In addition to personnel, vehicles can also be scheduled in jobs. If you create categories for your vehicles under Administration > Vehicles > Categories, the vehicles stored in the base data can be assigned to these categories and, similar to employee categories, used for planning. This way, it is possible to record the demand for vehicles in advance in a job. Later, the suitable vehicles can be dispatched in the job just like employees. You can select a driver and, if applicable, passengers and record times for the vehicle. Furthermore, you can manage vehicles at different branches and create inspections and maintenance as well as "time-off periods". Vehicles are created in the base data.
To do this, click on “Add vehicle” in the base data or, if you are already in the vehicle list, click the plus sign at the top right. A separate window will open.
Enter all information about your vehicle here, including the price per kilometer as a flat rate. Under Administration > Vehicles > Additional data you can create further data fields. You can upload one or more photos and see the current mileage and the number of jobs for which the vehicle has been booked in the statistics. To see exactly what jobs are mentioned here, you can also click on them.
Here you can create categories for your vehicles. You can assign these to the vehicles here to filter and classify them more easily later.
You can also define here which certificates are necessary for driving this vehicle. To do this, create one or more certificates under Administration > Personnel > Certificates that are relevant for vehicles (e.g. a driving license).
Here you get an overview of the trips already made by the respective vehicle and can add new trips. Trips that have already been recorded for this vehicle via the time clock are added automatically. To create a new trip, click on “+ Add entry”. Fill in the specified fields with start and end mileage.
Here you can see the inspections already recorded, the date of the next inspection, and add further inspections. To do this, click on “+ Add inspection” and fill in the specified fields. The inspection intervals can be based not only on a date but also on the mileage.
Store documents here that are important for this vehicle.
If the Task management module is used, it is possible to create tasks for the respective vehicle.