Maintenance Records - Owner Operator

Add and Manage Maintenance Records

1. Go to Records.

2. Click on Add Record.

3. Enter the required details:

   • Record #

   • Status

   • Date

   • Unit ( Vehicle or Trailor)

   • Odometer

   • Amount

4. Select a Vendor (you can add a new vendor using the + button).

5. Choose the Type for the record.

6. Add a Description if needed.

7. Attach Document

8. Click Save or Save & Open.

   

View Total Expenses

1. Go to Totals.

2. View aggregated expenses grouped by unit

3. You’ll see a summary table showing:

   • Unit #

   • Type

   • Total Amount spent per unit

   

   This view helps you track which units have the highest maintenance costs.

Add and Manage Types

1. Go to Types.

2. To add a new type, click + Add Type in the top-right corner.

3. Enter the Type name (e.g., “Oil Change”, “Inspection”, etc.) and save.

   

Add and Manage Vendors

1. Go to Vendors.

2. To add a vendor, click + Add Vendor in the top-right corner.

3. Enter the details.

4. Click Save to add the vendor.