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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.

AutomotiveSales pipelineBoards4 tables · 6 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
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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 operatorProspect numberContactEmailPhoneType of fleetVehicles
Tumbleweed Courier ExpressRF-3101Calista Wrenfieldcalista.wrenfield@tumbleweedcourierexpressfleetaccounts.net(208) 555-0120Delivery vans22
Sagebrush Linen SupplyRF-3102Orrin Halloway-Prattorrin.halloway-pratt@sagebrushlinensupplyfleetaccounts.com(208) 555-0121Box trucks14
Cinder Butte Waste HaulingRF-3103Theodora Crabtree-Oseitheodora.crabtree-osei@cinderbuttewastehaulingfleetaccounts.com(208) 555-0122Mixed fleet31
Meridian Valley School TransportRF-3104Alistair Kinnairdalistair.kinnaird@meridianvalleyschooltransportfleetaccounts.net(208) 555-0123School buses18
Bitterroot Refrigerated FreightRF-3105Seraphina Ballantyne-Oseiseraphina.ballantyne-osei@bitterrootrefrigeratedfreightfleetaccounts.com(208) 555-0124Refrigerated trucks9
Lowrey Plumbing and HeatingRF-3106Cornelius Appleyardcornelius.appleyard@lowreyplumbingandheatingfleetaccounts.com(208) 555-0125Service trucks12
Canyon Rim LandscapingRF-3107Marguerite Oyelowemarguerite.oyelowe@canyonrimlandscapingfleetaccounts.net(208) 555-0126Service trucks16
Foxglove Flower WholesaleRF-3108Ignatius Thimblebyignatius.thimbleby@foxgloveflowerwholesalefleetaccounts.com(208) 555-0127Delivery vans8
Idlewild Beverage DistributorsRF-3109Rosalind Dunstablerosalind.dunstable@idlewildbeveragedistributorsfleetaccounts.com(208) 555-0128Box trucks27
Hackberry Ambulance ServiceRF-3110Leopold Aldersgateleopold.aldersgate@hackberryambulanceservicefleetaccounts.net(208) 555-0129Mixed fleet11
Pioneer Square Taxi CooperativeRF-3111Philippa Gravenorphilippa.gravenor@pioneersquaretaxicooperativefleetaccounts.com(208) 555-0130Mixed fleet40
Three Forks ConcreteRF-3112Barnaby Castlereaghbarnaby.castlereagh@threeforksconcretefleetaccounts.com(208) 555-0131Mixed fleet24

16 more rows

Touchpoints

62 sample rows · 7 columns

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

What happenedProspectHowOutcomeContacted onHandled by
Asked how often the trucks should be inspected (Tumbleweed)Tumbleweed Courier ExpressCallLeft messageOct 2, 2026Jolene Wexley
Left a message about the brake complaints (Sagebrush)Sagebrush Linen SupplyEmailSpokeOct 1, 2026Rhiannon Skjellerup
Explained how loaner trucks work (Canyon)Canyon Rim LandscapingCallBooked walk-throughOct 1, 2026Bartholomew Quist
Walked the yard with the dispatcher (Cinder)Cinder Butte Waste HaulingTextAnswered questionSep 30, 2026Bartholomew Quist
Sent photos of the earlier invoices (Meridian)Meridian Valley School TransportSite visitBooked walk-throughSep 30, 2026Jolene Wexley
Reviewed the draft agreement together (Lowrey)Lowrey Plumbing and HeatingTextSpokeSep 30, 2026Jolene Wexley
Asked for the current service contract (Idlewild)Idlewild Beverage DistributorsTextLeft messageSep 30, 2026Rhiannon Skjellerup
Explained how loaner trucks work (Bitterroot)Bitterroot Refrigerated FreightCallSent proposalSep 29, 2026Rhiannon Skjellerup
Checked the shop schedule for a start date (Canyon)Canyon Rim LandscapingSite visitAnswered questionSep 29, 2026Rhiannon Skjellerup
Asked how often the trucks should be inspected (Foxglove)Foxglove Flower WholesaleCallBooked walk-throughSep 29, 2026Bartholomew Quist
Confirmed the number of vehicles in the fleet (Lowrey)Lowrey Plumbing and HeatingEmailLeft messageSep 28, 2026Bartholomew Quist
Left a message about the brake complaints (Idlewild)Idlewild Beverage DistributorsEmailSent proposalSep 28, 2026Jolene 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.

PlanVehicle classMonthly price a vehicleWhat is included
On-call roadside and breakdownAll classes$45Twenty-four hour dispatch of a service truck to a stalled vehicle
Annual DOT inspection programAll classes$60Scheduled federal inspections with records filed for each truck
Preventive maintenance, light-dutyLight-duty$85Oil, brakes, tires and a 30-point inspection every 90 days
Preventive maintenance, medium-dutyMedium-duty$140Air brakes, suspension and fluid service on a 60-day cycle
Preventive maintenance, heavy-dutyHeavy-duty$210Engine, drivetrain and brake service tied to engine hours
Full-service fleet careAll classes$275Preventive service, repairs, tires and a loaner while a truck is down

Views

Walk-throughs

Prospects
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6Canyon Rim Landscaping
7Foxglove Flower Wholesale
8Idlewild Beverage Distributors
9Hackberry Ambulance Service
10
11
12
13Lowrey Plumbing and Heating
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Forms and booking

Ask for a fleet quote

Form
Ask for a fleet quoteThe page behind the garage's website button for a company wanting prices on its trucks.
What is your company called? *
What reference should we file this under? *
What kind of vehicles do you run? *Delivery vansBox trucksSchool busesService trucksRefrigerated trucksMunicipal vehiclesMixed fleet
How many vehicles are in the fleet?
Which service plan sounds closest?
Who should we ask for?
What email should the proposal go to?
What number reaches that person?
Request my quote

Log a fleet call

Form
Log a fleet callFilled in at the service desk each time a new company phones about its trucks.
Which company called? *
What is the next prospect number? *
What do they drive? *Delivery vansBox trucksSchool busesService trucksRefrigerated trucksMunicipal vehiclesMixed fleet
How many vehicles?
Who called?
What number did they leave?
How did they hear about the garage?ReferralTrade showWebsite formCold callExisting client
Who follows up?
Save the prospect

Dashboards

Pipeline at a glance

Prospects
Prospects by stage
  • First call5
  • Walk-through booked5
  • Proposal sent6
  • Negotiating4
  • Agreement signed6
  • Lost2
Contract dollars by type of fleet
  • Delivery vans$59,800
  • Box trucks$76,150
  • Mixed fleet$255,000
  • School buses$49,800
  • Refrigerated trucks$100,300
  • Service trucks$73,350
  • Municipal vehicles$33,700

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.

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