Fleet maintenance

Rosethorne Fields Fleet Services · Fleet maintenance · Nampa, ID

Jolene Wexley is the maintenance manager at Rosethorne Fields Fleet Services, a fleet maintenance garage in Nampa, and she uses this board to carry each prospective fleet client from a first phone call through a yard walk-through and a proposal to a signed service agreement.

Automotive Sales pipelineBoards4 tables · 6 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent

Use this template

Prospect board

Prospects

First call5

Tumbleweed Courier ExpressRF-3101Calista Wrenfield

Sagebrush Linen SupplyRF-3102Orrin Halloway-Pratt

Cinder Butte Waste HaulingRF-3103Theodora Crabtree-Osei

Meridian Valley School TransportRF-3104Alistair Kinnaird

Bitterroot Refrigerated FreightRF-3105Seraphina Ballantyne-Osei

Walk-through booked5

Lowrey Plumbing and HeatingRF-3106Cornelius Appleyard

Canyon Rim LandscapingRF-3107Marguerite Oyelowe

Foxglove Flower WholesaleRF-3108Ignatius Thimbleby

Idlewild Beverage DistributorsRF-3109Rosalind Dunstable

Hackberry Ambulance ServiceRF-3110Leopold Aldersgate

Proposal sent6

Pioneer Square Taxi CooperativeRF-3111Philippa Gravenor

Three Forks ConcreteRF-3112Barnaby Castlereagh

Harlan Brothers ExcavationRF-3113Wilhelmina Thackwray

Ironwood Tree ServiceRF-3114Gideon Ashbourne

Redtail Rental CarsRF-3115Anneliese Pocklington

1 more

Negotiating4

Juniper Flats Pest ControlRF-3117Tabitha Lovegrove

Camas Prairie Dairy RouteRF-3118Humphrey Oxenbridge

Owyhee County Road DistrictRF-3119Georgiana Satterthwaite

Snake River Medical CourierRF-3120Cassian Vandenberg

Agreement signed6

Bogus Basin Shuttle LinesRF-3121Delphine Rosenkrantz

Blue Heron Seafood DeliveryRF-3122Mortimer Eldridge

Gem State Glass and MirrorRF-3123Octavia Lindenmeyer

Kestrel Peak ElectricRF-3124Peregrine Whitlow

Dry Creek Orchard CooperativeRF-3125Ottoline Brackenhurst

1 more

Lost2

Lemhi Pass PropaneRF-3127Hortensia Blackwood

Table Mesa Tour CoachesRF-3128Zebulon Hartsfield

Tables

Prospects

28 sample rows · 21 columns

Every fleet operator who has called, from first conversation to a signed agreement or a no.

Fleet operator	Prospect number	Contact	Email	Phone	Type of fleet	Vehicles
Tumbleweed Courier Express	RF-3101	Calista Wrenfield	calista.wrenfield@tumbleweedcourierexpressfleetaccounts.net	(208) 555-0120	Delivery vans	22
Sagebrush Linen Supply	RF-3102	Orrin Halloway-Pratt	orrin.halloway-pratt@sagebrushlinensupplyfleetaccounts.com	(208) 555-0121	Box trucks	14
Cinder Butte Waste Hauling	RF-3103	Theodora Crabtree-Osei	theodora.crabtree-osei@cinderbuttewastehaulingfleetaccounts.com	(208) 555-0122	Mixed fleet	31
Meridian Valley School Transport	RF-3104	Alistair Kinnaird	alistair.kinnaird@meridianvalleyschooltransportfleetaccounts.net	(208) 555-0123	School buses	18
Bitterroot Refrigerated Freight	RF-3105	Seraphina Ballantyne-Osei	seraphina.ballantyne-osei@bitterrootrefrigeratedfreightfleetaccounts.com	(208) 555-0124	Refrigerated trucks	9
Lowrey Plumbing and Heating	RF-3106	Cornelius Appleyard	cornelius.appleyard@lowreyplumbingandheatingfleetaccounts.com	(208) 555-0125	Service trucks	12
Canyon Rim Landscaping	RF-3107	Marguerite Oyelowe	marguerite.oyelowe@canyonrimlandscapingfleetaccounts.net	(208) 555-0126	Service trucks	16
Foxglove Flower Wholesale	RF-3108	Ignatius Thimbleby	ignatius.thimbleby@foxgloveflowerwholesalefleetaccounts.com	(208) 555-0127	Delivery vans	8
Idlewild Beverage Distributors	RF-3109	Rosalind Dunstable	rosalind.dunstable@idlewildbeveragedistributorsfleetaccounts.com	(208) 555-0128	Box trucks	27
Hackberry Ambulance Service	RF-3110	Leopold Aldersgate	leopold.aldersgate@hackberryambulanceservicefleetaccounts.net	(208) 555-0129	Mixed fleet	11
Pioneer Square Taxi Cooperative	RF-3111	Philippa Gravenor	philippa.gravenor@pioneersquaretaxicooperativefleetaccounts.com	(208) 555-0130	Mixed fleet	40
Three Forks Concrete	RF-3112	Barnaby Castlereagh	barnaby.castlereagh@threeforksconcretefleetaccounts.com	(208) 555-0131	Mixed fleet	24

16 more rows

Touchpoints

62 sample rows · 7 columns

Each conversation with a prospect: how it happened and where it left things.

