Wheels Car Rental System

Welcome to the comprehensive documentation for the Wheels Car Rental System. This powerful platform provides everything you need to manage your car rental business efficiently, from booking management to fleet operations and financial reporting.

System Requirements: This documentation covers all aspects of the Wheels Car Rental System, including booking management, fleet operations, customer relations, and advanced reporting features.

Key Features Overview

Dashboard

Comprehensive real-time overview of your rental operations. Monitor key performance indicators, revenue metrics, fleet utilization rates, and operational alerts from a centralized command center with customizable widgets and data visualization.

Daily View

Day-by-day operational calendar showing all scheduled pickups, returns, maintenance appointments, and staff assignments. Optimize daily workflows with drag-and-drop scheduling and real-time status updates for seamless operations management.

Fleet Chart

Visual fleet availability matrix displaying vehicle status, location, and booking timeline. Interactive grid view enables quick vehicle assignment, availability checking, and instant booking creation with color-coded status indicators.

Service Planner

Automated maintenance scheduling system that tracks service intervals, inspection dates, and repair requirements. Prevents vehicle downtime through predictive maintenance alerts and integrates with preferred service providers for seamless coordination.

Vehicle Insight

Advanced analytics dashboard providing detailed vehicle performance metrics, utilization rates, profitability analysis, and maintenance costs. Generate comprehensive reports on individual vehicle ROI and fleet optimization recommendations.

Booking

Complete reservation management system handling advance bookings, modifications, cancellations, and group reservations. Features automated confirmation emails, payment processing, upgrade management, and integration with online booking platforms.

Walk-in Rental

Streamlined point-of-sale system for immediate rentals without prior reservations. Quick customer registration, instant vehicle assignment, express check-out process, and mobile-friendly interface for efficient counter operations.

Fleet Management

Comprehensive vehicle lifecycle management including acquisition, maintenance tracking, fuel management, insurance coordination, and disposal planning. Monitor vehicle history, costs, and performance metrics for optimal fleet operations.

Expenses

Financial tracking system for all operational costs including fuel, maintenance, insurance, licensing, and administrative expenses. Automated expense categorization, receipt management, and detailed cost analysis with budget monitoring and variance reporting.

Dashboard

The Dashboard is your central command center for monitoring and managing your car rental operations. It provides real-time insights into key performance indicators, financial metrics, and operational data in a comprehensive visual format.

Data Updates: Dashboards are updated only once daily, so current and future month data cannot be in sync with real-time reports. Revenue calculations exclude fuel and damage charges to show net operational revenue.

Dashboard Overview

The dashboard presents critical business metrics through an intuitive interface that helps you track performance, identify trends, and make data-driven decisions. Key features include:

📸 Screenshot: Main dashboard showing key performance indicators with vehicle availability search and performance metrics
Dashboard

Core Metrics Display

Metric Description Visual Indicator
Total Reservations Number of bookings made within the selected period Purple badge with percentage change
Total Rentals Actual rentals completed (check-out date within period) Pink badge with trend indicator
Revenue Net revenue excluding fuel and damage charges Cyan badge showing monetary value
Expenses Total operational expenses for the period Orange badge with cost tracking
Profit Net profit calculated from revenue minus expenses Green badge with profitability indicator

Revenue Calculation

The dashboard calculates net revenue by including:

Note:cancelled bookings/rentals are excluded from dashboard calculations. Revenue amounts are rounded to the nearest integer for display purposes.

Performance Analytics

Top-Performing Cars

Track your fleet's best performers based on rental frequency and revenue generation:

Column Description Purpose
Vehicle Vehicle image, make/model, and registration number Quick vehicle identification
Rentals Number of completed rentals with TOP performer badge Activity level tracking
Revenue Total revenue generated with HIGH EARNER status Financial performance indicator
Performance Overall performance rating (High/Medium/Low) Quick performance assessment
Avg. Price Average rental price per booking Pricing optimization insights

Financial Performance Analysis

Detailed financial metrics with multiple analysis tabs:

Overview Tab

Revenue growth, profit margin, and expense ratio tracking with period-over-period comparisons and trend indicators.

Revenue Analysis

Detailed revenue breakdown by source, vehicle category, and time periods with interactive charts and graphs.

