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Case study · Fleet ERP prototype · Surat, Gujarat

Fleet management software for a Surat truck fleet: a transport ERP with AI and automation

How Yukti AI built a working prototype of a centralised fleet management software and transport ERP for Shree Momai Transport & Travels, a Surat truck fleet that runs government and PSU contracts. Trucks, drivers, trips, diesel, maintenance, tyres, documents, EMIs, invoices and 39 reports sit on one dataset, with an AI layer that explains the numbers and an automation engine that stops where money starts.

Direct answer: this is a clickable, working prototype of a truck fleet management system, not a live production deployment. Everything on screen is sample data, integrations are mock adapters and forms save only for the session. It was built so the fleet owner can see and review the full operation before a production build: one rule drives it, that every rupee, kilometre, litre, document, service, bill and EMI is traceable to a specific truck, driver, trip or transaction.

Prototype on sample data39 reports16 automation rules7 workflows (A–G)
Executive summary

Quick facts

ClientShree Momai Transport & Travels, a Surat-based truck fleet running government and PSU contracts
LocationSurat, Gujarat, India
IndustryTrucking, transport and logistics — contract-based freight
Core challengeDiesel, documents, service, EMIs, tyres, trips and invoices all have to be traced to the right truck, and the owner needs to know where to look first
SolutionCustom fleet management software and transport ERP, with an AI layer and an automation rule engine
ModulesOwner dashboard, Live Fleet board, GPS, Trucks and Truck 360, Drivers, Trips, Fuel, Maintenance, Tyres and batteries, Document vault, Expenses, Approvals, EMI and loans, Bank statements, Contracts, Invoices, Accounting bridge, Reports, AI Insights, Automation, Fleet AI assistant, Notifications, Audit log, Users and roles, Settings, Driver mobile app
Sample fleet12 trucks, 15 drivers and 120 days of generated history, with consistent odometer, litres, mileage and money
Reports39, each with a written summary
Automation16 rules: 6 autonomous, 9 propose-only, 1 paused
StatusWorking prototype on sample data. Mock integration adapters. Forms do not persist to a database. Not a live deployment.
StackNext.js 14 (App Router), TypeScript, Tailwind CSS, Recharts, lucide-react
Built byYukti AI, Surat, Gujarat
In short

What is fleet management software? A system that tracks the trucks, drivers, trips, fuel, maintenance, documents, loans and invoices of a transport business in one place, so the owner can see the profit and the problems for every truck. For an Indian fleet it also has to handle GST, e-invoice and e-way bill, EMIs and permit and insurance renewals.

Is it live? No. It is a prototype on sample data. This page describes what was built and how it behaves; it makes no claim about results, savings or customers.

The business

Why is a contract truck fleet hard to run on generic software?

A fleet that runs government and PSU contracts earns money slowly and spends it fast. Diesel is bought at many pumps, trucks are financed through EMIs, every vehicle carries a dozen documents that expire on different dates, and invoices to government customers are paid on 45 to 60 day cycles. Accounting software sees invoices, a GPS tracker sees location, and a spreadsheet sees whatever someone typed in. None of them ties a litre of diesel to a trip, a trip to a contract and a contract to the profit of one truck.

  • Diesel is the biggest controllable cost. It leaks through unregistered pumps, cash fills and mileage drift that nobody notices until the month is over.
  • Documents can stop a truck. A lapsed permit, insurance or fitness certificate is a dispatch risk, so expiry dates have to be watched across the whole fleet.
  • EMIs hide in the bank statement. A loan debit that is not mapped to the right truck quietly distorts that truck's profit.
  • Government invoices age. Receivables outside the 45 to 60 day cycle need chasing, and each invoice needs the right e-invoice and e-way bill paperwork.
Why this matters for the software

The design rule is that every financial row carries a truck wherever the business allows it, plus optional driver, trip, contract and vendor. That is what lets truck lifetime cost, cost per km, revenue, profit and ROI be answered without rebuilding anything.

The challenge → the change

What problems was this transport ERP built to solve?

It was built to bring six jobs a truck fleet usually runs on diaries, WhatsApp and spreadsheets into one system: tracking trips with proof, controlling diesel, never missing a document renewal, mapping EMIs to trucks, billing government customers and knowing each truck's profit. The left column describes that manual work in general terms, not in the client's own words; the right column is what the prototype does.

Without one system

  • Odometer and fuel readings given by phone or WhatsApp, with no photo evidence
  • Diesel bills checked after the fact, with no mileage benchmark per truck
  • Insurance, permit, fitness and PUC dates tracked in a diary or by memory
  • EMI debits sitting in a bank statement with no truck attached
  • Service due dates guessed; tyres and batteries tracked loosely
  • Profit per truck assembled by hand, if at all

With the system

  • Trip start and end with odometer and fuel gauge photos, stamped with time, GPS and user
  • A fuel review queue where outliers read Review Required, with the reason stated
  • A document vault with a 60/30/15/7/3/1-day reminder ladder and renewal history
  • Bank rows matched to a truck with a confidence score, then approved by the owner
  • Preventive service schedules, job cards, a workshop board and a tyre wheel layout
  • A truck P&L: revenue less diesel, toll, maintenance, tyres, EMI, driver cost and compliance
Who this is for

Who is this fleet management software built for?

This is transport ERP software for the kind of business that owns its trucks, finances them, buys diesel every day and bills customers who pay late. It was designed around a Surat fleet running government and PSU work, but the same shape fits most Indian transporters with somewhere between a handful and a few dozen vehicles, in Surat, across Gujarat or anywhere in India.

  • Contract transporters running freight for government departments, PSUs or large corporates, where invoices are paid on long cycles and every bill needs e-invoice and e-way bill paperwork.
  • Truck owners with financed vehicles, where EMIs for different trucks are debited from different banks on different days and nobody is quite sure which debit belongs to which truck.
  • Fleet owners who run the business from a phone, relying on calls and WhatsApp to know which truck is where, who filled diesel and which permit expires next month.
  • Mixed fleets of tippers, tractor-trailers and multi-axle trucks, where mileage, tyre wear and service intervals differ per vehicle and a single average hides the problems.
  • Logistics companies in Surat and Gujarat that have outgrown Excel and want one truck fleet management software rather than a GPS app, an accounting package and a diary that never agree.

