Early Access
Fleet Claims Management
Connect vehicle records with claims, replacement vehicles, documents, deadlines and operational history.
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Quick answer
Fleet Claims Management
Connect vehicle records with claims, replacement vehicles, documents, deadlines and operational history.
What this workflow covers
A workflow, not another disconnected database.
The objective is to keep the operational context together: customer or case, vehicle, documents, dates, communication and responsibility for the next action.
- Fleet
- Vehicle claims
- Replacement vehicles
- Documents
- Deadlines
Example workflow
- Intake / request
- Collect vehicle and customer context
- Documents and evidence
- Operational stage changes
- Customer update
- Completion / settlement
Current AssistanceCRM core
What comes from the shared AssistanceCRM core
Cases & history
Structured records with status history, notes and participants.
Vehicles
Vehicle data and operational links to active work.
Documents
Templates, generated documents and attachments.
Communication
Customer updates linked to workflow events.
Market-specific profile
Tell us about your workflow
AssistanceCRM is being validated market by market. Tell us what you manage today and which workflow creates the most manual work.