Case study Live in production

FleetForge

The operating system for a truck, trailer and equipment leasing business.

Rentals, billing, double-entry accounting, two-way QuickBooks, Samsara GPS, sales, CRM, a customer portal and an AI assistant — designed and built from scratch by Avi Technologies, white-labelled for every operator.

FleetForge dashboard — fleet KPIs, a 12-month revenue trend and fleet status
FleetForge dashboard on a phone
dedicated per operator
Single-tenant
dedicated per operator
your brand throughout
White-label
your brand throughout
enterprise-grade hosting
AWS
enterprise-grade hosting
genuine two-way sync
QuickBooks
genuine two-way sync
card & ACH payments
Stripe
card & ACH payments
GPS usage billing
Samsara
GPS usage billing
assistant & briefs
Claude AI
assistant & briefs
every screen responsive
Mobile
every screen responsive

Integrations

Plugged into the tools the business already runs.

Accounting, payments, telematics, cloud, AI, files and messaging — wired in properly, with queues, retries and audit trails.

QuickBooks Online

Genuine two-way sync with drift detection

Connected

Queued

0

Synced today

184

Drift

None

  • → Invoice INV-2026-00142 Northgate Logistics Inc. 2s
  • ← Payment PMT-2026-0931 $4,830.00 · card 14s
  • → Journal JE-2026-01877 Revenue recognition 1m
  • → Customer Cascade Freight Lines 3m
  • ← Credit memo CM-0214 Drift check passed 6m

Customers · vendors · items · invoices · credit memos · payments · bills · journal entries

Stripe & QuickBooks Payments

Card and ACH payments, reconciled automatically

Invoice INV-2026-00142Due Nov 1

$4,830.00 CAD

VISA •••• 4242 12/28
Pay $4,830.00
  1. Paid by card
  2. Invoice cleared
  3. Ledger posted
  4. QuickBooks synced

Samsara

GPS location and odometer

2,140 km this period · DV-7014

Amazon Web Services

Hosting, storage, email

  • Lightsail App server
  • S3 Files & backups
  • SES Transactional email
  • SNS Bounce handling

Anthropic Claude

The AI assistant’s brain

Who’s over 60 days?

3 customers, $18,240 total. Pacific Haul is the largest at $9,120.

Dropbox

Document sync + offsite backup

  • PDF Lease agreement — CN-2026-0142.pdf
  • PDF Inspection — RF-7026 pickup.pdf
  • PDF Certificate of insurance.pdf

WhatsApp & email notifications

Reminders, receipts and alerts — with per-user preferences and digests

WhatsApp · Mainland Rentals

Hi Dana — invoice INV-2026-00142 for $4,830.00 is due Nov 1. Pay online in your portal.

9:02 AM ✓✓

Email · via Amazon SES

Compliance alert: CVI expires in 14 days

Unit RF-7026 · 53′ Reefer · Yard A

The problem

Fleet leasing wasn't built for spreadsheets.

Commercial leasing has more moving parts than a billing template can hold — and the gaps between them cost real money.

Disconnected billing

Lease terms live in one place, invoices in another, and the numbers never quite agree.

Manual mileage

Odometer readings and usage charges get keyed in by hand, late and error-prone.

Painful reconciliation

Every month-end becomes a hunt to make the books match what actually happened.

Light & dark

Built for the office and the night shift.

Every screen ships in both themes, plus per-user font size and density. Drag the handle to compare.

FleetForge dashboard in light mode
FleetForge dashboard in dark mode
LightDark

Tour the product

Every area. Every screen. One system.

Pick an area, then flip through its screens. Everything shown runs on an anonymised demo dataset.

The whole business on one screen.

Every KPI is a link to the records behind it. Global search, dark mode and per-user display settings come standard.

5 screens

Dashboard — clickable fleet KPIs, a 12-month revenue trend and fleet status

Dashboard — clickable fleet KPIs, a 12-month revenue trend and fleet status

Profiles

The two records everything hangs off.