Yukti AI has built the same kind of one-dataset system for factories too: see the Laxmi Fastener ERP and the box factory manufacturing ERP case studies.

It is less suited to a business that only needs live GPS fleet tracking, or a two-truck operator who is happy with a notebook. The value comes from tying diesel, documents, service, loans and billing to each truck, and that matters most once the owner can no longer hold the whole fleet in his head.

Before vs after

Before and after: how a transport business day changes, step by step

The left column below describes how many Indian fleets typically run these jobs by hand. It is a general description of manual work, not a quote from the client and not a measured result. The right column is what the prototype does for the same job.

JobTypical manual wayWith this transport management system
Starting a tripDriver calls the office, someone writes the odometer reading in a registerDriver picks the truck and contract in the app, photographs the odometer and fuel gauge; the start is stamped with time, GPS and user
Ending a tripReadings and POD arrive days later, often on WhatsAppEnd odometer, gauge photo and POD captured on the spot; KM, mileage, cost per km and trip profit are calculated
Diesel fillBill kept in a file, entered into Excel at month endBefore-meter photo, litres and rate, full-tank photo and GST bill read by OCR you confirm, then approval and a voucher on that truck
Checking mileageSomeone notices a high diesel bill weeks laterEach truck is compared with its own expected km/L and outliers land in a fuel review queue marked Review Required or Watch
Document renewalsDates in a diary or on a wall calendar; a lapse is found at a checkpostVault with expiry dates and reminders at 60, 30, 15, 7, 3 and 1 days, plus a rule that proposes holding dispatch on a lapsed document
ServicingService done when the driver complains or the mechanic remembersPreventive schedule by km and days proposes a job card before the service is overdue
EMIsBank statement scanned by eye to guess which debit is which truckNarration, amount and EMI day matched to propose a truck with a confidence score; the owner approves
BillingInvoices typed from trip registers; follow-ups by memoryInvoice drafts proposed from delivered trips; ageing report shows what is past 45 to 60 days; follow-up reminders proposed on schedule
Knowing profitAn estimate at year end, for the fleet as a wholeTruck P&L for every truck: revenue less diesel, toll, maintenance, tyres, EMI, driver cost and compliance
The decision

Why a custom fleet ERP instead of off-the-shelf fleet software?

Packaged fleet tools are often strongest on GPS tracking, and general accounting tools on invoices. A contract transporter needs both, plus the Indian specifics in between: GST bills for diesel, e-way bills, FASTag tolls, EMI days, permits and government payment cycles. A custom build lets the data model match how the fleet actually runs, which is the principle behind every AI-powered business management system Yukti AI builds. A clickable prototype first means the owner reviews every screen before any integration is paid for.

Requirement
Spreadsheets, WhatsApp & separate tools
This custom fleet ERP
Trip proof
Readings by phone
Odometer and gauge photos with time, GPS and user
Diesel control
Bills reviewed later
Expected vs actual km/L, fuel review queue, reconciliation
Document expiry
A diary
Vault, expiry calendar, reminder ladder, version history
EMI to truck
Manual lookup
Bank narration, amount and EMI-day matching, owner approval
Per-truck profit
Assembled by hand
Truck 360 and Truck P&L from the same data
Owner briefing
Asking around
Daily AI briefing built from computed facts
Automation
None
16 rules, with a visible split between acting and proposing
Solution architecture

How is the fleet ERP put together?

One dataset sits in the middle and every screen reads it through the same selectors, so the dashboard, the reports and a truck's ledger cannot disagree. Each external service, such as GPS, WhatsApp, accounting, e-invoice and e-way bill, sits behind an interface with a mock adapter, so going live means writing one adapter per provider and changing one binding.

Evidence capture
Driver app, trip start/end, diesel and bill photos, GPS pings, bank statements
One relational dataset
Every financial row carries truck, and where known driver, trip, contract and vendor
Analytics layer
P&L, mileage, anomaly engine, smart checks — every derived number in one place
AI narration & assistant
Explains the computed facts; never originates a number
Automation rules
Trigger, condition, action; autonomous or propose-only
Owner, manager, accountant, driver
Role-based screens, approvals and audit log
What we built · Control

Fleet owner dashboard, live fleet board and GPS tracking

The control screens are where the owner starts the day. They answer which trucks are running, which need attention and what the money looks like, without opening a single report.

Owner dashboard

A single view of the fleet's position, with an AI briefing at the top, money figures on a rolling 30-day window (labelled as such, because a calendar month is a poor headline on the 3rd) and the items that need a decision. Why it matters: the owner sees what changed and where to look first.

Live Fleet board and map

A board of every truck with its status (Available, Running, Idle, Workshop, Breakdown, Sold or Inactive), plus a map drawn from real coordinates with no map API key required. It is vehicle tracking software for fleet owners in prototype form, fed by simulated positions.

GPS alerts, route replay and driver behaviour

GPS alerts, a route replay and driver behaviour views sit under the GPS screen. One truck in the sample data has a faulty GPS device and falls back to driver-entered odometer readings, which shows how the system degrades when a device goes offline. An automation rule watches for offline devices every 30 minutes.

What we built · Trucks & drivers

Truck 360, driver management and the driver mobile app

Trucks and drivers are the two records everything else attaches to. Both have a list and a deep profile.

Trucks list and Truck 360°

The trucks list shows the whole fleet; opening a truck gives the Truck 360° profile: its documents, trips, fuel, maintenance, tyres, loan and EMIs, costs, revenue, profit and an AI insight panel. This is the single place to answer how a particular truck is doing. The sample fleet mixes tractor-trailers, tippers and 6, 10, 12 and 14-wheel trucks from several makes.

Driver management app and profiles

Each driver has a profile with licence details, assigned truck, status and advance balance. Driver coaching notes come from the AI layer, and licence expiry is tracked alongside vehicle documents. The same data feeds the driver management software view the owner and fleet manager use.

Driver mobile app

A separate driver view, designed for phone width, lets a driver start and end a trip, upload odometer and fuel gauge photos, enter diesel with bill photos and raise requests such as an advance. Because evidence is captured at the source, the office is not relying on phone calls.

