05 Parties & CRM
Agents
Agent profiles, agent list, and agent ledger.
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.
Agents in daily operations
Agent profiles, agent list, and agent ledger.
Client & partner records
Agents for sales, billing, and CRM teams — typical in Bangladesh contract carriage businesses.
Agent list with commercial terms
Teams use Agents when they need agent list with commercial terms — without maintaining a separate spreadsheet or WhatsApp thread.
Commission and ledger tracking
Teams use Agents when they need commission and ledger tracking — 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.
Agent list with commercial terms
Agents helps because agent list with commercial terms — recorded inside the VMS audit trail instead of informal channels.
Commission and ledger tracking
Agents helps because commission and ledger tracking — recorded inside the VMS audit trail instead of informal channels.
Links to trips and client…
Agents helps because links to trips and client acquisition — recorded inside the VMS audit trail instead of informal channels.
Reporting for partner settlements
Agents helps because reporting for partner settlements — 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.
- Agents supports view, list, reporting — so users do not jump between unrelated tools for the same task.
- Less manual follow-up: agent list with commercial terms
- Less manual follow-up: commission and ledger tracking
- Less manual follow-up: links to trips and client acquisition
- Branch-scoped access means local teams open Agents 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 Agents with full register access, filters, and exports.
- Branch user (tablet / laptop)Works on branch-scoped Agents records — no cross-branch data leakage.
- Field staff (mobile)Submits or confirms Agents tasks from phone — limited permissions, faster updates.
- Manager / approverReviews exceptions, approvals, and summaries inside Agents without re-keying data.
- Owner / executive (dashboard)Reads KPI widgets fed by Agents — 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.
- ContactsAgents and Contacts share the same platform data — no duplicate entry between modules.
- VendorsAgents and Vendors share the same platform data — no duplicate entry between modules.
- File ManagerAgents and File Manager share the same platform data — no duplicate entry between modules.
- ReportsReport hub aggregates Agents metrics for branch and management packs.
- HomeDashboard widgets surface Agents KPIs on login.