Customer profile

Everything about a customer, one scroll.

Leases, invoices, payments, balances, contacts, documents, credit status and a nightly risk score — so anyone on the team can answer a customer call in seconds.

  1. 1Balance, aging and payment history
  2. 2Nightly customer risk score
  3. 3Credit hold with manager override
  4. 4Contacts, documents and portal users
  5. 5Activity timeline across every module
Unit profile — lease history tab

lease history

Unit profile — maintenance tab

maintenance

Unit profile — payoff tab

payoff

Unit profile — mileage tab

mileage

Equipment profile

Every unit has a life story.

Lease history, utilisation, maintenance, damage, compliance dates, GPS, a nightly health score and a payoff tracker for financed units — the full economics of every trailer and truck.

  1. 1Health score recalculated nightly
  2. 2Lease and utilisation history
  3. 3Maintenance, damage and inspections
  4. 4Financing payoff and unit costs
  5. 5Compliance expiries and GPS link

The details

Sweated down to the last pixel.

A custom design system — no off-the-shelf admin template. Every chart, tile and table was designed for the way a leasing yard reads numbers.

FleetForge Live KPI tiles
Live KPI tiles
FleetForge Fleet utilisation ring
Fleet utilisation ring
FleetForge Billed vs collected
Billed vs collected
FleetForge AI assistant answer
AI assistant answer
FleetForge Invoice line items — rent, mileage, engine hours, GPS
Invoice line items — rent, mileage, engine hours, GPS
FleetForge Samsara map
Samsara map
FleetForge 6-month revenue forecast
6-month revenue forecast
FleetForge Equipment health score
Equipment health score

How the money moves

From signed lease to synced books — untouched.

One rental, end to end. Nobody re-keys a number between the yard and the accountant.

  1. 1 · Lease

    CN-2026-0142

    53′ Reefer · RF-7026

    Northgate Logistics Inc.

  2. 2 · Rate card

    $1,950 / mo

    $0.18 / km over 3,000

    Locked at signing

  3. 3 · Usage

    3,412 km

    Samsara odometer

    412 km over allowance

  4. 4 · Invoice

    INV-2026-00142

    Rent + mileage + GST/PST

    $4,830.00 CAD

  5. 5 · Payment

    Card · Visa 4242

    Stripe / QBO Payments

    Paid in portal

  6. 6 · Ledger

    JE-2026-01877

    DR Cash · CR AR

    Posted automatically

  7. 7 · QuickBooks

    Synced

    Invoice + payment

    Zero drift

Billing engine

Billing that actually understands leases.

Partial months, locked rates, mileage pre-charges reconciled at close, engine hours, minimum days, GPS cost lines and three kinds of Canadian sales tax — calculated by an engine that never uses floating-point money.

  • Pro-rated partial periods on every charge
  • CAD and USD with cross-currency payment allocation
  • Sent invoices are immutable — corrections go through credit notes

Monthly billing cycle

Month-end, as a checklist instead of a crisis.

Readiness checks, meter readings, a review workbench, manager approval, batch delivery and close — the whole cycle in one guided screen.

  • Readiness checks catch missing readings before invoicing
  • Batch invoicing with an approval workflow
  • Automatic late fees and statements

GPS & usage

Usage billing, straight from the truck.

Samsara odometer readings sync automatically and turn into mileage charges on the right lease — with a running true-up so estimates never drift from reality.

  • Automatic mileage sync from Samsara
  • Live map of the fleet with location lookup
  • Every reading traceable back to the unit

Rate cards

Price every deal exactly how you want.

Standard and customer-specific rate cards with daily, weekly, monthly, hourly and GPS pricing — snapshotted onto the lease so a price change never rewrites history.

  • Customer-specific and standard cards
  • Daily, weekly, monthly, mileage and hourly
  • Rates locked at lease creation

AI assistant · Claude

Ask the business a question. Get an answer with receipts.

