# FleatPro Complete Product Walkthrough — Transcript ## [0:00] Welcome to FleatPro Welcome to FleatPro — a connected business operations platform that brings customers, people, fleet, operations, finance, GPS, and workforce management together in one workspace. This complete walkthrough shows exactly what a new customer sees from first visit through daily operations. ## [0:00] Who FleatPro Is For FleatPro is built for transport and logistics companies, fleet operators, and growing businesses that need one place to run customers, jobs, vehicles, people, and money — without juggling disconnected spreadsheets and tools. ## [0:33] Homepage & Product Positioning The FleatPro homepage explains the product ecosystem: CRM, people and workforce, fleet and assets, operations, GPS, finance, analytics, and administration. Prospective customers can explore capabilities, watch demos, and start a trial from here. ## [0:51] Sign In Customers sign in with their company email and password. Forgot password and email verification flows are available. After authentication, FleatPro opens your organization workspace — never exposing platform admin consoles. ## [0:51] Create Account & Onboarding New customers register, verify email, then complete onboarding: organization details, asset types, optional first asset, team invites, branding, and plan selection including a trial period. ## [1:19] Your Dashboard The dashboard gives management an operational overview: fleet counts, active jobs, maintenance, profit trends, recent activity, and items needing attention. Use quick actions and period filters to focus on the last week, month, or quarter. ## [1:35] Users & Team Invite colleagues, assign roles, and manage user status. Remember: Role controls system permissions. Designation — such as Driver — is the employee business position inside HRMS, not the same as a login role. ## [1:35] Roles & Permissions Roles define what each user can view and edit — invoices, payroll, GPS, settings, and more. Custom roles can be created when your plan includes that capability. ## [2:00] Company Settings Configure legal name, tax identifiers, address, logo, invoice branding, bank details, and document numbering. These settings flow into invoices, payslips, and customer-facing documents. ## [2:00] Branches & Locations Add branches when you operate from multiple sites. Branches can scope users, assets, and jobs across locations. ## [2:00] Email Configuration Connect your business email provider, set sender name and reply-to, send test messages, and review delivery logs — without ever storing credentials in this demo recording. ## [2:33] Customers & CRM Create and manage customers with contacts, billing details, and search filters. Each customer connects to jobs, revenue, invoices, and payment history throughout FleatPro. ## [2:33] Sales Leads Track leads in your CRM pipeline and convert qualified leads into customers when your plan includes CRM. ## [2:51] Vendors Vendors represent suppliers for fuel, maintenance, and purchases. Vendor records link to bills, expenses, and operational finance. ## [3:00] People & Workforce The HRMS add-on unlocks workforce management: headcount, attendance signals, leave, payroll, and HR alerts on one dashboard. HRMS is a paid add-on activated from Billing. ## [3:00] Employees The employee directory is your single source of truth. Create profiles with department, designation, branch, and employment details. Employee codes are generated automatically. ## [3:00] Driver Is a Designation Driver is a designation on an employee record — not a separate master. Rajesh Kumar with Driver designation can be assigned to trips, vehicles, attendance, expenses, and payroll. ## [3:00] Departments & Designations Organize teams with departments and job titles. Designations drive operational eligibility — for example, which people appear as drivers on jobs. ## [3:45] Attendance Track daily attendance: present, absent, and late. HR can record attendance, filter by person and date, and review history. Employees can check in from My Workspace. ## [3:45] Attendance Calendar The organization calendar shows presence, leave, and holidays at a glance across the month. ## [3:45] Shifts & Holidays Define shift templates, assign employees to shifts, and maintain the holiday calendar used in leave calculations. ## [4:10] Leave Management Employees request leave. Managers approve or reject from the leave list or inbox. Leave types, balances, and history stay connected to each employee profile. ## [4:10] Leave Approvals The leave inbox queues pending requests so managers can approve or reject without searching the full list. ## [4:26] Payroll & Salary Configure salary structures — including Standard India Payroll with PF, ESI, PT, and festival bonuses. Assign package salary to employees, run payroll, approve, and mark paid. ## [4:26] Payslips Open payslips to review earnings, deductions, and