Fleet Vehicles
Related Documents
For Fleet setup instructions, please see Add-Change Fleets.
Overview
When creating folders for fleet repairs, you should create the folder as you normally would for any customer, using the name, phone numbers and other information of the person you are communicating with to manage the repair. On the folder, there is a dropdown list containing fleets that have been established in Nexsyis. Selecting an item from this list creates the association of the folder to a fleet.
Indicating a Vehicle is a Fleet from the Folder
You will indicate that the vehicle is a fleet repair by selecting the fleet from the list.
Next, select the Edit button next to the vehicle on the folder header. Enter the Fleet ID number in the Other ID field.
You can now use this fleet ID when searching for the folder.
Show the Fleet Column in your In Process Screen
Right-click over the Grid Header Row and select "Column Chooser"
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Double-click on "Fleet" to add it to your grid
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Right-click over the body of the grid and select "Save My Grid Layout"
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Target Date Settings
If you set the Target Date Calculation Settings in Fleet setup, you can choose to use those settings for calculating the target completion date of this folder.
