Designed by fleet managers, this module brings efficiency across unlimited locations, departments, and business units. Save time and lower costs with a single data point that enables communication, eliminates redundant data entry, and enhances reporting by automating preventative maintenance schedules, service requests, work orders, and more. Each workflow has been carefully scoped and simplified for specific users and skill levels. We understand the roles of foremen, mechanics, operators, and admin staff members and their specific responsibilities in the asset lifecycle.
Fleets require a large investment: be sure to receive the most value and return. Identify costly units, make vehicle retirement decisions, and avoid breakdowns by automatically scheduling appropriate maintenance.
Track and assign all purchased parts and services to work orders or pieces of equipment. All data including expiry dates, invoice numbers, cost, warranties, and vendor information is stored in one central location. Attach tasks, activities, and notes to individual pieces of equipment for quick detail retrieval.
Track warranty dates and launch work orders from within individual parts or service listings. Automated email notifications ensure expiry dates aren’t missed.
Assign specific vendors to parts or service orders. Draw in history, contact, contract, and cost information automatically to negotiate lower prices while holding vendors accountable. Create activities and tasks and set important reminders.
Attach supporting documentation and notes to any record, allowing for full transition to a paperless environment. Upload files directly or electronically via email into the document database, which is then searchable by title, subject, or content for quick retrieval. Export and share documentation with outside parties in one click.
Immediately capture data from any smart device with our online data intake tool. This collection method is proven to increase data integrity and capture all necessary information. Mandatory fields and remote access eliminate in-house data entry and make data available for instant analytical reporting, uncovering previously unknown high-risk areas.
Take the guesswork out of data analytics. Reduce costs and improve safety by drilling down to specific claims, incidents, events, and locations. Modify pre-built report templates such as summary, ad-hoc, TCOR, as-of dates, loss ratios, and claim and incident trends, or create customized reports from scratch with an unlimited number of filters and tools to dissect data. Export reports to PDF or Excel to share outside the platform, or automatically send emails based on schedules or trigger events.
Combine data from all modules to efficiently identify areas that require further attention with customizable graphs and charts. When reporting on claims, incidents, trends, assets, or policies, you can quickly receive a snapshot of initiatives and measure their effectiveness.
We understand the importance of historical data and enforce strict data integrity rules during implementation. We’ll work with you to clearly define internal processes and understand data relationships. We can migrate data from various internal systems, spreadsheets, 3rd party software providers, or past and current service providers such as TPAs, adjusters, and carriers.
Our implementation is a thorough process that enables maximum efficiencies and customized workflows to adhere to any internal environment. Our team will work closely with you to define the end goals, system set-up, and customization. We provide project timelines with crucial milestones and desired end dates to keep the project on track.
Business functions and output flourish when automation is enabled and redundant tasks are eliminated. We understand that technology maximizes efficiency and can significantly impact an organization as a whole. Our system accepts data feeds in and out of the platform to communicate with in-house accounting, HR, and payroll systems; adjusters, TPAs, and carriers; workers’ compensation providers and agencies, and more.
Security at ClearRisk is of utmost importance and we realize it’s a big concern for organizations looking to move their data to the cloud. We take great pride in working with our partners to provide the most secure platform available. Contact us to request our Security Program documentation detailing Application Security, Data Centre Security, Compliance and Certifications.