Fleet Vehicle Set Up

Setting up vehicles on Desktop

To add vehicles to CenPoint go to File > List Management > Fleet Vehicles > Fleet Vehicles.

You can delete or modify a vehicle or, Click “Add New”, to add in a new vehicle.

Select a branch for this vehicle.

Select a category.  To modify your list of categories, you can go to File > List Management > Fleet Vehicles > Fleet Vehicle Categories.

Each vehicle is need to be assigned a unique vehicle number, and a nickname.

A vehicle can hold inventory, if you check the Can Have Inventory checkbox.

There is an option to store the vehicle information here.

The are four tabs under Define Vehicle:

 Service Order, Service Schedule, Additional Information, and Additional Costs

Service Order: is a record of the service preformed on that vehicle.

Service Schedule: is where to define and set up routine maintenance. 

Additional Info: Detailed information about the vehicle and tracking.

Track plate expiration. Go to Fleet vehicles, modify a vehicle, go to the add’ll info tab and on the top left, you’ll see Lic Tax Due. That is the plate expiration.

To view when license plates are expiring, on the top menu, go to Reports-Expiring Data and select ‘Vehicle Lic’ on the Data type field.

Additional Costs: Any additional costs not found on the service ticket.

To learn more about Setting up a service schedule go to the following link and watch: Shop Part 1, and Shop Part 2

 Service Schedule

Assigning default vehicles to User

Go to File->Users-> and select the user

Then from  Dflt. Vehicle use the drop-down list to select a default vehicle for that user.

Setting up vehicles on Portal

To add vehicles to CenPoint go to More > List Management > Vehicles

You can delete or modify a vehicle or, Click Plus button, to add in a new vehicle.

Select a branch for this vehicle fill out the information

Each vehicle needs to be assigned a unique vehicle number, and a nickname.

FAQ

Enter a starting milage on a vehicle

You can enter a starting milage on a vehicle by going to Vehicles-> Service Schedule->Add New

Add in the current odometer reading and the date(this can be back dated)