What we built · Trips

Trip management software with start and end evidence

Workflows A and B. A trip is started and ended with proof, and everything else about the trip is calculated rather than typed.

Pick truck
Contract & route
Odometer photo + reading
Fuel gauge photo
Confirm: start stamped with time, GPS, user
End odometer + gauge photo
Proof of delivery
KM, mileage, cost/km, trip profit calculated

At trip start the system takes the truck, the contract and route, the odometer photo and reading, and the fuel gauge photo. At trip end it takes the end odometer, the gauge and the proof of delivery (POD). Kilometres, mileage, cost per km and trip profit are then calculated, not entered. A rule can hold dispatch if a required document has lapsed, and another raises an alert if a trip is running late. Delivered trips can feed a drafted invoice.

What we built · Fuel

Fuel management and anomaly detection software: Review Required, never accused

Diesel is the cost owners most want to control. The fuel module combines a ledger, an anomaly queue and a reconciliation, and it is deliberately careful about how it words what it finds.

Fuel ledger and diesel workflow (C)

A diesel fill runs through before-meter photo, litres and rate, full-tank photo, then the GST bill with a simulated OCR read that you confirm, then approval and an expense voucher. Litres, rate, odometer and bill stay linked to the truck, driver and trip.

Anomaly queue and fuel review

The anomaly engine compares actual mileage against each truck's expected km/L and looks at fill patterns. Flags read Review Required or Watch, state what was observed and why, and never call an entry theft. Nothing is auto-rejected and the wording is fixed in code, not configurable. Reports cover fuel consumption, mileage, fuel cost, fuel variance, driver-wise fuel and fuel anomaly.

Reconciliation and smart checks

A reconciliation compares litres expected from distance and benchmark with litres billed, and shows the variance with its rupee value. Smart checks on expenses also pick up cash fills at an unregistered pump and a GST credit-leakage panel.

Sample-data demonstration, not a real finding

The dataset plants a few situations so each workflow has something to act on. For fuel, one truck (GJ05 RS 7890) is generated to run at about 2.6 km/L against a 3.8 benchmark, which drives the review queue and the largest reconciliation variance. This is sample data created to demonstrate the engine, not a finding about any real vehicle or driver.

What we built · Maintenance

Vehicle maintenance software: job cards, tyres and batteries

Workflow D runs from a reported issue to a closed job card, with the cost landing on the right truck.

  • Job cards. Issue, job card, estimate, approval, work, parts, bill, payment and close, each step recorded.
  • Workshop board. Which trucks are in the workshop and where each job stands. In the sample data one truck is in the workshop on a gearbox job and past its service interval, and another is due today.
  • Preventive schedule. Service intervals by kilometre and by days, such as an engine oil change every 10,000 km or 120 days, checked on every odometer update, so a service is proposed as a job card before it is overdue.
  • Tyres. A wheel-layout view by axle position, tread tracking, tyre life, tyre cost and tyre cost per km, plus a replacement-due list below the tread limit.
  • Batteries. Tracked alongside tyres as part of each truck's running cost.

Reports cover maintenance cost, service history, cost per km, breakdowns, workshop spend by vendor and parts consumption. The AI layer adds predictive maintenance notes based on the same records.

What we built · Compliance

Truck document expiry reminders: the document vault and reminder ladder

Workflow E. Every truck and driver document lives in one vault with its expiry date, and a reminder ladder works backwards from that date.

Upload
Expiry date captured
Vault
Reminders at 60, 30, 15, 7, 3, 1 days
Renewal
New version, history kept

The vault covers insurance, fitness, permit, PUC, road tax and driver licences, with an expiry calendar and registers for each. The document expiry reminder rule runs daily, alerts the owner and fleet manager, can send the renewal list to an RTO agent on WhatsApp and raises a renewal task. Replacing a document creates a new version rather than overwriting, so the history stays. The sample data shows documents at every stage: several lapsed, a cluster inside 7 days, more inside 30 and one permit missing entirely.

What we built · Money

Expenses, approvals, EMI tracking for transporters and bank statement mapping

Expenses and bills with smart checks

Vouchers by category, truck and approval state. Smart checks flag patterns such as cash fills at an unregistered pump, roadside repairs and GST credit leakage, always as items to review.

Approval centre

One queue for fuel holds, bills, driver advances and other requests, with an AI recommendation in the drawer and a history of who did what. The sample data includes a driver advance request waiting for a decision.

EMI and loans, and bank statement mapping (workflow F)

Each truck's loan, EMI schedule, principal, interest and outstanding are tracked. A bank statement is imported, and narration, amount and EMI day are matched to propose a truck. Each suggestion carries a confidence score and a plain-language reason. The owner approves, an EMI voucher posts to that truck's ledger and the bank row is reconciled. Uncertain rows are left unmatched rather than guessed, because a wrong mapping silently distorts a truck's P&L. In the sample data a UPI debit with no matching pattern is deliberately left unmatched.

What we built · Billing

Contracts, invoices, e-invoice and e-way bill software for transporters

Customers and contracts

Government and PSU customers, contracts and routes, with revenue and cost by contract. Trips are tied to a contract, so contract P&L comes from the same data.

Invoices, e-invoice and e-way bill

Invoice screens cover drafting from delivered trips, e-invoice and e-way bill. These sit behind interfaces for the e-invoice portal (IRP) and the e-way bill system (NIC); in the prototype they are mock adapters, so no real e-invoice or e-way bill is issued. Receivables ageing shows government invoices past their 45 to 60 day cycle, and a follow-up rule proposes reminders on the due date and every 7 days after.

Accounting bridge

An accounting bridge pushes vouchers to an accounting package through an interface (Zybra is the one named in the code), with an hourly sync rule. It is a mock adapter today. Related: replacing Excel and Tally with one system.

What we built · Reports

39 fleet reports and the truck profit and loss

Every report reads the same selectors as the screens and opens with a written summary. There are 39 in the report registry, in six groups: Fleet (5), Fuel (6), Maintenance (6), Tyres (4), Finance (10) and Compliance (8).

