Car Sharing & Micromobility - Incidents, Field Dispatch, Claims Planfix CRM and Project Management System

Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Run every incident, field visit, and damage claim in one governed Planfix workspace so safety risk drops, recovery improves, and fleet availability stays predictable.

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One Workspace for Incidents, Dispatch, and Claims — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

One Workspace for Incidents, Dispatch, and Claims

Incidents land from apps, telematics, partners, and calls. Planfix turns every signal into a structured task so nothing scatters across inboxes or spreadsheets. Planner, Location fields, data tags, and Project Totals give one board, map, and summary view with AI support.

Workspaces in Planfix

Capture Every Incident in One Queue

Pull incidents from apps, telematics, partners, and phone into one governed queue so nothing slips through.

Triage and Route by Rules

Use conditional lists in Planner to segment incidents by severity, type, and due time instead of manual sorting.

Dispatch Field Teams with Maps and Calendars

Plan routes and visit windows on calendars and maps so crews know exactly where to go and when.

Close Claims and Recover Money

Log evidence, time, and costs in structured fields so recovery, payouts, and write offs are easy to justify.

Start with the Fastest Win — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Start with the Fastest Win

Start with a single shared incident inbox. Connect existing channels so every report, call, or partner email becomes a task with required fields. Simple conditional lists in Planner and a basic severity split stop incidents from disappearing in chats and spreadsheets.

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Planner Updates Fields for You

Drag an incident card between conditional lists and assignee, status, and priority update automatically based on rules.

You See Incidents on a Live Map

Open the map view and see every open incident and field task in the city instead of guessing from spreadsheets.

What you get from a unified workspace

What you get from a unified workspace — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Faster, cleaner triage

New incidents land in one queue with clear priorities so fewer cases slip through during busy shifts.
What you get from a unified workspace — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Smarter dispatch decisions

See locations, calendars, and workloads together so field visits, towing, and repairs cost less and waste less time.
What you get from a unified workspace — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Stronger claims and recovery

Keep structured evidence and cost logs per case so recovery rates rise and disputes with partners are easier to win.
What you get from a unified workspace — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Live cost and risk visibility

Use Project Totals and reports to track loss and recovery per incident, city, and vehicle so you can act early.
Project reports
Do You Recognize Yourself — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Do You Recognize Yourself

Your team jumps between live map, shared inbox, telematics, and messengers to piece together what is happening. A few experienced people remember city and insurer rules; when they are busy, decisions slow down and risk grows.

What you really want

What you really want — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

One predictable incident chain

A clear path from report to payout or write off, without chasing missing photos, notes, and approvals across tools.
What you really want — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Less pressure on severe cases

Confidence that critical incidents are recognized quickly, prioritized correctly, and followed through on a defined path.
What you really want — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Trustworthy documentation

Complete, retrievable records so city partners, insurers, and customers see that decisions and charges are grounded in facts.
Project documents
What you really want — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Recovery on every feasible case

Structured handling even for smaller incidents so you stop losing money just because no one has time to organize them.

Capture and Triage Every Incident

Route Work and Enforce Standard Flows

Dispatch and Steer Field Resources

Capture Evidence, Time, and Money

Capture and Triage Every Incident — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Capture and Triage Every Incident

Turn any signal into a task with email to ticket, channel to task, and integrations with existing systems.
Let Planfix AI Dataminer read free text and fill fields such as vehicle, city zone, incident type, and severity hints.
Use conditional lists in Planner so serious cases move to the front of the queue and nothing is lost.
Communication via different channels
Route Work and Enforce Standard Flows — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Route Work and Enforce Standard Flows

Use status sets and transition rules so incidents, field jobs, and claims follow the right path every time.
Auto assign incidents by city, fleet type, or partner contract to the right handler or team.
Keep internal notes and customer messages in the same task with a full audit trail for each decision.
Status sets
Dispatch and Steer Field Resources — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Dispatch and Steer Field Resources

Create field tasks linked to incidents with Location fields and map views for precise routing.
Use work calendars and Planned Work Time to book realistic visit slots and prevent overbooking.
Give crews mobile access to checklists, photos, and contacts so they arrive prepared and close more on first visit.
Hourly calendar
Capture Evidence, Time, and Money — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Capture Evidence, Time, and Money

Require photos, videos, and forms before closing field or claims tasks so evidence is never missing.
Use data tags to log time, towing, parts, repairs, and penalties so every cost is reportable.
Store tariff rules in Directories and use calculated fields so recommended charges appear automatically.
Adding analytics
What Your Operations Look Like with Planfix — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

What Your Operations Look Like with Planfix

Incidents, dispatch, and claims still happen, but you run them in one governed workspace. Standard flows, live numbers, and no hidden side channels mean you know what each incident costs, how fast you responded, and how much you recovered.

Charts and graphs

You Feel in Control During Peaks

Peak hours feel manageable because severe incidents surface automatically and follow a defined process end to end.

You Trust Your Numbers

Recovery, loss, and response time metrics are ready for insurers, city partners, and investors without manual spreadsheet work.

You Protect Your Team

Handlers and dispatchers have clear workflows and context so expertise is in the system, not just in a few heads.

You Handle Every Incident in Planfix

From first report to final payout or write off, each case stays in one task chain with full audit trail.

You See Hotspots on Live Maps

Map views show incident clusters and field visits so you can adjust fleet placement, contracts, and pricing.

You Run Dashboards, Not Exports

Dashboards show cost per incident, recovery by segment, and partner performance without exporting data to other tools.

What keeps teams from fixing this

What keeps teams from fixing this — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

No IT capacity for a big rollout

Start with a single incident board and a few fields. Planfix is no code and can grow without rework or custom scripts.
Creating solutions
What keeps teams from fixing this — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Locked into existing systems

Keep telematics and fleet tools in place while Planfix becomes the incident and claims layer on top using webhooks and API.
Using webhooks
What keeps teams from fixing this — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Rules change by city or partner

Adjust status sets, directories, and conditional lists yourself so routing and tariff logic keep pace with contracts and regulations.
Directories

Why Planfix replaces current tools

Why Planfix replaces current tools — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Shared inboxes and chat groups

They capture conversations, not accountable workflows. Planfix turns messages into tasks with owners, deadlines, and structured data.
Task chat
Why Planfix replaces current tools — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Generic help desk only

Help desks handle tickets but not field dispatch, location work, and claims costs. Planfix combines all three in one workspace.
Planner and Chronicle
Why Planfix replaces current tools — Car Sharing & Micromobility - Incidents, Field Dispatch, Claims

Custom spreadsheets and scripts

Ad hoc tools break under volume and audits. Planfix gives governed workflows, data tags, and Project Totals with no code burden.
Report designer

Run incidents, dispatch, and claims in one governed workspace

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Planfix integrations for incident and claims workflows

Connect telematics, messaging, telephony, and office tools so incidents, calls, and documents flow into one workspace.

Telegram
Google drive
Google calendar
Facebook
Google Maps
MailChimp
Make
Viber
VirtualPBX
WhatsApp
Zapier
See all integrations
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