FleetHire - Allocations

The Allocations feature in FleetHire allows you to view your active contracts, allocate operators, and notify operators of their allocated work via a push notification to their mobile device.

Note: In order to use Allocations, users must have the Allocations User permission granted from User Access Control in FleetAdmin. 

Users receiving the Allocations must also be an Allocations User.

  • Go to FleetHire
  • Allocations
  • This will list On Hire Contracts, a list of your Assets and a list of your Operators
  • You can view this calendar via Day, Week or Month
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Allocations - Allocating Operators

You can Allocate an Operator to a Contract Item, this could be used for Wet Hire or for allocating a driver to mobilise an Asset to site.  The system will inform you which of your operators are most qualified to operate this asset. Please see Adding Asset Types to Users

  • Click on the required Contract item
  • Select the Operator from list
  • Drag Operator into Operator box
  • It is possible to add a message to all Operators allocated to the Contract
  • You can also send an individual message to each Operator
  • Click on the Message icon to add
  • Click Save

Please Note:  Only 1 individual message and 1 group message can be saved for an Operator (for each allocation). Trying to send multiple of either will overwrite the previous message.

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  • Once operators have been allocated to contracts, you can select their name beside the contract and click Notify to send individually or
  • Click on Notify Operators to Notify all.  This will only send new or updated notifications
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This will send a push notification to the Operators mobile device.  The Allocation can be viewed via the TFO app in Allocations


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Allocations - Allocating Quoted Assets

If you have converted a Quote into a Contract without allocating Assets, you have the ability to assign the Asset via Allocations.  

  • Ensure that the Contract status is On Hire
  • Go to Allocations
  • Select required date view
  • Contract Items not yet Allocated will have (Quoted) beside them

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  • Click on the Contact Line
  • Drag & drop available Asset into Asset box
  • Allocate Operator if required

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  • Once operators have been allocated to contracts, you can select their name beside the contract and click Notify to send individually or
  • Click on Notify Operators to Notify all.  This will only send new or updated notifications

 

Next Step - Setting up Operators in Allocations

 

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