In FleetSquared, units need to be tied to customers in your system. If you do work for outside customers, your first step would be to add a customer to your system. To add customers, open the Administration menu and select Customer. Your own ...
Import Data: Parts, Units, Customers, and Vendors
Parts, units, customers, and vendors can be imported into your FleetSquared system using Excel spreadsheets. Using our downloadable templates, you can insert existing data from other repair systems into FleetSquared. Each of the import screens has ...
This article provides a walkthrough of how to add parts to your FleetSquared system. Parts can be managed and added from the Part Master screen. Open the Parts menu and select Part Master. To add a new part number, click on the New Part link at the ...
Add Vendor (Parts Supplier)
This article explains how to add part vendors (aka part suppliers) to your FleetSquared system. Vendors are required on part purchase orders in FleetSquared. Individual parts can be linked to a preferred vendor for your part orders. To add vendors ...
How do I add core parts?
FleetSquared allows you to link core parts to main parts in the system. Anytime a main part, which is linked to a core, is added to a repair order, purchase order, or quick receiving, both the main part and the core part will be included in the ...