Agency Knowledge Guide
Everything you need to manage your fleet with AutoGérance
Your Current Plan
Enterprise
12
Active Modules
0
Not Available
12
Total Functions
Enterprise
Your Current Plan
Active Modules
Fleet Management
Your vehicle inventory
The fleet is the heart of your agency. Here you register and manage every vehicle with all operational and legal details.
How to use it:
Add every vehicle with plate, make, model and photos.
Assign the vehicle to a business profile (branch) if you have multiple.
Vehicle status changes automatically based on active bookings.
Receive alerts when maintenance or docs are close to expiration.
Tip: Keep photos updated for better digital lease trust.
Interactive Calendar
Booking command center
The calendar is the most powerful view. At a glance, see which cars are free, occupied, and when active contracts expire.
How to use it:
Drag to create a new booking directly from the timeline.
Click an active booking to see contract, collect payment or check-out.
Colors indicate status: green = free, red = occupied, orange = due soon.
Filter by vehicle or client to find any booking in seconds.
Tip: Use this as your home screen for manual operations.
Customers (CRM)
Your customer database
Every customer who works with you is registered with personal data, rental history, documents, and payment status.
How to use it:
Register customers before booking.
Upload driving license copies.
Track individual rental history.
Mark problematic debtors.
Tip: Full documentation reduces legal risks.
Legal Invoicing
Automatic contracts and invoices
The system automatically generates rental contracts and VAT invoices at the moment of booking.
How to use it:
Automated PDF lease generation.
VAT and tax data customization.
Official invoices with QR codes.
Export logs for accountants.
Tip: Configure your CIF/NIF first for correct legal docs.
Maintenance Pro
Revisions, ITV and alerts
Maintain strict control over each vehicle's maintenance. The system alerts you before revisions, insurance, or docs expire.
How to use it:
Register oil changes and repairs.
Smart mileage-based alerts.
Fleet health status semaphor.
Cost per vehicle tracking.
Tip: Maintained vehicles have higher resale value.
Blacklist Sync
Community protection against debtors
Shared database between all AutoGérance agencies. Automatically verify if a new customer is blacklisted elsewhere.
How to use it:
Real-time sync with other agencies.
Automatic warning during booking.
Report scammers and debtors.
Search global community database.
Tip: This module depends on community collaboration.
Customer Portal
Web access for your customers
Your customers have their own web space to check active bookings, download contracts, and see history.
How to use it:
Activate for remote operations.
Customer login via Google/Email.
Digital contract signing.
Document upload by customer.
Tip: Saves time on check-in protocol.
Inter-Agency Partnerships
Shared fleet and collaboration
Collaborate with other agencies to share vehicles, customers, or revenue. Ideal for high demand seasons.
How to use it:
Generate agency sharing code.
Request connection with partners.
Mutual fleet visibility.
Commission-based bookings.
Tip: Great for peak seasons like summer or Ramadan.
File Sharing
Secure documents for clients
Send and receive documents securely: signed contracts, insurance, or technical sheets.
How to use it:
Secure document vault.
Temporary sharing links.
Encrypted cloud storage.
Digital sign audit folders.
Tip: Much safer and professional than WhatsApp.
Advanced Stats
Data for real decisions
Analysis panel with your agency's most important KPIs: occupancy rate, revenue per vehicle, and trends.
How to use it:
ROI per car analysis.
Occupancy trends graph.
Revenue vs Expense projections.
Export data to Excel/CSV.
Tip: Cars with low occupancy are candidates for sale.
Traites & Checks
Control of collections and installments
Advanced management of letters of exchange and checks. Monitor every payment with its due date.
How to use it:
Register letters of exchange.
Monitor deferred check dates.
Automatic collection alerts.
Status: Paid, Due, Protested.
Tip: Solves the check monitoring chaos.
Invite your team and define exactly what each can see and do within your agency.
How to use it:
Invite staff via email.
Assign roles (Owner, Manager, Staff).
Audit logs of actions.
Global access restrictions.
Tip: Never share your main account with staff.