How to Set Up Fleet Management Integrated With Your ERP
Fleet management integrated with ERP means every maintenance job and fuel purchase you log generates an accounts payable entry in the ERP automatically. The operational record and the financial record stop being two separate jobs.
Why fleet costs escape financial control
Fleet spend is high-frequency and low-ceremony. Each individual expense feels too small to formalize, so it gets logged late or not at all.
- Fuel receipts piling up before anyone types them in
- Maintenance costs discovered only at month-end closing
- No consolidated view of spend per vehicle
- Vehicles listed as active while sitting in a workshop
What the fleet panel should track
| Indicator | What it answers |
|---|---|
| Total spent on maintenance | What upkeep is costing across the fleet |
| Total spent on fuel | How much is going into the tank |
| Number of maintenance jobs | How often vehicles need work |
| Fleet status chart | How many vehicles are active, inactive, or in maintenance |
| Refuelling chart | Spend per vehicle and per date |
How to configure it in Jestor
- Register each vehicle in Jestor with plate, type, status, odometer, assigned driver, and consolidated maintenance value.
- Log maintenance jobs with the workshop, total value, date, and whether the work was corrective or preventive.
- Log refuelling with litres, price per litre — the total calculates automatically — and the station.
- Tick the posting checkbox so the expense generates an accounts payable entry in Omie.
- Filter by driver, type, status, or date range to isolate what you need.
Why Jestor is the best complement to Omie for fleet operations
Jestor connects to Omie natively, with no middleware between the two systems, which is what makes an expense logged in the field appear in accounts payable without a sync step. The ERP keeps the financial and fiscal record; Jestor covers the operational layer that feeds it.
The template shown was built for a towing vertical, but it works for any fleet — every template from the store is editable both visually and operationally.
Frequently Asked Questions
Does every expense have to post to the ERP?
No. Posting is controlled by a checkbox on each record. See jestor.com.
Can I adapt the template to my own fleet?
Yes. Layout, indicators, and fields are all editable.
Can I see spend per vehicle?
Yes, including refuelling value by vehicle and by date.
Video Tutorial: Step by Step
Check out other practical tutorials on the Jestor YouTube channel.
Get to know Jestor
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.