All Case Studies Momentum IoT · Fleet Management SaaS · Web + Mobile

Fleet Inspections: From Paper to GPS-Verified Workflows

  • Company: Momentum IoT
  • Role: Lead Product Designer (Sole Designer)
  • Platform: Web + Mobile (iOS/Android)
  • Design Timeline: 4 weeks

Problem

Fleet managers relied on paper inspections, leading to unreliable records, delayed maintenance, and limited visibility into vehicle conditions.

Solution

Replaced paper with a GPS-verified digital workflow across mobile and web, connecting inspection data to maintenance systems in real time.

Impact

  • Digitized inspection workflows across the platform
  • Reduced delays between defect reporting and service task creation
  • Gave teams visibility into vehicle issues and maintenance needs
  • Improved inspection completion rates across customer fleets

Overview

Momentum IoT is a fleet management platform used by operations teams across construction, landscaping, HVAC, transportation, and more. Fleet managers needed real-time visibility into vehicle health, but inspections were still completed on paper.

As the sole product designer, I led the end-to-end design of the Vehicle Inspections module, a GPS-verified, mobile-first system that connected driver inspections directly to maintenance operations, working in close collaboration with engineering and cross-functional stakeholders throughout the product lifecycle.

The Problem

Fleet inspections relied on paper forms, leading to incomplete reports, delayed defect escalation, and no real-time visibility into vehicle health.

Key Challenges

  1. Inspections were performed under time pressure and often rushed or skipped
  2. Paper records were missing or inconsistent and lacked location data
  3. Reports reached maintenance late, causing delays of hours to days
  4. Scheduling was manual with no prioritization or automation
Objective

Design a real-time, verifiable inspection system that captures accurate data in the field and automatically triggers maintenance workflows.

Constraints
  • Less than 5-minute inspection window
  • Low-connectivity environments
  • Diverse fleet + inspection requirements

Solution

Drivers complete inspections on mobile in real time, while fleet managers use the web dashboard to monitor vehicle health, track defects, and manage maintenance workflows.

This transforms inspections from a manual, delayed process into a connected system with real-time visibility and accountability.

Before

Manual / Reactive Process

  1. 01Paper ChecklistPaper checklist completed by hand
  2. 02Manual HandoffForms passed physically to managers
  3. 03Disconnected RecordsRecords stored away and disconnected from fleet data
  4. 04Delayed DiscoveryIssues discovered only when something breaks
  5. 05No AccountabilityNo accountability or reliable audit trail
After

Automated / Connected System

  1. 01Mobile InspectionDriver completes checklist in the Momentum Go app
  2. 02GPS + Timestamp Verified DataGPS and timestamp captured automatically
  3. 03Instant AlertsIssues flagged immediately for manager visibility
  4. 04Service Tasks AutomationService task created without manual follow-up needed
  5. 05Full Audit TrailComplete inspection history and compliance record

Research and Key Decision

To understand how inspections fit into daily operations, I collaborated with stakeholders and conducted user research with fleet managers. This revealed how inspections were performed in real-world conditions and where existing tools were falling short.

Research Insights

Speed is critical

Drivers operate under tight schedules and will abandon workflows that slow them down.

Inspection needs vary

Fleets require different checklists depending on vehicle type, regulations, and operational needs.

Compliance drives consistency

Inspections are often tied to insurance and liability, making accuracy and completion essential.

Managers respond to alerts

Managers don't monitor dashboards constantly and act only when alerts or exceptions arise.

Key Product Strategy Decision

Decouple inspections into a dedicated driver app: Momentum Go.

  • Keep the interface focused and distraction-free
  • Optimize for speed and ease of use in the field
  • Increase adoption by reducing perceived effort and friction

Competitive Analysis

Market Gap

Most competitors offer fragmented solutions, focusing on either telematics or inspections and rarely connecting inspections directly to maintenance workflows.

Capability Enterprise TelematicsSamsara, Motive Whip Around Fleetio
Driver inspections (mobile) Strong capability Strong capability Strong capability
Customizable inspection forms Strong capability Strong capability Strong capability
Native GPS / telematics hardware Strong capability Integrations Integrations
Maintenance and work orders Limited Limited Strong capability
Issues to service tasks Limited Limited Strong capability
Strong capabilityLimited / Integrations only

Design Process

Wireframes

Validating the Flows

Wireframes mapped the full experience so key workflows could be validated before investing time in visual design.

Wireframes defining critical user flows
Step 1

Defining the Inspection Framework

Managers name the form, assign it to vehicles or locations, set the schedule, and configure alert rules.

Daily frequency with global asset assignment and alert settings
Step 2

Building Checklist Items

Managers add questions, choose input types, apply conditional logic, and preview each item exactly as drivers will see it.

Number input with pass/fail threshold and auto-fail trigger settings
Dropdown list with configurable options, live preview, and fail-trigger settings
Step 3

Inspection Preview

A final review of the full form as drivers will see it, with an option to save as a reusable template.

Step 3 Inspection Preview: complete form rendered in driver-facing order from Mileage through Sign Off.
Complete form preview
Dashboard

Fleet Inspections Dashboard

Inspection progress, compliance rates, and asset status at a glance, with quick links to common actions.

Fleet Inspections Dashboard
Fleet Inspections Dashboard
Mobile App

Driver App: Momentum Go

Three tabs, one goal: open the app, complete the inspection, and get back to work as soon as possible. I mapped the entire flow through sketches before moving to high-fidelity designs.

Hand sketches: full app flow from login through inspections and account
  • Location Access Permission
    Location AccessPermission prompt to identify where inspections are submitted
  • Camera Access Permission
    Camera AccessPermission prompt to upload photos of vehicle damage
  • Location Services
    Location ServicesPrompt to enable location services to proceed
  • Driver Login
    LoginID/PIN entry with magic text link option
  • Text Message Link
    Text Message LinkEnter phone number for a one-time login link
  • Confirmation
    ConfirmationLink sent, 15-minute expiry
  • Pending Inspections
    Pending InspectionsDriver landing page showing due inspections
  • Completed Inspections
    Completed InspectionsPass/fail history with date and form details
  • Account
    AccountProfile, rate app, log out, and version info
Completed Inspection Report

Every completed inspection becomes the official compliance record and the source of truth for maintenance follow-up.

Inspection form overview, scrollable
Inspection form overview: review details and start the inspection
Completed inspection detail, scrollable
Completed inspection: scrollable results, failed items, and captured photos
Completed inspection report
Final PDF report: structured summary for manager review and compliance records

Outcome

The Vehicle Inspections module launched platform-wide. For the first time, Momentum customers could see not just where vehicles were, but whether they were safe to operate.

Efficiency

Paper inspections were eliminated and completion rates increased.

Compliance

Every inspection is GPS timestamped. Defects automatically generate service tasks and maintenance records.

Visibility

Managers can track fleet health directly from the dashboard.

Skills Highlighted

  • Competitive Analysis
  • Mobile UX
  • Cross-Platform Design
  • User Research
  • Information Architecture
  • UX Strategy
  • Compliance Workflows
  • Stakeholder Collaboration
  • Systems Thinking
  • Data Visualization
  • Dashboard Design
  • Interaction Design
  • Prototype Testing
  • Low-Connectivity UX
  • End-to-End Product Thinking
  • GPS & Location-Aware Design
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