06 Parties & CRM
File Manager
Business files, folders, and shared document access.
Illustrations on this page are conceptual examples — not screenshots of the live system.
How you can use it
The same Fleet module supports different transport models — pick the scenarios that match your operation.
File Manager in daily operations
Business files, folders, and shared document access.
Client & partner records
File Manager for sales, billing, and CRM teams — typical in Bangladesh contract carriage businesses.
Folder structure per branch or…
Teams use File Manager when they need folder structure per branch or function — without maintaining a separate spreadsheet or WhatsApp thread.
Upload licenses, contracts, and trip…
Teams use File Manager when they need upload licenses, contracts, and trip proofs — without maintaining a separate spreadsheet or WhatsApp thread.
Benefits for your team
What improves when vehicle data lives in one place instead of spreadsheets and phone calls.
Folder structure per branch or…
File Manager helps because folder structure per branch or function — recorded inside the VMS audit trail instead of informal channels.
Upload licenses, contracts, and trip…
File Manager helps because upload licenses, contracts, and trip proofs — recorded inside the VMS audit trail instead of informal channels.
Shared access for audit and…
File Manager helps because shared access for audit and legal review — recorded inside the VMS audit trail instead of informal channels.
Reduces lost paperwork in email…
File Manager helps because reduces lost paperwork in email chains — recorded inside the VMS audit trail instead of informal channels.
Makes daily work easier
Less chasing, less re-entry, fewer surprises on the morning dispatch board.
- File Manager supports view — so users do not jump between unrelated tools for the same task.
- Less manual follow-up: folder structure per branch or function
- Less manual follow-up: upload licenses, contracts, and trip proofs
- Less manual follow-up: shared access for audit and legal review
- Branch-scoped access means local teams open File Manager without seeing other depots' records.
Multi-user & mobile-ready
Different roles see different slices — desktop for planning, mobile for field, dashboard for leadership.
- Operations lead (desktop)Plans and supervises File Manager with full register access, filters, and exports.
- Branch user (tablet / laptop)Works on branch-scoped File Manager records — no cross-branch data leakage.
- Field staff (mobile)Submits or confirms File Manager tasks from phone — limited permissions, faster updates.
- Manager / approverReviews exceptions, approvals, and summaries inside File Manager without re-keying data.
- Owner / executive (dashboard)Reads KPI widgets fed by File Manager — not day-to-day data entry screens.
Works with your other modules
Fleet is the vehicle master — other modules read from it so data stays consistent across the platform.
- ContactsFile Manager and Contacts share the same platform data — no duplicate entry between modules.
- VendorsFile Manager and Vendors share the same platform data — no duplicate entry between modules.
- AgentsFile Manager and Agents share the same platform data — no duplicate entry between modules.
- ReportsReport hub aggregates File Manager metrics for branch and management packs.
- HomeDashboard widgets surface File Manager KPIs on login.