Fleet Maintenance
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Fleet Maintenance

    • Introduction
    • Video directory
    • Release notes introduction
      • Release notes by version and Webinar Summaries
      • 2024
        • 2024.2.3
        • 2024.2.2
        • 2024.2/2024.2.C
        • 2024.1.3
        • 2024.1/2024.1.C
      • 2023
        • 2023.3.2
        • 2023.3
        • 2023.2.2
        • 2023.2/2023.2.C
        • 2023.1.2
        • 2023.1
      • 2022
        • 2022.3.4
        • 2022.3.3/2022.3.3.C
        • 2022.3.2/2022.3.2.C
        • 2022.3
        • 2022.2.2
        • 2022.2
        • 2022.1.3
        • 2022.1.2
        • 2022.1
      • 2021
      • 2020
      • 2019
      • 2018
      • 2017
    • Application basics
      • Menus
        • Activities menu
        • Admin menu
        • Configuration menu
        • Home menu
        • Inventory menu
        • Masters menu
        • Orders menu
        • Reports menu
        • Security menu
        • Setup menu
        • Tiles menu
      • Basic features
        • Dashboard widgets
          • Available dashboard widgets
          • Handle widgets
          • Filter widget content
          • Drill down into widget content
        • Work with general notes
        • Work with sticky notes
        • Add and remove attachments
        • Search and navigate the application
        • Basic data entry
      • Component codes
        • VRMS component code groups
    • General user topics
      • Navigate the website
      • Manage your user account
      • Update your user profile
      • Work with user accounts
      • Company communications
      • Frequently used features
        • Change the data display on grids
        • Select a date and time
        • Use the text editing tools
    • General setup
      • Understanding the e-mail hierarchy
      • Repair order setup
        • Diagnostic Definitions
          • Create diagnostic definitions
          • Assign diagnostic definitions
          • Modify diagnostic definitions
        • Job Code Definitions
          • Work with Job Codes
          • Work with tasks
          • Work with Job Code assignments
          • Work with tasks and Job Code assignments
          • Associate time assignments to task assignments
          • Enable fixed pricing for task time assignments
          • Assign parts to a task assignment
          • Assign messages to a task assignment
        • Pick List Definitions
          • Work with pick list definitions
          • Add parts to an existing pick list definition
          • Assign pick list definitions to Component Codes
        • Standard Services
      • Approval levels
      • Bay configuration
        • Work with bay types
        • Manage unit types from a bay type
        • Manage bays
      • Calendar setup
      • Component Specifications
      • Discounts
        • Add discount types
        • Add discount filters
        • Edit discount types or discount filters
        • Delete discount types or discount filters
      • Set up the Generic Image Viewer
        • Set up the Settings Manager
        • Set up the Imaging Settings
      • Inspection tickets
        • Inspections tab
        • Assignments tab
        • Times tab
        • Manage inspection processes
        • Manage inspection assignments
      • Invoice license module
      • Meters, Fluids, PMs Setup
        • Meters, fluids, PMs overview
          • Meters tab
          • Fluids tab
          • PMS tab
        • Add meter types or fluid types to the system
        • Edit meter types or fluid types
        • Delete meter types or fluid types
        • Add meter, fluid, or PM groups to a unit type
        • Edit meter, fluid, or PM groups
        • Remove meters, fluids, or components from groups
      • Pay Grades
      • Price Tables
        • Add price tables
        • Edit price tables
      • Reopen Orders
      • Shop restrictions
      • Standard messages
      • Work with Codekeys
        • Understanding reason codes
        • Work with reason codes for accounting transactions
      • Tax rates and fees
      • Units of measure
      • User fields
      • Work Shifts
    • Manage your website
      • Manage product licenses
      • Set up themes
      • Customize and update website pages
        • Create enhanced menus
        • Customize pages
        • Redirect users to custom online help
        • Localize menus and page data
      • Manage page permissions
      • Manage global settings
      • Manage login security
      • Manage SQL reports
        • Share SQL reports with a URL
      • Manage SSRS reports
      • Schedule reports
      • Manage communications
        • Manage surveys
      • Monitor website usage
      • Manage mobile application permissions
    • Manage user accounts
      • Create a user account
      • Import user accounts
      • Mass delete user accounts
      • View users' contact information
      • Email users new account information
      • Set up role and page security
        • About default user roles and pages
      • Pages to assign to administrators
        • Administrator pages: TMT Fleet Maintenance
      • Pages to assign to users
        • User pages: TMT Fleet Maintenance
    • Master records
      • Make Master page content read-only
      • Company master records
        • Update your contact or address information
        • Manage your company’s accounting year
      • Customer master records
        • Create a customer record
        • Manage customer records
        • Work with customer records
      • Employee master records
        • Create an employee record
        • Work with employee records
      • Parts Catalog master records
        • Create parts in the Parts Catalog
        • Work with parts in the Parts Catalog
        • Work with substitute, superseded, and cross-reference parts
      • Shops master records overview
        • Create shop records
      • Shop Inventory master records overview
        • Create parts in the Shop Inventory
        • Work with parts in a shop’s inventory
        • Manage bin locations
      • Units master records overview
        • Create a unit record
        • Manage unit numbers
        • Parts or accessories
        • Meters and fluids
        • Unit licenses
        • Preventive maintenance schedules
