Documents

The paperwork writes itself

Consignment notes and CMR generated from order data, proof of delivery with signature and photo, remote signing by link - and a document archive with access control that keeps track of everything.

See how

Documentation is half the delivery

The customer does not pay until the documentation adds up. In FleetX the documents follow the order automatically - from consignment note to POD to invoice attachment.

Generated, not typed

Consignment notes and CMR are built from order data with customer-specific templates - no double entry.

Proven, not claimed

Signature, photo and timestamp per stop - including remote signing when the recipient is not there.

Archived, not lost

Everything is stored on the order and in the document archive - and bundled automatically as invoice attachments.

Freight documents

Consignment notes and CMR from order data

Right template, right customer - automatically.

Domestic consignment notes and international CMR notes are generated as PDFs straight from the order. Template rules pick the right layout per customer, and weighbridge tickets from the weighbridge follow the same flow.

  • CMR for international transport
  • Customer-specific template rules
  • Weighbridge tickets in the same document flow
  • PDF generation with no manual steps
WaybillCMR created
PODSigned 14:02
Proof of delivery

POD that holds up in a dispute

Signature, photo and timestamp - per stop.

The driver captures a signature and takes photos at delivery, and everything is timestamped per address. If the recipient is not there, a remote signing link is sent - the recipient signs on their own phone.

  • Signature and photo per stop
  • Remote signing by SMS/email link
  • Timestamps as evidence
  • POD available in the customer portal
Archive

One archive. The right access.

Folder visibility per customer, employee and asset.

The document archive holds contracts, vehicle documents and customer files with visibility set per folder - customers see theirs, drivers see theirs. Everything is stored securely in the cloud.

  • Folder structure with access control
  • Files on customer, order, unit and employee
  • Secure cloud storage (S3)
  • Client documents out to the driver app
ClientStaffAsset
POD · photos · waybillInvoiceTo customer
To the customer

The attachments follow the invoice

POD and photos - bundled automatically.

Proof of delivery, photos and order attachments are bundled automatically as PDF attachments on the invoice, and customers find their own documents in the portal - fewer queries, faster payment.

  • Automatic attachment packs on invoices
  • Documents in the customer portal
  • Order attachments as one merged PDF
  • Less searching, faster settlement

Features

Everything you need to stay in control - in one platform.

Consignment notes and CMR
Generated from order data with templates.
POD
Signature, photo and timestamp.
Remote signing
The recipient signs by link.
Document archive
Access-controlled archive in the cloud.
Invoice attachments
POD bundled on the invoice.
Customer portal
Customers fetch the documents themselves.

Frequently asked questions

Answers to what transport companies most often ask about documents in FleetX.

Can FleetX generate CMR consignment notes?

Yes. International CMR notes and domestic consignment notes are generated as PDFs straight from order data - with no double entry.

Can different customers get different consignment note templates?

Yes, template rules pick the right layout per customer automatically.

How is delivery documented?

The driver captures a signature and takes photos at delivery, and everything is timestamped per address - and the POD is available to the customer in the portal.

What if the recipient is not there at delivery?

A remote signing link is sent by SMS or email, and the recipient signs on their own phone.

Does the documentation follow the invoice?

Yes, proof of delivery, photos and attachments are bundled automatically as PDF attachments on the invoice.

How is access to the archive controlled?

The document archive has folder visibility per customer, employee and asset - customers see theirs, drivers see theirs - and everything is stored securely in the cloud.

See how an order moves through FleetX, from booking to invoice

See FleetX in Action

Follow an order from
booking to accounting

CHAPTERS

  1. Introduction
  2. 1The order comes in
  3. 2Automatic or manual pricing
  4. 3Dispatch, the way you work
  5. 4To driver or route
  6. 5Own drivers and partners
  7. 6The driver app
  8. 7Reporting from the app
  9. 8Hours and absence
  10. 9Ready to invoice?
  11. 10Consolidated invoices, the way the customer wants them
  12. 11Settled and exported
  13. 12The whole journey in one system
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