  • Reads billing, operations and the knowledge base through scoped tools
  • Summarises any lease or customer on request
  • Nightly fleet brief and weekly brief, waiting each morning
  • Overnight anomaly scans flag anything unusual
  • Proposes changes — a human approves before anything is written
  • Token budgets and cost controls per month

FleetForge Assistant

Reading: invoices, payments, customers

Which customers are more than 60 days overdue?

Three customers owe $18,240.00 past 60 days:

Pacific Haul Transport Ltd. 74d $9,120.00
Fraser Valley Distribution 66d $5,480.00
Cascade Freight Lines 61d $3,640.00

Source: AR aging · 3 invoices · as of today

Draft a reminder to Pacific Haul.

Needs your approval

Email to accounts@pacifichaul.example — “Friendly reminder: 2 invoices totalling $9,120.00 are 74 days past due…”

Approve & send Edit

Accounting

A full set of books, built in.

Every invoice, payment and bill posts double-entry journals automatically. Reconcile the bank, run depreciation and CCA, revalue FX, file GST34 and lock the period.

  • Bank reconciliation with categorisation rules
  • Fixed assets, depreciation and CCA
  • P&L, balance sheet, cash flow and trial balance
Accounting overview — cash, receivables, payables and the books

QuickBooks Online

Your accountant keeps QuickBooks. You keep your sanity.

A genuine two-way integration: FleetForge pushes customers, invoices, payments, bills and journals, picks up changes from QuickBooks, and flags any drift before it becomes a month-end surprise.

  • Sync queue with retries and payload inspection
  • Drift detection and side-by-side compare
  • Payments flow back automatically and clear the invoice

Sales & CRM

A sales department, not a spreadsheet.

Used inventory with permissioned unit costs, consignment agreements and settlements, trade-ins, floor-plan financing, commissions, bills of sale — and a CRM that tracks every lead to the deal.

  • Listings sync to the company website
  • Consignments with per-owner terms
  • Leads, deals, quotes and email campaigns
Sales department — used-unit inventory, consignments and aged stock

Online payments

Get paid the day the invoice lands.

Every invoice carries a Pay button. Customers pay by card or ACH through Stripe and QuickBooks Payments; the payment comes back by webhook, clears the invoice, posts to the ledger and syncs to QuickBooks — no one touches it.

  • Card and ACH via Stripe and QuickBooks Payments
  • Webhook reconciliation — invoices clear themselves
  • Payment confirmations by email

Customer portal

Fewer “can you resend that invoice?” calls.

Customers sign in to their own portal to see leases and invoices, pay online, open service requests, chat with the team and add their own users — fully isolated from staff data.

  • Separate login and session from staff
  • Online payment with automatic reconciliation
  • Service requests with message threads
Customer portal — the customer’s own leases, invoices and requests

Inspections & compliance

Paperwork that files itself.

Pickup and return inspections with photos and signatures, credit applications with e-signature, and compliance tracking for CVI, registration and insurance with expiry alerts.

  • Photo inspections tied to each unit
  • E-signed contracts and agreements
  • Expiry alerts before anything lapses

Mobile

The yard doesn’t sit at a desk.

Every screen is responsive — dispatchers check a lease from the lot, managers approve from their phone, customers pay from theirs.

Dashboard on a phone
Dashboard on a phone
Dashboard on a phone — dark mode
Dashboard on a phone — dark mode
Lease detail on a phone
Lease detail on a phone
Invoice on a phone
Invoice on a phone
Lease detail on a phone — dark mode
Lease detail on a phone — dark mode

Dark mode

Every module, after hours.

A warm, low-glare dark theme across every area — designed, not inverted.

