Ecofyx
Ecofyx / Templates / Fleet and vehicles
Ready-to-use application

Fleet and vehicles

Track vehicle inspections, fueling, mileage and fleet incidents.

What this template is designed to organize

Track vehicle inspections, fueling, mileage and fleet incidents.

Operational area

Fleet

Connected structure

4 forms connected to the same Ecofyx operation and record history.

Template profile

Ready-to-use application

What comes with this template

Add this template to an Ecofyx operation to keep its forms, records and results together.

Included form 1 · 7 visible fields

Vehicle inspection

Key fields:

  • Vehicle or license plate
  • Mileage
  • Items checked
  • Overall condition
  • Defects or notes
  • Defect severity
  • Correction deadline
Included form 2 · 7 visible fields

Vehicle fueling

Key fields:

  • Vehicle or license plate
  • Mileage
  • Fuel
  • Quantity fueled
  • Price per unit
  • Fuel station or supplier
  • Tank filled?
Included form 3 · 7 visible fields

Vehicle mileage control

Key fields:

  • Vehicle or license plate
  • Starting mileage
  • Return date and time
  • Ending mileage
  • Route or destination
  • Trip purpose
  • Issues or notes
Included form 4 · 7 visible fields

Vehicle incident record

Key fields:

  • Vehicle or license plate
  • Location
  • Incident type
  • Incident description
  • Were there any injuries?
  • Third-party details
  • Police report, insurer or claim number

How this template organizes the routine

Track vehicle inspections, fueling, mileage and fleet incidents. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.

Information capture

Use the included forms to collect the information needed for this routine.

Operational view

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

History and results

Review previous records, follow progress and view results in the same operation.

Dashboard and operational follow-up

Review the records, filters and indicators available to follow this routine.

Fleet and vehicles

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

Record typeVehicle
Primary fieldVehicle or license plate

Available filters

StatusVehicleOwner

Visible dashboard columns

  • Vehicle
  • Current mileage
  • Condition
  • Priority
  • Due date
  • Owner

Headline metrics

Use these indicators to follow activity, progress and items that need attention.

Vehicles tracked
Inspections this month
Fueling records this month
Mileage records

Available actions

Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.

  • Inspect vehicle
  • Record fueling
  • Record mileage
  • Record vehicle incident
  • Update inspection

Attention points

Check these alerts to identify records that may need follow-up.

  • Vehicle restricted from use
  • Vehicle incident involving injury

Operational workflow

Review the available statuses and the actions that move a record from one status to another.

Vehicle incident workflow

Recorded→Under investigation→Insurer notified→Under repair→Closed
  • Start investigationRecorded → Under investigation
  • Notify insurerUnder investigation → Insurer notified
  • Send for repairUnder investigation → Under repair
  • Start repairInsurer notified → Under repair
  • Close vehicle incidentUnder repair → Closed

What you can customize

Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.

Fields and options

Adjust labels, required answers, alternatives and safe extra fields according to the real need.

Identity and access

Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.

Use and follow-up

Use dashboards, history, filters and exports according to the resources enabled for the template.

Questions about this template

Review the most common questions before using this structure.

What is the Fleet and vehicles template for?

Track vehicle inspections, fueling, mileage and fleet incidents.

Which forms are included in this template?

Vehicle inspection, Vehicle fueling, Vehicle mileage control, Vehicle incident record.

How are records organized in Ecofyx?

Data is organized in the Fleet and vehicles dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.

Does this template include a public page?

The flow is internal; external participation uses an invitation or a restricted link.

Can I customize this template for my organization?

Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.

Start with Fleet and vehicles

Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.