ERP & Operations · Heavy Equipment & Fleet
Fleet Monitoring & Sales
Each machine keeps a single history, from the first quotation through to its last service.
- Modules
- 23
- System addresses
- Running in production since 2023
- Internal client system
Screenshots
Names and amounts in the screenshots are blurred.
The problem it solves
Heavy equipment needs a disciplined sales process and a technical history for every machine. When the two are kept apart, nobody knows which machine keeps failing until it has already been promised to a customer.
System flow
- 01
Lead
Customer enquiries are logged into the sales pipeline
- 02
Quotation
Quotes are built from unit type and capacity
- 03
Purchase Order
A PO is issued once the quote is accepted
- 04
Delivery Note
The unit ships with a delivery note and assigned driver
- 05
Operation
The unit operates while usage and location are monitored
- 06
Maintenance
Servicing is scheduled and faults are logged as they occur
- 07
Billing
Payment schedules and terms are invoiced as agreed
- 08
Reporting
Utilisation, fault, and revenue statistics are summarised
Modules
Modules are grouped the way the system actually works, each with its function spelled out.
Units & Fleet6 modules
- Unit Master
- Master record per unit with its full history
- Unit Types
- Equipment types and their specifications
- Unit Brands
- Brands and their maintenance characteristics
- Unit Capacity
- Working capacity that determines job suitability
- Vehicles
- Transport fleet for moving units
- Drivers
- Driver records and assignments
Operations3 modules
- Unit Monitoring
- Status and position of units in service
- Maintenance
- Service schedules and maintenance history
- Fault Logging
- Breakdown reports with remedy and downtime
Sales6 modules
- Quotations
- Quotes for both rental and sale
- Purchase Orders
- Formal customer orders
- Delivery Notes
- Shipping documents to the work site
- Payment Schedule
- Staged billing plan
- Payment Terms
- Payment conditions per customer
- Sales
- Sales team performance and targets
Partners & Reporting8 modules
- Customers
- Customer profiles with rental and purchase history
- Suppliers
- Parts and service suppliers
- Companies
- Legal entities within the group
- Addresses
- Work sites and delivery addresses
- Statistics
- Usage, utilisation, and fault figures
- Reports
- Operational and financial reporting
- Roles & Users
- Staff accounts and their authority
- User Guide
- In-app usage guidance
Technology, in plain words
- NestJS
- Keeps server code organised and maintainable
- React
- Builds screens that update without reloading the page
- MySQL
- Where all the system's records are stored and searched
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