Data-backed fleet reviews for every major account
Scores every truck in a customer's forklift fleet on hours, impacts and repair cost and drafts a replace, move or retire plan for the rep to present.
Fleet reviews need data nobody has time to pull.
The best replacement deals come from showing a customer which trucks are idle, overworked or costing too much to keep. That data lives in telematics, work orders and lease files. Reps rarely have time to assemble it, so reviews turn into price talks.
A rep has a quarterly review with a 70 truck customer on Thursday. Pulling usage and repair costs for each unit takes two days, so he walks in with a brochure instead.
Fleet right-sizing reviews, step by step.
The agent does the work inside your systems. Your team approves what matters.
- 1
Gather fleet data
Pulls hours, impacts, repair costs and lease end dates for every truck at the account.
- 2
Score each truck
Flags trucks that are idle, overused or past their economic life.
- 3
Build the review
Drafts a short review with a replace, move or retire plan for the rep to present.
Your team keeps the judgment calls.
The agent takes the repetitive work. People approve, decide and talk to customers.
- Replacement deals backed by numbers
- Idle trucks moved before new ones are bought
- Reviews done for every major account
Works inside the systems you already run
Before you ask.
Scores every truck in a customer's forklift fleet on hours, impacts and repair cost and drafts a replace, move or retire plan for the rep to present. It works in three steps: gather fleet data, score each truck and build the review.
It works inside the tools your team already uses, including telematics, service system, lease contracts and CRM. Nothing to rip out and nothing new to learn.
It starts in shadow mode, drafting the work for your team to approve or correct. You decide what it handles on its own, and every action is logged.
Your data is used only to run the workflows you approve. We do not use your proprietary data to train public or unrelated AI models.
More for industrials
Browse every agent- Material handling dealersForklift PM schedulingSchedules forklift PMs by hour meter and calendar, groups due trucks into each tech's week, texts the site contact the list and opens the work orders.
- Material handling dealersLease return billingChecks returned lease forklifts against contract return conditions, prices damage and excess hours from the parts book and drafts the invoice with photos.
- Industrial distribution and MRORFQ quoting deskMatches every line of a customer RFQ to your catalog, checks branch stock, applies contract pricing and drafts the ERP quote with unmatched lines flagged.
Start with one agent.
Pick the workflow that hurts most. We'll scope it on the first call.