System Documentation
Complete guide to NTX Limo Advisor Fleet Management CRM features and functionality.
What is NTX Limo Advisor?
NTX Limo Advisor is a comprehensive Fleet Management and Investor Portal designed specifically for limousine and vehicle rental businesses. This cloud-based CRM system provides real-time analytics, revenue tracking, and performance monitoring for fleet investors and administrators.
Built with cutting-edge technology, the platform offers a secure, intuitive interface that transforms complex fleet data into actionable insights, helping investors maximize returns and administrators streamline operations.
Investor Updates Changelog
A running log of enhancements and fixes specific to the investor experience. Use this to track what changed and when.
Weekly Month View, Navigation & Totals
2025-10-29- Added month navigation with previous/next controls on investor dashboard.
- Introduced week-by-week breakdown for current month including revenue, occupancy, vehicle count, and deep links to inventory.
- Displayed monthly totals (revenue, vehicles, average occupancy).
Files: views `investor_dashboard`, template `investor_dashboard.html`.
Export Enhancements
2025-10-29- New endpoint to export investor data with filters by date and fleet, supporting vehicle, weekly, and full-detail CSV outputs.
- Added Export button to the investor dashboard header.
Files: views `export_investor_data`, `export_csv_data`, template `investor_dashboard.html`.
Inventory Improvements
2025-10-29- Investor-facing inventory view now shows unique vehicles and integrates a current-month weekly breakdown with totals.
- Search added for plate, make, and model; deep link from weekly breakdown to inventory search.
Files: views `vehicle_inventory`, template `vehicle_inventory.html`.
Alerts: Insurance & Maintenance
2025-10-29- Dashboard banners for upcoming insurance reimbursement and maintenance reminders.
- Added `insurance_reimbursement_due`, `insurance_due_date`, and `last_maintenance` usage in investor queries.
Files: views `investor_dashboard`, model `VehicleRecord`.
Messaging Quick Access
2025-10-29- Quick Access tool on dashboard linking to messages and recent conversations.
- Unread badge surfaced on dashboard.
Files: views `messages_quick_access`, template `investor_dashboard.html`.
Add new entry: date • title • short bullets • file refs.
For Investors
Real-Time Dashboard
Access your personalized investor dashboard 24/7 to view up-to-the-minute performance metrics. Track your fleet's earnings, occupancy rates, and growth trends with beautiful, easy-to-understand visualizations.
- Total earnings across all vehicles
- Average fleet occupancy percentage
- Growth rate comparisons (week-over-week)
- Daily revenue calculations
Revenue Analytics
Understand exactly where your money is coming from with detailed revenue breakdowns. See which vehicles are top performers and identify opportunities for optimization.
- Revenue per vehicle analysis
- Average daily revenue tracking
- Weekly revenue by period (7-day cycles)
- Historical performance comparisons
Vehicle Performance Tracking
Monitor individual vehicle performance with detailed metrics for each car in your fleet. Identify underperforming assets and celebrate top earners.
- Per-vehicle occupancy rates (color-coded: green ≥80%, red <80%)
- Days occupied vs. total available days
- Total revenue by plate number
- Sortable performance tables
Data Export & Reporting
Download your complete fleet data anytime for offline analysis, tax preparation, or sharing with financial advisors. All exports are formatted professionally in CSV format.
- One-click CSV export
- Complete vehicle records with dates and amounts
- Ready for Excel, Google Sheets, or accounting software
- Secure, investor-specific data only
Secure Access
Your data is protected with enterprise-grade security. Each investor has a unique login and can only access their own fleet information.
- Encrypted HTTPS connections
- Secure password authentication
- Role-based access control
- Data isolation (investors see only their fleets)
Accessible Anywhere
Access your dashboard from any device - desktop, tablet, or smartphone. The responsive design ensures a seamless experience on all screen sizes.
- Cloud-based (no software to install)
- Works on Mac, Windows, iOS, Android
- Mobile-optimized interface
- 99.9% uptime guarantee
How to Access Your Dashboard
Visit the Investor Portal
Go to the homepage and click "Access Investor Dashboard" or navigate directly to /crm/login/
Enter Your Credentials
Use your fleet-specific username and the password provided by your administrator
Explore Your Dashboard
View your metrics, browse vehicle performance, and export data as needed
First time logging in? Contact your administrator if you haven't received your login credentials. All investor accounts are created automatically when your fleet data is uploaded.
Understanding Your Metrics
Total Earnings
The sum of all revenue from all vehicles in your fleet across all time periods in the system.
Fleet Occupancy %
Average percentage of days your vehicles were rented vs. available. Green (≥80%) is excellent, Red (<80%) needs attention.
Cars Owned
Total number of unique vehicles in your fleet, identified by plate number.
Avg Daily Revenue
Total earnings divided by total occupied days. Shows how much you earn per day of rental activity.
Revenue Per Car
Average revenue generated by each vehicle. Total earnings ÷ number of cars.
7-Day Periods
Data is organized in weekly cycles (e.g., 07/28 - 08/03) to track performance trends over time.
Need Help?
For questions, technical support, or to request access, please contact:
NTX Limo Advisor Support
Email: northtexaslimo1@gmail.com