The same dashboard in dark mode

Dark mode

Customer profile — leases, invoices, contacts and activity in one place — dark mode

Customer profile

Unit profile — lease history, maintenance, health score and payoff — dark mode

Unit profile

Lease detail — terms, locked rates, units, billing schedule and odometer — dark mode

Lease detail

A period-accurate invoice — base rent, mileage, GPS and tax lines — dark mode

Invoice

Monthly billing cycle — readiness, meter readings, review, approval and delivery — dark mode

Monthly billing

Accounting overview — cash, receivables, payables and the books — dark mode

Accounting

Profit and loss statement — dark mode

Profit & loss

QuickBooks Online sync dashboard — queue, activity and health — dark mode

QuickBooks sync

Samsara GPS tracking on a live map — dark mode

GPS tracking

CRM — accounts, leads, deals, quotes and follow-ups — dark mode

CRM

Analytics dashboards where every number drills through — dark mode

Analytics

Whole pages

Dense with information. Never cluttered.

Hover a page to scroll it top to bottom — or click to open it full size.

Dashboard — clickable fleet KPIs, a 12-month revenue trend and fleet status — full page

Dashboard

Customer profile — leases, invoices, contacts and activity in one place — full page

Customer profile

Unit profile — lease history, maintenance, health score and payoff — full page

Unit profile

Lease detail — terms, locked rates, units, billing schedule and odometer — full page

Lease detail

A period-accurate invoice — base rent, mileage, GPS and tax lines — full page

Invoice

White-label

Their brand on every screen.

Operators set their own name, logo, favicon, colours, PDF letterhead, login background video and footer from Settings → Design. Every operator runs on its own server, database and domain, and every one looks like their own software — with only a small “Powered by FleetForge” credit.

Roles & permissions

Everyone sees exactly what their job needs.

Roles out of the box, permissions down to the action — view, create, edit, delete, export, approve, post — with per-user overrides. These are the real defaults.

Module Super adminManagerAccountantDispatcherRead-only
Customers Full + credit override Full + credit override View View, create View
Leases Full Full View View, create, edit View
Invoices Full + approve Full + approve Full View View
Payments Full Full Full — View
Equipment Full Full View View, create, edit View
Journal entries Full + post + approve View Full + post + approve — View
Reports Full View, create, edit View, create, edit — View
QuickBooks All 7 controls — — — —
Settings Full View — — —
Users Full — — — —

Automation

The month runs itself overnight.

Invoicing, late fees, collections, risk and health scores, GPS sync — scheduled, logged, and switchable from Settings.

  • Monthly invoice generation Billing
  • Open billing cycles Billing
  • Mark overdue invoices Billing
  • Apply late fees Billing
  • Recurring journal entries Accounting
  • Collections auto-escalation Collections
  • Promise-to-pay checks Collections
  • Compliance expiry alerts Fleet
  • Customer email reminders Customers
  • Stale reservation cleanup Rentals
  • Equipment health scores Fleet
  • Customer risk scores Customers
  • CRM campaign sender CRM
  • CRM follow-up prompts CRM
  • Sales market watch Sales
  • GPS mileage sync Telematics
  • Samsara telematics sync Telematics

Infrastructure

Runs on AWS — the cloud behind Netflix and the FBI.

FleetForge's backend runs on Amazon Web Services, the same infrastructure trusted by Netflix and US federal agencies. And it isn't multi-tenant SaaS with a logo bolted on: each operator gets its own server, database and storage.

Edge

Cloudflare

DNS · Let’s Encrypt SSL

Staff app

Customer portal

Public API for websites

AWS · one operator

Healthy

Lightsail server

PHP 8 app · scheduled jobs

MySQL 8

Dedicated to this operator

Snapshots · maintenance mode with IP bypass · one-command deploys

  • Amazon S3

    Documents, photos & 6-hourly DB backups

  • Amazon SES

    Invoices, reminders & alerts by email

  • Amazon SNS

    Bounce & complaint handling

  • Sentry

    Error monitoring

Connected out to QuickBooks OnlineStripeSamsaraAnthropic ClaudeDropboxWhatsApp

Single-tenant isolation

Every operator runs on a dedicated deployment — no shared database, ever.

