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Haulage

Haulage maintenance planner software

The O-licence maintenance file on one screen. Every vehicle and trailer, when it was last inspected, when the next one falls due and what is already over, with the defect reports on the vehicle they came off. Built for the way your transport office already runs, hosted in the UK, and looked after by the people who built it.

A vehicle file: the fleet list down the left ordered by what is due soonest, and the open vehicle with its inspection interval, last and next inspection, annual test and tachograph dates, inspection history with brake figures, open defects and documents.
01

What a haulier actually has to hold

Two boards, one fleet

  • Safety inspections, planned and recorded
  • Annual test and tachograph calibration dates
  • Driver defect reports, raised and cleared
  • Driver licence checks, CPC and debriefs
  • The month, ready when somebody asks

Two boards exist in most transport offices. One plans the loads. The other is the one with the licence attached.

A maintenance system answers "is that vehicle legal to go out this morning, and can I show it" without anybody going to find out. One vehicle is one record: the interval it is inspected to, the date of the last sheet, the date of the next one, the test, the calibration and every defect anybody has raised against it.

Plenty of operators run all of that on a wall chart, and it got them this far. Plenty more have a transport management system for the planning and something else for the maintenance file, because the system was bought to plan loads. The question is whether the record is written as the work happens, or afterwards.

A first system might cover one yard and fifteen vehicles. The same system two years on can carry three depots, subcontracted hauliers with their own logins, and the fitters signing sheets off on a tablet in the workshop.

02

What you would be looking at, in the order a day happens

Six screens from our own example system. Real screens rather than mock-ups, and the operator in them, Whinberry Transport, is invented, along with every registration, trailer number and driver. Yours would carry your fleet, your intervals and your words for things.

A maintenance planner laid out as a wall chart: vehicles and trailers down the side, twelve weeks across, with safety inspections, annual tests, tachograph calibrations and tail lift examinations as blocks, two overdue inspections in red and a line marking today.
First thing, the planner. The wall chart, but one that counts. Vehicles and trailers down the side, the weeks across, and every safety inspection, annual test, tacho calibration and lifting gear examination as a block where it falls. Today is a line. Anything past it and not done goes red with the days counted. Drag a block to rebook and the vehicle record and the board move with it.
A vehicle file in two panes: the fleet list on the left ordered by what is due soonest, and the open vehicle on the right with its six key dates across the top, the inspection history with brake efficiency figures, the open and closed defects, and the documents filed against it.
Then one vehicle, properly. The fleet down the left, ordered by what is due soonest, and the open vehicle on the right. The six dates that matter across the top, then every inspection with who did it and the brake figures off it, every defect and whether somebody signed it off, and the documents. Worth saying: this is the screen that answers the question at a roadside stop, and the whole file comes out as one PDF.
The morning's walk rounds in the office: each driver's check with the time it was signed, the vehicle, nil defect or defects found, how long it took and what happened next, with one driver's sheet open alongside showing the two defects, their photos and the signature.
The walk round, first use of the day. The driver works down the list on the phone they already own and signs it. In the office, every check lands with the time, the result and what happened next, and one tap opens the sheet: the item, the photo, where the defect went. A nil defect check is kept as a record too. Nothing to install, and less writing than the paper sheet.
A driver register: each driver with a bar for their licence check, driver CPC and tacho card showing how close each is to expiry, infringements from the last 28 days and whether the debrief happened, with a to-do list of the checks owed this week.
The drivers. Licence check, CPC and tacho card as bars that fill as the date gets closer, so the eye finds the problem before the figures do. Infringements from the analysis, and whether the debrief happened. A driver with no check recorded at all says so by name. The tachograph analysis stays with whoever does it; what this holds is whether the debrief landed.
The transport manager's morning board: today's numbers across the top, each load in the order it leaves with the vehicle, trailer and driver, a flag on the line where a vehicle is over its inspection or a driver's check is due, and the morning's walk rounds and the week's bookings alongside.
Today's board, with the planner on it. Loads against vehicles against drivers, in the order they leave, with the maintenance flag and the driver flag on the same line as the allocation. A vehicle that should not go says so before it goes. It is not a replacement for how you plan loads, it is the one question the planner should be asking the board.
A compliance report for the last twelve weeks: inspections done on time against due, annual test first time pass rate, defects open and how old, walk rounds completed and driver checks in date, with the week by week behind each figure.
And then the quarter. Inspections done on time against inspections due, week by week. First time pass rate at annual test. Defects still open, and for how long. Walk rounds completed, driver checks in date. Worth saying: those are the numbers a maintenance investigation asks for first, and they come straight off the records with an export for the auditor.
03

What the guidance asks for

There is no new rule behind this page and no date in front of it. The duties below have been the same for years, and they are the reason the maintenance file exists at all.

