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Configuring the Maintenance Workflow

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Written by Eduardo
Updated over a month ago

In fleet management, having an efficient maintenance system is essential to ensure vehicle operability, safety, and longevity. Pulpo offers a configurable maintenance workflow, allowing you to customize the process according to your fleet’s specific needs.


Accessing the Maintenance Workflow Settings

To get started, go to the top right corner of the screen, next to the account name tab, and select:

📌 "Operations Settings"

From this section, you can customize the maintenance workflow to optimize your fleet management.


Features and Benefits of the Maintenance Workflow in Pulpo

1. Custom Maintenance Statuses

🔹 Create as many statuses as needed to reflect each stage of your vehicle maintenance process.

2. Configurable State Transitions

🔹 Customize the workflow by defining which states can transition between each other and under what conditions.

3. Categorizing States with Colors

🔹 Assign distinctive colors to statuses for quick visualization of progress:
Gray: Pending
Yellow: In progress
Green: Completed

4. User Roles in Transitions

🔹 Assign specific permissions to control who can modify each maintenance status within the workflow.

5. Expense Tracking by Maintenance Stage

🔹 Add costs associated with each maintenance stage to maintain detailed expense tracking for every vehicle.

6. Automatic Vehicle Status Updates

🔹 Pulpo allows the automatic update of vehicle status based on its maintenance stage, eliminating manual changes and ensuring that information is always up to date in real time.


Advantages of a Custom Maintenance Workflow in Pulpo

Greater control and organization in fleet maintenance.
Clear visibility of each vehicle’s maintenance status at all times.
Accurate role-based access control to ensure only authorized users make changes.
Detailed cost tracking for more efficient financial management.


Conclusion

The Pulpo maintenance workflow allows you to customize and optimize fleet maintenance management, ensuring transparency, efficiency, and full control throughout the process.

If you have any additional questions or need assistance, our support team is ready to help.

🚀 Thank you for choosing Pulpo!

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