Welcome to Pulpo’s Help Center! In this article, we explain how the Vehicle module operates, allowing you to manage all the information and operations related to your fleet.
Accessing the Vehicle Module
To get started, go to the left-side panel and select Fleet > Vehicles. This module consists of two main screens, providing different views and functionalities to efficiently manage your vehicles.
Screen 1: General Vehicle Overview
This screen gives you a global view of all the registered vehicles in your fleet. Here, you can access:
✔ Table View: A summary of key fields for each vehicle. You can customize the columns based on your needs.
✔ Map View: Real-time location of your vehicles (if the corresponding integration is enabled).
✔ Calendar View: Visualization of events and reminders related to your vehicles.
Key Features:
✅ Filter Configuration & Custom Views: Easily segment your fleet data.
✅ Data Export: Download reports in Excel or CSV format.
✅ Vehicle Creation & Editing: Manage vehicle details directly from this screen.
Screen 2: Individual Vehicle View
When selecting a vehicle, you will access its individual view, which is divided into three main sections:
1. Detailed Information (Left Panel)
This section allows you to view and manage all key vehicle data, such as:
✔ Odometer logs, expenses, fuel consumption, and unique events.
✔ Creating reminders and specific assignments.
✔ Vehicle data management.
2. Vehicle Operations (Central Section)
Dashboard: Key Performance Indicators (KPIs) such as distance traveled, expense history, and odometer records.
Activity Log: Detailed audit of all transactions related to:
✔ Odometer readings, groups, statuses, expenses, and assignments.
✔ User or integration details that recorded each event, including provider information.
✔ Recorded and effective dates of each event.
✔ Record editing in case of errors.Alerts: Custom notifications to keep you informed about important events and vehicle-related changes.
Documents: A document manager where you can store and manage important vehicle-related files, such as insurance policies and invoices.
3. Operational Management (Right Panel)
✔ Assignments: Manage which drivers or teams are assigned to the vehicle.
✔ Reminders: Create and customize reminders for important dates such as maintenance, insurance renewals, or inspections.
✔ Maintenance Plans: View and manage the maintenance plans assigned to the vehicle.
✔ Comments: Add relevant notes about the vehicle. If you attach documents, they will automatically be stored in the document manager.
Benefits of the Vehicle Module
The Vehicle module is designed to provide full visibility and total control of your fleet. By centralizing all information in one place, you can:
🚀 Optimize operational fleet management.
🚀 Reduce errors when logging and updating data.
🚀 Automate reminders and alerts to keep your fleet in top condition.
With this module, you can efficiently manage your fleet while ensuring accurate and up-to-date vehicle information. If you have any questions or need support, don’t hesitate to contact us! 🚗💨