Welcome to the RightFleet user workflow! This guide outlines the streamlined process for managing your deliveries from initial client setup to final vehicle mobilization. Our intuitive system is designed to ensure efficiency and clarity at every stage, helping you execute deliveries seamlessly.
RightFleet User Workflow
Step 1
Create Customer/Client Details
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Step 2
Go to Booking to Book Order
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Step 3
Create/Raise Invoice
Step 4
Assign Vehicle & Driver
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Step 5
Mobilise Vehicle for Delivery
RightFleet User Workflow
Follow these steps to complete the delivery process
1
Create Customer/Client Details
Enter all relevant information about the new client
- Company information
- Contact details
- Billing information
- Service preferences
2
Go to Booking to Book Order
Create a new booking in the system
- Select client from database
- Enter pickup and delivery locations
- Specify date and time requirements
- Add special instructions if needed
3
Create/Raise Invoice for the Booking
Generate financial documentation for the service
- Calculate service charges
- Add applicable taxes
- Include payment terms
- Generate invoice number
4
Assign Vehicle and Driver
Allocate resources for work performance
- Check vehicle availability
- Match driver qualifications to job requirements
- Confirm schedule compatibility
- Update resource allocation system
5
Mobilise Vehicle for the Delivery
Initiate the delivery process
- Prepare vehicle for dispatch
- Brief driver on delivery details
- Provide necessary documentation
- Track delivery progress in real-time
Delivery Process Complete!