Fleet Management Workflow
Quote lifecycle from draft to job completion
27
Active Jobs
Quotes by Workflow Stage
Draft
Quote is being created
2492
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Soft Design
Inside Sales initial scoping - system …
4
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Engineering Review
ERF submitted - Engineering designing solution …
24
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Approved
Quote approved by customer - ready …
2
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Inventory Check
Branch Operations checking fleet availability
0
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Transfer Pending
Waiting for inter-branch equipment transfer
0
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Procurement Pending
AFI submitted - waiting for new …
0
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Ready for Order
All inventory available - ready to …
65
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Job Active
Equipment shipped - billing clock started
2587
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Job Complete
Job finished - equipment returned
105302
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