Fleet Management Workflows

    Here are 5 fleet management workflows:

1. Automatically Create Work Order When a Task Is Flagged During Inspection

Fleet managers know the importance of maintaining vehicles in optimal condition for safety and efficiency. This workflow streamlines the process by automatically creating a work order whenever an asset is flagged during an inspection. By triggering immediate action, managers can reduce repair costs and ensure their fleet remains in top condition, leading to better outcomes in vehicle performance, testing, and inspections.

Workflow:
IF a Task is updated > AND the Value is set to Flag > THEN Create a Work Order

2. Automatically Approve Purchase Order When a Category is Assigned

In fleet maintenance, minimizing vehicle downtime is essential. This workflow helps fleet managers by automating the approval process for critical purchase orders. When a purchase order is categorized as important, it is automatically approved in real-time, ensuring there are no delays in fulfilling essential orders and keeping the maintenance process on track.

Workflow:
IF a Purchase Order is created > AND the Category is Important > THEN Approve the Purchase Order

3. Automatically Assign Request to a Team When Location is Assigned

Ensuring data accuracy is crucial for effective reporting. With this workflow, fleet managers can rest assured that requests are accurately categorized by automatically assigning the appropriate team when a location is specified. This automation reduces the risk of human error, saving time for both fleet managers and request creators by streamlining the assignment process.

Workflow:
IF a Request is created > AND the Request is assigned to a Location > THEN Assign the Team to the Request

4. Automatically Assign Work Order to Team When Category is Assigned

Drivers are often the first to notice a warning light or signal in a vehicle, making them responsible for reporting the need for service. This workflow enables drivers to directly and immediately notify the maintenance team when a service is required, bypassing the manager and speeding up the process of getting the vehicle serviced as soon as an issue is detected.

Workflow:
IF a Work Order is created > AND the Work Order Category is "warning" > THEN Assign to the Maintenance Team

5. Send Email Notification to Team When Work Order Category is Assigned

Finance teams may not always have direct access to the company’s DreamzCMMS account, which can leave them feeling out of the loop. This workflow ensures that the finance team receives real-time updates whenever a work order with a specific category, such as "damage," is created. By sending an immediate email notification to the procurement team, they can stay informed and promptly run reports to reconcile time and costs for each asset.

Workflow:
IF a Work Order is created > AND the Work Order Category is "damage" > THEN Send a Work Order Notification Email to the Procurement Team