Profitability

Comprehensive profit analysis including margins, cost ratios, and return on investment calculations.

Cost Breakdown

Detailed expense categorization showing operational costs, maintenance, fuel, and administrative expenses.

🎥 Video Tutorial: Dashboard Navigation and Customization

Key Dashboard Benefits

Company Settings

Administrative control panel for system configuration including location settings, rate structures, policies, user permissions, and integration parameters. Customize workflows, branding, communication templates, and operational rules to match business requirements.

1 - Company Preferences

The system includes three main tabs required to set up a new company:

The main company preferences creation interface showing all required fields and options

General Information Fields

Field Description Required
Company Information # Provide all the essential details for the company setup. Yes
Company Logo Upload Your brand logo for display across your documents Yes
Signature & Stamp Upload the authorized signature and company stamp to be automatically included in invoices, contracts, and official documents. Yes
Charges Summary This summary includes all applicable charges for your rental. If the allowed mileage is exceeded, an additional fee will be applied for every extra kilometer driven. Yes
Main Station Set Primary Station Yes
Important: All mandatory fields must be completed before a Company Section can be saved. The system will highlight any missing required information.

2 - System Management

The system includes three main sections required to set up a new company:

The system management interface showing all required fields and options to Control roles, users, and stations to manage platform access

General Information Fields

Field Description Required
Role Name # Name of the role (e.g., Admin, Fleet Manager). Yes
Description Short description of the role purpose Yes
Entity Module/entity affected by permissions Yes
Permissions Set CRUD or module-level permissions. Yes
Full Name # User's full name Yes
Email User's contact email Yes
Status Activate or deactivate the user Yes
Stations Assign station(s) to the user Yes
Role Assign role (linked to roles table) Yes

Bookings Management

The booking system is the core of your rental operations. It allows you to create, manage, and track all reservations efficiently.

Creating a New Booking

The primary way to create a new booking in the system:

📸 Screenshot: Create New Booking Interface

General Information Fields

Field Description Required
Res # Displays the booking number based on the sequence for your station Auto-generated
Res Date Date and time when the booking was created Auto-filled
Customer Select existing customer or create new customer profile Yes
Pickup/Return Pickup and return dates, times, and locations Yes
Important: All mandatory fields must be completed before a booking can be saved. The system will highlight any missing required information.

Booking Workflow

  1. Access the booking system from the main menu
  2. Click "Create a New Booking"
  3. Fill in all mandatory fields
  4. Select vehicle from available fleet
  5. Configure rates and add-ons
  6. Review and confirm booking details
  7. Save and generate confirmation

Rentals Management

The rental system is the core of your rental operations. It allows you to create, manage, and track all reservations efficiently.

Creating a New Walk-in Rental

The primary way to create a new walk-in rental in the system:

📸 Screenshot: Create new walk-in rental Interface

General Information Fields

Field Description Required
Rac # Displays the rentals number based on the sequence for your station Auto-generated
Rac Date Date and time when the rental was created Auto-filled
Customer Select existing customer or create new customer profile Yes
Pickup/Return Pickup and return dates, times, and locations Yes
Important: All mandatory fields must be completed before a rental can be saved. The system will highlight any missing required information.

Walk-in Rental Workflow

  1. Access the rental system from the main menu
  2. Click "Create a New Walk-in Rental"
  3. Fill in all mandatory fields
  4. Select vehicle from available fleet
  5. Configure rates and add-ons
  6. Review and confirm rental details
  7. Save and generate contracts

Fleet Management

Comprehensive vehicle management tools to maintain and optimize your fleet operations.

Vehicle Information Management

From the Fleet menu, navigate to NewVehicle to add vehicles to your fleet.

Vehicle Registration Fields

Field Description Notes
Registration Vehicle registration number (plate number) Unique identifier
Group Vehicle category/class assignment Used for rate calculation
Model Vehicle make and model selection Linked to vehicle specifications
VIN/Year/CC Vehicle identification, manufacturing year, engine size Technical specifications
Body Color Vehicle exterior color Predefined or custom colors
First License/CO2 Initial registration date and emissions data Compliance information
Mileage/Tank Current odometer reading and fuel level Updated at each rental

Fleet Maintenance

🚗 Vehicle Maintenance

Track and manage all maintenance activities to ensure your fleet stays in top condition.

