FLEET & ASSETS
What this section is
Fleet & Assets covers the pages used to manage project assets, client-linked records, and supporting operational documents.
Who uses this section
- Supervisors
- Project managers
- Admin and operations staff
- Team members responsible for asset and document records
When to use this section
- During daily planning and allocations
- When setting up or updating projects and clients
- When uploading or reviewing project documents
- Before reporting, billing, or compliance checks
What this section is for
Use this section to keep fleet, asset, and project records organised so teams can plan work, track activity, and support reporting accurately.
Pages in this section
- Projects: Create and manage project records.
- Clients: Manage client details used across project workflows.
- Project Documents: Store and control project-specific files.
- Report Builder: Generate operational reports.
- Document Types: Define document categories and structure.
- Day Works Dockets: Manage day works records for project execution and support.
How these pages work together
- Set up Clients and Projects.
- Define document structure through Document Types.
- Upload and manage files in Project Documents.
- Capture work records in Day Works Dockets.
- Use Report Builder for summaries and operational reporting.
Connections
Fleet & Assets connects directly to:
- Site operations and daily execution
- Client and project communication
- Reporting and audit evidence
- Billing and commercial support records
Common mistakes
- Setting up projects without complete client details
- Uploading documents under incorrect types
- Leaving day works records incomplete before reporting
Quick tips
- Keep client and project records clean before field teams start.
- Use consistent naming and document type structure.
- Review records weekly to prevent end-of-month cleanup issues.