Getting Started

The objective of the app for fleet on street is to provide a comprehensive suite of tools for Relationship Managers (RMs), Sales Managers to manage various fleet on street activities, including Application and Leads Management, Incentive Calculation, and other related functions.

Currently we have the following apps:

Here is a brief walkthrough of the homepage of the mobile app:

The bottom bar consists of the following: 1. Home 2. Onboard 3. Applications

This tab directs the user to the homepage of the app, which displays a comprehensive overview of all prospects and applications assigned to them. It also showcases the number of onboardings completed, facilitates quick action on recently interacted applications or prospects, and allows them to view all applications based on their status.

The homepage also has application stage wise counts for direct reference. On tapping the respective bucket, you can view the filtered list of applications of that stage.

To start onboarding, users can click the Onboard tab, enter the prospect’s details, select the onboarding flow, and assign a branch. After submitting the form via the New Onboarding button, an autologin link is sent to the prospect via email to begin their onboarding journey.

Applications tab will direct you to the Application list page, covered in the application management section.

Here is a brief walkthrough of the homepage of the web app:

The user lands on the dashboard page of the app by default. The dashboard provides a quick and organized view of applications and their statuses. It is divided into three key sections: Overview, Quick Actions, and All Applications. Users can toggle between viewing data for the current month or a custom date range.