🛠️ Maintenance Task List

View and organize upcoming and completed maintenance tasks for each vehicle.

⚠️ Claim Accident List

Log and monitor accident claims, including related documents and vehicle details.

Traffic Violation

🚧 Traffic Violation: Record and track traffic fines or violations linked to specific vehicles or rentals.

Customers

👥 Individuals & Corporate

Manage both personal and business customer profiles with tailored rental and billing options.

🧑‍💼 Agents

Manage sales or rental agents and track their performance, bookings, and commissions.

📦 Suppliers

Store and manage supplier details for parts, services, and external maintenance needs.

Expenses

💸 General Expenses

Track and manage non-rental-related expenses such as utilities, office costs, and supplies.

🚘 Vehicle Expenses

Record and monitor costs related to each vehicle, including fuel, repairs...

Daily View

The Daily View provides a comprehensive day-by-day operational calendar that helps you manage all scheduled activities, monitor fleet status, and optimize daily workflows with real-time visibility into your rental operations.

Real-Time Monitoring: Track all activities for any specific date including active rentals, check-ins, check-outs, long-term rentals, overdue returns, and cancellations.

Daily Operations Overview

The Daily View interface displays critical operational metrics for the selected date:

📸 Screenshot: Daily view showing operational status with active rentals, check-ins, overdue, and canceled bookings for July 30, 2025

Key Daily Metrics

Metric Description Visual Indicator
Active Rentals Currently ongoing rentals for the selected date Green badge with count
Check-ins Scheduled vehicle returns for the day Blue badge with arrival count
Long-term Extended rental agreements active on this date Orange badge with long-term count
Overdue Rentals that should have been returned Purple badge with overdue count
Canceled Canceled bookings for the selected date Red badge with cancellation count

Daily Activity Tracking

Monitor and manage different types of daily activities through organized tabs:

Check-outs

Track scheduled departures, process vehicle handovers, and manage pickup logistics with customer verification and documentation.

Check-ins

Monitor expected returns, process vehicle inspections, and handle return documentation with damage assessment capabilities.

Active Rentals

View all ongoing rentals within 30 days, track rental duration, and monitor customer activities with real-time status updates.

Long-term Monitoring

Manage extended rentals (≥30 days), track long-term agreements, and monitor special terms and conditions for extended periods.

Advanced Search & Filtering

Powerful search functionality to quickly locate specific information:

Fleet Chart

The Fleet Chart provides a visual timeline interface for managing vehicle availability, scheduling rentals, and optimizing fleet utilization through an interactive calendar-based system.

Visual Planning: The Fleet Chart offers Day, Week, and Month views with drag-and-drop functionality for efficient scheduling and real-time availability checking.

Chart View Options

Multiple viewing perspectives to accommodate different planning needs:

📸 Screenshot: Fleet Chart showing Daily, weekly, monthly view with vehicle categories and time-based scheduling grid
Fleet Chart
View Type Time Span Best For
Day View 24-hour period Detailed daily operations and hourly scheduling
Week View 7-day period Short-term planning and weekly optimization
Month View 30-day period Long-term planning and seasonal analysis

Vehicle Category Management

Organize your fleet by categories for efficient planning:

Category Grouping

Vehicles organized by type (SUV, Sedan, Economy, etc.) with expandable/collapsible sections for better visibility management.

Availability Tracking

Real-time availability status with color-coded indicators showing booked, available, maintenance, and out-of-service periods.

Quick Booking

Direct booking creation from available time slots with instant vehicle assignment and rate calculation.

Timeline Navigation

Easy navigation through time periods with previous/next controls and date range selection for flexible planning.

Service Planner

The Service Planner is a comprehensive maintenance management system that helps you schedule, track, and manage all vehicle maintenance tasks to ensure optimal fleet performance and regulatory compliance.

Preventive Maintenance: Automated scheduling helps prevent vehicle downtime through predictive maintenance alerts and service interval tracking.

