1. Click Add New to create a truck or trailer record.
  2. Enter the VIN (if available) to streamline setup.
  3. Click the Identification tab, assign a Unit Number and complete any additional details.
  4. Click the Owner tab for trucks and select whether the vehicle is Company Owned or belongs to an owner-operator.
    • Company-owned trucks can be assigned directly to a driver.
    • If the truck belongs to an owner-operator, click Select Owner From Existing Partner and find the correct owner.  
    • If the owner has not been added, select Create New Partner.
  5. Go to the Assignments tab to view and update driver and trailer assignments.
    • Select the correct option and click Assign Driver.
  6. Select the appropriate driver or trailer and click Assign Driver to save changes.
    • Unassigned trailers can have location details added in the Trailer Locations tab.
  7. To add a maintenance record, click on the Maintenance tab and click Add New.
  8. Select the Equipment Type, then enter details.
  9. Click Save when finished.
    • Once you save, these details will be available for selection in future maintenance records. 

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