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Select a topic below for step-by-step instructions:
Adding a new vehicle
New vehicles may be added on the General tab of the Vehicle screen.
To add a new vehicle:
| 1. | Click the "New" button. |
| 2. | Fill in the fields you want to track. |
| 3. | Click the "Save" button. |
The vehicle you saved will be added to the list box on the left side of the screen.
Selecting an existing vehicle
There are two ways to select an existing vehicle:
1. Locate and click on the vehicle you're looking for in the Vehicle selection list.
The information for the selected vehicle will be loaded into the fields to the right of the selection box.
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2. Enter text in the search box and press enter or click the search button.
If only one vehicle matches your criteria, the information for the matching vehicle will be loaded into the fields to the right of the selection box.
If multiple vehicles match your criteria, a selection box will open for you to select from.
Deleting a vehicle
To delete a vehicle:
1. Select the vehicle in the Vehicle selection list and then press the delete key on your keyboard or press the delete button on the General tab.
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2. Right-click on the vehicle in the vehicle selection list and then select the menu item, "Delete Vehicle".
Click the Ok button when prompted if you are sure you want to delete the vehicle. Note: when a vehicle is deleted, all associated fuel log, service log, and service schedule entries will also be deleted.
Adding a new fuel entry
Fuel entries may be added on the Fuel Log tab of the Vehicle screen.
To add a new fuel entry:
| 1. | Click the "New" button on the Fuel Log tab. |
| 2. | Fill in the fields you want to track. |
| 3. | Click the "Save" button. |
The fuel entry you added will appear in the list box.
Applying a service schedule template to a vehicle
To apply a service schedule template to a vehicle:
| 1. | Open the "Service Schedules" tab on the Vehicles screen, and then click the "Apply Service Template" link in the upper right corner of the grid. |
| 2. | Select the service schedule template you would like to apply, and then click the Ok button. |
The service schedule entries listed in the grid will be updated with the items from the template.
Adding a service schedule item to a vehicle
To add an individual service schedule item to a vehicle:
| 1. | Open the "Service Schedules" tab on the Vehicles screen, and then click the "New" button in the data entry section. |
| 2. | Select a service item from the list, or type in a new item. |
| 3. | Confirm or update the service frequency and next due fields, and then click the "Save" button in the data entry section. |
The service schedule entry will be added to the schedule.
Adding a service log entry
To add a service log entry:
| 1. | Open the "Service Log" tab on the Vehicles screen, and then click the "New" button in the data entry section. |
| 2. | Select a service item from the list, or type in a new item. |
| 3. | Update the service date and odometer fields, and then click the "Save" button in the data entry section. |
The service log entry will be added.
Associating a part with a vehicle
To associate a part with a vehicle:
| 1. | Open the "Parts/Materials" tab on the Vehicles screen, and then click the "New" button in the data entry section. |
| 2. | Select a part from the list, or type in a new part name. |
| 3. | Confirm or update the remaining fields, and then click the "Save" button in the data entry section. |
The part will be associated with the vehicle and added to the list.
Managing the parts inventory
The parts inventory list is accessed by clicking the "Parts" button in the main toolbar.
To add a new part:
| 1. | Click the "New" button on the parts list window. |
| 2. | Enter the field values in the data entry section. |
| 3. | Click the "Save" button. |
The part will be associated with the vehicle and added to the list.
To update a part:
| 1. | Select the part to update in the Parts list by clicking on the row containing the part you would like to update. |
| 2. | Update the field values in the data entry section. |
| 3. | Click the "Save" button. |
The part will be updated in the list.
Creating a new service schedule template
Service schedule templates contain a group of service items which can be used to apply a standard service schedule to multiple vehicles quickly.
To add a service schedule template:
| 1. | Click the "Service" button in the main toolbar. |
| 2. | Click the "edit link" text next to the Service template selection list (upper right side of screen). |
| 3. | Click the "New" button. |
| 4. | Enter a name for the new template you are about to create (eg. Diesel Trucks, Compact Cars, Tractors, etc.) |
| 5. | If you would like to begin by modifying an existing template, select it from the drop-down field. |
| 7. | Click the "Close" button. |
The new service schedule template will be added to the selection list. You may add service items to the new template by selecting an item on the left and then clicking the right arrow to add it to the template. The default frequency of service will be copied over from the master list of service items. You may change the frequency for each service item in the template, or accept the defaults. After applying a service schedule template to a vehicle, you may also change the frequency for each service item in the vehicle's service schedule, or accept the default values from the template. To apply the new service schedule template to a vehicle, see the topic "Applying a service schedule template to a vehicle ".
Managing service items
The master list of service items is where you manage all of the types of service available in the selection fields throughout Vehicle Manager.
To add a new service item:
| 1. | Click the "Service" button in the main toolbar. |
| 2. | Click the "New" button in the data entry area of the Master List of Service Items. |
| 3. | Enter a name for the service such as "Change Oil", "Rotate Tires", etc. |
| 4. | Set the type (Maintenance, Inspection, or Repair) |
| 5. | Set the default maintenance frequency |
| 6. | Click the "Save" button to save the new service item. |
The item will be added to the master list of service items, and will be available for selection when adding new service log entries. Note: a new service item can also be added directly to the selection list when adding or editing a service log entry.
Managing vendor information
The "All Vendors" list is where you manage the database of vendor information.
To add a new vendor:
| 1. | Click the "Vendors" button in the main toolbar. |
| 2. | Click the "New" button in the data entry area of the "All Vendors" list. |
| 3. | Enter the vendor information and then click the "Save" button. |
The vendor will be added to the list.
Adding company information on reports
The report header can display your company name and logo.
To modify the company information in the report header:
| 1. | Click the "Reports" button in the main toolbar at the top of the window. |
| 2. | Click the "Header/Footer" button in the small toolbar located just above the report preview area. |
| 3. | Click the "Edit" button to change the header. |
| 4. | Add a Company Logo on the Company Logo tab. |
The updated information will appear on the reports.
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