2023 Fleet Management Basics

0:01:25 -Intro to Fleet Management Basics
- Learn fleet management basics: dashboard, vehicle info, work orders, parts, and maintenance scheduling.

0:02:46 - Customizing your view
- Customize your view: preferences, sorting, advanced search, and saved searches.

0:05:48 - Advanced Search
- Explore advanced search for specific vehicle searches and data customization.

0:07:04 - Saved Searches
- Perform saved searches for accurate results.

0:07:15 - Advanced Search Functionality
- Discover advanced search options.

0:08:09 - Saving Searches
- Save searches for easy future access.

0:08:52 - Customization Opportunities
- Customize vehicles when adding to the fleet.

0:09:49 - Adding new vehicles
- Add new vehicles with necessary info and customization.

0:13:23 - Sharing Fleet Information
- Share fleet info via email with employees or departments.

0:13:23 - Sharing options
- Explore different fleet information sharing options.

0:16:05 - Notes
- Add and customize vehicle notes, including note alerts.

0:18:24 - File uploads
- Upload vehicle-related files and documents.

0:19:00 - Maintenance and Scheduling
- Get an overview of maintenance and scheduling.

0:20:24 - Mass edit
- Make bulk edits to multiple items or data entries.

0:20:24 - Work order dashboard
- Explore the work order dashboard for managing and tracking work orders.

0:21:26 - Custom views and filters
- Create custom views and filters for work order organization.

0:21:29 - Other features to be covered in future demonstrations
- Upcoming topics: scheduled maintenance, maintenance history, parts assignment, and fuel history.

0:23:58 - Work order information
- A guide on creating work orders, work order fields, and sharing options.

0:25:13 - Maintenance categories types and items
- Understand maintenance categories, types, and items.

0:26:34 - Adding items to maintenance types
- Customize maintenance types by adding specific items.

0:27:11 - Adding notes and files
- Add notes and files to work orders for documentation.

0:29:32 - Adding mechanics and vendors
- Add mechanics and vendors to work orders.

0:30:09 - Purchase orders
- Add purchase orders to work orders for expense tracking.

0:30:26 - Assigning Parts
- Assign parts to fleet vehicles.

0:32:28 - Parts inventory
- Manage parts inventory, including sorting, filtering, and notifications.

0:32:31 - Uploading Files
- Upload files directly to inventory items.

0:33:51 - Creating new maintenance
- Create new maintenance tasks with relevant info.

0:35:03 - Free training and support
- Access free and unlimited training and support. Reach out for assistance.

0:38:01 - Usage History
- View the history of usage and purchases for specific inventory items.

0:38:38 - Parts history
- View usage and purchase history of parts. Pull inventory items without using a work order, e.g., for audits.

0:40:36 - Inventory Management
- Edit, add, and assign parts in the inventory management system.

0:40:47 - Adding Inventory
- Manually add inventory items with quantity, cost, and purchase order info.

0:44:47 - Scheduling maintenance
- Schedule vehicle maintenance based on criteria.

0:45:47 - Scheduled maintenance
- Explore the feature for scheduling and tracking vehicle maintenance.

0:49:54 - View Scheduled tasks on Dashboard
- View upcoming maintenance tasks.

0:50:50- Q&A

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If you have any questions, please contact our support team.
(888)655-1259 | support@iworq.com

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