net pay. Download PDF payslips for employees. Historical payroll records are protected — corrections use salary revision, not hard deletion. ## [3:00] Performance & Training Record performance reviews with goals and ratings. Manage training programs and track completion. Employees acknowledge reviews from My Workspace. ## [3:00] Recruitment & Onboarding Post job openings, track candidates, and convert hires into employee records. Onboarding checklists guide new joiners through documents, department setup, and payroll assignment. ## [3:00] Employee Self-Service My Workspace is what employees see: check-in, leave requests, payslips, documents, and expense claims — without admin screens they should not access. ## [5:24] Fleet & Assets Register vehicles and equipment with registration, status, maintenance state, and documents. Search, filter, and paginate your asset register. ## [5:34] GPS Live Map Live tracking shows fleet positions on the map. Demo GPS data is labeled for demonstration — register real devices for production tracking. ## [5:34] GPS Devices Register GPS devices, map them to assets, test connection, and monitor online or offline status. ## [5:34] GPS History & Geofences Review trip history and trails. Create geofences to monitor enter, exit, and dwell events when geofencing is enabled on your plan. ## [5:34] GPS Integrations Configure GPS provider settings from administration — customer-facing configuration only, never exposing API secrets in a demo. ## [6:07] Jobs & Operations Create jobs linked to customers. Assign drivers — employees with Driver designation — and vehicles. Track status from planning through completion. ## [6:07] Employee ↔ Vehicle ↔ Trip This is the FleatPro integration story: Employee with Driver designation, assigned to Demo Truck on a job, tracked on GPS, with expenses and settlement feeding finance and payroll. ## [6:28] Expenses Record operational expenses by category, vendor, and date. Driver expenses and employee claims follow approval workflows before finance impact. ## [6:28] Driver Expenses & Advances Drivers submit trip expenses. Finance approves claims, records advances, and creates settlements reconciling advances against approved expenses. ## [6:28] Employee Claims Non-driver employees submit reimbursement claims with categories, receipts, and approval status. ## [6:28] Revenue & Fleet Costs Log revenue against customers and jobs. Track fuel, tolls, and maintenance costs tied to assets for profitability analysis. ## [7:03] Invoicing Create invoices with line items, due dates, and customer links. Preview, send, download PDF, and share a secure customer link. ## [7:12] Cash Payments FleatPro uses manual payment recording. For cash: select the invoice, enter amount and date, and save. The invoice balance updates immediately with an audit record. ## [7:12] Cheque Lifecycle Cheques follow a real lifecycle: Received, Deposited, Cleared, Bounced, or Cancelled. A received cheque does not clear the invoice until marked Cleared. Bounced cheques never count as paid. ## [6:28] Vendor Bills & Accounting Post vendor bills, record bill payments, and use the chart of accounts for journal entries, trial balance, and ledger reporting when accounting is enabled. ## [7:45] Document Management Upload documents for customers, vehicles, and employees. Track expiry dates and receive alerts before licenses or contracts expire. ## [7:54] Reports & Analytics Analytics shows revenue, expenses, profit trends, and outstanding invoices. Export CSV reports for fuel, maintenance, payroll, attendance, and more. ## [7:54] Tasks & Activity Create tasks with priorities and due dates. The activity log records who changed what across the organization for audit visibility. ## [8:14] Subscription & Add-ons Billing shows your plan, usage limits, invoices, and add-ons. HRMS is activated here as a paid add-on — unlocking the full People and Workforce module. ## [8:24] Help Center Help includes getting started checklists, module guides, this complete demo video, FAQs, and downloads — so customers can learn without leaving FleatPro. ## [8:35] Complete Business Workflow Here is the end-to-end story: Customer, then Job, then Driver and Vehicle, GPS tracking, trip completion, revenue and expenses, invoice, cash or cheque payment, financial result, and reports — while attendance, leave, and payroll run in parallel for your people. ## [8:53] Final Dashboard View Return to the dashboard to see how every action connects: revenue, expenses, fleet status, employees, and alerts — all from live data in your workspace, not fabricated marketing numbers. ## [8:53] Get Started with FleatPro You have seen the complete FleatPro customer experience. Sign up, follow the getting started checklist, watch chapter sections anytime from Help, and run your business from one connected platform. Thank you for watching. --- **Total duration:** ~9:19 (559s)