GroupWhat it answers
FleetUtilisation, vehicle status, KM, GPS health, idle trucks and the revenue forgone
FuelConsumption, mileage, fuel cost, variance, driver-wise fuel, anomalies
MaintenanceCost, service history, cost per km, breakdowns, workshop spend, parts
TyresTyre cost, life, cost per km, replacement due
FinanceTruck, trip and contract P&L, expenses, revenue, EMI, bank, outstanding, payables, receivables
ComplianceExpiring and expired documents, insurance, PUC, fitness, permit, road tax, driver licences

Truck P&L (workflow G)

Revenue less diesel, toll, maintenance, tyres, EMI, driver cost and compliance gives net profit, margin and cost per km for each truck. Because every cost row carries a truck, this needs no manual assembly.

Features and benefits

Every feature we deliver, and the business benefit of each

It is easy to list modules. What a fleet owner actually wants to know is what each one changes in the business. Here is the full feature set of the prototype, each paired with the concrete reason it exists. The benefits describe what the feature is designed to make possible; they are not measured savings.

FeatureWhat it doesBusiness benefit
Owner dashboardFleet position, AI daily briefing, rolling 30-day money figures and pending decisionsThe owner knows where to look first each morning without calling anyone
Live Fleet board and mapEvery truck by status: Available, Running, Idle, Workshop, Breakdown, Sold, InactiveIdle trucks are visible, so they can be offered to a contract instead of standing
GPS fleet tracking screensGPS alerts, route replay, driver behaviour, offline-device watchA dead tracker is noticed within the hour, not at month end
Truck 360°One profile per truck: documents, trips, fuel, service, tyres, loan, costs, revenue, profitOne screen answers "is this truck earning its keep?"
Driver management and profilesLicence, assigned truck, status, advance balance, coaching notesAdvances and licence expiries are tracked instead of remembered
Driver mobile appStart and end trip with photos, diesel entry, requests such as an advanceEvidence is captured at the source, so the office stops chasing readings by phone
Trips with evidenceOdometer and gauge photos, POD; KM, mileage, cost/km and profit calculatedDisputes over kilometres and deliveries have a photo and a timestamp behind them
Fuel management softwareFuel ledger, diesel workflow, anomaly queue, reconciliation of expected vs billed litresDiesel, the biggest controllable cost, is reviewed truck by truck while it still matters
Vehicle maintenance softwareJob cards, workshop board, preventive schedule by km and daysServices happen before breakdowns, and repair costs land on the right truck
Tyre management and batteriesWheel layout by axle, tread, tyre life, cost per km, replacement dueTyre spend becomes a per-km number you can compare across trucks and brands
Vehicle document expiry remindersVault, expiry calendar, 60/30/15/7/3/1-day ladder, registers, version historyFewer surprise lapses of insurance, permit, fitness, PUC or road tax
Expenses and smart checksVouchers by truck and category; checks for unregistered-pump cash fills, roadside repairs, GST credit leakageUnusual spending is surfaced for review instead of buried in a file
Approval centreOne queue for bills, fuel holds and advances, with a recommendation and historyEvery rupee that leaves has a named approver
Truck EMI tracking and bank mappingLoan schedules; bank debits matched to a truck with a confidence score and owner approvalEach truck's profit includes its real loan cost
Contracts and customersGovernment and PSU contracts, routes and contract P&LThe owner can see which contracts are worth renewing
Invoices, e-invoice and e-way billInvoice drafts from delivered trips, IRP and NIC screens (mock adapters), receivables ageingBilling starts the day a trip is delivered, and old invoices are visible
Accounting bridgePushes vouchers to an accounting package on an hourly sync (mock adapter)Entries are not typed twice
39 reportsFleet, fuel, maintenance, tyres, finance and compliance, each with a written summaryAnswers without building a pivot table
AI Insights and Fleet AI assistantBriefings, report summaries, predictive maintenance, cash forecast, renewal plan, coaching, Q&AThe numbers come with a plain-language explanation of what changed
Automation engine16 rules: 6 act alone, 9 propose only, 1 pausedReminders and follow-ups happen without someone remembering them
Roles and audit log7 roles, live permission matrix, immutable versioned evidenceEveryone sees what they need, and nothing can be quietly overwritten
Revenue and profit

How fleet management software can increase a transporter's revenue and profit

A transport business rarely loses money in one big event. It loses it in small, invisible ways: a truck that stands for four days because nobody offered it to a contract, a diesel bill that was never questioned, an invoice that slipped past ninety days, a permit that lapsed and kept a loaded truck at a checkpost. The prototype is built to make each of those visible. Below is how each lever works in the system. We are describing mechanisms, not promising a number, because this build has run only on sample data.

1. Know the profit of every truck

Because every cost row carries a truck, the Truck P&L subtracts diesel, toll, maintenance, tyres, EMI, driver cost and compliance from that truck's revenue and shows net profit, margin and cost per km. Trip P&L and contract P&L come from the same rows. That is often the first time an owner sees that one truck carries the fleet while another quietly loses money, and it is the basis for deciding which truck to sell, which route to reprice and which contract to renew.

2. Put idle trucks to work

The Live Fleet board shows every truck that is Available or Idle, and the Idle report lists trucks with no trip assigned along with the revenue being forgone. A paused automation rule, idle truck to contract matching, is built to propose a contract for an idle truck when it is switched on. A truck that earns on more days in a month spreads its EMI and insurance over more trips.

3. Collect government payments faster

Government and PSU customers commonly pay on 45 to 60 day cycles, which is exactly why invoices must go out quickly and be chased on time. The invoice draft rule proposes a draft as soon as a trip is delivered, the receivables ageing report shows every invoice past its cycle, and the overdue follow-up rule proposes a reminder on the due date and every 7 days after. The cash forecast in AI Insights then shows what the next 30 days look like.

4. Stop fuel leakage before month end

The fuel anomaly detection compares each truck's actual km/L with its own expected figure, looks at fill patterns, and reconciles litres expected from distance against litres billed. Smart checks flag cash fills at unregistered pumps. People often search for this as diesel theft detection software, but the system is deliberately careful: a flag reads Review Required or Watch, explains what was observed, and a person decides. It never labels anyone a thief and never auto-rejects an entry. What it does change is timing: a mileage drift gets looked at in the week it happens.