The interval is the operator'sSet against the age and type of vehicle, the load, the operation and the terrain, and written into the maintenance undertaking on the licence. The published table runs from four weeks at the arduous end to thirteen at the lighter end, and a six-weekly interval is where a lot of general haulage settles.
Planned six months aheadA scheduling system, planner or wall chart identifying inspection dates at least six months in advance. The wall chart is named in the guidance, which is worth knowing: the chart is not the problem.
Kept fifteen monthsSafety inspection records and drivers' defect reports, for at least fifteen months. That is the part a chart cannot do, because a chart is a plan rather than a record.
A walk round every dayAt least one check in every twenty-four-hour period the vehicle is used, covering the whole vehicle or combination.

None of that is hard once it is captured as the work happens. It is only hard fifteen months later, when somebody asks for a sheet.

We build the records, not the legal advice. The duties above are from DVSA's guide to maintaining roadworthiness, last updated 28 April 2025. Check your own obligations with DVSA and the traffic commissioner, and if the guidance changes we will say so.

04

Who it suits, and who it doesn't

Where this kind of system earns its keep

  • Vehicles and trailers on different inspection intervals
  • One transport manager holding every date in their head
  • Drivers who should be raising defects where the office sees them
  • Fitters, or a contract garage, signing sheets off
  • Records that get assembled when somebody asks for them

Where we fit best

A small fleet off one yard can keep its dates on a wall chart for a long time. The system earns its keep once those dates need to reach more than one person, and a first step can be the inspection and test dates on their own.

If the fitters and drivers are already on maintenance software, keep it. We build what still sits beside it, the parts it was never built for, and join the two where it allows.

And if what you want is one system across load planning, tachograph analysis and invoicing, that is a real project with a real budget, quoted as one.

Where it saves time, AI features can be built in too: a defect from a walk round check written up for the workshop, or an inspection document read in and its dates checked against the vehicle. More on AI and automation.

Usually built alongside compliance and inspection records, asset and equipment registers or scheduling and run sheets. The rest are on the services page.

Ask about our free Business Systems Assessment

An hour with whoever runs the day to day. Clear recommendations to act on.

We look at how the work actually runs and what it runs on, then send you a list of what we would change, what each change would do for the business, and what it would take. In person or online, whichever suits you. Nothing to pay, nothing to sign.

  • One hour
  • In person or online
  • Recommendations we talk you through
Book a 20-minute callThe call arranges it. How it works
05

Honest answers

01
Does this make us compliant?
No system does that on its own. What it does is hold the records in the shape the guidance describes, one per vehicle and one per inspection, current and findable, with a date and a name against each. The undertakings on your licence stay yours, and the advice comes from the regulator.
02
Does it do our tachograph analysis?
No, and we would say so before you asked. Whoever analyses the cards carries on doing it. What we hold is the debrief that came off the analysis: which driver, which infringement, whether it was sat down and gone through, and on what date.
03
We already have a transport management system.
Then keep it for the loads. We build the maintenance file it never covered, and join the two. Where a planning system or an accounts package has an export or an interface, the fleet list and the jobs can come across so nobody retypes a registration that already exists.
04
Our intervals aren't all the same.
Nor should they be. The interval belongs to the vehicle and the work it does, so the planner is built that way, each vehicle counting from its own last inspection rather than off one shared cycle.
05
My drivers won't use it.
They use a phone all day already. There is nothing to install, the walk round is less writing than the paper sheet, and we take them through it before go-live rather than leaving you to explain it.
06
How long does it take?
A first system is weeks rather than months, and bigger ones go live in pieces so the useful part arrives early. Scope, price and dates are agreed in writing before anything starts, with what is not included written as plainly as what is.
06

Talk to us

Tell us how the inspection dates get set and chased now, and what you would want to see that you cannot. That is usually enough to say whether we can help.

0161 388 2444

Ring, 8am to 6pm Monday to Friday and Saturday mornings, or use the form below. Pick what you'd like to keep track of, add a line if you want to, and leave a name and a way to reach you.

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