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Maintenance Records

Updated over 3 weeks ago

Add and Manage Maintenance Records

  1. Go to Records.

  2. Click on Add Record.

  3. Enter the required details:

    • Record #

    • Status

    • Date

    • Unit ( Vehicle or Trailor)

    • Odometer

    • Amount

  4. Select a Vendor (you can add a new vendor using the + button).

  5. Choose the Type for the record.

  6. Add a Description if needed.

  7. Attach Document

  8. Click Save or Save & Open.

View Total Expenses

  1. Go to Totals.

  2. View aggregated expenses grouped by unit

  3. You’ll see a summary table showing:

    • Unit #

    • Type

    • Total Amount spent per unit

    This view helps you track which units have the highest maintenance costs.

Add and Manage Types

  1. Go to Types.

  2. To add a new type, click + Add Type in the top-right corner.

  3. Enter the Type name (e.g., “Oil Change”, “Inspection”, etc.) and save.

Add and Manage Vendors

  1. Go to Vendors.

  2. To add a vendor, click + Add Vendor in the top-right corner.

  3. Enter the details.

  4. Click Save to add the vendor.

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