5. Avoid document-lapse fines and downtime

A lapsed insurance, permit, fitness certificate or PUC can mean a fine, a stopped truck or a lost load. The reminder ladder starts 60 days before expiry, the renewal list can go to an RTO agent on WhatsApp (mock today), and a rule proposes holding dispatch on a lapsed document before the truck leaves the yard.

6. Keep GST input credit from leaking

Diesel, parts and repairs bought without a proper GST bill, or bills that never reach the accountant, are input credit the business paid for and cannot claim. The diesel workflow asks for the GST bill on every fill, and the GST credit-leakage panel in smart checks surfaces spending that is missing it.

7. Fewer breakdowns, longer tyre life

Preventive service by kilometre and days, a tyre tread watch and tyre cost per km all aim at the same thing: spending on maintenance when it is planned and cheaper, rather than on a roadside repair when it is urgent and expensive.

Honest note

None of these levers has been measured on a real fleet yet. This page claims no savings, percentages or results. In a production rollout the right approach is to record today's figures first, so any change can be measured rather than assumed.

Workflows

The seven workflows, A to G

These are the end-to-end flows the prototype lets you run. Each one mutates state for the session.

WorkflowSteps
A — Start tripTruck → contract & route → odometer photo + reading → fuel gauge photo → confirm, stamped with time, GPS and user
B — End tripEnd odometer photo + reading → fuel gauge → POD → KM, mileage, cost/km and trip profit calculated
C — DieselBefore-meter photo → litres/rate → full-tank photo → GST bill with simulated OCR you confirm → approval → expense voucher
D — MaintenanceIssue → job card → estimate → approval → work → parts → bill → payment → close
E — DocumentUpload → expiry date → vault → reminder ladder (60/30/15/7/3/1 days) → renewal, with version history
F — EMIBank statement → narration/amount/EMI-day matching proposes a truck → owner approves → EMI voucher posts to the truck's ledger → bank row reconciled
G — Truck P&LRevenue less diesel, toll, maintenance, tyres, EMI, driver cost and compliance → net profit, margin, cost/km
AI · reads and explains

AI for fleet management: it explains the numbers, it never invents them

The AI layer produces the daily owner briefing, the written summary at the head of every report, a per-truck insight panel, predictive maintenance, a 30-day cash forecast, approval recommendations, a renewal plan and driver coaching notes. It appears on the dashboard, on the AI Insights hub, on every report, on each Truck 360 profile, in the approval drawer and in the fuel review queue.

The constraint that makes it usable: the AI never originates a number. Every figure in a generated sentence comes from the same calculations the tables use; the narration only decides what is worth saying. Each block shows its confidence, names the records it came from and has a thumbs up or down.

Fleet AI assistant

An assistant answers questions by mapping them to the same selectors the reports use. If it cannot resolve a question, it says so and points to the screen instead of producing a plausible figure.

Honest note on the AI

In the prototype the sentences are assembled by deterministic code from computed facts, not by a language model. Production wording would come from an LLM given those facts as context, through one adapter; that changes the wording, not the figures. This is AI automation for a transport business designed so the owner can trust what it says.

Automation · acts

Automation for a transport business: 16 rules, and where they stop

The automation engine holds 16 rules of the form trigger, condition, action, evaluated against live data, with an activity log and an impact view. They are split into two kinds, and the split is shown on screen so the owner knows exactly where the system acts and where it waits.

KindRules
Autonomous (6)Document expiry ladder; EMI due reminder (5 days and 1 day before); accounting sync (hourly); GPS offline watch (every 30 minutes); trip delay alert (hourly); driver evidence reminder
Proposes only (9)Block dispatch on a lapsed document; preventive service scheduling; tyre tread watch; fuel anomaly hold; mileage drift detection; bank statement EMI matching; bill OCR and auto-fill; invoice draft from delivered trips; overdue invoice follow-up
Paused (1)Idle truck to contract matching (proposes only when switched on)

Automation stops where money starts. Rules that would move money, approve a bill or dispatch a vehicle prepare the work and queue it; a person presses the button. This is enforced per rule, and the new-rule form defaults to requiring approval and warns when you turn that off. In the prototype the rules evaluate live but run on a simulated schedule: toggling and Run now work, and there is no background scheduler. For how this applies elsewhere, see workflow automation in Surat and enterprise AI agents.

AI-enabled business

How the fleet ERP makes a transport business AI-enabled, exactly as built

A lot of software calls itself AI for fleet management. It is worth being precise about what this build does, because the precision is the point. The system computes every figure first, in one analytics layer. The AI layer then reads those computed facts and decides what is worth telling the owner, in plain language. It never creates a number of its own.

AI featureWhat it doesWhere you see it
Daily owner briefingA short written summary of what changed: trucks needing attention, documents near expiry, approvals waiting, money positionOwner dashboard, AI Insights hub
Report summariesA written paragraph at the top of every one of the 39 reports explaining what the table showsEvery report
Per-truck insightA note on how one truck is doing on mileage, service, documents and profitTruck 360°
Predictive maintenancePoints to trucks approaching a service interval or showing a cost pattern worth checking, from km, days and job historyAI Insights, maintenance
30-day cash forecastA forward view of money in and out, built from receivables, EMI schedules and running costsAI Insights
Approval recommendationsA suggested decision with its reasoning for a bill, fuel hold or advanceApproval drawer
Renewal plan and driver coachingAn ordered list of documents to renew; coaching notes from driver recordsDocuments, driver profiles
Fleet AI assistantAnswers questions by mapping them to the same selectors the reports use; says so when it cannot answerAssistant screen

Deterministic narration today, an LLM as a swap-in adapter

In the prototype, every sentence is assembled by deterministic code from the computed facts. There is no language model generating text today. A hosted LLM is planned as a swap-in AiProvider adapter: it would receive the same computed facts as context and improve the wording, but the figures would stay exactly the same because they never come from the model. Each generated block shows its confidence, names the records it came from and has a thumbs up or down, so the owner can always check where a statement came from.

That design is what makes the AI safe to rely on in a business where a wrong number means a wrong payment. If you want to read more about the approach in general, see AI ERP and what an AI agent is.

Automation for a transport business

How the system makes daily workflow easier and automated

Most of the work in a transport office is not difficult, it is repetitive: remembering, reminding, copying a figure from one place to another and asking someone for a photo. The 16 automation rules are aimed squarely at that work. Six of them act on their own because they only send reminders, sync data or raise alerts. Nine prepare the work and wait for a person, because they touch money, dispatch or a judgement call. One is paused.

