Fleet guides
How to manage vehicles, drivers, and schedules in Fleet Management. Guides walk through the roster table, the detail sheets, schedule exceptions, vehicle groups, and every action a scheduler uses day to day.
AGetting started
What Fleet Management is and how the page is laid out.
BThe Fleet tab
The main roster table: every vehicle-driver-schedule assignment in one view.
CCreating a roster entry
Assigning a driver to a vehicle with a weekly schedule.
- The New Roster Entry WizardPick or create a vehicle, add up to four drivers with home addresses, set each weekly schedule, and submit.
- Creating a Roster EntryStep through the wizard: pick a vehicle, add a driver, set the weekly schedule, and submit. The amber cursor shows each click.
- Assigning a Driver to an Existing VehicleThe Assign Driver panel that opens from a vehicle's detail sheet, the compliance check, and how the default schedule seeds.
DVehicle details
Everything inside the vehicle detail panel.
EVehicles & Drivers
Managing vehicle records and driver profiles independently of roster assignments.
- The Vehicles TabVehicle records without the roster overlay: creating a vehicle, editing type, plate, VIN, capacity, attributes, and groups.
- Creating a VehicleFill in unit name, plate, type, capacity, and optional details. Step through the Create Vehicle sheet from open to submit.
- The Drivers TabThe driver list, adding a new driver, editing profiles, license details, regions, ratings, and default availability.
- Adding a DriverPersonal details, license, regions, default availability, and home address: step through the Add Driver sheet from start to finish.
FSchedules
Weekly windows, exceptions, and the schedule board.
- Weekly Schedules & Day WindowsHow the day-of-week schedule works, the bulk-edit toolbar (Weekdays / Weekends / All), presets (Full Day, AM, PM), overnight windows, and editing from the detail sheet.
- Schedule ExceptionsTaking a driver or vehicle off-schedule for a day or a range, modifying hours, repeating exceptions, and the paired-entity checkbox.
- Setting a Schedule ExceptionMark a driver off for the day or modify their hours: step through the exception dialog, date picker, and the paired-entity checkbox.
- Bulk Schedule ExceptionApply the same exception to many drivers at once: pick a date and type, select drivers from the list, and optionally mirror to vehicles.
- The Schedule BoardThe weekly grid: reading cells (on, off, modified, out of service), switching between driver and vehicle axes, coverage totals, and clicking a cell to add an exception.
GGroups, Map & Funding
Organizing vehicles and managing funding sources.
- Vehicle GroupsCreating, editing, and deleting groups, assigning a region, and how group membership shows up in the fleet table.
- The Fleet MapDots vs heatmap view, what the diagnostic warnings mean (no coordinates, no address, no driver), and how garage locations are determined.
- Managing Funding SourcesThe per-vehicle and per-driver funding checklist: what selecting a funding source does and how it relates to scheduling.