Last Mile Summary

Caspio and Onfleet Integration Report

Executive Summary

This solution integrates Caspio with Onfleet to support last-mile operations, enabling organizations to manage field service activities such as deliveries, inspections, healthcare visits, and maintenance tasks. Caspio handles business data and workflows, while Onfleet provides dispatching, route optimization, and mobile execution.

This integration is proposed for applications which have a high volume of monthly transactions.

Use Cases

  • Package pickup and delivery
  • Healthcare services (wellness checks, vaccinations)
  • Inspections (fire, insurance, equipment)
  • Field service (maintenance and repairs)

System Architecture

Locations define geographic regions, while teams represent role-based groups within those locations. Service orders are created in Caspio and assigned to appropriate teams based on role and geography.

Workflow

  1. Service orders are created in Caspio
  2. Orders sync to Onfleet
  3. Workers log into the Onfleet mobile app
  4. Tasks are assigned automatically based on availability and proximity
  5. Workers complete tasks with navigation, status updates, photos, and signatures

Mobile Capabilities

The Onfleet mobile app provides real-time task assignment, navigation, task tracking, and picture and video capture.

Advanced Features

Caspio enables dynamic, no-code forms for complex workflows such as inspections. Users can configure checklists, dropdowns, notes, and structured data capture.

Bi-Directional Integration

Changes in Caspio and Onfleet are synchronized in real time. Onfleet provides map-based dispatch tools, while Caspio serves as the system of record.

Key Benefits

  • Unified platform for data and execution
  • Scalable routing and dispatch optimization
  • Supports simple and complex workflows
  • Improves field productivity and data capture

Conclusion

This integration delivers a powerful, scalable, and no-code solution for managing last-mile operations, combining Caspio's data capabilities with Onfleet's execution tools.

Video Presentation

Presentation

Last mile summary presentation slide 1

Slide 1 of 10