Fleet Allocation and Utilization Review

Quarterly review a fleet manager runs to right-size unit allocation across operations, score utilization on each power unit and trailer, and decide which assets to keep, reassign, or cycle out. Pulls data from the TMS, ELD, and maintenance system to drive replacement and acqui...

7 sections 27 steps
1

Fleet Demand Assessment

  1. Pull active unit roster from the TMS
  2. Segment units by lane and operation type
  3. Forecast load volume for the next quarter
  4. Identify equipment-type gaps versus committed freight
2

Allocation and Dispatch Strategy

  1. Define dedicated versus over-the-road pools
  2. Match tractors to driver domicile and home-time rules
  3. Set drop-and-hook trailer pool ratios per terminal
  4. Publish updated lane assignments to dispatch
3

Utilization Monitoring

  1. Pull telematics utilization report from the ELD
  2. Score each unit's revenue per seated day
  3. Flag deadhead percentage above threshold
  4. Review unit performance with the fleet manager
4

Maintenance and Safety Readiness

  1. Confirm Part 396 annual inspection sticker on every unit
  2. Verify PM-A and PM-B intervals are current in Fleetio
  3. Pull CSA Vehicle Maintenance BASIC roadside history
  4. Audit in-cab safety kit and post-accident packet
5

Cost and Total Cost of Ownership

  1. Calculate cost per mile per unit (fuel, maintenance, insurance, depreciation)
  2. Benchmark MPG against fleet baseline
  3. Review fuel-card spend through Comdata or WEX
  4. Identify units running over the TCO threshold
6

Disposition Decision

  1. Score each flagged unit against the retire-or-keep rubric
  2. Decide disposition for the unit
  3. Document the decision and supporting numbers
7

Replacement and Acquisition

  1. List units to retire on Ritchie Bros or trade-in
  2. Run pre-purchase USDOT VIN history check on inbound units
  3. Submit IRP apportioned registration for replacement units
  4. File HVUT Form 2290 before plate issuance

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Sections 7
Steps 27
Category Transportation
Price Free to start
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