Upfitters
Unified
System
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Our software integrates ERP, CRM, inventory, and service management into one system, eliminating data silos and streamlining operations for maximum efficiency.
Streamlined Order Management
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Easily manage complex, customized orders with our software’s flexibility and automation, reducing errors and accelerating delivery times.
Real-Time
Insights
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Gain instant visibility into inventory levels, technician productivity, and customer orders, empowering data-driven decisions and seamless day-to-day management.
Automated
Processes
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Replace manual tasks like financial tracking and service scheduling with our software’s automation, minimizing errors and freeing up more time for high-value work.
Enhanced Customer Experience
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Deliver exceptional service with our tools for managing customer communication, order tracking, and service history, leading to increased satisfaction and upselling opportunities.
Modules Made for You
Core
Automates financial tasks, ensures compliance, and provides insights for upfitters to focus on customization, minimize risks, and make data-driven decisions to enhance profitability.
Manager
Automates financial aspects of fleet management for upfitters, centralizing data to enable accurate tracking, informed decision-making, and operational optimization.
Features
- Centralize asset information and service history, making it easy to collaborate with customers on upfitting decisions that meet their specific needs.
- Analyze utilization trends and performance data to proactively recommend upfitting solutions that will optimize customers' fleet efficiency.
- Provide customers with detailed, real-time updates on upfitting work, mirroring the platform's paperless scheduling and automated service reminders.
- Offer to track costs of upfitting as part of the total cost of ownership analysis, helping customers make informed decisions that fit their budget.
- Leverage customizable service programs and replacement scheduling to deliver upfitting solutions tailored to each customer's fleet replacement cycle and needs.
- Work with customers to schedule upfitting during planned maintenance windows, minimizing downtime and keeping their operations running smoothly.
- Use customizable inspection forms and photo attachments to conduct thorough inspections of upfitting work, ensuring high quality and standards.
- Analyze trends and other performance data to provide customers with insights on how upfitting decisions can impact their overall fleet efficiency.
- Offer to assist with logging odometer readings and organizing documents like warranties, simplifying administrative tasks for customers.
- Monitor for potential issues with upfitting work and resolve them proactively, minimizing delays and ensuring customer satisfaction.
- Collaborate with customers to analyze trends and identify opportunities for enhancing their upfitting specifications over time, based on fleet performance data.
Intel
Helps upfitters transform their data into actionable insights, enabling them to make data-driven decisions that boost efficiency and growth.
Features
- Real-time visibility into key performance indicators enables executives to track business health, identify trends, and make data-driven decisions to drive operational excellence.
- Consolidated views of sales, service, and accounting data provide executives with a comprehensive understanding of business performance, helping them optimize operations across departments.
- Tailored reports for sales, service, and accounting enable managers to gain relevant insights, identify inefficiencies, and implement improvements to streamline departmental operations.
- Detailed reports on employee metrics help managers assess individual performance, provide targeted feedback, and develop strategies to enhance productivity and overall excellence.
- Insights into historical trends, seasonal patterns, and future projections enable managers to anticipate needs, optimize resources, and make proactive decisions to drive operational efficiency.
- Detection of data anomalies and trends helps managers quickly identify operational issues, investigate root causes, and implement corrective actions.
- Insights into correlations and patterns help managers understand complex dynamics, uncover opportunities for improvement, and make data-driven decisions to enhance operations.
- Consolidation of data from various systems (DMS, CRM, ERP) provides a single, accurate view of business information, enabling more effective analysis and better decision-making.
- Incorporation of external data (e.g., industry trends, competitor analysis) helps upfitters gain a broader understanding of their business environment and make more informed strategic decisions to stay ahead.
- Granular permissions ensure sensitive data is protected, while still enabling relevant insights for decision-making and operational improvement.
- Scheduled updates and alerts keep managers informed of key changes, thresholds, and trends, enabling swift response and action to maintain excellence.
- Insights into dashboard usage and query performance help upfitters refine their Intel, improve user adoption, and maximize ROI.
- Interactive and varied visualizations make complex data easily understandable, facilitating fast identification of areas for improvement and opportunities for operational excellence.
- Drill-through capabilities provide detailed context, enabling managers to investigate trends, anomalies, and areas for operational optimization.
Connect
Streamlines upfitters’ operations by centralizing customer, supplier, and partner interactions, automating workflows, and integrating tools to enhance efficiency and drive growth.
Features
- Detailed project requests capture all necessary specs and requirements.
- Scheduling reminders ensure timely pickups and deliveries.
- Real-time updates on part orders and custom fabrication keep customers informed.
- Customers see only relevant project details and status, streamlining communication.
- Easy access to past customizations aids in repeat business and recommendations.
- Customers can update contact and communication preferences at will.
- Updates on project status, scheduling, and more keep customers in the loop.
- Quick support answers questions and resolves issues promptly.
- Electronic review and approval of designs and estimates streamline the process.
- Customers can update personal and payment info securely at their convenience.
- Centralized access to documents reduces requests to the upfitter.
- Controlled access to custom designs and docs ensures IP protection.
- Secure verification process builds trust and ensures privacy.
- Upfitters can publish helpful resources on customization options and processes.
