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FleetOptixFleet software

Service & maintenance

Fleet compliance software for service and maintenance fleets.

No operator licence to lose, which is exactly why nothing forces the issue until something goes wrong.

14 days free access · no card needed

A service fleet is usually vans, usually below the operator licensing threshold, and therefore outside the regime that makes a haulier keep records whether they want to or not. There is no Traffic Commissioner, no annual test regime of the same weight, and no examiner likely to arrive unannounced.

What remains is a duty of care to employees who drive for work and to everyone else on the road, and it is enforced differently: after a collision, by an insurer, by the Health and Safety Executive, or in court. The question asked then is not whether you held a licence but what system you had, and the honest answer for many service fleets is a spreadsheet and a memory.

The problem

What makes service and maintenance compliance hard

  • Nothing external forces the records

    Without licensing undertakings, record-keeping depends entirely on internal discipline. It is the first thing to lapse under pressure, and the lapse is invisible until it is being examined by somebody with the benefit of hindsight.

  • The van is a workshop as well as a vehicle

    Racking, tools, materials and sometimes gas or chemicals ride in the back. Load security, weight and the condition of the racking are genuine safety issues that a vehicle service does not look at, and an overloaded van is a problem a driver rarely recognises.

  • Employees driving their own vehicles

    Engineers and technicians using a private car for work bring their own vehicle, their own insurance and their own MOT, and the employer's duty does not disappear because the vehicle does not belong to them. Most organisations have no evidence at all for this part of the fleet.

  • Drivers who never see a depot

    Vans go home with engineers and go straight to the first job. There is no yard, no gate and no point in the week where somebody hands in a sheet, so paper checks fail quietly rather than visibly.

  • Equipment on the vehicle with its own rules

    Tail lifts, cranes and access equipment carry their own thorough examination requirements under separate legislation from vehicle maintenance. A van can be fully serviced and still have a lift that is out of examination.

The answer

How FleetOptix helps

  • Nothing external forces the records

    Checks, defects, service history and driver records sit in one system that chases what has not arrived, so the discipline is in the tooling rather than in somebody remembering.

    Incidents and reporting
  • Drivers who never see a depot

    The check is submitted from the driveway or the first job on a phone, so the record does not depend on anybody visiting a yard. A nil return is a record in its own right.

    Walkaround checks and defects
  • The van is a workshop as well as a vehicle

    The check carries the items you put on it, so racking condition, load security and equipment can be part of the daily round rather than things nobody formally looks at.

    Maintenance and roadworthiness
  • Employees driving their own vehicles

    Licence, entitlement and expiry dates sit on a driver record whether or not the vehicle is yours, so the part of the fleet you do not own stops being the part you have no evidence for.

    Drivers and licensing
  • Equipment on the vehicle with its own rules

    Service and examination dates are held against the vehicle and its equipment, and sit on the same calendar as the work, so something due is visible before it is committed to a job.

    Scheduling and planning

Free to use

Paperwork for service and maintenance fleets

The records this sector is asked to produce, as printable forms. Free to use, whether or not you ever buy anything.

All templates

Who it is for

The people doing this job

  • Fleet and operations managers

    Often running the fleet alongside another job, with no statutory framework and no compliance department behind them.

  • Health and safety managers

    Carrying the driving-for-work risk as part of a much wider brief, and usually holding the least evidence about it.

  • Service and engineering managers

    Scheduling engineers to jobs, and the first to feel it when a van is off the road.

  • Engineers and technicians

    Driving to the first job from home, with the vehicle as both transport and workshop.

    What is walkaround check?
  • Finance and procurement

    Holding the lease and service contracts, and asked after an incident what the maintenance history was.

Questions

What service and maintenance operators ask

We are not operator licensed. Does any of this apply to us?
The licensing regime may not, but the duty to keep vehicles in a roadworthy condition and to manage the risk to employees who drive for work does. That duty is tested after something has gone wrong, which is why the record matters more here than the rule does.
Can it cover employees using their own cars for work?
Driver records are held per person, so licence and entitlement evidence can be kept for people driving vehicles you do not own. Evidence about the vehicle itself — insurance, MOT, condition — is only as good as what is recorded against it, so decide what you will ask for before relying on it.
Do drivers need an app?
Checks are completed and submitted from a phone, which is what makes them work for a fleet with no yard. A defect reaches whoever manages the vehicle with the van and the driver already attached.
Does it book or manage servicing with our garage?
It holds the record — service dates, what was done, what is due — rather than acting as a booking system with your supplier. The work stays with your garage or lease provider.
Is it worth it for a small fleet?
The duty does not scale with size, and a small fleet usually has nobody whose job this is. That is normally the argument for keeping the records somewhere that chases them rather than relying on somebody to remember.

Keep reading

Put the evidence somewhere it can be found

Vehicles, drivers, checks and records in one platform, built for UK service and maintenance operators.

14 days free access · no card needed