Take the Fleet. Your Competitor Wasn't Using It Anyway.
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
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
Build the quote from the same price book your dispatcher uses - canned jobs and per-vehicle pricing - and export 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 services, price the vehicles. The quote drops into a branded PDF with an intro message the buyer actually reads. The math is your math, pulled from the same price book your dispatcher uses.
- Built from your live service and pricing library
- Intro message + line items, written once, reused
- Branded PDF export to send or print
- Status tracked from draft to accepted
- Light-Duty Vans18 × 4 visits$10,800
- Box Trucks10 × 4 visits$8,400
- Onsite InspectionsQuarterly · all units$2,800
The Pipeline Lives on a Board, Not in Your Head.
Drag prospects through the stages you define, set follow-up dates, and log fleet size and deal value so the board reads like a forecast. When the deal closes, one click turns the prospect into a live fleet account.
- Drag-and-drop stages you configure
- Follow-up dates so no deal goes quiet
- Fleet size + deal value on every card
- One-click conversion to a live fleet account
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.
Start a free trial and sign your first fleet this month.