I'm Ben! đź‘‹

A planner managers could run the week from

While working at

Results

  • First in the navigation, first in demosThe Planner became the first item in Fleetlane’s navigation and the first screen sales opened
  • One definition of a blocked carBlocker rules that apply everywhere availability appears
  • Dealer appointments on the boardService appointments from the dealer’s system, spring 2025

My role

Role

Product and design manager. Owned the roadmap and led design

Team

Two designers and about eight engineers

Platform

Web back office

Summary

A loaner fleet is a capacity problem: how many cars can go out tomorrow, which ones are blocked, and what’s coming back. Managers were answering it on whiteboards and spreadsheets. I led the design of the Planner, which became the first thing in Fleetlane’s navigation and later grew to hold valet and shuttle trips.

Fleetlane planner: a week of agreements with the loanable count per day, and a day flagged over capacity

A table, a map and a calendar, and still no answer

The first version of Fleetlane had a vehicles table, a map and a calendar. None of them answered the questions a manager asks every afternoon: which cars are out, which are free, which are overdue, and how many loaners can we promise tomorrow. So managers kept the answer on a whiteboard or a spreadsheet next to the product.

The first version’s vehicles calendar, listing cars and their bookings by day

Before the Planner: the first version’s calendar showed cars and bookings, with no count of what could actually go out.

A week board that counts what can go out

The first Planner put the week on one board, with each day’s agreements and a loanable count. When a day’s bookings exceed what the fleet can cover, the day says so before it becomes a problem at the counter.

Fleetlane fleet planner showing a week of agreements and loanable counts per day, customer rows and a rental detail popover
  1. Supply and demand, per day. Each day shows how many agreements are booked and how many loaners are still free, so a short day is visible before it happens.
  2. Details without leaving the week. Selecting a name shows the rental: days out, repair order, pickup and return times, VIN and stock number.
  3. Find anything by what you have in hand. Search by customer, vehicle or repair order number.

One car at a time

A second view shows one car at a time: its bookings across the week, with grounded periods hatched, so a manager can see where a car is free and why another isn’t.

The planner’s vehicle timeline: each car’s bookings across the week, with grounded periods hatched

The vehicle timeline: bookings per car, with grounded periods hatched.

Booking with the capacity in view

The same count followed people into booking. Creating an agreement from the Planner checks capacity for the dates chosen, and flags a schedule conflict before the booking is saved.

Creating an agreement from the planner, with capacity checked for the chosen dates
A schedule conflict flagged before the booking is saved

Left, a new agreement checks capacity for the chosen dates. Right, a schedule conflict caught before the booking is saved.

Counting blocked cars, then trips and appointments

The count still overstated what managers could promise. A car can be on the lot and still not be loanable: it’s being cleaned, it’s low on fuel, the keys are missing, it’s in maintenance. Until the board counted those cars, managers didn’t trust it.

One definition of a blocked car

We defined what can block a car and how much it matters. Soft blockers, like needing a clean or low fuel, warn. Hard blockers, like missing keys, a missing vehicle, maintenance or a sale, take the car out of the loanable count.

The rules were written down as one specification, and they apply everywhere availability appears.

The blockers specification: vehicle statuses, soft blockers and hard blockers, and how each affects the loanable count
The planner with blocked cars shown on the vehicle timeline

Blocked cars on the vehicle timeline, taken out of the loanable count.

Valet and shuttle trips, 2023

When Fleetlane added valet pickups and shuttle runs, the Planner had to show them too. The second version of the board, designed in 2023, splits each day into rental agreements and trips, so one view still answers what’s going out.

The second version of the planner, with each day split into rental agreements and valet or shuttle trips

The second version: rental agreements and trips, day by day.

Service appointments, spring 2025

The last step tied the board to the service lane. In spring 2025, service appointments from the dealer’s management system (CDK and SERTI) started appearing on the Planner, with a transportation type and a way to turn one into an agreement.

Service appointments from the dealer’s system on the planner, ready to turn into agreements

Appointments from the dealer’s system, on the same board, spring 2025.

The place managers run the week

Both versions of the Planner shipped. It replaced the whiteboard and the spreadsheet as the place managers plan the week, and it grew from one count per day to rental agreements, trips and service appointments on one board.

The idea behind the work

Show what can actually go out.

The number that matters is loanable cars per day, after every booking and every blocked car.

Making the Planner the center of the product

A central place in the product

The Planner became the first item in Fleetlane’s navigation.

Systems thinking

The blocker rules became one definition of availability shared across the product.

Showing it to dealers

The Planner had its own animation frames for the feature webpage.

It was the first screen sales opened in demos.

What I’d carry into the next product

Count blocked cars from the start

The board only earned managers’ trust once blockers were counted. I’d have shipped them in the first version.

Credits: Fleetlane’s designers, the engineering team and the sales team.

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