How it works
One workflow from fleet setup to permanent history
Eight steps that move an asset from onboarding through inspection, repair, invoicing and long-term recordkeeping.
The workflow
Each step writes to the same asset record — nothing is re-keyed between systems.
- 1
Add the company and fleet
Add company locations, users, vehicles, trucks, trailers, heavy equipment, off-road equipment, and miscellaneous assets.
- 2
Identify each asset
Every asset carries the identifiers your team already uses in the field.
- 3
Set service and compliance intervals
Configure the programs your fleet has to meet.
- 4
Assign work
Assign inspections, diagnostics, maintenance, repairs, and work orders to technicians or inspectors.
- 5
Complete field work
Technicians work from a phone or tablet, online or offline.
- 6
Create estimates and invoices
Parts, labor, taxes, shop supplies, fees, discounts, and approvals flow through one connected workflow.
- 7
Maintain a complete history
Every asset keeps a permanent, searchable history.
- 8
Use AI to reduce downtime
AI helps identify upcoming service, overdue compliance, recurring failures, common diagnostic patterns, potential parts, and operational risks.
Identify each asset
- VIN
- Unit number
- License plate
- Equipment number
- Serial number
- Asset ID
Set service and compliance intervals
- BIT inspections
- DOT annual inspections
- Clean Truck Check
- Preventive maintenance
- Oil services
- Filter services
- Fluid services
- Brake inspections
- Equipment inspections
- Custom intervals
Complete field work
- Clock in
- Review assignments
- Record diagnostics
- Complete inspections
- Add parts
- Add labor
- Take photographs
- Make notes
- Communicate with managers
- Request approval
- Complete work orders
Maintain a complete history
- Inspections
- Maintenance
- Diagnostics
- Repairs
- Parts
- Labor
- Photos
- Notes
- Costs
- Compliance documents
What you get out of it
Deadlines that don't slip
BIT, DOT annual and Clean Truck Check dates roll forward automatically as work is completed.
Defects that become work
Critical and minor defects convert straight into estimate lines, so nothing found in the field is lost.
Labor that matches the clock
Technician time is captured per line and costed into the job, so margins reflect real hours.
One document trail
Estimate, work order, invoice and receipt share one number and one itemization.
Audit-ready exports
Inspection PDFs, signatures, photos and repair history export per asset or per fleet.
Fewer surprise failures
Recurring failures and deferred work surface before they become roadside events.
Walk the workflow with your own fleet
We'll run one of your assets end to end — inspection, defects, estimate, approval, invoice and history.