courier to assign to the vehicle

6. Click Save

Edit a vehicle

1. In the vehicle list, click the vehicle you want to edit
2. Click Edit
3. Change the fields you need
4. Click Save changes

Delete a vehicle

1. On the vehicle’s detail view, click Delete
2. Confirm the deletion

Note: Deleted vehicles can be recovered. Contact the administrator if you need to restore a vehicle.

Driver Assignment

Assign a driver

1. Go to the vehicle’s detail view
2. In the Assigned Driver section, click Assign
3. Select the driver from the list
4. Optionally, enter a reason
5. Click Confirm

Change driver

1. On the vehicle’s detail view, click Change driver
2. Select the new driver
3. The previous driver will be unassigned automatically

Unassign driver

1. On the vehicle’s detail view, click Unassign
2. Optionally, enter a reason
3. Confirm the action

Assignment history

On the vehicle’s detail view, you can see the complete history of drivers who’ve been assigned, including:

• Driver’s name
• Assignment date
• Unassignment date (if applicable)
• Reason for the change
• Who made the change

Vehicle Statuses

Export Vehicles to Excel

You can download a complete report of your vehicles in Excel format.

How to export

1. Go to Fleet → Vehicles
2. Apply the filters you need (type, status)
3. Click the Export button (green download icon)
4. An Excel file will download named vehicles_YYYY-MM-DD_HHmmss.xlsx

What does the report include?

The Excel file contains the following columns:

Filters in the export

The filters you apply on the page are reflected in the exported file:

• If you filter by Type = Truck, only trucks are exported
• If you filter by Status = Active, only active vehicles are exported

Tips

• Keep document expiration dates up to date to receive alerts
• Give vehicles descriptive names so you can identify them easily
• Check the Alerts section regularly to avoid fines for expired documents
• Use the Excel export to analyze your fleet or share information with third parties