Pay
Simplifies payment processing and reduces reconciliation complexity for upfitters of all sizes, enabling them to focus on their core business while improving data security.
Features
- Process payments directly within the existing HubFleet system, eliminating the need to switch between platforms.
- The platform automatically feeds transactions into HubFleet, reducing manual reconciliation effort.
- Track stock and manage orders directly within the platform, minimizing manual data entry.
- Schedule shifts, track hours, and set permissions from a single platform, reducing system hopping.
- Accept various payment methods in a single system, streamlining the acceptance process.
- Store payment info securely, enabling quick checkout for repeat customers.
- Accept payments via phone or email through the virtual terminal, providing customers flexibility.
- Send digital invoices directly through the platform, allowing customers to pay quickly and easily online.
- Reduce administrative burden, freeing staff to focus on customer needs.
- Provide customers confidence in the safety of their transactions.
- Offer customers their preferred payment methods, improving their experience.
- Clearly communicate costs, building customer trust.
Track
Provides upfitters with real-time visibility and control across their supply chain, optimizing efficiency, reducing costs, and enabling data-driven operational transformation.
Features
- Use telematics data to gain a deep understanding of customers' operations, identifying trends, challenges, and opportunities for improvement.
- Give customers real-time visibility into their vehicles, equipment, and operations, improving transparency and trust.
- Provide regular, data-driven reports on key metrics and KPIs, keeping customers informed and engaged.
- Set up alerts and notifications based on telematics data, proactively flagging issues or opportunities for customers.
- Leverage real-time data and analytics to predict maintenance needs, reducing downtime and increasing productivity.
- Equip customers with the data they need to make informed decisions, driving efficiency and profitability.
- Monitor vehicle conditions, driver behavior, and asset security in real-time, helping customers identify and mitigate risks.
- Provide clear video evidence in case of incidents, helping protect customers and resolve issues quickly and fairly.
- Set up geofences and alerts to track assets and prevent unauthorized use or movement, enhancing security.
- Provide ongoing support and assistance, ensuring customers get the most value from their telematics investment.
Commerce
Simplifies complex buying processes for upfitters, enabling them to create customized storefronts, efficiently manage products and fulfillment, and deliver targeted promotions to foster loyalty and drive revenue growth.
Features
- Simplify complex ordering processes using streamlined workflows, reducing friction and making it easier for customers to find and order products.
- Support ordering through catalog browsing, shop by diagram, file upload, kits and bundles, accommodating different customer preferences and needs.
- Offer subscription options for regularly ordered products, providing convenience and streamlining repeat orders.
- Provide customers with real-time visibility into orders and order status, improving transparency and reducing inquiries.
- Offer detailed product catalogs with specifications, diagrams, and related guides, helping customers make informed purchasing decisions for complex and specialized products.
- Use shop by diagram and kits/bundles features to simplify the configuration and ordering of complex and customized products.
- Manage inventory across multiple warehouses and allow selection of inventory from specific warehouses, ensuring efficient and flexible fulfillment of specialized products.
- Use a centralized inventory system with real-time updates and automated low-stock actions to ensure accurate inventory levels and prevent stockouts of critical components.
- Create personalized storefront experiences tailored to the needs of different customer segments, improving engagement and simplifying navigation.
- Provide advanced product catalog search tools and filtering options, making it easier for customers to find specific and specialized products.
- Deliver personalized promotions and discounts based on customer behavior, preferences, and loyalty, increasing relevance and driving conversions.
- Use platform insights to proactively address customer needs and issues, delivering exceptional and personalized support for complex and specialized products.
Omnichannel
Empowers upfitters to securely and seamlessly collaborate with teams and customers, integrating with their essential apps while protecting critical data.
Features
- Implement the platform as a single point for secure internal and cross-company collaboration, consolidating conversations and reducing email clutter across departments.
- Utilize features for organizing conversations and enabling asynchronous communication, making it easy for team members to find and engage with relevant discussions, even in a large, distributed organization.
- Leverage enterprise-level integrations with everyday apps like CRM, inventory management, and repair shop software to streamline workflows and provide a single pane of glass for customer and vehicle information.
- Enable secure communication with guests like contractors or suppliers, controlling access while facilitating necessary collaboration on large projects.
- Utilize audio and video calls and file sharing with enterprise-grade data protection to enable efficient collaboration on complex issues like vehicle inspections and repairs.
- Support customers on their favorite channels like Instagram, Facebook, Email, Live Chat, SMS, and Voice, meeting them where they are and providing a seamless experience across touchpoints.
- Use the platform's enterprise-level customization capabilities to deliver personalized communication and offers to customers based on their preferences, behavior, and history.
- Leverage read and delivery receipts, push notifications, and in-app updates to keep customers informed throughout the sales and service process, improving transparency and trust.
- Implement custom roles and permissions to control user access and ensure the right people have access to the right information across the organization.
- Utilize the engagement dashboard, message audits, and moderation to monitor communication, identify trends, and ensure compliance with policies across teams and locations.
- Rely on the platform's enterprise-grade security and compliance certifications to protect sensitive customer and business data at scale.
- Implement enterprise-level data loss prevention and a message audit panel to monitor and control sharing of sensitive information, even with a large user base.
