Fleet Management Template

Martin Večeřa

Get an absolute confidence that your fleet is getting the needed care

As the person in charge of fleet management, you probably have dozens of responsibilities to juggle. Your fleet is a valuable asset, and tracking it all in a spreadsheet means multiple versions of the truth might exist. Free up some extra time with this fleet management template. Manage all your vehicles with this deceptively simple fleet management system.

Electric vehicles are becoming more and more popular among fleets. If you want to learn more about the current trends, we recommend checking EVonRadar.

This template combines vehicles tracking with service schedules, financing, additional assets evidence, and a list of drivers and scheduling of vehicles and assets usage by individual drivers.

Track Vehicles

Perfectly optimized for tracking vehicles in all your fleets, this Fleet Management template can be updated in real-time from multiple locations. Use it to keep a complete list of all your vehicles, assets, drivers, maintenance, and schedules. Track mandatory vehicle checks easily to keep your fleet in a top notch state.

See a complete list of your vehicles in a workflow view sorted by nearest check date.

Fleet Management Template vehicles

Use the side panel to see all the vehicle’s details.

see vehicle details

See vehicle financing, scheduled checks, and trips in the links tab of the vehicle detail.

see all information related to the specific vehicle

Here you can also schedule new trips, or plan further checks. Use the magnifier icon at the end of the row to open details of the specific check or trip.

You can also use connected tables to easily work with checks and vehicles. Or any other related pair of tables.

linked tables to plan vehicle checks

Here you can also use action buttons to easily plan another check.

Manage Important Dates

Flexible enough to be used by both small as well as large fleets with multiple locations and various vehicle models. You can count on this fleet management template to support you as your business expands.

Manage all your vehicle and driver information in one place. Never miss a MOT, service, license check or vehicle safety inspection again.

See all the upcoming events in a calendar or timetable. Here you can see both, already scheduled checks (e.g. MOT for ) and check due dates. Individual check types can be easily recognized by their color. Double click on any check to see vehicle details and all related information.

future check and maintenance schedule
list of upcoming checks in a time table

For each check, you can upload a protocol.

Schedule Drivers with Vehicles and Assets with Drivers in timelines.

Fleet Management Template drivers' schedule

Schedule a new trip by a drag of a mouse, or use a double-click to open details of an existing trip.

trip details

Fleet Management Automations

Automations will keep your vehicle mileage, last service check and future check dates up-to-date.

Lumeer can also automatically create tasks to notify you about the need to schedule a specific upcoming check. Or to automatically plan another check once the previous done is marked as completed.

It is also possible to automatically send an email with a PDF report with an overview of upcoming checks or driver schedules.

The possibilities are limitless. Get in touch with us to see what Lumeer can do for you!

Compare Vehicles and Drivers’ Performance

With multiple views and filters, it’s really easy to compare the performance of each driver and vehicle. If you want to consolidate your vehicles, you can quickly compare which ones have the most maintenances or are least used. Customize this fleet management template for your own use and build your perfect fleet system.

See the trips and their durations in a pivot table.

Fleet Management Template trips statistics

Or check if there are any unusual service counts in a chart.

service checks overview

View all drivers and service centers on a map.

drivers and service centers on a map

Try the Template

Try the template right here1).

1) Some of the functions are available only after a registration.

Fleet Management Template Integrations

Due to Zapier integrations it is possible to connect your fleet management template with the tools you already use for the vehicle tracking for example.

At the end of each drive, the mileage can be automatically updated for example.

Best suited for

Company size: startup, small, medium, large companies and enterprises

Team size: 1-99

Project complexity: vehicles tracking with service schedules, financing, additional assets evidence, and a list of drivers and scheduling of vehicles and assets usage by individual drivers

Industry: any where fleet is managed