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Dear Viewer: This is a MS PowerPoint demo of Fleet Max. Thank you for viewing it.

Dear Viewer: This is a MS PowerPoint demo of Fleet Max. Thank you for viewing it. If after viewing this demo, you would like to see a fully functioning copy of Fleet Max , please call 866-998-1900. -. ”It pays to maintain control.”. for tracking Preventive Maintenance.

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Dear Viewer: This is a MS PowerPoint demo of Fleet Max. Thank you for viewing it.

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  1. Dear Viewer: This is a MS PowerPoint demo of FleetMax. Thank you for viewing it. If after viewing this demo, you would like to see a fully functioning copy of FleetMax, please call 866-998-1900. Click to advance to next screen.

  2. - Click to advance to next screen.

  3. ”It pays to maintain control.” Click to advance to next screen.

  4. for tracking Preventive Maintenance and Total Cost of Ownership for your fleet. The Premier Product Click to advance to next screen.

  5. Features Vehicle Profiles Work Orders FleetMax Today Inventory Purchase Orders Fuel Import Personnel Vendors Customers Defect Reports Daily Logs Predefined Reports Click to advance to next screen.

  6. Functions Installation Demo Database Database Setup Security Click to advance to next screen.

  7. FleetMax Software is Vehicle-Centric, therefore the Vehicle Selection screen is ‘Home Base.’ Opening Screen Vehicle Profiles Click to advance to next screen.

  8. Vehicle Selection Screen Click to advance to next screen.

  9. View a summary list of your vehicles/equipment accented with color coding to alert you to units with preventive maintenance items either coming due or past due. Click to advance to next screen.

  10. Vehicle Entry Screen Add or Edit Screen Add or edit equipment/vehicle units easily via the Vehicle Entry/Edit screen which displays the most commonly recorded data elements. Use cloning function to add similar vehicles quickly. Install Odometers and/or Hour meters on each unit. Designate unit as an accessory or parent to other units. Record customer account, assigned driver and other elements for each unit. Vehicle Profiles The vehicle fleet can be segregated using ‘Site ID.’ Click to advance to next screen.

  11. Inventory Tab Vehicle Entry Screen Add or Edit Screen Define Fuel Card number for automated Fuel Import. Record Manufacturer’s Ignition key number. Designate ESID or RFID numbers to sync with other software. Record other specific details for this unit. Vehicle Profiles Click to advance to next screen.

  12. Preventive Maintenance Tab Vehicle Entry Screen Add or Edit Screen The Preventive Maintenance selection table is the listing of services performed routinely for the vehicle or piece of equipment. An unlimited number of preventive maintenance line items may be added for each unit. Each preventive maintenance event is assigned on an individual unit basis. Vehicle Profiles Click to advance to next screen.

  13. Preventive Maintenance Tab Vehicle Entry Screen Add or Edit Screen Preventive Maintenance may be scheduled by number of days, odometer reading, or hour meter reading, or all three simultaneously. Vehicle Profiles Each organization defines the number of miles, hours or days before the scheduled date when the Preventive Maintenance color-code alert is activated. Click to advance to next screen.

  14. Notes Tab Vehicle Entry Screen Add or Edit Screen The Notes Tab is a freeform text page that can be used to enter your own comments concerning the vehicle/equipment. Vehicle Profiles Click to advance to next screen.

  15. Fuel Tanks Tab Vehicle Entry Screen Add or Edit Screen A vehicle may have as many fuel tanks as needed. A vehicle may have tanks using different fuel categories , such as an unleaded tank and a propane tank on the same unit. Vehicle Profiles Click to advance to next screen.

  16. Fuel Logs Tab Vehicle Entry Screen Add or Edit Screen The Fuel Logs Tab is the method of recording fuel usage manually. Vehicle Profiles Click to advance to next screen.

  17. Fuel Logs Tab Vehicle Entry Screen Add or Edit Screen The number of Gallons Pumped and the Cost of Fuel is recorded for each fueling event. The Odometer or Hour meter reading can be automatically be updated at every fueling event. Vehicle Profiles Click to advance to next screen.

  18. Accessory Tab Vehicle Entry Screen Add or Edit Screen A vehicle accessory is a piece of equipment or a vehicle that accompanies another “parent” vehicle. Vehicle Profiles Click to advance to next screen.

  19. Properties Tab Vehicle Entry Screen Add or Edit Screen The Properties Tab contains user-defined fields which can be customized to fit your particular organization’s needs. Vehicle Profiles Click to advance to next screen.

  20. Expenses Tab Vehicle Entry Screen Add or Edit Screen The Expenses Tab is used to record fixed costs associated with the vehicle, such as insurance and registration fees. Vehicle Profiles Click to advance to next screen.

  21. Performance Tab Vehicle Entry Screen Add or Edit Screen The Performance Tab displays the total cost of ownership broken into Lifetime, Fiscal Year-To-Date or Current Month. The statistics on this ‘Read Only’ screen are calculated from values entered on other pages and logs. The are dynamic and up-to-date. Vehicle Profiles Click to advance to next screen.