What happened	Prospect	How	Outcome	Contacted on	Handled by
Asked how often the trucks should be inspected (Tumbleweed)	Tumbleweed Courier Express	Call	Left message	Oct 16, 2026	Jolene Wexley
Left a message about the brake complaints (Sagebrush)	Sagebrush Linen Supply	Email	Spoke	Oct 15, 2026	Rhiannon Skjellerup
Explained how loaner trucks work (Canyon)	Canyon Rim Landscaping	Call	Booked walk-through	Oct 15, 2026	Bartholomew Quist
Walked the yard with the dispatcher (Cinder)	Cinder Butte Waste Hauling	Text	Answered question	Oct 14, 2026	Bartholomew Quist
Sent photos of the earlier invoices (Meridian)	Meridian Valley School Transport	Site visit	Booked walk-through	Oct 14, 2026	Jolene Wexley
Reviewed the draft agreement together (Lowrey)	Lowrey Plumbing and Heating	Text	Spoke	Oct 14, 2026	Jolene Wexley
Asked for the current service contract (Idlewild)	Idlewild Beverage Distributors	Text	Left message	Oct 14, 2026	Rhiannon Skjellerup
Explained how loaner trucks work (Bitterroot)	Bitterroot Refrigerated Freight	Call	Sent proposal	Oct 13, 2026	Rhiannon Skjellerup
Checked the shop schedule for a start date (Canyon)	Canyon Rim Landscaping	Site visit	Answered question	Oct 13, 2026	Rhiannon Skjellerup
Asked how often the trucks should be inspected (Foxglove)	Foxglove Flower Wholesale	Call	Booked walk-through	Oct 13, 2026	Bartholomew Quist
Confirmed the number of vehicles in the fleet (Lowrey)	Lowrey Plumbing and Heating	Email	Left message	Oct 12, 2026	Bartholomew Quist
Left a message about the brake complaints (Idlewild)	Idlewild Beverage Distributors	Email	Sent proposal	Oct 12, 2026	Jolene Wexley

50 more rows

Service plans

6 sample rows · 4 columns

The garage's contract menu: what each plan covers and what it costs per vehicle each month.

Plan	Vehicle class	Monthly price a vehicle	What is included
On-call roadside and breakdown	All classes	$45	Twenty-four hour dispatch of a service truck to a stalled vehicle
Annual DOT inspection program	All classes	$60	Scheduled federal inspections with records filed for each truck
Preventive maintenance, light-duty	Light-duty	$85	Oil, brakes, tires and a 30-point inspection every 90 days
Preventive maintenance, medium-duty	Medium-duty	$140	Air brakes, suspension and fluid service on a 60-day cycle
Preventive maintenance, heavy-duty	Heavy-duty	$210	Engine, drivetrain and brake service tied to engine hours
Full-service fleet care	All classes	$275	Preventive service, repairs, tires and a loaner while a truck is down

Also included

Prospect boardStage rules
Proposals waiting on an answerDigest
New prospectNotificationAlerts the service desk as soon as a company asks for pricing, so someone phones back that day.

Mobile detailingDrumlin Hollow Detailing4 tables · 6 views · 2 forms · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agentBoards

Auto repair shopRedbud Hollow Auto Repair4 tables · 5 views · 1 form · 1 dimension set · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentBoards

Auto repair shopBirchcombe Ridge Auto Repair5 tables · 6 views · 2 forms · 1 dashboard · 1 digest · 1 document · 1 notification · 2 stage rule sets · 1 row action · 1 agentForms

Auto repair shopLarchmont Landing Auto Repair3 tables · 5 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar

Auto repair shopVelvetmoor Junction Auto Repair4 tables · 6 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentGoverned columns

Car washJessamine Commons Car Wash4 tables · 5 views · 1 form · 1 dimension set · 1 drill-down · 1 digest · 1 notification · 1 agentDrill-down

Brandvold — full detail	DH-2105	Ingrid Brandvold
Castellanos — pet hair removal	DH-2110	Mateo Castellanos
Ashby-Linnell — ceramic coating	DH-2112	Perpetua Ashby-Linnell
Eriksen — pet hair removal	DH-2117	Gunnar Eriksen

RO 2040: 2016 Honda CR-V, brake pads and rotors	Brake pads and rotors	Dropped off
RO 2041: 2015 Kia Sorento, check-engine light diagnosis	Check-engine light diagnosis	Dropped off
RO 2042: 2022 Chevrolet Equinox, oil change and multi-point inspection	Oil change and multi-point inspection	Dropped off
RO 2043: 2017 Volkswagen Jetta, four-wheel alignment	Four-wheel alignment	Dropped off

Ansel Wickersham	+1 208 555 0110	ansel.wickersham@ridgelinepostbox.net
Rosalind Tennyson	+1 208 555 0111	rosalind.tennyson@ridgelinepostbox.net
Dario Fontaine-Ruiz	+1 208 555 0112	dario.fontaineruiz@ridgelinepostbox.net
Imogen Kestrelwood	+1 208 555 0113	imogen.kestrelwood@ridgelinepostbox.net

Squealing brakes before the school run are a warning, not a quirk	LL-2301	Facebook post
August letter: get the brakes looked at before school starts	LL-2306	Newsletter
How we measure brake pad thickness, in millimetres	LL-2311	Instagram post
Brake inspection with every oil change through Labor Day	LL-2316	Google Business post

Tomas Reyes-Whitlock	Master technician	Full-time
Anneliese Brodkin	Master technician	Full-time
Kwabena Pettigrew	Master technician	Full-time
Ravenna Quennell-Abioye	Line technician	Full-time

Charged twice for the September renewal	JC-26-101	Billing question
Wants to upgrade to Shine	JC-26-102	Plan change
Scratch on the rear quarter panel	JC-26-103	Damage claim
Brush left streaks across the hood	JC-26-104	Tunnel complaint

Prospect board

Tables

Prospects

Touchpoints

Service plans

Also included

Related templates