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Drivers

Lease detail and budget change requests

The lease detail screen, and the procedure for handling a driver's budget change request.

Lease detail opens from a vehicle on the driver profile.

Cards

CardContents
HeaderTags such as EV · FBT-exempt, the vehicle, registration and driver; months elapsed of the term with the date range; Odometer; Total Deduction; Status
Running-cost budgetsEach category with spent against budget, and the balance
Budget change requestsEach request from Adjust limits: whether it asks for more or less, the category, the amount asked for, the current amount, and how long ago it was made
Lease and driverDriver, employer, odometer, Total Deduction and status

Notify this driver opens the notification composer for this driver. Open in Fleet Management is shown as coming soon and does not open the lease yet.

Procedure: handling a budget change request

  1. The request arrives at your Budget increase requests email address and appears on this screen.
  2. Assess it as you would today. The driver has already seen the estimated effect on their pay.
  3. Open the lease in Catch-e and change the category budget, or decline.
  4. Choose Notify this driver to tell them the outcome.

The app shows the new budget on its next refresh.

Note: Nothing on this screen is edited here. It exists so your team can answer a call without leaving the portal.

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