Assets and vehicles

Assets are the things you own to run the business, not to rent out: trucks, trailers, a forklift, a generator you use in the yard. Each one has its own file.

Add an asset

1. Open Inventory, Assets.
2. Press Add an asset.
3. Pick the Asset type. A vehicle is offered on Dispatch as a truck. Anything else keeps a service log, renewals and documents.
4. Type a short Code (what the board and the map call it) and a Name.
5. For a truck, set the Payload (lb), Lift gate and the colour of its route. Tick Rental if it is rented, and say who from.
6. Press Add asset.

An asset's file

• Log odometer and Log service keep the mileage and every repair, with the shop, the cost and when the next service is due.
• Daily inspection: the driver files one from My Jobs before a route starts. The file lists each one: who had the truck, the odometer, and anything wrong. Its questions are a form you edit under Settings, Operations, Tasks, Forms, in the group Before a truck leaves.
• Renewals and compliance: registration, inspections and anything else that comes due. Press Done, next due then when one is renewed.
• Financing: owned, loan, lease or rental, with the terms.
• Documents: registration, insurance card, inspection reports, the purchase or lease agreement.

Good to know

• The list shows each asset's odometer and what is coming due. Assets that need attention are counted at the top.
• Switch Offered on Dispatch on in a non-vehicle's file to plan it like a truck. Switch Out of service on to take a truck off Dispatch for now.
• Every renewal for the fleet also shows on the Compliance hub. See Vehicle renewals and Compliance hub.
• Your list of asset types is your own. Add one under Settings, Inventory, Assets, Fields (the Asset type field).
• The items you rent out are not assets: they live in Inventory. See Inventory.
• Financing is shown to whoever keeps the fleet or reads profit projections.

If something goes wrong

• Assets is not in the menu. The module is switched off for your company, or your role does not reach it. Your admin switches it on under Settings, System, Modules.
• "Another truck uses this colour." Pick a different colour so the routes are easy to tell apart.