Assets & Vehicles

How to manage your fleet

4 min read·Beginner

Your fleet is the set of company vehicles you run for work. Managing it in CRMit means you can see every vehicle in one place, assign them to the people and jobs that need them, and keep an eye on usage and running costs. Here is how to work with your fleet.

  1. Open Company Fleet

    From the CRMit menu on the left, open Vehicle and choose Company Fleet. This opens your list of company vehicles.

  2. See all your vehicles

    Review the vehicles in your fleet. You can search and filter the list to find a particular vehicle, and open any one to see its full record.

  3. Assign a vehicle

    Open a vehicle and assign it to a staff member or a job, so it is clear who is using each vehicle and what for.

  4. Track usage and costs

    Keep an eye on how each vehicle is being used:

    • Log mileage so you can see how far each vehicle has travelled.
    • Record checks and running costs to keep a full picture of what your fleet is costing you.
  5. Keep the records up to date

    Update the details as vehicles are used and reassigned, so your fleet records always reflect what is happening on the ground.

Tip: Assign vehicles to jobs to track running costs, so you can see what each job really costs to deliver.

What's next

Keep your fleet records fed by adding new vehicles as you get them, and put them to work by assigning them out on jobs.

Want a hand getting set up?

Book a quick demo and we will show you how to keep your equipment and vehicles organised in CRMit.