Settings

The Settings module allows administrators to configure account-wide preferences, control user roles, define operational parameters, and manage service-related options. It includes several subsections accessible from the left panel.

General Settings

Configure foundational account details, user roles, integrations, and company-wide preferences.

Account Settings

Purpose: Configure system branding theme.

• Choose system color scheme.
• Click Save to confirm changes.

Integration Settings

Purpose: Manage integration credentials for external system connections.

• Click Reset Token to generate a new Client ID and Client Secret.
• Share the credentials with system administrators for secure integration.
• Avoid sharing these credentials publicly to maintain data security.

Shifts

Purpose: Display/Define drivers’ working hours.

• Click Add New to create a new shift.
• Set shift name, start and end times.
• Click Save.

You may archive or restore shifts using the Archive tab.

Zones

Purpose: Display and manage geographical zones used for operational classification and reporting.

Regions

Purpose: Display geographic regions for operational categorization.

• Search by region name.
• Sort by usage.
• Edit or archive regions via the associated icons in the regions list.

Routes

Purpose: Display routes your fleet operates on.

• Search by route name.
• Sort by usage.
• Edit or archive routes via the associated icons in the route list.

Vehicle Owners

Purpose: Display and manage data of vehicle owners.

• Search by vehicle owner name.
• Sort by usage.
• Archive or restore owner data as needed.

Vehicles

Manage all vehicle-related classifications including types, statuses, groups, makes, and models.

Vehicle Types

Purpose: Define and manage types of vehicles used in your fleet (e.g., Truck, Bus, Refrigerated Unit).

• Search by vehicle type to know its usage in the system.
• Edit vehicle types via their respective icons.

Vehicle Status

Purpose: Manage custom vehicle statuses to reflect operational states (e.g., Active, Under Maintenance).

• Search by vehicle status to know its usage in the system.
• Edit vehicle statuses via their respective icons.
• The system includes default statuses but allows full customization.

Vehicle Groups

Purpose: Organize vehicles into logical groups for filtering, reporting, and permissions.

• Search & Sort by the vehicle group name.
• You may also edit or delete vehicle groups.

Fuel Types

Purpose: Displays the types of fuel your vehicles use (e.g., Diesel, 95, 91, Electric).

• Search by the name of the fuel.

Makes

Purpose: Manage manufacturers of vehicles (e.g., Ford, Mercedes).

• Search by the make name to know its usage in the system.

Models

Purpose: Define models under each make (e.g., Sprinter, Actros).

• Search by makes and models names to know its usage in the system.

CU Makes (Cooling Units)

Purpose: Display and manage manufacturers of cooling units.

• Search by the CU make name to know its usage in the system.
• Sort by usage.
• Archive or restore CU makes data as needed.

CU Models (Cooling Units)

CU Models: Define cooling unit models and link them to CU makes.

• Search by CU makes and models names to know its usage in the system.
• Sort by CU make and usage.

Box Makes

Purpose: Define manufacturer names for vehicles with box compartments (e.g., cargo vans or refrigerated trucks).

• Search by the box make name to know its usage in the system.
• Sort by usage.
• Archive or restore box makes data as needed.
• Supports full CRUD (Create, Read, Update, Delete) actions.

Box Models

Purpose: Link specific box models to their respective makes.

• Search by box makes and models names to know its usage in the system.
• Sort by box make and usage.
• Archive or restore box models data as needed.
• Supports full CRUD (Create, Read, Update, Delete) actions.

Livery Stickers

Purpose: Define track livery stickers applied to vehicles (used for tracking vehicle branding or inspection labels).

• Search by the livery sticker name to know its usage in the system.
• Sort by usage.
• Archive or restore livery stickers data as needed.
• Supports full CRUD (Create, Read, Update, Delete) actions.

Livery Statuses

Purpose: Define the state of each sticker (e.g., Active, Expired) and assign colors.

• Search by sticker status to know its usage in the system.
• Archive or restore livery sticker statuses data as needed.
• Supports full CRUD (Create, Read, Update, Delete) actions.

Inspections

Configure and manage inspection-related settings, including customizable inspection categories and templates for recurring vehicle assessments.

Inspection Categories

Purpose: Define the types of inspections performed on fleet vehicles (e.g., Pre-Trip, Post-Trip, Safety Check).

• Create a new category by selecting the Add New button, then specify the category name.
• Search by inspection category name to know its usage in the system.
• Archive categories that are no longer in use.
• Restore archived categories if needed.

Inspection Associations

Purpose: Assign structured inspections templates to one or more checkpoints (system modules).

• Create a new association by selecting the Add New button, then specify the inspection template and the targeted module(s), finally click Save.
• Search by inspection template name.
• Add or remove checkpoints under each template.
• Activate or deactivate inspection forms based on operational needs.

Work Order

Define statuses, templates, and labor configurations to streamline vehicle maintenance operations and job tracking.

Work Order Status

Purpose: Define and manage custom statuses for tracking the progress of each work order (e.g., Open, In Progress, Done).