  22. Warranties Tab Vehicle Entry Screen Add or Edit Screen The Vehicle Warranty screen is used to record warranty information on both the vehicle and its parts. Vehicle Profiles Click to advance to next screen.

  23. Life Cycles Tab Vehicle Entry Screen Add or Edit Screen The Life Cycles screen is a data entry point for purchase, lease, and disposal information. Vehicle Profiles Click to advance to next screen.

  24. Clone Unit Feature Vehicle Entry Screen Add or Edit Screen Vehicle Profiles Any existing unit can be used as a template for additional units, thereby minimizing the amount of data entry required for adding similar units to your database. Click to advance to next screen.

  25. Unit Photo Feature Vehicle Entry Screen Add or Edit Screen The FleetMax logo in the lower left portion of the Vehicle Edit screen may be replaced by a photograph of the unit. Vehicle Profiles Click to advance to next screen.

  26. Work Orders Vehicle Profiles Work orders for the selected vehicle appear in the lower pane of the Vehicle Selection screen. Closed work orders may be Shown or Hidden. Click to advance to next screen. The Edit and Add buttons access the work order screens.

  27. Edit Work Order Screen Work Orders The Edit Work order screen contains basic work order information , Including: Automatically generated work order numbers. Odometer or Hour meter updates. Print at a click for: A mechanic’s work order copy without dollar amounts listed. The closed work order in entirety. Pick list for Parts Room. Vehicle Profiles Click to advance to next screen.

  28. Edit Work Order Screen Work Orders Each time a work order is added for a vehicle with pending or past due Preventive Maintenance flags, Vehicle Profiles a reminder dialogue box will be displayed. Click to advance to next screen.

  29. Maintenance Action Form Work Orders An unlimited number of Action items can be added to each work order. Vehicle Profiles Click to advance to next screen.

  30. Labor Charges Work Orders Labor can be charged to the work order by line item. This may include: Regular Hours Overtime Hours Shift Differentials Labor Markup Tax on Labor Multiple mechanics per Vehicle Profiles Action item. Click to advance to next screen.

  31. Part Edit Work Orders Parts are added to the work order by Action line item. This may include: Vehicle Profiles Inventoried Parts Non-Inventoried Parts Consumable items. Click to advance to next screen.

  32. Part Installation Work Orders The Install Parts button is used to actually charge the part to the work order and to Vehicle Profiles relieve inventory. Click to advance to next screen.

  33. Work Requested – Work Performed Work Orders The Work Order Edit/Add function Includes a screen to note Work Requested and Work Performed. Vehicle Profiles Click to advance to next screen.

  34. Parts and Labor Costs Work Orders A read-only screen displays accumulated parts and labor costs. Vehicle Profiles Click to advance to next screen.

  35. Down Time Work Orders Down Time is tracked. Vehicle Profiles Click to advance to next screen.

  36. Notes Work Orders There is a free form text box for additional notes. Vehicle Profiles Click to advance to next screen.

  37. FleetMax Today FleetMax™ Today provides an automatically generated list of issues which have been flagged for attention. Click to advance to next screen.

  38. FleetMax Today and/or an up-to-date list will be displayed at the click of the red truck icon. FleetMax Today may be displayed each time the application is opened Click to advance to next screen.

  39. Inventory Parts and fuel inventory are maintained. Click to advance to next screen.

  40. Inventory Track quantities and location of your inventory. Maintain multiple inventory locations. Transfer inventory between locations. Define stock limits. Send Below Minimum-on-Hand alerts to FleetMax Today. Choose method of cost applied to work order as FIFO or LIFO or other. Track Non-Inventoried Parts to Work Orders. Enter warranty information. Set markup percentage for each part. Reference Vendors, Manufacturers and part numbers. Click to advance to next screen.

  41. Fuel Import The fuel tracking system can interface with automatic fueling devices. It covers a finite number of fuel tanks and fuel types. At each fueling event, the odometer or hour meter for each vehicle is updated. Fuel inventory is relieved. Click to advance to next screen.

  42. Personnel Employee contact information is captured. Each employee is classified according to your organization’s needs. The appropriate employee class will appear in the drop down boxes. Alerts are scheduled for employee certifications. Click to advance to next screen.

  43. Vendors Vendor contact and shipping information is captured. Click to advance to next screen.

  44. Customers Account, contact, and billing information is maintained for each customer. Separate mark-ups may be defined for each customer. Click to advance to next screen.

  45. Defect Reports The Defect Report option is a method for users to report specific problems that need to be assigned to a Work Order. Click to advance to next screen.

  46. Purchase Orders Purchase Orders are constructed, prepared to send to the Vendor, and later the entire order can be received into Inventory, Click to advance to next screen.

  47. Daily Logs Daily Logs are used to record vehicle activities, odometer, and hour meter daily entries. Click to advance to next screen.

  48. Predefined Reports Each feature of the application has predefined reports. Click to advance to next screen.

  49. Predefined Reports Each report can be filtered by date or numerous attributes, resulting in hundreds of report options. Click to advance to next screen.

  50. Predefined Reports Each report can be exported to Excel or other formats. Click to advance to next screen.

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