Define Fleet Vehicles
  • 23 Jul 2024
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Define Fleet Vehicles

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Article summary

Warning
This video is a little older, and you will notice that our home page looks quite different.  All information is accurate, and newer fields have been added!

This article covers how to set up and define your vehicles and equipment inside of CenPoint as well as how to schedule routine maintenance.

Set up and define your Vehicles on Desktop

Start by going to File-> List Management-> Vehicles-> Vehicles


Click 'Add New' to add a new vehicle or Modify an exisiting vehicle.

In the Define Vehicle screen choose a Branch and Category for the vehicle.

Define Category

If you need to add a new category

Go to File-> List Management-> Vehicles-> Vehicles Categories

Add New Category

Add new -> Type the name of a new category -> Click OK


Back on the Find Vehicles screen fill in the following fields:

Branch, Category, Vehicle No, Nick Name Can Have Inventory*(explanation below), Define Make, Model, Year, VIN and Lic Plate.

*Can Have Inventory - When you have inventory inside of CenPoint that's assigned to your main warehouse, do you want this vehicle to be able to store inventory? 

We can keep track of which parts are on that vehicle.

Service Orders

By clicking on the Service Order tab, you can see a historical record of all the work that has been performed on this vehicle. 

It will give you the estimated time the mechanic did the work, what they did, and when it was completed.

Service Schedule

 You can define and set up the routine maintenance that needs to happen for this vehicle.

Click 'Add New' to add a new Service Schedule see example below.

Additional Information

Add any additional information that you want to keep track of on the vehicle


Set up and define your Vehicles on Portal

Start by going to File-> List Management-> Vehicles-> Vehicles


Click 'Add New' to add a new vehicle or Modify an exisiting vehicle.

In the Define Vehicle screen choose a Branch and Category for the vehicle.

Define Category

If you need to add a new category, follow the steps on Desktop above

Back on the Find Vehicles screen fill in the following fields:

Branch, Category, Vehicle No and Nick Name

Additional Information

Add any additional information that you want to keep track of on the vehicle