What acts on its own (6 rules)

  • Document expiry ladder replaces the diary of renewal dates: reminders at 60, 30, 15, 7, 3 and 1 days.
  • EMI due reminder replaces remembering which loan is debited when: alerts 5 days and 1 day before.
  • Accounting sync replaces re-typing vouchers into the books: an hourly push through the accounting bridge.
  • GPS offline watch replaces discovering a dead tracker weeks later: checked every 30 minutes.
  • Trip delay alert replaces calling drivers to ask where they are: an hourly check against expected progress.
  • Driver evidence reminder replaces phoning a driver for a missing odometer or bill photo.

What proposes and waits for a person (9 rules)

  • Block dispatch on a lapsed document and fuel anomaly hold prepare the hold; the owner decides.
  • Preventive service scheduling and tyre tread watch propose job cards and replacements before they become urgent.
  • Mileage drift detection raises a truck for review when its km/L moves away from its own baseline.
  • Bank statement EMI matching proposes which truck a debit belongs to, with a confidence score and reason.
  • Bill OCR and auto-fill reads a diesel or repair bill and fills the voucher for someone to confirm.
  • Invoice draft from delivered trips and overdue invoice follow-up prepare billing and reminders.

The one paused rule, idle truck to contract matching, would also propose rather than act. The principle running through all of it: automation stops where money starts. In the prototype the rules evaluate live data but run on a simulated schedule, with toggles and a Run now button; there is no background scheduler yet. For the same pattern in other businesses, see workflow automation in Surat and WhatsApp automation.

The manual work it is designed to remove

Manual habitWhat replaces it
Trip register and odometer diaryTrip start and end in the driver app, with photos
Diesel bills in a file, entered into Excel at month endDiesel workflow with bill OCR and a voucher per fill
Renewal dates on a wall calendarDocument vault, expiry calendar and reminder ladder
Phone calls to drivers for readings and locationEvidence reminders, GPS screens and trip delay alerts
Reading the bank statement line by lineEMI matching with owner approval
Typing invoices from trip registersInvoice drafts from delivered trips
Building a profit sheet by handTruck, trip and contract P&L reports
Who uses it

Roles, audit log and integration points

Seven roles are defined, and a live permission matrix shows what each can see and do. Authentication is stubbed in the prototype.

Owner

The dashboard, daily AI briefing, approval centre, truck P&L and every report.

Fleet / operations manager

Live fleet, trips, fuel review, maintenance, tyres and the document vault.

Accountant

Expenses, bank mapping, EMIs, invoices, e-invoice, e-way bill and the accounting bridge.

Driver

The mobile app: start and end trips, photos, diesel entries and requests.

Auditor

Reviews records and the audit log, which shows who did what and when.

Admin

Users, roles, the permission matrix and settings.

Integration interfaces

Each external service sits behind a TypeScript interface with a mock adapter bound in one place: GPS, WhatsApp, accounting, e-invoice (IRP), e-way bill (NIC), bank statements, OCR, FASTag, notifications and AI. Screens, workflows and reports stay untouched when an adapter is replaced. Evidence is immutable: replacing a photo or document creates a new version and the audit log records who replaced what, so a driver's original reading stays recoverable.

Role by role

Role-by-role benefits: what each person gets from the system

A fleet ERP only works if each person finds their own job easier, not just the owner. Here is what the prototype offers each of the seven roles.

RoleWhat changes for them
OwnerA daily briefing instead of a round of phone calls; per-truck profit; one approval queue; the cash forecast
AdminUsers, roles and a live permission matrix in one place; settings without touching code
Fleet ManagerLive board of every truck, the workshop board, preventive schedules, tyres and the document vault
Operations ManagerTrips, contracts and routes, delay alerts and idle trucks that can be assigned
AccountantVouchers already linked to trucks, bill OCR, EMI matching, invoice drafts, ageing and the accounting bridge
DriverA simple phone app for trips, diesel and requests; fewer calls from the office
AuditorAn audit log of who did what and when, with evidence that is versioned rather than overwritten
A day with the system

A day for the owner, the driver and the accountant

These are illustrations of how the prototype is meant to be used, walked through on its sample data. They are not a record of the client's actual day.

The owner

He opens the dashboard with his morning tea. The AI briefing says which trucks are running, which are idle, which documents expire this week and what is waiting for approval. He opens the approval centre, reads the recommendation on a driver's advance request and approves it. A truck shows Review Required in the fuel queue, so he opens its Truck 360° and sees the mileage trend before calling the fleet manager. Before leaving the office he checks the receivables ageing and the 30-day cash forecast.

The driver

At the yard he opens the driver app on his phone, picks his truck and contract, photographs the odometer and the fuel gauge and starts the trip. At the pump he photographs the meter before and after, enters litres and rate and snaps the GST bill. If he forgets a photo, the evidence reminder prompts him instead of the office calling. At delivery he captures the POD and the end readings, and the trip closes itself.

The accountant

Diesel vouchers are already there, read from the bill and attached to the right truck, waiting only for a check. She imports the bank statement and reviews the EMI matches the system proposes, approving the confident ones and leaving the uncertain ones unmatched. Delivered trips have produced invoice drafts, and the overdue follow-up rule has a list of reminders ready. Vouchers flow to the accounting package on the hourly sync, so nothing is typed twice.

Honest status

What is prototype, and what is not

To avoid any misunderstanding, here is exactly what this case study describes.

AreaToday
DataAll sample data, generated deterministically from a fixed seed over 120 days. Not real vehicles, drivers, bills or money.
SavingForms save to an in-session overlay, not a database. Approvals, EMI mapping, trip start/end and fuel entry change state for the session; a reload resets to the seed.
IntegrationsAll mock adapters: no real GPS feed, WhatsApp, accounting, e-invoice, e-way bill, bank, OCR or FASTag connection.
AIFacts are really computed; sentences are assembled by deterministic code. An LLM is a swap-in adapter.
AutomationRules evaluate live but run on a simulated schedule; no background scheduler.
AuthenticationStubbed; role switching changes what the interface shows.
ResultsNone are claimed. No savings, percentages or customer outcomes are reported on this page.