• Search by status name to view its usage across the system.
• Edit or assign a color to each status for visual clarity.
• Mark as default for work orders starters, mark as pending for work orders in progress and mark as done for completed statuses.
• Supports full CRUD (Create, Read, Update, Delete) actions.

Job Card

Purpose: Customize the layout and fields shown on printed job cards to match internal maintenance documentation standards.

• Enable or disable specific fields displayed on job cards.

Labor Rate Configuration

Purpose: Define how labor costs are calculated within the system.

• Set your preferred method to automate cost calculation in work orders:

Service Task Group

Purpose: Organize related service tasks into logical groups to simplify assignment and reporting.

• Create a Group by clicking Add New, naming the group, selecting from existing service tasks, then clicking Save.
• Search existing groups by name.
• Sort by group name or number of associated tasks.
• Edit/Delete service task groups using the action buttons.

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Useful for categorizing maintenance procedures and improving clarity during work order assignment.

Inventory

Set rules and defaults related to spare parts movement, warehouse operations, and stock monitoring.

SPR Statuses

Purpose: Define the status lifecycle of Spare Part Requests, such as approval workflows or reopen actions.

• Create an SPR status by clicking Add New, naming the SPR status, specifying a color for visual clarity, then clicking Save.
• Search by SPR status name.
• Edit & Delete statuses when needed.
• Mark as default to set the default initial status for new SPRs.

Accidents

Configure the lifecycle stages for accident records to track their progress and streamline incident management.

Accident Status

Purpose: Define the different statuses used to manage and track accident reports in the system (e.g., Open, Closed, Under Investigation).

Service Entry

Configure service-related classifications such as service tasks to organize maintenance operations effectively.

Service Tasks

Purpose: Define the specific maintenance tasks that can be performed on vehicles (e.g., A/C Inspection, Oil Change, Tire Replacement).

• Search by task name to review or locate specific service tasks.
• Sort the task list by description as needed.
• Edit, archive, or restore any service task via the available action icons.
• Archived service tasks can be reactivated from the Archived tab.

• Create a service task by clicking Add New, naming the service task, specifying a description of its functionality and its rate, then clicking Save.

Users

Manage user-related configurations such as license types and departments to help classify and organize platform users based on roles and responsibilities.

License Types

Purpose: Define and manage different types of user licenses applicable within the Fleet system (e.g., Technician, Operator, Manager).

• Search by license type to know its usage in the system.
• Sort by usage.
• Edit existing license types.
• Delete a license type if no longer needed.

Departments

Purpose: Categorize users based on their department or functional group within the organization (e.g., Maintenance, Operations, Admin).

• Search by department name for easy filtering and navigation.
• Sort by usage
• Edit, archive, or restore departments as needed.
• Archived departments can be accessed from the Archived tab.

Reminders

Set system and in-app notification preferences for system events.

Contact Renewal Types

Purpose: Notify a specific user before a license expires.

1. License Expiration: Choose the user(s) to be notified when any license is about to expire.
2. Vehicle License Expiration: Select the user(s) to notify for vehicle license expiration and enter the number of days before expiry to trigger the alert.
3. Parts Minimum Stock / Location: Pick the user to alert when a part’s stock goes below the specified quantity, while setting the minimum quantity value.
4. Preventive Maintenance: Select the responsible role for preventive maintenance reminders and choose the users who should receive notifications.
5. Click Save.

Preventive Maintenance

Defines how preventive maintenance entries are generated.

Preventive Maintenance Creation

Purpose: Configure whether preventive maintenance entries are generated automatically or require manual creation.

• Users can enable automatic generation of preventive maintenance entries by selecting the checkbox. If left unchecked, entries must be created manually based on schedules or needs. This flexibility ensures that organizations can align maintenance tracking with their operational preferences.

Vendors

Organize vendor classifications for improved procurement and service tracking.

Classifications

Purpose: Classify vendors by their type of service (e.g., Vehicles, Service, Parts, Fuel) to streamline filtering, assignment, and reporting.

• View existing classifications listed in a table.
• Search by vendor classification name.
• Sort by actions.
• Edit, archive, or restore classifications as needed.
• Archived classifications can be accessed from the Archived tab.

This helps keep vendor records organized and enhances reporting accuracy.

Expenses

Configure the types of expenses, approval workflows, and reimbursement policies for better financial tracking and accountability.

Types

Purpose: Define the different categories of expenses (e.g., Fuel, Maintenance, Toll) used across the fleet.

Approvals & Reimbursements

Purpose: Set up rules for expense approvals and user reimbursements.

Dashboard

Customize dashboard elements such as vehicle and accident status charts for a personalized view.

Vehicle Status

Purpose: Configure which statuses appear in dashboard visualizations for vehicles.

• Select specific statuses (e.g., Active, Inactive, ACC) to include in the pie chart displayed on the dashboard.
• Once configured, click Save to apply changes.

Accident Status

Purpose: Configure which statuses appear in dashboard visualizations for accidents.

• Choose which accident statuses (e.g., Open, Resolved) to include in the accident chart.
• Once configured, click Save to apply changes.