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User Manual Fleet management module Version 1.0 · Stable

Manual Incident reports & car wash

Record accidents and claims (vehicle incident report: vehicle, driver, insurer, accident type, incident report availability) and track the fleet's cleanliness upkeep with the Car wash submodule.

2
Submodules
7
Incident report columns
Yes/No
Incident report available
TND
Car wash cost
1

Overview

Two complementary submodules. The vehicle incident report documents every accident / claim: vehicle involved, driver, insurer, date, accident type, and whether the incident report is available for submission. Car wash tracks cleaning services (date, vehicle, cost) for the fleet's routine upkeep.

Business goal

  • Track each claim and its type
  • Know whether the incident report is available / sent
  • Track claims history by vehicle / driver
  • Track the fleet's cleaning upkeep

Target audience

  • Fleet manager — reports and tracks claims
  • Drivers — involved in the accident
  • Administration — insurer relationship

Link with insurance

The incident report references the vehicle's insurer, managed in Insurance & contracts. The vehicle remains geolocatable via GPS tracking.

2

Access and navigation

Menu: Fleet managementVehicle incident reports and Car wash (depending on your profile).

Swifto ERP — Fleet management menu
Global dashboard
Fleet management
Vehicles
Insurance contracts
Automotive findings
Car washes
Curative maintenance
Settings
GPS Tracking
Need help? Click here...
The list of incident reports or car washes opens on the right.

The Car wash submodule may be hidden depending on the company's privilege profile settings.

3

List of incident reports

The list displays claims with the vehicle, driver, insurer, date, accident type and incident report availability.

Fleet management › Vehicle incident reports
Automotive findings
New Search
VehicleDriverInsurerDateAccident typeArrangedAction(s)
123 TUN 4567Slim GHARBISTAR ASSURANCES11/03/2026Rear-end collisionYes
205 TUN 8842Hatem MEJRIGAT ASSURANCES02/02/2026Broken glassNo

Incident report list columns

ColumnDescription
VehicleVehicle involved in the claim.
DriverDriver at the time of the accident.
InsurerCompany that insures the vehicle (STAR, GAT…).
DateDate of the claim.
Accident typeNature (collision, broken glass, impact…).
AvailableYes / No — incident report available to the insurer.
4

Create an incident report

Click New. Select the vehicle, driver, insurer, date, accident type and indicate whether the incident report is available.

New vehicle incident report
Vehicle incident report
123 TUN 4567
Slim GHARBI
STAR ASSURANCES
11/03/2026
Rear-end collision
Yes

Indicate the incident report's availability

The Available field (Yes/No) shows at a glance which claims have a report ready to send to the insurer.

5

Transmission to the insurer

Once the incident report is documented, it is sent to the insurer referenced on the vehicle to open the claim file.

Incident report

Records the claim, the accident type and making the incident report available to the insurer.

Insurer

Taken from the vehicle's insurance contract — see Insurance & contracts.

Tracking claims history by vehicle and driver helps with premium negotiation when the insurance is renewed.

6

List of car washes

The Car wash submodule tracks the fleet's cleaning services: date, vehicle, provider and cost.

Fleet management › Car wash
Car washes
New Search
DateVehicleProviderTypeCostAction(s)
19/05/2026123 TUN 4567STATION LAVAGE EL MENZAHFull wash25.000TND
10/05/202689 TUN 2031STATION LAVAGE EL MENZAHExterior12.000TND

Car wash list columns

ColumnDescription
DateDate of the car wash service.
VehicleVehicle concerned.
ProviderCar wash station / company.
TypeNature (exterior, full, interior…).
CostAmount of the service (TND).
7

Enter a car wash

Click New. Enter the vehicle, date, provider, type and cost.

New car wash
Car wash
123 TUN 4567
19/05/2026
STATION LAVAGE EL MENZAH
Full wash
25.000

Tracking car washes by vehicle helps quantify routine upkeep costs and schedule regular services.

8

Tracking & costs

Incident reports and car washes feed the fleet's overall tracking: claims history on one side, routine upkeep cost on the other.

Claims history

Number and type of claims by vehicle / driver — a risk and prevention indicator.

Cleaning upkeep cost

Total car wash services over the period, by vehicle.

9

Lifecycle (workflow)

flowchart LR
  A([Accident / claim]):::ko --> B[Incident report entry]:::p
  B -->|incident report available| C([Send to insurer]):::ok
  B --> D[(Vehicle claims history)]:::st
  E([Car wash service]):::s --> F[Cost + vehicle entry]:::p
  F --> G[(Cleaning upkeep cost)]:::st
  classDef p fill:#E0F2FE,stroke:#0EA5E9,color:#075985;
  classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6;
  classDef st fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;
10

Business rules

One incident report per claim — each accident is linked to a vehicle, a driver and an insurer; the accident type qualifies the claim.

Incident report availability — the Yes/No flag indicates whether the incident report is ready to be sent to the insurer.

Consistent insurer — the incident report's insurer follows the vehicle's current insurance contract.

Car wash per vehicle — each service is linked to a vehicle to track routine upkeep cost.

11

Roles & permissions

ActionFleet managerDriverAdministrationAdmin
View
Create an incident report
Enter a car wash
Send to the insurer
Delete

Indicative matrix — depends on the profiles defined in your company.

12

Usage scenarios

Reporting a claim

The 123 TUN 4567 is involved in a rear-end collision. The fleet manager creates an incident report (driver Slim GHARBI, insurer STAR, incident report available: Yes) then sends it to the insurer.

Regular fleet car wash

Every week, the vehicles go through a wash. The services are recorded (25 TND full wash) to track the cleaning upkeep cost.

13

FAQ & Tips

Which insurer should I select on the incident report?

The one from the vehicle's current insurance contract — see Insurance & contracts. It drives the opening of the claim file.

Can't find the Car wash submodule?

It may be hidden by your privilege profile. Ask your administrator to enable it if needed.

Tip — qualify the accident type

Fill in the accident type precisely: this tracking feeds the claims history analysis, useful for prevention and insurance renewal.

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Swifto ERP · Fleet management module · User Manual v1.0

Incident reports & car wash — Overview · Home