Vehicles & User Skills

Manage your company vehicle list for fleet tracking and mileage reporting. Define user skills to match service providers with jobs that require specific expertise.

How to Access

• Vehicles: Navigate to Manage Lists → Vehicles.
• User Skills: Navigate to Manage Lists → User Skills.

Vehicles

The vehicle list tracks your company fleet. Vehicles can be assigned to service providers and used for mileage tracking on work orders.

Adding a Vehicle

1. Navigate to the Vehicles page.
2. Click Create Vehicle in the toolbar.
3. Enter the vehicle details (for example, "2024 Ford Transit - Unit #15").
4. Click Save.

Result: The vehicle appears in the list and can be assigned to service providers. When mileage tracking is enabled, service providers select their vehicle when logging miles for a job.

Editing and Deleting Vehicles

1. Click the Edit button to update a vehicle's information.
2. Click the Delete button to remove a vehicle from the list.

User Skills

Skills represent specific expertise areas (for example, "HVAC Certified", "Licensed Electrician", "Plumbing - Commercial"). Assigning skills to service providers helps dispatchers assign the right person to each job.

Adding a Skill

1. Navigate to the User Skills page.
2. Click Create Skill in the toolbar.
3. Enter the skill name (for example, "EPA 608 Certified" or "Backflow Prevention").
4. Click Save.

Result: The skill is available to assign to service providers through their user profile.

Assigning Skills to Service Providers

After creating skills, assign them to service providers by editing the user's profile in Manage Users. Each service provider can have multiple skills.

Next Steps

• Work Groups & Priorities — organize service providers into teams.
• Creating & Managing Users — assign vehicles and skills to user profiles.
• Job Types & Statuses — categorize your work orders.