Alerts, defects, inspections, tyres, meters, costs, expenses, driver advances and pay, service done, stock and document types. You will be able to do each of these without leaving the Mac app.
Before you start #
You need a connection to the server. A write made while the Mac is offline is refused with a reason, because its result depends on what the server holds now.
Steps #
- Choose Fleet operations in the sidebar and pick a tab.
- Alerts and Defects list what needs attention. Clear a defect once it is fixed.
- Tyres: add tyres, fit one to a position, record readings and remove a worn one.
- Meters: record a reading, or correct one with a reason.
- Costs shows the running cost of one vehicle and its fuel economy.
- Expenses, Advances and Pay record money owed to or by drivers.
- Stock lists locations and the parts in each; receive, use or transfer parts.
- Document types sets the list of documents a vehicle or person must hold.
Technical details
Some tabs depend on the role: costs, advances and pay are for fleet money roles, stock is for shop roles and inspections are for people who take part in inspections.
If something goes wrong #
- A button is grey: check the connection chip at the top right, or your role.
- The server refuses a change: read the sentence it gives. It names the field to fix.