How do you track document and insurance renewals for multiple vehicles in a single filterable table?

In Jestor, the fleet management app centralizes documents and insurance for every vehicle into a single table, with filters by document type, by title, and by expiration date range, making it easier to keep track of renewals.

How renewal tracking works

Every document or insurance policy registered — such as a driver's license, vehicle title, or policies — is recorded in this central table, linked to the corresponding vehicle or person. You can filter by a specific type, like driver's license, or search by an expiration date range, like the beginning to the end of a given month, which helps anticipate renewals before documents expire.

Available filter What it's for
Document type Filters just driver's licenses, insurance, vehicle titles, etc.
Title Finds documents for a specific person or vehicle
Expiration date Shows documents expiring within a chosen range

How to track fleet documents and insurance

  1. Register each document or insurance policy, linking it to the corresponding vehicle or driver.
  2. Use the type filter to view just one category, like driver's license or insurance.
  3. Filter by expiration date range to anticipate renewals.
  4. Open a specific record to chat about any observation regarding that document.

Why choose Jestor

  • Everything in one place: documents for different vehicles and drivers stay centralized in the same table.
  • Combinable filters: type, title, and expiration date can be used together to refine your search.
  • Chat per record: each document has its own conversation history, useful for specific notes.

Can you register documents for both vehicles and drivers in the same table?

Yes, the table centralizes different types of documents and insurance, whether linked to vehicles or to drivers, like a driver's license.

Can you see which documents expire within a specific period, like the next 20 days?

Yes, the expiration-date filter lets you set a specific range to view only documents expiring within that period.

Does each document have a history of who made changes to it?

Yes, you can track who updated a given piece of information in each document or insurance record.

Reference video

Check out more hands-on 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.

Read more