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FleetOptixFleet software

Utilities

Fleet compliance software for utility fleets.

A fleet with four different rulebooks in it, spread across regions, half of it operated by contractors.

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Utility fleets are the broadest mixed fleets in the country. A water, power or telecoms operator may run HGVs on an operator licence, a large van fleet outside it, specialist plant, welfare units and towed equipment — each with a different inspection basis — across depots that span a region and work that does not stop at five.

Two things make the compliance harder than the vehicle count suggests. Much of the work is delivered by contractors and framework partners whose vehicles you are judged on but do not own. And standby and emergency response mean assets sit unused for weeks and then go out at two in the morning, which is the worst possible pattern for anything maintained on a calendar.

The problem

What makes utilities compliance hard

  • Four regimes, one fleet

    Licensed goods vehicles, vans below the threshold, plant that never touches a public road, and towed equipment each carry a different inspection basis. The ones that slip are the ones with no annual test forcing the issue, because nothing external arrives to ask.

  • Assets that sit, then go out at 2am

    Standby vehicles and emergency plant can be idle for weeks. Calendar-based servicing says they are fine; the reality is batteries, tyres, hydraulics and fluids degrade standing still, and the first use is an emergency callout where failure is most expensive.

  • Contractors operating in your name

    Framework partners and subcontractors run vehicles on your sites and in your livery. The regulator and the public do not distinguish, and the evidence of what was checked and who drove it sits in somebody else's system, or nobody's.

  • Lifting and specialist equipment on its own clock

    Cranes, hiabs, access platforms and winches carry thorough examination requirements under separate legislation from vehicle roadworthiness. A vehicle can be clean on its maintenance file and still carry equipment that is out of examination.

  • Regional depots, one obligation

    Work is organised by region and depot, but the licence, the duty and the audit are organisation-wide. Compliance assembled depot by depot in different spreadsheets produces a picture nobody can see whole.

The answer

How FleetOptix helps

  • Four regimes, one fleet

    Every vehicle, plant item and towed asset sits on one register with its own inspection basis and history, so the assets with nothing externally forcing the issue are on the same screen as the ones with an annual test.

    Maintenance and roadworthiness
  • Regional depots, one obligation

    Role-based access gives each depot its own fleet and the organisation a cross-depot view, so the whole position exists in one place rather than being assembled from regions on request.

    Incidents and reporting
  • Assets that sit, then go out at 2am

    Service and inspection dates sit on the same calendar as the work and the standby rota, so an asset about to be called on is visible before it is called on.

    Scheduling and planning
  • Contractors operating in your name

    Checks and defects are recorded against the vehicle by whoever is operating it, including people outside your own depots, so the evidence lands in your system rather than theirs.

    Walkaround checks and defects
  • Lifting and specialist equipment on its own clock

    Driver licence, entitlement and training records sit on one record per person, so the question of whether the operator of a specialist asset was qualified has an answer with a date on it.

    Drivers and licensing

Free to use

Paperwork for utilities 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 managers

    Responsible for a mixed asset base across a region, usually with the licensed vehicles being the smallest part of it.

  • Transport managers

    Named on the licence for the goods vehicles, while answering informally for everything else.

    What is transport manager?
  • Depot and regional managers

    Running one site of many, needing their own position without a view of everybody else's.

    What is operating centre?
  • Health, safety and compliance teams

    Carrying the organisation-wide duty, and usually the people asked to produce evidence across contractors too.

  • Engineers and operatives

    Taking vehicles and plant out from depots, compounds and standby, often outside office hours.

    What is walkaround check?

Questions

What utilities operators ask

Can it hold plant and towed equipment as well as vehicles?
Yes. The register is built around assets with inspection dates, defect history and a maintenance record, which applies as readily to plant, a welfare unit or a towed generator as to a van. The inspection basis is set per asset rather than inherited from a road vehicle regime.
Can contractors record against our fleet?
Access is role-based, so people outside your own depots can record checks and defects against the assets they operate, which puts the evidence in your system. How you require that of a framework partner is a contractual matter rather than a software one.
Does it handle standby and out-of-hours rotas?
Shifts and rotas sit on the same calendar as renewal and inspection dates, so the compliance diary and the standby plan are visible together. It is not a workforce management or payroll system.
Do we get one view across every region?
Yes. Cross-depot reporting is one of the things it is built for — each depot sees its own, and the organisation sees the whole.
Does it track vehicle location?
No. FleetOptix is not a telematics or tracking platform and does not report where a vehicle is. It is the compliance record for the asset and the person operating it.

Keep reading

Put the evidence somewhere it can be found

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

14 days free access · no card needed