Build your own forms for HSE, checks and reporting without code. The driver fills them in from the app, answers can generate price lines automatically - and mandatory forms are enforced per service type.
HSE rounds, safety checks and customer reporting only work if they are where the work happens - in the app, on the order, with requirements that are enforced.
Form builder with categories, fields and options - text, numbers, choices and photos. No developer needed.
Forms are linked to service types and can be made mandatory - the order is not finished without them.
Number answers with a price code become price lines automatically - reported quantity is invoice basis.
Categories, fields and logic - without code.
Build forms with categories, elements and answer options, and link them to the service types where they apply. HSE incidents and near misses are reported the same way - structured, with photos.
Reporting requirements per service type.
Requirements for completed forms are enforced per service type, and answers can go straight through - or be held for manual approval, where the approval is what transfers the values to the order. Pending reports collect in the notification centre.
Reported quantity - priced automatically.
Number and quantity fields can be linked to price codes, so what the driver reports - kilos, hours, units - automatically becomes price lines on the order. System forms for tolls, breaks and duration do the same out of the box.
Checks on vehicles and staff.
Resource reporting lets drivers and staff submit forms independently of orders - daily check rounds, HSE checks or internal records - with their own reports for follow-up.
Everything you need to stay in control - in one platform.
Answers to what transport companies most often ask about HSE and forms in FleetX.
Yes. The form builder makes forms with categories, fields and answer options - text, numbers, choices and photos - without a line of code.
Yes, reporting requirements are enforced per service type, so the order cannot be completed until the form is filled in.
Number and quantity fields are linked to price codes, so what the driver reports - kilos, hours, units - automatically becomes price lines on the order and therefore invoice basis.
Through the same form flow from the app - structured, with photos - and with access-controlled categories for sensitive cases.
Yes, resource reporting lets staff submit daily check rounds and HSE checks independently of orders, with a separate report view.
You choose: automatic approval or manual checking per driver - where the approval is what transfers the values to the order.
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