Overview of the Unit Master Screen

Unit details can be viewed and modified from the Unit Master screen.  This article provides an overview of the Unit Master.

Open the Fleet menu and select Unit Master.

Search for and click on a unit number to bring up unit details.

The top of the screen lists general unit information, including the owner, unit number, description, fields that may be required by the DOT, and make/model information.  Click on any blue hyperlinks to make changes or edit the details in any text fields.

The Specifications tab allows you to enter license information and notes.

The Readings tab displays reading history, either from repair orders or manual entries.  You can click Add Meter to add/change unit meters.  Click Add Reading to manually enter a unit reading.

From the Max Per Day tab, you have the option to set a daily maximum reading by clicking on Add Unit Daily Max.  This is useful to prevent reading data entry errors.  For example, you could add a daily maximum of 1000 miles to ensure a technician does not accidentally enter a reading that isn't possible (i.e. a unit that was last worked on 30 days ago at 30,000 miles could not have 100,000 miles on it today, even if it drove non-stop).

The Repair History tab displays any repair order history from FleetSquared.

• Related Articles

• Overview of the Part Master Screen and Part Settings

  This article provides an overview of the Part Master screen.  The Part Master is where you can manage both catalog and non-catalog part numbers. Non-catalog parts are one-time-use parts which can be added to the catalog or merged with another catalog ...

• Overview of the Complete RO Screen

  Complete RO (short for repair order) is the screen service managers use to review and invoice repairs submitted by service technicians, or from the After The Fact RO screen. To access Complete RO, open the Service menu and select Complete RO: The ...

• Create New Repair as a Service Manager (from Complete RO screen)

  Service managers can create and invoice a repair order directly from the Complete RO screen.  This is how you should create and invoice your repairs if your service technicians do not use the Technician Portal, or if you need to create a specific ...

• Add Units

  To add a unit to FleetSquared, open the Fleet menu and select Unit Master. Click on the New Unit button at the top right corner of the Unit Master screen. Search for the unit owner using the text field.  Alternatively, you can add a new ...

• Add Parts

  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 ...