Backed up, monitored

Database snapshots to S3 every six hours plus Dropbox, restore from the UI, and Sentry error monitoring.

White-label by default

Their brand, their domain, their login screen. FleetForge stays in the background — a discreet “Powered by” credit at most.

Money math that’s exact

Arbitrary-precision arithmetic for every cent — never floating point. Issued invoices are immutable.

Two-way accounting

A genuine bidirectional QuickBooks sync — not a nightly CSV export.

Built for trust

TOTP multi-factor sign-in, session revocation, role permissions down to the action, and an audit trail of every change.

Everything in the box

The full feature index.

Every capability below is shipped and in production today.

Rentals & leasing

  • Customers & contacts
  • Leases with amendments & closeout
  • Reservations & holds
  • Credit applications with e-signature
  • Credit holds & manager override
  • Online onboarding from the website
  • Pickup & return inspections
  • Service requests
  • Customer risk score (nightly)

Billing

  • Monthly billing cycle with approvals
  • Pro-rated partial periods
  • Mileage pre-charge & true-up
  • Hourly & engine-hour billing
  • Rate cards locked per lease
  • CAD & USD invoicing
  • GST, HST & PST rules
  • Credit notes & discounts
  • Automatic late fees
  • Dunning & collections
  • Promise-to-pay tracking
  • Statements & AR aging

Fleet

  • Equipment templates & taxonomy
  • Equipment health score
  • QR codes per unit
  • Samsara GPS tracking & mileage sync
  • Yards
  • Compliance & expiry alerts
  • Maintenance work orders
  • Damage claims
  • Mileage logs
  • Vendors
  • Unit payoff tracking

Accounting

  • Double-entry general ledger
  • Bank reconciliation & rules
  • Accounts payable & bills
  • Accounts receivable
  • Fixed assets & depreciation
  • CCA (Canadian tax depreciation)
  • FX revaluation
  • GST34 returns & remittances
  • Month-end close & period locks
  • Year-end
  • Budgets
  • P&L, balance sheet, cash flow, trial balance

Payments

  • Stripe card payments
  • QuickBooks Payments (card & ACH)
  • Pay button on every invoice
  • Webhook reconciliation
  • Multi-invoice allocation
  • Cross-currency allocation
  • Security deposits
  • Refunds & credit notes

QuickBooks Online

  • Two-way sync
  • Customers, vendors & items
  • Invoices, credit memos & payments
  • Bills & bill payments
  • Journal entries
  • Sync queue & retries
  • Drift detection
  • Side-by-side compare
  • Payment webhooks

Sales & CRM

  • Used-unit inventory
  • Permissioned unit costs
  • Consignments & settlements
  • Trade-ins
  • Loan & floor-plan financing
  • Commissions
  • Bills of sale
  • Sales targets
  • Website listing sync
  • Leads, deals & quotes
  • Email campaigns

AI & insights

  • Claude-powered assistant
  • Lease & customer summaries
  • Nightly & weekly fleet briefs
  • Overnight anomaly scans
  • Analytics with drill-through
  • Reports with CSV & PDF export
  • Global ⌘K search

Team & customers

  • Customer portal
  • Online invoice payment (Stripe & QuickBooks)
  • Internal messages
  • Email & WhatsApp notifications
  • Needs-attention queue
  • Documents with Dropbox sync
  • SOPs & month-end checklist
  • Staff training
  • Help Center

Platform & security

  • White-label design settings
  • Single-tenant deployments
  • Role-based permissions per action
  • TOTP multi-factor auth
  • Session revocation
  • Full audit log
  • Soft delete everywhere
  • Scheduled jobs, toggleable
  • Backups to S3 & Dropbox
  • Restore from the UI
  • Error monitoring

Run your fleet on FleetForge — or build your own.

We license FleetForge to leasing and rental operators, white-labelled and deployed on AWS infrastructure of their own. Or bring us the process that runs your business, and we’ll build the system for it.