Win the Next Fleet Contract.
A real sales pipeline for the deals that move the needle. Drag prospects from Discovery to Demo to Proposal, build a quote from your live per-vehicle pricing, and hand the buyer a branded demo portal on the call.
Included on the Growth Plan
- Northside Plumbing12 vans · Indianapolis$18k / yr
- Iowa Solar8 vans · Des Moines$11k / yr
- Greenline HVAC21 vans · Columbus$32k / yr
- Riverside Logistics34 trucks · KC$58k / yr
- Hendricks Electric9 vans · Springfield$14k / yr
- Pioneer Pest Control15 trucks · Omaha$22k / yr
- Lakeshore Landscaping11 trucks · Madison$17k / yr
- Rodriguez Logistics28 vans · Chicago$44k / yr
- Maple Ridge Roofing14 trucks · Milwaukee$21k / yr
- Capital Couriers18 vans · St. Louis$26k / yr
From Prospect to Signed Contract.
Build the List, Work the List
Log fleets the way you actually find them: a truck spotted on a job site, a referral from another shop, a LinkedIn lead. Tag by industry, vehicle count, and decision-maker. Set the next-touch date and the pipeline reminds you.
Build a Quote From Live Pricing
The proposal builder pulls your per-visit pricing and multiplies by the vehicle count and visit cadence the prospect gave you. One click exports a branded PDF. No more pricing spreadsheets, no math errors on the call.
Sign the Deal, Flip It Live
One click converts the prospect record into a live fleet account. Pricing rules, PO requirements, net terms, and the portal carry over. The account manager picks up a complete file instead of a 6-page email thread.
A Quote the Buyer Can Sign on the Call.
Pick the fleet, pick the visit cadence, pick the per-vehicle plan. The builder rolls up the annual contract value and drops it into a branded PDF. The math is your math, pulled from the same price book your dispatcher uses.
- Pulls per-vehicle pricing from your live plan library
- Auto-calculates visits per year and annual contract value
- Branded PDF export with the fleet's logo and contacts
- Versioning - revise the quote without losing the previous draft
- Light-Duty Vans18 × 4 visits$10,800
- Box Trucks10 × 4 visits$8,400
- Onsite InspectionsQuarterly · all units$2,800
Hand the Buyer a Live Sandbox on the Call.
Spin up a branded fleet portal with the prospect's logo and a sample roster of their vehicles. They click around the same portal their drivers will use after signing. When the contract is signed, the sandbox flips to production - same URL, same login, real data.
- Sandbox portal provisioned in under a minute
- Prospect's logo and vehicle roster pre-loaded
- Same UX as the production fleet portal
- Flips to live when the contract is signed
The sales side ends where Fleet Management begins. They are complementary tools, not the same product.
Handoff to Account Management.
Fleet Record Auto-Created
Sign the deal, the fleet (with logo, contacts, vehicles, pricing) flips into a live customer.
PO + Net Terms Applied
Whatever you negotiated (net-15, net-30, PO required) is enforced on every booking.
Account Manager Pickup
The sales rep hands off to the account manager with a complete record, not a 6-page email.
Stop Chasing Fleets. Start Signing Them.
Hop on the waitlist and we'll let you know the moment Mobile Service Sync goes live.