Manifestly: A Checklist App for Teams

Fleet Allocation and Utilization Review

Fleet Demand Assessment

Pull active unit roster from the TMS

Segment units by lane and operation type

Forecast load volume for the next quarter

Identify equipment-type gaps versus committed freight

Allocation and Dispatch Strategy

Define dedicated versus over-the-road pools

Match tractors to driver domicile and home-time rules

Set drop-and-hook trailer pool ratios per terminal

Publish updated lane assignments to dispatch

Utilization Monitoring

Pull telematics utilization report from the ELD

Score each unit's revenue per seated day

Flag deadhead percentage above threshold

Review unit performance with the fleet manager

Maintenance and Safety Readiness

Confirm Part 396 annual inspection sticker on every unit

Verify PM-A and PM-B intervals are current in Fleetio

Pull CSA Vehicle Maintenance BASIC roadside history

Audit in-cab safety kit and post-accident packet

Cost and Total Cost of Ownership

Calculate cost per mile per unit (fuel, maintenance, insurance, depreciation)

Benchmark MPG against fleet baseline

Review fuel-card spend through Comdata or WEX

Identify units running over the TCO threshold

Disposition Decision

Score each flagged unit against the retire-or-keep rubric

Decide disposition for the unit

Document the decision and supporting numbers

Replacement and Acquisition

List units to retire on Ritchie Bros or trade-in

Run pre-purchase USDOT VIN history check on inbound units

Submit IRP apportioned registration for replacement units

File HVUT Form 2290 before plate issuance

Free Checklist Templates for Fleet Management