Checklists
The checklist feature is designed to streamline vehicle handovers, ensure fleet health, and maintain operational transparency. Checklists represent a series of steps a driver (or another customer user) must complete to verify a vehicle condition before, during, or after operation. They can provide subjective evaluations, submit images, and add comments as part of the inspection process.
Key benefits:
- Improve fleet uptime: Proactively identify and address maintenance needs before they become critical problems.
- Enhance driver accountability: Encourage safer vehicle usage and create a clear record of vehicle condition at the start and end of each shift.
- Resolve disputes: Use time-stamped inspection reports with photos and comments as a source of truth for damage or maintenance responsibility.
- Ensure legal compliance: Meet mandatory vehicle inspection requirements in your region with configurable and reportable checklists.
- Streamline operations: Digitize the vehicle handover process, eliminating paperwork and providing instant data access to managers.
This section describes the tasks based on your role within the platform.
Service provider:
- Enable the “Checklists” module
- Create inspection templates
- Grant access to checklist templates for customer users
- Configure automatic assignment of checklists
- Configure automatic task creation in case of a failed checklist
- Add checklist-related tabs
- Configure checklist-related widgets
Customer manager:
- Manually assign checklists
- View assigned checklists
- View submitted checklists
- View checklist reports
Customer driver:
Customer user: