Forklift Business Management Software

Forklift Fleet Management Software

From CRM to Balance Sheet, the complete Forklift operating solution.

Selling, renting and servicing equipment involves complex supply chain management between many departments of the business. Baseplan Enterprise offers connected processing from initial call to invoicing and after sales servicing with integrated equipment and fleet management software.

At a glance, using the Baseplan ERP system, staff can see where orders are currently in the process and view shipping information, pre-delivery requirements and progress, and track work performed compared to what was quoted.

Drive productivity of your Forklift Fleet with Baseplan Enterprise

Sales Quotes

Manage the entire sales lifecycle from enquiry management to delivery, using Baseplan Enterprise. Baseplan’s Sales Quote module allows the selection and configuration of machines including factory options, dealer fit accessories and extras. Sales and Rental calculators provide multiple options for quoting and quotes can be printed and supplied to the customer straight out of the system.


Once the sale is won, the order seamlessly transitions across to the order fulfillment system where it is ordered, tracked and prepared for sale. Integrated Pre-Delivery Work Orders allow for the linking of locally ordered attachments and accessories for the Forklift to be linked to the PD for better tracking. All of this linked in real time through the finance system and back to the sales department via the original quote. Complete business transparency.

Invoicing and Delivery

Once the Forklift is ready to be delivered, a Tax Invoice can be automatically produced with all of the specifications and details displayed. The Forklift is also then updated in the Equipment Register for tracking of after sales services and warranty management. An integrated Transport system also manages the planning, allocation and delivery of the Forklift to the customer. You can even create “Pre-Delivery Invoices” in advance for financing options. All completely out of the box.

Forklift Servicing Software

Forklift Service Management

Service Management is a complex business area and Baseplan Enterprise has been built from the ground up to handle all of the processes of a Retail and Fleet Management Service department. Breakdowns are managed from customer call logging, through prioritization, planning and allocation to the technician and dispatching the job over the wire. Planned Maintenance and Warranty are also extensively covered with multiple scheduling and planning options and even the ability to manage OEM product recalls and service bulletins.


Baseplan's Field Service Mobility system seamlessly communicates between technicians in the field and dispatchers back in the office. Not only does this provide real time, accurate communication around repair details, it also provides up-to-date feedback on progress. At the completion of the forklift repair, parts are scanned on to the job, labor details are entered and the customer reviews the completed work order and signs directly on to the tablet. All of those details (including any photos taken) are automatically sent back directly in to the service system for immediate review and billing. Complete, real time, seamless integration with field and workshop mechanics.

Spare Parts

An integral part of after sales service is spare parts management. Baseplan Enterprise covers all aspects of spare parts management from counter sales, picking slips and customer back orders, to integrated purchasing and replenishment based on consumption. Van stock is also managed in real time. Advanced stock forecasting caters for planning of scheduled servicing requirements and the preparation of machines for sale in advance. All seamlessly connected in real time across all facets of the Forklift business.

Contracting Leasing

Forklift Rental companies often need to manage both short term or casual rental agreements as well as long term or contracted rental agreements. Baseplan Enterprise caters for both of these varying business models with extensive functionality around the specific needs of both scenarios. Automatic price increases, stand in management, utilization and down time reporting are all well managed within the system. Service provisions can be automatically separated during billing as well as finance agreement management being linked to the contract. A full profit and loss is available by Forklift, Contract, Customer and more.

Rental with operator

For Forklift businesses that rent on a casual basis with operator, Baseplan Enterprise also provides all the planning and billing capabilities you require. From a visual planning calendar that lets you plan right down to the hour, right through to mobile docket entry that updates billing and performance reports. Everything to rent, manage and bill your customers, no matter what the rental terms and conditions.

Transport Management

Whether you need to move forklifts for sales, service or rental, Baseplan Enterprise' completely integrated Transport Management system provides a consistent, transparent way to plan, schedule, allocate and track all of your transport movements. Transport dockets can also be added for any other requirement, such as a customer requested move between locations. Dockets can be allocated internally to available drivers, or externally to transport providers with progress tracked along the way. All fully integrated to operational and financial modules. The complete business management system.

3 Modules in Baseplan Software that help you manage your Forklift Fleet!


See exactly how each module can help drive your Forklift Fleet

Our ERP Software has been built over many years by our developers with the rental industry in mind. This means that Baseplan Software is perfectly suited to helping you manage your forklift fleet, allowing you to concentrate on other matters.

Fleet Management Software

Fleet Management Software

The integrated fleet and asset management software aims to increase the efficiency of your fleet and assets, enhance productivity, maximize value and minimize the total cost of ownership.

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Using Baseplan Software in the Field

Field Service Software

The Baseplan ERP solution offers field service software that provides comprehensive service breakdown system management that tracks all field service operations.

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Business Intelligence Software

Business Intelligence Software

From dynamic reports, to data visualizations and an automated digital control panel, Baseplan gives you unprecedented vision on your business activities and performance.

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Contact Baseplan Software

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