Maintenance Overview Dashboard

Monitor your fleet's maintenance status with real-time metrics:

📸 Screenshot: Service Planner showing maintenance task overview with calendar view and task filtering options
Service Planner

Maintenance Metrics

Metric Description Purpose
Total Tasks Complete count of all maintenance tasks Overall workload monitoring
Overdue Tasks that have passed their due date Critical attention requirements
Approaching Tasks due within the warning period Proactive scheduling opportunities

Task Management System

Comprehensive task organization with multiple filtering and viewing options:

Time Frame Views

Week, 2 Weeks, and Month views for different planning horizons with flexible scheduling capabilities.

Priority Management

Task prioritization system with filtering options to focus on critical maintenance requirements.

Task Categories

Organize maintenance by type (routine service, repairs, inspections) with customizable task classifications.

Status Tracking

Monitor task completion status with visual indicators for scheduled, in-progress, and completed tasks.

Calendar Integration

Visual calendar interface for intuitive maintenance scheduling:

Smart Scheduling: The system automatically suggests optimal maintenance windows based on vehicle availability and operational requirements.

Maintenance Types

Maintenance Type Frequency Description
Routine Service Mileage/Time Based Regular oil changes, fluid checks, tire rotations
Safety Inspections Annual/Bi-annual Mandatory safety and emissions testing
Repairs As Needed Unscheduled repairs and component replacements
Preventive Maintenance Scheduled Proactive maintenance to prevent breakdowns

Vehicle Insights

Vehicle Insights provides comprehensive analytics and performance data for individual vehicles, enabling data-driven fleet management decisions through detailed financial and operational metrics.

Individual Vehicle Analysis: Deep-dive into each vehicle's performance with detailed revenue, profit, expense tracking, and utilization analytics.

Fleet Vehicle Overview

Comprehensive vehicle management dashboard with detailed insights:

📸 Screenshot: Vehicle insights showing detailed analytics for cars with financial performance and operational metrics
Vehicle Insight

Vehicle Information Panel

Information Details Purpose
Vehicle Identity Make, model, year, registration number Quick vehicle identification
Status Active, Reserved, Maintenance, etc. Current operational status
Fuel Type Diesel, Petrol, Electric, Hybrid Operating specifications
Mileage Current odometer reading Usage tracking and maintenance scheduling

Performance Metrics

Key operational and financial indicators for each vehicle:

Operational Metrics

Mileage: 31,000 km current odometer reading
Rentals: Total completed rental transactions
Bookings: Total reservation count
Rented Days: Total days the vehicle was in service

Financial Performance

Revenue: Total income generated with trend analysis
Profit: Net profit after all expenses
Expenses: All vehicle-related costs
Avg. Rental: Average rental duration in days

Performance Analytics Cards

Metric Trend Indicator Description
Revenue (MAD 0.00) ↗ 8.2% (Green) Total rental income with positive growth trend
Profit (MAD 0.00) ↗ 12.5% (Green) Net profit after expenses with strong growth
Expenses (MAD 0.00) ↗ 3.4% (Green) Total vehicle expenses with controlled growth
Avg. Rental (0 days) ↘ 1.2% (Red) Average rental duration showing slight decline

Multi-Tab Analysis

Comprehensive analysis across multiple categories:

Overview Tab

General vehicle information, basic metrics, and quick performance summary with key financial indicators.

Maintenance Tab

Service history, scheduled maintenance, repair records, and cost tracking for preventive care planning.

Violations Tab

Traffic violations, fines, legal issues, and compliance tracking for regulatory management.

Expenses Tab

Detailed expense breakdown including fuel, maintenance, insurance, and operational costs with trend analysis.

Health & Analytics Tab

Vehicle condition assessment, performance analytics, and predictive maintenance recommendations.

Analysis Type Current Value Trend
Revenue Growth -100% Declining (Red indicator)
Profit Margin 0% Stable (Neutral indicator)
Expense Ratio 0% Controlled (Neutral indicator)

Vehicle Health Monitoring

Comprehensive health assessment and utilization tracking:

Optimization Insights: Use Vehicle Insights data to identify underperforming assets, optimize pricing strategies, and make informed fleet composition decisions.

Support & Resources

Get help and find additional resources for your Carivo Car Rental System.

Technical Support

24/7 technical support for system issues, bugs, and urgent operational problems.

Contact Support

Training Resources

Comprehensive training materials, video tutorials, and best practice guides.

View Training

System Updates

Stay informed about new features, system updates, and maintenance schedules.

View Updates