FLEET
Maintenance & work orders
Log service, assign techs, take vehicles off the calendar.
6 articles · 9 FAQs
- 01 Work orders: overview Track repairs, inspections and cleanings across your fleet.
- 02 Create a work order Log a job, assign it, set a due date and optionally block the vehicle.
- 03 Work order statuses: start, complete, cancel and reopen Move work orders through Pending, In progress, Completed or Cancelled.
- 04 Record service details and next-service mileage Track odometer at service and when the next service is due.
- 05 Take a vehicle off the calendar for maintenance or prep Block dates so a vehicle can't be booked while it's being serviced.
- 06 Work order costs, expenses and owner statements Record what a job cost and how much the vehicle owner pays.
Quick answers
Fleet → Work Orders → New work order (or press C). Pick the vehicle, the job, priority, assignee and due date.
Only if you turn on "Take the vehicle off the rental calendar", or block dates with Send to maintenance.
Vehicle → Maintenance → Send to maintenance. Choose the reason and dates, and optionally create a work order.
Use Next steps on the work order, drag it to Completed on the Board, or use the status menu in the list.
Yes. Use Reopen. The original completion stays in the history.
Work order → Outcome → Add expense. Set the category, amount and the % the owner pays.
Add Service details to a work order (odometer at service and next service at), and keep the vehicle's mileage up to date.
Record a completed work order with a next-service mileage and set the vehicle's current mileage.
Expenses recorded on work orders are subtracted from the owner's monthly statement, according to the Owner pays %.