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Fleet
Customers
Total registered
Active Rentals
AI Ingests

Outstanding Balances

Fleet Alerts

Recent AI Ingest Activity

# Source Type Status Summary Time
Plate Make / Model Year Color Status Rate / day Notes Compliance Actions
# Car Customer Period Status Total Paid / Balance Notes Actions
Name Phone Email Driver License Notes Actions
Date Category Amount Car Description Actions
Car Description Location Severity Status Est. / Actual Cost Reported Actions

Pricing Rules

Name Type Conditions Window Priority Adjustment Status Actions

Promo Codes

Code Discount Uses Validity Status Actions

Contracts

Select a rental to view contracts
No contracts for this rental

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Analytics — Last 30 Days

Revenue 30d
Expenses 30d
Profit 30d
Utilization 30d
Avg Rental
Outstanding

Monthly Trend

Revenue Expenses

Top Customers

Top Cars

Revenue — collected payments

Collected payments
Booked (accrual)

Fleet Utilization

Text / Transcript

Paste notes or a transcript

Claude will extract customer info, car details, and rental dates from free-form text.

Audio File

Voice recording upload

Whisper transcribes the recording, then Claude extracts CRM data automatically.

Photo / Image

Car, contract, or ID photo

Claude Vision analyzes photos of cars, damage reports, contracts, or customer IDs.

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Fleet
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