Vehicles, contracts and bookings. From pickup to return, plate and client stay on one card.
Who collects the car, the company representative and the driver, with license and contact details.
| Contact | Tag | Type | Job role | Company | Source | |
|---|---|---|---|---|---|---|
| SR | Sara Riva | Brief | Customer | Customer | Studio Alfa | Site |
| MB | Marco Bianchi | Long Follow-up | Company | Company contact | Elena Costa | Telephone |
| LF | Luca Ferri | rental with driver | Driver | Driver | Hotel Nord | Hotels |
How many rentals leave this week and which customers are repeat customers.
Companies and hotels with agreements, assigned vehicles and invoicing.
| Company | Tag | Type | Industry | Contact | Source | |
|---|---|---|---|---|---|---|
| SR | Studio Alfa | Brief | Customer | Rental | Sara Riva | Site |
| MB | Elena Costa | Long Follow-up | Company | rental with driver | Marco Bianchi | Telephone |
| LF | Hotel Nord | rental with driver | Driver | Companies | Luca Ferri | Hotels |
From the site they ask for a vehicle: dates and cities arrive before confirming the license plate.
Dates, city and if you need a driver. We will confirm the license plate and time.
Dates, city and if you need a driver. We will confirm the license plate and time.
They choose short, long or rental with driver and the pick-up time.
Expiring rental: notice of return to the customer and to the deposit.
Monthly fleet, weekends, transfers: the negotiation closes when the vehicle is assigned.
€ 2.000
26 Nov
€ 4.500
4 Dec
€ 5.000
22 Nov
€ 10.000
19 Nov
€ 10.000
17 Nov
Open agreements and rentals already confirmed.
The offer indicates km, insurance deductible and if there is a driver.
#PREV-5-2026
€ 2.440
24 Nov
#PREV-3-2026
€ 1.840
30 Nov
#PREV-6-2026
€ 3.900
20 Nov
#PREV-4-2026
€ 1.800
18 Nov
#16-2026
€ 20.023
12 Nov
Rates sent and contracts already signed.
Collections and transfers continue until drop-off.
#OR-29-2026
€ 2.143
18 Nov
#OR-11-2026
€ 769
23 Nov
#OR-9-2026
€ 1.952
16 Nov
#OR-18-2026
€ 2.023
21 Nov
#OR-15-2026
€ 1.098
13 Nov
Vehicles out and vehicles in today.
Collections, returns and transfers on the deposit day.
Each exit has a license plate, customer and time.
How many returns have damage noted and on which vehicles.
Conditions, km and insurance excess are on the contract, not just on the signed sheet in storage.
Align the team on dates, owners and the first deliverable.
1. Rossi project kickoff: goals and dates in the CRM.
The rental is about to end: customer and depot receive the return time.
Yes
No
Which return notices have already been sent.
Short, long and rental with driver: the price list from which the booking comes out.
| Service | Code | Duration | Price |
|---|---|---|---|
| Short rental | SRV-01 | 30 min | € 35 |
| Long rental | SRV-02 | 45 min | € 45 |
| rental with driver | SRV-03 | 60 min | € 50 |
| Short rental | SRV-04 | 90 min | € 60 |
| Long rental | SRV-05 | 30 min | € 80 |
| rental with driver | SRV-06 | 45 min | € 95 |
| Short rental | SRV-07 | 60 min | € 35 |
| Long rental | SRV-08 | 90 min | € 45 |
| rental with driver | SRV-09 | 30 min | € 50 |
| Short rental | SRV-10 | 45 min | € 60 |
Each reservation has means, collection and status.
Vehicle week: who's out and who's free.
License plate, model and status of the vehicle: available, out of stock or under maintenance.
| License plate | Brand | Model | Mileage | Owner | Status |
|---|---|---|---|---|---|
| AB 123 CD | Ford | Fiat Panda, AB 123 CD | 42 500 | Marco B. | Available |
| EF 456 GH | Fiat | Ford Transit, EF 456 GH | 18 200 | Sara R. | In use |
| IJ 789 KL | Renault | Rental car with driver, black | 67 800 | Fleet team | Maintenance |
| MN 012 OP | Peugeot | Replacement workshop | 9 450 | Luca V. | Available |
| Code | Contract type | Start date | Amount | Owner | Status |
|---|---|---|---|---|---|
| CTR-441 | Service | 01/01/2026 | 4 800 EUR | Marco B. | Active |
| CTR-220 | Lease | 15/03/2025 | 18 000 EUR | Luca V. | Active |
| CTR-088 | Subscription | 01/06/2025 | 960 EUR | Fleet team | Expiring |
| CTR-110 | Service | - | - | Sara R. | Draft |
Fleet contracts: duration, amount and vehicles included.
Better have all the apps in one place, right? Connect :app to your favorite apps and access your content quickly without opening 13 different pages.
Need help?