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Fleet

Description of Fleet page

Updated over 2 months ago

Vehicles: Clicking into Fleet page, you will first be presented with the Fleet Management tab for Vehicles. In this tab, you will see a tile by tile view of all grounded or active vehicles in your fleet (this tile view can also be adjusted to a grid view). Each tile includes Vehicle Name, Mileage, Vehicle Status, last admin to update the vehicle, and last update date. Also, near the top of the tab, you can search for specific vehicles in the search bar and click into the “Status” or “Field” drop-downs and filter Vehicle Status (Active and Grounded), Vehicle Class (Regular, CDV, and Box Truck), and Vehicle Owner (Element, Enterprise, Penske, FG Rentals, Merchants, Budget, Wheels, Falls, and Ryder).

Vehicle Info Editing: Clicking into a specific vehicle tile will pull up a view where you can edit information about the vehicle like the information in the tile and additional fields like License Plate, Vehicle Notes, Registration Expiration, Unit Number, Vehicle Class, Vehicle Owner, VIN #, and relevant documents.

Add New Vehicle: At the top right of the tab, you can add a new vehicle by clicking the “Add Vehicle” button. The necessary fields will then appear and you will need to fill out these fields with relevant information for the vehicle to be created.

Fields: Clicking into the next tab to the right from Vehicles will take you to the Fields tab. This tab allows for full customization of the fields that comprise a unique vehicle like License Plate, Registration Expiration, Status, Vehicle Class, VIN #, Vehicle Owner, Unit Number, and more.

Add Field: The Add Field button in the top right of the “Custom Field” section of the Fleet page will display a pop up to create a new Field. The necessary fields for creation will appear and you’ll need to fill them out with relevant information, specifically Field Name, Field Type, and whether the field is required or not, for the vehicle to be created.

Inspections: Clicking into the third tab to the right of Fields will take you to the Inspections tab. This tab contains a drop down that when selected presents a list of Vehicle Names. Once you click a specific vehicle you’ll be able to see all of that vehicle's past inspections.

Once a specific vehicle inspection is selected the view will update to show a historical inspection list of each of that specific vehicle’s inspections on the lefthand side and relevant inspection-related images on the righthand side.

Reminders: The last tab that you can click into on the Fleet page is Reminders. The Reminders tab shows you all fleet-related reminders in one place. Near the top of the tab, you will see the reminders categorized between what reminders are due now (red exclamation point) and what reminders are already completed (blue check mark). Below that section, you will see two additional tabs, Pending and Completed. You can toggle between reminders that are pending and completed by clicking the correspondingly named tab.

Add Reminders: In the Reminders tab, you can click the “Add Reminders” button in the top right of the Vehicle Reminders section to add a reminder. Once you click this button, a new view will be pulled up where you can input relevant information to add a new maintenance- or inspection-related reminder. The information necessary to create a reminder is Vehicle Name, Description, Trigger Type (Date or Mileage) and Date.

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