Video Directory

Creating a pick list (4:14)

This video shows you how to create a pick list. A pick list is a checklist of parts that you may need to complete a specific activity, such as an oil change.

Managing your company’s accounting year (5:34)

Every company has an accounting year, also known as a fiscal year. Depending on your business practices, your fiscal year may follow the calendar year, or it can be based on your accounting periods. You complete accounting tasks, such as preparing financial statements and updating inventory levels, based on the fiscal year.

Before you export financial information to your accounting application or update your inventory levels, you must first set up your company’s accounting year. This video shows you how.

Updating your company record (1:12)

There may be times when you need to view or update the company master record. This video reviews the steps you need.

Creating a basic customer record (3:42)

Before you can bill a customer, you must create the customer master record. This video shows you how to create a customer master record.

Looking up a customer record (1:39)

You use the Customer Search Window to look up customer records in your system. This video shows you how to look up a customer record in TMT Fleet Maintenance.

Creating a basic employee record (4:02)

You use the Employee window to add new employee master records to the system. This video shows you how to create a new employee master record.

Looking up an employee record (1:55)

You use the Employee Search Window to look up employee records in your system. This video shows you how to look up an employee record in TMT Fleet Maintenance.

Adding or removing tools from a record (2:31)

As a shop owner or manager, you may want to record the tools kept in the shop for security reasons or insurance purposes. You can add or remove tools from a shop master record or an employee master record, and this video shows you how.

Creating a part in the parts catalog (4:45)

A repair part in an interchangeable part that is usually kept in stock and used to repair broken or failed assets. This video shows you how to create a new part record in the Parts Catalog.

Creating a part kit in the parts catalog (4:53)

A part kit is a set of parts used to repair your assets. These kits contain all the required parts needed to make a repair. In this video, we show you how to use the Parts Catalog to create a part kit.

Creating a basic shop record (2:10)

Shops are your repair facilities or the places where you perform work on units. You use the Shops window to add a new shop master record to the system. This video shows you how to use the Shops window to modify existing records, configure accounting and tax settings, and view shop expenses.

Looking up a shop record (1:19)

This video reviews how to use the Shops window to look up shops in your system. It also discusses filters and how they can help reduce the number of shops displayed.

Adding a prefix to a shop’s order number (1:49)

By default, the system does not add a shop’s prefix to order numbers. This video shows you how to add a prefix to a shop’s order number.

Adding parts to a shop’s inventory (4:10)

Before you can check out a part from inventory and use it for a repair order, you must add the part to the shop’s inventory. This video explains how to add a part to a shop’s inventory.

Entering vendor information for a part in a shop’s inventory (4:05)

This video shows you how to enter vendor information for a part in your shop’s inventory.

Understanding the Costs tab (4:18)

This video reviews the Costs tab and the information it provides. For example, you may want to see cost information about a part number. You can view this information in the Shop Inventory page’s Cost Information section. You can see part data, such as the quantity and actual cost.

Understanding the Cost History tab (3:35)

There may be times when you want to see historical data about a part number. You can view this information in the Shop Inventory page’s Cost History Information tab. You can see historical part data, such as the quantity on hand, the quantity changed, the actual cost of the part, the average cost of the part, and the date the quantity changed. This video reviews the Cost History tab and the information it provides.

Managing bin locations (5:35)

Bin locations help you track inventory in your shop(s). They tell you where to can find replacement parts, cleaning supplies, or other stocked components. Sometimes, you may need to update or remove the bin location. This video shows you how to manage your bin locations.

Creating a basic unit record (5:29)

Before your shop can make repairs to a unit, you must create the unit’s master record. This video reviews the Units page, where you enter key information about the unit.

Looking up a unit record (2:02)

You use the Unit Search window to look up units in your system. This video shows you how to use the window.

Adding or updating a unit’s meters (4:58)

To track unit use or set up preventative maintenance schedules, you must first add meters to units, or to the unit type. When you add meters to units, you tell the system that you want to track specific information for that unit. This video shows you how to add physical meters and/or non-physical meters to units.

Adding or updating a unit’s fluids (3:41)

If your company creates fuel tickets, or wants to track fluids as a separate expense, you must add fluids to the unit’s master record. This video reviews how to use the Meters/Fluids tab on the Units page to add fluid to a unit.

Setting up a dependent preventative maintenance schedule (3:43)

A Preventive Maintenance (PM) schedule lists what maintenance a unit needs and when it needs it to keep the unit in peak condition. The program supports two types of PM schedules: dependent and independent. This video covers setting up dependent PM schedules.

Setting up an independent preventative maintenance schedule (3:06)

A Preventive Maintenance (PM) schedule lists what maintenance a unit needs and when it needs it to keep the unit in peak condition. The system supports two types of PM schedules: dependent and independent. This video covers independent PM schedules.

Setting up an OEM warranty (3:51)

An Original Equipment Manufacturers (OEM) warranty is a guarantee made by the unit’s manufacturer that the unit or components will function without issue for specific period of time. These types of warranties are known as bumper-to-bumper warranties. This video shows you how to use the Warranty tab on the Units page to set up an OEM warranty.

Setting up an extended warranty (2:39)

An extended warranty prolongs the coverage period for a component past the OEM’s coverage period. The system can create notifications or potential warranties, when opportunities are present. This video reviews using the Warranty tab on the Units page to set up an extended warranty.

Adding component specifications to a unit (2:21)

A component specification is a brief description of a component. These specifications provide basic information about a part on a unit. They include such things as fluid capacity, make/model, or manufacturer. Mechanics can view them in Mechanic Workstation. This video reviews using the Specs tab on the Units page to add component specifications to a unit.

Adding accessories to a unit (2:08)

Accessories are parts such as a satellite unit or a transmission that you can add to a unit. This video shows you how to use the Accessories sub tab to add accessories to a unit’s master record.

Managing accessories on a unit (2:13)

Accessories are parts such as a satellite unit or a transmission that you can add to a unit. The program can track accessory parts assigned to units. This video reviews the Accessories sub tab and how you can use it to edit or remove accessories from a unit’s master record.

Adding parts to a unit (2:08)

Parts are items you can assign to units that are not accessories or tires. Some examples of parts include air compressors, oil pressure gauges, fan belts, or alternators.

The system can track parts assigned to units. This video reviews the Parts sub tab and using it to add and track parts to a unit’s record.

Managing parts on a unit (1:54)

Parts are items you can assign to units that are not accessories or tires. Some examples of parts include air compressors, oil pressure gauges, fan belts, or alternators.

The system can track parts assigned to units. You use the Parts sub tab to view, edit, or remove parts from that unit’s master record, and this video shows you how.

Adding or updating license information (2:55)

There may be times when you want to track user-definable information on a unit, such as the license plate numbers, permits, or stickers. You use the License tab on the Units page to track this type of information.

Creating a basic vendor record (3:46)

Vendors are companies that you pay for goods and services. You must create a vendor master record before you can submit a Purchase Order (PO) to that vendor. You use the Vendors page to create a vendor master record.

Managing your vendor contact list (2:14)

Vendors are companies that supply you with parts and services. Most vendors have generic contact information, such as a general company email address or phone number. While this contact information is useful, you may have specific people that you deal with on a regular basis.

Interactive Workstation keypad overview (2:10)

This video provides an overview of the Interactive Workstation keypad.

Looking up repair history (2:52)

There may be times when a repair order does not provide the information you need about a repair. This video shows you how to look up a unit’s repair history.