The planted situations mentioned above (a low-mileage truck, a truck in the workshop, documents at every stage, unmapped EMI debits, a faulty GPS device, aged government invoices) exist to give each workflow something to act on. They are demonstrations, not findings.

Implementation process

How a prototype-first build works

Building the interface and the calculations first lets the owner review the full operation before a database or an integration is paid for.

STEP 1

Model the fleet

A relational schema where every financial row can carry a truck, driver, trip, contract and vendor.

STEP 2

Generate consistent data

A deterministic generator walks each truck day by day for 120 days, so odometer, litres, mileage and money agree.

STEP 3

Derive every number in one place

P&L, mileage, anomalies and smart checks come from one analytics layer, so screens and reports cannot disagree.

STEP 4

Build the screens and workflows

One module per area, with the seven workflows runnable end to end.

STEP 5

Add AI and automation

Narration on computed facts, an assistant that will not invent a number, and 16 rules split by autonomy.

STEP 6

Plan the production path

Replace the seed with database queries and write one adapter per integration.

Under the hood

Technology and integrations

The prototype is a Next.js web app in TypeScript that runs in a browser on a computer or phone. Charts use Recharts, the map is an SVG projected from real coordinates and the component library is hand-written to keep the bundle and styling under control. Persistence is a contained change: the analytics layer reads from one dataset object, so swapping the seed for database queries touches one place.

Full technical stack
  • Next.js 14 (App Router) — one folder per module.
  • TypeScript — the relational schema lives in typed definitions.
  • Tailwind CSS — responsive layout, with the driver app designed for phone width.
  • Recharts — charts with one shared palette.
  • lucide-react — icons.
  • Service interfaces — GPS, WhatsApp, accounting, IRP, NIC, bank statement, OCR, FASTag, notification and AI providers with mock adapters.

Terms used in this case study

Truck 360°
A single profile for one truck showing its documents, trips, fuel, service, tyres, loan, costs, revenue and profit.
POD
Proof of delivery, captured at trip end.
EMI
Equated monthly instalment on a truck loan, usually auto-debited on a fixed day.
E-way bill
The electronic document required for moving goods above a value threshold, issued through the NIC system.
E-invoice (IRP)
A GST invoice registered with the Invoice Registration Portal.
FASTag
The electronic toll payment tag used on Indian highways.
PSU
Public sector undertaking, a government-owned company.
Next phases

What it would take to go live

None of this is built yet. These are the steps from prototype to a production fleet system, and each fits the structure already in place.

Real database

Replace the seed with database queries and real sign-in with roles, keeping the audit log.

GPS and FASTag

Connect a real tracking provider and toll data through the existing interfaces.

WhatsApp

Send reminders, renewal lists and driver prompts through the WhatsApp Business API; see WhatsApp automation.

E-invoice and e-way bill

Write adapters for the IRP and NIC systems so invoices and e-way bills are issued from the app.

Accounting and bank feeds

Connect the accounting package and a bank statement parser.

Hosted LLM

Swap the deterministic narration for a language model that is given the computed facts as context.

Fit

Is this transport ERP right for your fleet?

It fits contract and trucking businesses where diesel, documents, loans and government or corporate invoicing all have to be tied back to each vehicle. A small fleet can start with trips, fuel and documents; a larger one can take the full set including bank mapping and automation.

Trucking and logistics software built in Surat

Yukti AI is a software company based at 220, Leonard Square, Yogichowk, Varachha, Surat, Gujarat, building custom business management systems for firms across Surat and India. A comparable operations build is the society auto-booking app, a booking product for housing societies. For factory businesses see the manufacturing ERP page, and browse all industries.

Commercial

How is a custom fleet management system scoped and quoted?

Yukti AI does not sell this as a subscription package: each fleet gets a fixed quote for a one-time custom ERP build after a free workflow audit. The audit maps how trips, diesel, documents, service, EMIs and invoices work today, and the quote covers only the modules you need.

What shapes the quoteWhy
ModulesTrips, fuel and documents is a smaller start than the full set with bank mapping and automation
Fleet size and branchesMore vehicles, drivers and branches mean more data and permissions to set up
IntegrationsGPS, WhatsApp, accounting, e-invoice, e-way bill, bank feeds and FASTag each add work
Data migrationHow much existing history has to move in from Excel or other tools

For what drives the price of custom software in India, read Custom ERP software cost in India.

