1. Fleet Management System
  2. Start with Fleet Management System
Get started

Get Fleet Management System running in four steps.

Prepare a real load and rehearse readiness, release and delivery evidence with the responsible team.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Fleet Management System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Fleet Management System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Fleet Management System for your business. Choose the operating organization and a representative load. Identify the Dispatcher, Fleet Coordinator and independent Transport Supervisor responsible for its handoffs.

Prepare the first operating cycle

Bring the original delivery promise, ordered stops and intended driver and vehicle interval. Check driver eligibility against its source and confirm the vehicle’s recorded readiness. If maintenance release is required, prepare the actual service evidence and the current maintenance plan for review.

Use planning and dispatch and maintenance review and release for the rehearsal. Agree the person who will record physical pickup and actual delivery and the source references needed for later reconciliation.

Review before release

Test an overlapping assignment, an eligibility gap and a changed maintenance revision. Inspect the independent decision and release result before dispatch relies on the vehicle. Rehearse an excepted load and an unresolved operation receipt, preserving original evidence and checking the authoritative source. Confirm organizational and attachment access before expanding the operating scope.

Set up Fleet Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started