How it works
From enquiry to the review after the trip, in one flow.
Each step picks up the record the last one left, so nothing is typed twice and nobody works from an old copy.
The five steps
-
Quote
Prepare a quotation with the trip’s dates, its line items and the vehicle types it needs. Mark it sent, then accepted or declined; its progress shows what can still change at each stage.
Quotes and bookings -
Book
An accepted quote becomes a booking without typing it again. Confirm it, or hold its vehicles as tentative with a deadline the booking shows.
Quotes and bookings -
Assign
Assign vehicles and drivers. Anything that overlaps another booking, maintenance or leave is refused, and Wheelerate says what it clashes with.
Drivers -
Operate
Each day opens on what needs attention. Alerts raise bookings missing vehicles or a driver, holds about to expire and maintenance coming up, and the schedule shows the week or the day.
Alerts -
Review
Record vehicle costs as they happen and set them beside each vehicle’s revenue, per currency, with this month compared with the same days last month.
Finance
Your team
Everyone in their role
People join by invitation, each with the role that fits their work, and every change they make is recorded.
- Owner
- Everything, including the organization’s ownership.
- Administrator
- Everything except ownership: the team, the settings, operations and money.
- Operations
- Vehicles, drivers, customers, quotes, bookings, the schedule, costs and alerts.
- Finance
- Sees the operation, records costs, and reads the financial overview and the record of changes.
- Viewer
- Sees vehicles, drivers, customers, bookings and alerts, and changes nothing.
Get started
Bring your fleet, bookings and team into one place.
Create your account, set up your organization and add your fleet. Your team joins by invitation, each with the role that fits their work.
Questions first? Email hello@wheelerate.com