Pavilion Arc · Getting started

Getting started · Rental fleet operations

FleetX

Every asset. Every hire. Accounted for.

FleetX helps an equipment hire company know which machine is free, who has it, when it comes back and when it needs a service.

Open FleetX ↗Download sample files ↓
  • 6 steps
  • About 12 minutes
  • Made-up sample data
The FleetX workspace

How the work flows

Every task in FleetX moves through the same stages.

  1. 1Register
  2. 2Inspect
  3. 3Book
  4. 4Dispatch
  5. 5Return

Before you begin

Open FleetX, press Open workspace, and keep this page open beside it.

  • A computer or phoneAny up-to-date browser works.
  • The sample filesAn equipment list and an inspection certificate.
  • About 12 minutesAll machines and customers are made up.

Step by step

Follow the steps in order. Each one sets up the next. Select a screenshot to see it full size.

  1. Step 1: Know what can leave the yard

    Overview groups your machines: ready to dispatch, working on site, waiting for return inspection and in the service bay.

    FleetX Overview screen for step 1: Know what can leave the yard
    The ring shows where to look or what to press.

  2. Step 2: Import machines

    Open Activity & settings, press Import CSV and choose 01_fleetx-equipment-import.csv. Six machines arrive marked Awaiting inspection.

    FleetX Activity & settings screen for step 2: Import machines
    The ring shows where to look or what to press.

  3. Step 3: Inspect on arrival

    Open Fleet register and choose Compact Track Loader 2T. Press Upload document to add the sample certificate, then Arrival inspection: tick both checks and write what you found. The machine becomes Available.

    FleetX Fleet register screen for step 3: Inspect on arrival
    The ring shows where to look or what to press.

  4. Step 4: Book it

    Open Rentals & dispatch and press + New booking.

    FleetX Rentals & dispatch screen for step 4: Book it
    The ring shows where to look or what to press.

  5. Step 5: Add more machines

    Fill in the customer, site and dates. Press + Add another item to put a second machine on the same booking. If a machine is already booked for those dates, FleetX warns you before you save.

    After saving, open the booking and press Print booking summary for a page the customer can sign.

    FleetX New booking screen for step 5: Add more machines
    The ring shows where to look or what to press.

  6. Step 6: Dispatch and take it back

    Follow the booking through Dispatch & handover, Receive return and Return inspection. The rental record keeps every step.

    FleetX Returns & inspections screen for step 6: Dispatch and take it back
    The ring shows where to look or what to press.

What to notice

Double bookings are caught before you confirm, and every machine’s history stays in one place.

Other guides

The same steps-and-screenshots format for every Pavilion Arc product.