FAQ

Questions fleet owners and transporters ask

Fleet management software is a system that tracks every truck, driver, trip, litre of diesel, document, service, bill and EMI in one place. For an Indian transporter it should also cover diesel anomaly review, document expiry reminders for insurance, fitness, permit and PUC, EMI and loan tracking, GST invoicing with e-invoice and e-way bill, and a per-truck profit and loss. The transport ERP Yukti AI built for Shree Momai Transport & Travels covers all of these on one shared dataset, so the dashboard, the reports and each truck's ledger never disagree.
No. It is a working, clickable prototype. Everything on screen is sample data generated from a fixed seed, forms save only for the session, and the integrations (GPS, WhatsApp, accounting, e-invoice, e-way bill, bank statements, OCR, FASTag) are mock adapters. Yukti AI built it to show Shree Momai Transport & Travels how a centralised fleet ERP would run their operation before a production build is scoped. This case study does not claim any live deployment, customer results or savings.
Each fuel entry records the before-meter photo, litres, rate, the full-tank photo and the GST bill. The anomaly engine compares litres and mileage against each truck's expected km/L and flags outliers. A flagged entry reads Review Required or Watch, states what was observed and why, and goes to a review queue where a person decides. Nothing is auto-rejected and the system never labels an entry as theft. In the sample dataset one truck is planted to run at about 2.6 km/L against a 3.8 benchmark, so the review queue has something to show.
Yes. The document vault holds insurance, fitness, permit, PUC, road tax and driver licences with their expiry dates and version history. A reminder ladder fires at 60, 30, 15, 7, 3 and 1 days before expiry, and a rule can hold a trip from being dispatched on a lapsed document until the owner overrides it. The vault also has an expiry calendar and reports for expiring and expired documents.
The EMI and loans module keeps each truck's loan and EMI schedule. When a bank statement is imported, the system matches debits to loans using narration, amount and EMI day, proposes a truck with a confidence score and a plain-language reason, and waits for the owner to approve. Only then does an EMI voucher post to that truck's ledger and the bank row get reconciled. Uncertain rows are left unmatched rather than guessed, because a wrong mapping would silently distort a truck's profit.
The prototype includes an invoice module with e-invoice and e-way bill screens, built behind integration interfaces for the e-invoice portal (IRP) and the e-way bill system (NIC). Today those are mock adapters, so no real e-invoice or e-way bill is generated. Going live means writing one adapter per provider and binding it, while the screens and workflows stay the same. Invoices can also be drafted from delivered trips and pushed to an accounting package through the accounting bridge.
The AI layer reads and explains; it never originates a number. It produces the daily owner briefing, a written summary at the head of each report, a per-truck insight panel, predictive maintenance, a 30-day cash forecast, approval recommendations, a document renewal plan and driver coaching notes. Every figure in a sentence comes from the same calculations the tables use, and each block shows its confidence and the records it came from. In the prototype the wording is assembled by deterministic code; a hosted language model can be swapped in through one adapter and would change the wording, not the figures.
AI explains and the automation rules act. The automation engine holds 16 rules of the form trigger, condition, action. Six are autonomous: they send reminders, flag an offline GPS device, push vouchers to the books and prompt a driver for a missing photo. Nine more propose only and one of those is paused; they do the reading and arithmetic, then stop and wait for a person. Automation stops where money starts: no rule moves money, approves a bill or dispatches a vehicle on its own.
Yes, a driver mobile view is part of the prototype, built for phone width. It supports the start-trip and end-trip workflows with odometer and fuel gauge photos, diesel entries with bill photos, and requests such as an advance. Evidence is stamped with time, GPS and user, and replacing a photo creates a new version, so the driver's original reading stays recoverable in the audit log.
The prototype defines seven roles: Owner, Admin, Fleet Manager, Accountant, Operations Manager, Driver and Auditor. A users and roles screen shows a live permission matrix, and switching role from the profile menu changes what the interface exposes. An audit log records who did what and when. Authentication itself is stubbed in the prototype and would be replaced with real sign-in in a production build.
Yukti AI does not sell this as a fixed package. After a free workflow audit, a fleet gets a fixed quote for a one-time custom build, based on the modules needed, the number of vehicles and branches, which integrations go live (GPS, WhatsApp, accounting, e-invoice, e-way bill, bank feeds, FASTag), and how much existing data must be migrated from Excel or other tools. A clickable prototype like this one shortens scoping, because the owner can review every screen before the database and integrations are built.
It makes the small, hidden losses visible truck by truck. In this prototype every cost row carries a truck, so the Truck P&L shows net profit, margin and cost per km for each vehicle. The Idle report and Live Fleet board show trucks standing without a trip, receivables ageing and follow-up rules help chase government invoices on their 45 to 60 day cycles, the fuel review queue surfaces mileage drift early, the reminder ladder helps avoid document lapses, and a GST credit-leakage check flags spending without a proper bill. These are mechanisms, not measured results; the build has only run on sample data.
It is designed to detect fuel anomalies, not to accuse anyone. The engine compares each truck's actual km/L with its own expected figure, checks fill patterns, reconciles expected litres against billed litres and flags cash fills at unregistered pumps. A flagged entry reads Review Required or Watch, explains what was observed, and waits for a person to decide. It never labels an entry as theft and never auto-rejects it, because a low mileage can also come from a route, a load or a mechanical fault.
Six rules act on their own because they only remind, sync or alert: the document expiry ladder, the EMI due reminder, the hourly accounting sync, the GPS offline watch, the trip delay alert and the driver evidence reminder. Nine rules prepare the work and wait for a person: block dispatch on a lapsed document, preventive service scheduling, tyre tread watch, fuel anomaly hold, mileage drift detection, bank statement EMI matching, bill OCR and auto-fill, invoice draft from delivered trips, and overdue invoice follow-up. Idle truck to contract matching is paused. In the prototype the rules run on a simulated schedule.
Not today. In the prototype every AI sentence is assembled by deterministic code from figures the analytics layer has already computed, so the AI never creates a number. A hosted language model is planned as a swap-in adapter that would receive the same computed facts and improve the wording, without changing any figure. Each AI block shows its confidence and the records it came from.
The prototype has 39 reports in six groups: Fleet (5), Fuel (6), Maintenance (6), Tyres (4), Finance (10) and Compliance (8). They cover utilisation, KM, GPS health, idle trucks, fuel consumption, mileage and anomalies, maintenance and parts, tyre life and cost per km, truck, trip and contract P&L, EMI, bank, payables and receivables, and registers for insurance, PUC, fitness, permit, road tax and driver licences. Each report opens with a written summary.
Yes. Yukti AI is based in Surat, Gujarat, and builds custom business management systems for businesses across India. A transport ERP like this is scoped after a free workflow audit of how your trips, diesel, documents, service, EMIs and invoices run today, and can be reviewed online for fleets elsewhere in Gujarat or India.
Case study at a glance

Summary

Knowledge summary
  • Yukti AI, a software company in Surat, Gujarat, built a working prototype of a fleet management software and transport ERP for Shree Momai Transport & Travels, a Surat truck fleet running government and PSU contracts.
  • The prototype is a clickable demo on sample data with mock integration adapters; it is not a live production deployment and no results or savings are claimed.
  • Its design rule is that every rupee, kilometre, litre, document, service, bill and EMI is traceable to a specific truck, driver, trip or transaction, so truck profit and cost per km come from the same data as every report.
  • It covers an owner dashboard, live fleet board, Truck 360 profiles, drivers and a driver mobile app, trips with start and end evidence, a fuel ledger with an anomaly review queue, maintenance job cards, tyres and batteries, a document vault with a 60/30/15/7/3/1-day reminder ladder, expenses, approvals, EMI and bank statement mapping, contracts, invoices with e-invoice and e-way bill screens, an accounting bridge and 39 reports.
  • The AI layer explains computed facts and never originates a number; the anomaly engine says Review Required and never accuses; and the 16-rule automation engine has 6 autonomous rules and 9 propose-only rules, with one paused, and stops where money starts.

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