Vehicle Fleet Manager 5.0
User's Guide
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Create Service Entries

This article shows how to create Service Entries. Creating service entries is an easy way to record service tasks performed on your vehicles. It is an effective way to keep service history records as well as expenses related to maintenance.
 
Service entries can be created automatically via service reminders or manually from the service entries management window.
 
To access the service entries management window, in the "Maintenance" section of the "General" tab, click on the "Service Entries" menu:

 
The service entries management window will appear:
 
Use the "New" button to open a new service entry's form:
 
 
Create Service Entries
1

Vehicle

1. Vehicle
Select the vehicle on which this service was performed.
2

Service Task

2. Service Task
Select the service task.
3

Reference

3. Reference
Enter the reference number of this service entry. This number is required and must be unique.
 
There are two possible options for determining the reference number:
1. Set Automatically : The reference number will be determined automatically according to the automatic numbering settings. To change automatic numbering settings, click . See this article to learn how to configure automatic numbering settings.
2. Set Manually : A box will appear where you can enter the reference number manually.
4

Task Status

4. Task Status
Indicate the current status of the service task. See this article to learn more about the different service statuses.
5

Who is in charge?

5. Who is in charge?
If applicable, indicate the technician or vendor in charge of this service entry.
6

Billable Status

6. Billable Status
Indicate whether this service entry is billable or not. When a service entry is billable it is mandatory to select the customer in the "Billing" section.
7

Customer

7. Customer
If the service entry is billable, it is mandatory to select a customer here.
8

Discount

8. Discount
Optional. You can apply a discount on parts, labor, or misc. charges. The discount can be a fixed amount or a percentage.
 
Click this button to save and close the la fiche de l'entretien: