2024 Fleet Management Basics

0:00:46-Fleet Management Overview
- Fleet Dashboard
- Vehicle information
- Maintenance/Predictive Schedule
- Work Order Information
- Work Order Dashboard
- Parts
- Fleet Requests

0:01:22-Fleet Dashboard
- Setting Preferences, Customizing View, and Sorting
- Advanced Search, Saved Searches
- Adding Vehicles
- Field Types and Customization, Adding/Removing Fields

0:08:32-Vehicle Information
- Sharing Information – Email and Printing Options
- Notes and Note Alerts
- Uploading Files/Setting Photo

0:14:40-Maintenance/Predictive Schedule
- Scheduling Maintenance: Day, Mileage, Hour
- Schedule Dashboards
- WO creation from Schedule

0:19:05-Work Order Information
- Work Order Fields Explained
- Sharing Options
- WO Status
- Mechanics
- Purchase Orders/Parts
- Notes/Files
- Creating and saving WO templates

0:25:40-Work Order Dashboard
- Setting Preferences, Customizing View, Sorting
- Advanced Search, Saved Searches
- Maintenance Categories, Types and Items

0:36:07-Parts
- Parts Sorting and Filtering Criteria (Location, Vendor, Category)
- Parts Info Editing, Notification Quantity
- Parts History (Usage and Purchases)
- Adding Inventory, Category
- Assigning Parts (2 Ways)

0:42:02-Fleet Requests
- Submitting a request
- Viewing new requests
- Request Statuses
- Exporting a request to a WO

0:46:20-Q&A

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