Field service fleet management

Keep every technician moving from one job to the next.

Proaction keeps vehicle work, assignments, costs, and records organized across branches and service territories. Use the platform with your team or have us manage selected fleet programs for you.

Built for

  • HVAC and Mechanical
  • Plumbing and Electrical
  • Facilities Services
  • Pest Control and Restoration
  • Telecom and Security Installation
  • Landscaping and Grounds Services

Field service fleet capabilities

Manage the fleet work behind every service call.

Keep technician vehicles, temporary replacements, inspections, documents, and costs organized across every branch and service territory.

Maintenance & Repair

Keep technician vehicles available by moving service needs from the field through completion.

  • Mileage-based service schedules
  • Field service requests
  • Repair approvals and updates
  • Shop and vendor coordination

Vehicle Assignments & Transfers

Know who has each vehicle and keep its history intact when it moves between teams.

  • Technician assignments
  • Take-home and shared vehicles
  • Branch and territory transfers
  • Assignment history

Rentals & Replacement Vehicles

Keep technicians working when a primary vehicle is unavailable or demand changes.

  • Branch requests and approvals
  • Rental and provider coordination
  • Extensions and return tracking
  • Rental invoice review

Inspections & Damage

Give technicians a simple way to report condition, damage, and service needs.

  • Mobile inspections
  • Photo and video capture
  • Damage reports
  • Issue follow-up

Fuel, Tolls & Citations

Route everyday vehicle expenses and exceptions to the right branch or manager.

  • Fuel spend by vehicle
  • Toll transaction review
  • Transponder tracking
  • Citation routing

Registration & Compliance

Keep required vehicle documents current without relying on separate branch spreadsheets.

  • Registration renewals
  • Insurance documents
  • Driver and vehicle records
  • Expiration reminders

Claims & Risk

Keep incident details, repair status, and supporting documents together.

  • Accident intake
  • Driver and vehicle details
  • Claim status tracking
  • Repair and recovery records

Branch & Cost Reporting

Compare fleet work and spending across branches, territories, and vehicle groups.

  • Cost by vehicle and branch
  • Open work and downtime
  • Regional rollups
  • Service history

Software + services

Manage the work with your team or have us manage it for you.

Proaction Platform

Manage it with your team.

Run fleet programs with your branches, technicians, approvals, providers, forms, costs, and reports organized in one platform.

Proaction Managed Services

Have Proaction handle the follow-through.

Have Proaction coordinate selected programs while branch and fleet leaders keep a clear view of requests, costs, issues, and results.

Connect your fleet systems

Keep the tools your team already uses.

Connect Proaction with telematics, fuel cards, communication, and business systems so vehicle information follows the teams that need it.

Geotab
Samsara
More integrations

Telematics

and more

WEX
Coast
More integrations

Fuel and payments

and more

Microsoft Teams
Slack
More integrations

Communication

and more

QuickBooks
Microsoft Dynamics
More integrations

Business systems

and more

Fits your operation

Set Proaction up around your branches, service territories, and vehicle policies.

Match the way work is assigned and approved today while giving fleet leaders a consistent view across the company.

Field service fleet setup

LocationsBranches, regions, and service territories
VehiclesAssigned, shared, and take-home units
ApprovalsBranch, regional, and cost-based rules
ProvidersPreferred shops and rental partners
Field inputMobile forms, photos, email, and telematics
ReportingVehicle, branch, region, and cost center

Questions

Questions field service fleet teams ask.

No. Proaction manages fleet work and records around the vehicles your technicians use. It can connect with the other systems your operation depends on.

See Proaction with your fleet

See how Proaction would work for your field service fleet.

Walk us through your branches, vehicles, and the fleet work that slows technicians down. We’ll show you how Proaction can fit your operation.