        • Unit warranties
      • Vendor Parts master records
        • Create a vendor parts record
        • Work with vendor parts
      • Vendors master records
        • Create vendor records
        • Work with vendor records
    • Repair orders (ROs)
      • Set up standard services
      • Repair Order page overview
      • RO sections and lines overview
      • Repair Orders Listing page overview
      • Repair Order Template page overview
      • Create an RO template
      • Create ROs
      • Find and open an RO
      • Add, edit, and remove RO sections
      • Add, edit, and remove RO lines
      • Add pending activities to an RO
      • Add preventive maintenance and inspections to an RO
      • Allocate Job Code time on ROs
      • Edit RO shops, vendors, dates, and prices
      • View items on order for ROs
      • Cancel ROs
      • Complete and close ROs
      • Repair order (RO) approval
    • Physical Inventory
      • Physical Inventory page overview
      • Take a first physical inventory count
      • Take a physical inventory count
      • Delete a physical inventory count
      • About Physical Inventory print options
      • The Used Core Bank Listing page
    • Shop Planner/Shop Scheduler
      • Set up Shop Planner and Shop Scheduler
      • Shop search
      • Shop Planner
        • Shop Planner toolbar
        • Shop Planner columns
        • Shop Planner rows
        • Shop Planner Actions
        • Shop Planner Repair view
        • Add a plan
        • Add assignments and employees
      • Shop Scheduler
        • Shop Scheduler toolbar
        • Shop Scheduler filters
        • Shop Scheduler legend
        • Shop Scheduler calendar view
        • Create a repair order from a template in Shop Scheduler
    • Purchase orders (POs)
      • Create purchase orders
      • Work with purchase orders
      • Work with receipts
    • Parts Transfer
      • The Parts Transfer Immediate process
      • The Parts Transfer In-Transit process
      • Parts Transfer workflow
      • Parts Transfer page overview
      • Parts Transfer Request windows overview
      • Set up Parts Transfer
      • Edit In-Transit Parts Transfer orders
      • Print a Pick List
      • Add an order with the Requisition List page
      • Parts Transfer reports
        • Run the Pick List report
        • Run the Parts Transfer-Out report
        • Run the Order Inquiries report
        • Run the Order Inquiries_Transfers report
      • How Parts Transfer works with interfaces and modules
    • Road calls
      • Road Call page overview
      • Create a road call
      • Search road calls
      • Edit a road call
      • Delete a road call
      • Edit road call user-defined fields
      • Add a repair order with Road Call and Trimble Maps
      • About road calls and Comdata integration
    • Invoices
      • Invoices Listing page overview
      • Invoice page overview
      • Create invoices
      • Manage invoices
      • Work with invoice line items
      • Invoice Report Scheduler
        • Invoice Report Scheduler page overview
        • Add a default invoice report schedule
        • Edit a default invoice report schedule
        • Delete a default invoice report schedule
        • Add a customer invoice report schedule
        • Edit a customer invoice report schedule
        • Delete a customer invoice report schedule
        • See Inactive invoice report schedules
    • SSRS reports
      • TMT SSRS Report Library
      • TMT SSRS Report Directory
      • Use SSRS reports with other applications
      • Create a report from a template
      • Upload SSRS reports
      • Apply filters to reports
      • Add and delete report fields
      • Change data sorting and grouping
    • Work with options
      • Application options
        • Accounting
        • Batches
        • CIS
        • Client Server
        • Estimates
        • Fuel Orders
        • General
        • Inspections
        • Interfaces
        • Inventory
        • Invoicing
        • IWS
        • Mobile Applications
        • Parts Workstation
        • Payroll
        • Planner
        • Purchasing
        • Repairs
          • Business rules for the Set Unit Physical Location On RO Status Change option
        • Reports
        • Road Calls
        • Scheduler
        • Trip Tickets
        • TTP
        • Units
        • VIS
      • Customer options
      • Integration options
        • Comdata Integration Options
        • Innovative (IES) Integration Options
        • PeopleNet Integration Options
        • QuickBooks Integration Options
        • TMT ServiceConnect Integration Options
        • TMWSuite Integration Options
        • TravelCenters of America Integration Options
        • Trimble ID Integration Options
        • Trimble Maps Integration Options
      • Shop options
      • User options
      • User preferences
    • Fuel Data Import
    • Trimble Technician Portal (TTP)
      • Log in to TTP
      • TTP Job Dashboard overview
      • Take actions with the TTP Job Dashboard
      • TTP Job Activity screen overview
      • Add meter readings with TTP
      • Log section status in TTP
      • Manage tires with the TTP Tires screen
      • TTP Job Detail screen overview
      • Work with repair orders in TTP
      • Add part requests in TTP
      • View unit details and unit history in TTP
      • View a time card in TTP
      • Time Card Editor
      • Troubleshooting TTP
      • TTP Icon Quick Reference
      • Tire Module
        • Set up the Tire Module
        • Set up the spare tire
        • Rotate tires
        • Use the Tire Module
    • Interactive Workstation
      • Gate In, Gate Out, Inspection Tickets, and Yard Checks
      • Work with the MWS Job Logon page
      • Work with the Job Activity page in MWS
  • Fleet Maintenance
  • Master records

Master records

This section reviews the different types of master records and how to use them.

  • Make Master page content read-only

  • Company master records

  • Customer master records

  • Employee master records

  • Parts Catalog master records

  • Shops master records overview

  • Shop Inventory master records overview

  • Units master records overview

  • Vendor Parts master records

  • Vendors master records

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