2. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Table of Contents General Vehicles – General General – Meters Meters – Specs Specs – Warranties Warranties – Assets Assets – User Fields User Fields – Notes and Document Attachments Notes and Document Attachments – Month End Meters Month End Meters Work Order – General Information General Information – Adding a Service Adding a Service – Adding a Part Adding a Part – Other Information Other Information Service and Parts PM Schedule

3. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Table of Contents (continued) Expenses Reported Problems Fuel/Oil Daily Logs Licensing & Permits Tire Tracking Vehicle Parts Reference Employee Training Vendors Employee/Staff – General Information General Information – Physicals Physicals – Licensing/Certifications Licensing/Certifications – Violations Violations – Training Training – Fueling Fueling

4. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Table of Contents (continued) Employee/Staff (continued) – Daily Logs Daily Logs – Services Services – Work Orders Work Orders Customers Service Codes PM Service Groups Reminders User Security Parts Inventory – Part Record Part Record – Purchase Orders Purchase Orders – Part Check In Part Check In – Part Check Out Part Check Out – Adjustments Adjustments

5. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Table of Contents (continued) Parts Inventory (continued) – Order Details Order Details – Cross Reference Cross Reference – Physical Inventory Physical Inventory – Site Transfers Site Transfers File Menu – Settings Settings Company Information Global Service Site Information Service Record Work Order/Invoice Vehicle Parts Inventory Barcode Options Web Portal Employee E-mail Reminder

6. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Table of Contents (continued) File Menu (continued) Document Links Auto Updates Local Settings – Printer Setup Printer Setup – Export Export Spreadsheet Wizard – Import Import E-mail Reminders Reports – Query Query – Report Wizard Report Wizard

7. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Truck Tracker is vehicle centric. Every record entered must refer back to a vehicle.

8. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Individual vehicle record entry and transactional history side bar Vehicle Screen – ability to view entire list of fleet and related transactional historical records. Bulk Entry Menu Bar

9. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles Click on Vehicle icon in menu tool bar to open Vehicle list. Update vehicle meters using batch entry update by clicking on “Batch Meter Update” button. Update vehicle end of month meter readings in batch format. Vehicle Batch Meter Update Add, copy, change, deactivate or delete the highlighted vehicle record by clicking on the “Add”, “Copy”, “Change”, “Deactivate” or “Delete” buttons.

10. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles Selecting the “Add” button allows you to create a new vehicle record entering all detailed information pertaining to the specific vehicle. Vehicle general information, meter details, vehicle warranties, specs, attached assets, extra user defined fields, notes, documents and month end meter reading logs are recorded in this window by selecting the appropriate tab.

11. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles (General) Enter unique Vehicle ID # The Vehicle “General” tab allows you to enter basic information relating to the vehicle. Enter vehicle current Meter readings Enter vehicle Year, Make And Model. Enter Vehicle Group name to be used defining employee training records. Enter Style, Class and Color of vehicle along with type of fuel used. Enter vehicle license plate Information. Enter vehicle Purchase Date and Price along with date put In Service. Vehicle Sold Date and Price may also be recorded. Enter main Location of vehicle Enter Primary Driver and Primary Customer for vehicle. Enter PM Group this vehicle belongs to Defining PM Schedule. Check box if meter reading is Required on a work order form. Check box if want to be alerted when a part replacement to vehicle or work order is possibly under warranty. Fields used when importing fuel data into Truck Tracker.

12. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles (Meters) The Vehicle “Meters” tab allows you to define the meters relating to the vehicle. Define the vehicle meters. Records last Fuel Meter Reading Used to calculate Total Lifetime Meters on vehicle. Lifetime Meter is used when scheduling PM’s. Click “Replace Meter” button when replacing a meter on the vehicle. enter in the meter reading from old meter and then the replacement (new) meter reading.

13. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles (Specs) The Vehicle “Specs” tab allows you to define the vehicle specifications. Enter Engine and Transmission description. Enter Front and Rear Axle Description. Record weight limit vehicle Licensed For. Enter detailed axle information by clicking on the “Add” button.

14. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles (Warranties) The Vehicle “Warranties” tab allows you to define the other assets on the vehicle. Enter warranty information to vehicle by clicking on the “Add” button. List of warranties on vehicle.Enter Warranty Type Enter Date, Meter 1 and Meter 2 that Vehicle Warranty Begins.

15. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles (Assets) The Vehicle “Assets” tab allows you to define the other assets on the vehicle. Enter asset information to vehicle by clicking on the “Add” button. List of assets currently on vehicle. Enter Asset Code and Description. Enter Status of asset. Enter amount of asset on vehicle and unit cost. Enter any notes related to asset.

16. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles (User Fields) The Vehicle “User Fields” tab allows you to define up to 10 additional fields on the vehicle. Label the User Fields in the Vehicle Settings under the File menu. Enter the vehicle value for these User Defined Fields.

17. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles (Notes and Document Attachment) The Vehicle “Notes” tab allows you to record additional notes on the vehicle. Enter vehicle notes here. The Vehicle “Documents” tab allows you to attach Word, Picture, or PDF documents to a vehicle record. Add, Change or Delete a document attachment Record by clicking on the “Add”, “Change” or “Delete” buttons. Select Document File to be attached to vehicle record. Enter brief user Description of document. Attach document to a Work Order as well as vehicle record by indicating Work Order # in this field.

18. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicles (Month End Meter) The Vehicle “Month End” tab allows you to record meter readings on the vehicle at the end of the month. Click “Add” to record end of month meter readings for vehicle. Historical list of month end meter reading records for vehicle.

19. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view Open, Closed, and Completed Work Orders for highlighted Vehicle record. View, Add, Change, Delete, E-mail or Print Open, Closed, or Completed Work Orders or Invoices for a specific vehicle. May also open the Work Order List for the entire fleet by selecting the View All button. Work Orders Select date range for list view.

20. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Work Orders To add services to a work order select the “Add” button and fill in the information on the “Adding a Service” window. Designate status of work order. Indicate who performed the work. Check for any outstanding PM’s or Reported Problems when highlighted. Enter the Vehicle ID# and current meter readings. Check box to add a shop fee (overhead shop costs) to work order.

21. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Work Orders (Adding a Service) Enter a Service Code. Enter the actual amount of labor hours. Enter the hourly rate. - optional Enter VMRS code. Indicate which mechanic performed this service. If invoicing out work, indicate whether service is tax exempt and invoice labor rate. Click on “Documents” tab to view any documents for this specific service. Enter notes for this specific service.

22. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Work Orders To add a part to a work order click on “Add” and fill in the information on the “Adding Parts Check-Out” window. Check box to add a parts fee. (percentage of total parts cost)

23. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Work Orders (Adding a Part) Enter the part number. Check box if part is not being taken out of inventory. Check box if part is to be credited back. Enter quantity used. Enter the service that part is being used for. Enter VMRS code. May enter part warranty information. If invoicing out work, check box to indicate part is tax exempt, enter retail price or markup percentage. Check box if part is a requisitioned item.

24. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Work Orders By selecting the “Other ” tab on a work order you may enter more details and invoicing information. Notes to the work order or invoice are added in this window. Click on the “Documents” tab to attach documents to the work order. Enter vendor invoice number here if work performed outside. Enter your purchase order number here for the work to be performed by outside vendor. Enter customer code and check boxes to indicate what taxes should be applied to on the invoice. Enter Work Order Notes Enter Invoice Notes

25. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view list of Services Performed and/or Parts Usage history for highlighted vehicle. Add, View, Change, and Delete service or parts to a vehicle record. May also open the Service History or Parts Usage List for the entire fleet by selecting the View All button. Service / Parts

26. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Service / Parts Click on the “Parts Usage” tab in the Services Performed/Parts Used window and then selecting the “Add” button opens up the “Adding Parts” window to directly add a part record to the vehicle without using a work order. Click on the “Services Performed” tab in the Services Performed/Parts Used window and then selecting the “Add” button opens up the “Adding a Service” window to directly add a service record to the vehicle without using a work order. Select date range for list view.

27. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view the PM Schedule for highlighted Vehicle record. Add, Change, View, Copy or Delete a PM to the Vehicle PM Schedule. May also open the PM Schedule List for the entire fleet by selecting the View All button. PM Schedule

28. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com PM Schedule Click on the “add” button to add a PM to the existing PM Schedule. Enter a Vehicle ID #. Add Notes to PM by clicking on notes tab. Enter Service Code/PM. Enter in the date PM was last performed and the meter readings at the time of performance. Indicate if the PM is a one time occurrence. Select date range for list view.

29. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view the Expense records for the highlighted vehicle. View, Add, Change or Delete the Expense records for a vehicle. May also open the Expense List for the entire fleet by selecting the View All button. Expenses

30. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Expenses Click on the “Add” button to add Expense records to the vehicle. Choose one of the drop down items to Identify the type of expense. Enter GL Number used in your Accounting as a cross reference to this expense. May indicate a particular project that the expense was incurred. Record the vendor invoice number. Enter total meter(s) incurred during time of expense. Enter current meter(s) reading during time of expense. Select date range for list view.

31. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view or add Reported Problems for highlighted Vehicle record. Add, Change, Delete or View Reported Problems list for vehicle. May also open the Reported Problems List for the entire fleet by selecting the View All button. Reported Problems

32. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Reported Problems Enter which employee reported the problem. Click on the “Add” button to record a Reported Problem. Vehicle meter(s) reading at time of reported problem. Enter service code for problem being reported. Click on “Notes” tab and provide a more detailed description of problem. Provide a brief description of problem A user will be notified of outstanding reported problems on work orders (highlighted button), by e-mail or by visiting the “Reminders” list section in Truck Tracker. Select date range for list view.

33. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view the Fuel/Oil records for the highlighted vehicle. View, Add, Change or Delete Fuel /Oil records for a vehicle. May also open the Fuel/Oil Records List for the entire fleet by selecting the View All button. Fuel / Oil

34. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Fuel / Oil Click on the “Add” button to add a fuel record. Enter vehicle number. Enter fuel vendor code. Enter employee code. Enter meter(s) reading at last fill up and current meter(s) reading. Record the amount of gallons purchased. Enter the fuel price per gallon. Clicking on the “Other” tab allows you to record the fuel tax information for IFTA reporting and oil consumption. Select date range for list view.

35. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view any Trip Log records for highlighted Vehicle record. View, Add, Change, or Delete Trip Log records for vehicle. May view the Daily Logs Records for the entire fleet by selecting the “View All” button. Daily Logs

36. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Daily Logs Click the “Add” button to insert a driver’s log record. Enter general trip information for the Daily Log record entry by Selecting the “Daily Log” tab. Select date range for list view.

37. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Daily Logs Enter trip expense details by selecting the “Expense Details” tab. Enter the driver’s hours detail for the trip by selecting the “Hours/Remarks” tab. Record the shipment details for the trip by clicking on the “Shipments” tab. Enter the mileage driven in each state for the trip by selecting the “State Mileage” tab.

38. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view Licensing and Permits records for the highlighted vehicle record. Add, View, Change or Delete the Vehicle Licensing and Permits records. May view the Licensing & Permits records for the entire fleet by selecting the “View All” button. Licensing & Permits

39. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Licensing & Permits Click on the “Add” button to enter a License or Permit Record. Vehicle Code should be prefilled for you. Enter application date for permit or license. Record type of permit or license. Enter the state and /or county. Enter cost for permit or license. Record date the permit or license will expire. Indicate whether you wish to be reminded when license or permit is nearing expiration. Select date range for list view.

40. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view Tire Tracking records for the highlighted vehicle. Add, View, Copy or Change Tire records for a vehicle. Tire Tracking

41. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Tire Tracking Click on the “Add” button to Insert a Tire record for the vehicle. Enter notes for tire here. Select the “Other” tab to enter the tire purchase information and warranty information. Click on the “General” tab to enter detailed tire information (Make, Model, Serial #, Placement, Size, etc…). Record the vehicle meter of when tire was put into service and taken out of service. Record tread depth to track the wear on the specific make and model tires.

42. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Add, View, Change or Delete the parts that can be used on vehicle by referencing parts that have been used on vehicles that are similar year, make and model. Vehicle Parts Reference

43. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vehicle Parts Reference Click on the “Add” button to enter a parts reference record. Enter part number that can be used on this vehicle or vehicles with similar Make/Model/Year.

44. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Click to view the list of Employees Trained on the highlighted vehicle. Add, View, Change or Delete to the list of Employees that are trained to operate or service the specified vehicle. Employee Training

45. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee Training Click on “Add” button to add an employee training record. Enter the employee number for employee who is trained to operate and/or service the vehicle. Enter the vehicle group that the employee is trained to operate and/or service. Enter date that employee was trained and date that training expires. Check box if want to be warned when training is approaching expiration date. Enter the type of employee training. Enter employee training notes here. Select the correct training status and results.

46. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vendors Click on “Vendors” icon in the tool bar menu to open the vendors list window. Click on to view the transaction history for the highlighted vendor. Click to add, change, deactivate or delete a vendor record.

47. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Vendors Click “Add” to insert a new vendor record. Enter a unique vendor code and vendor name. Enter vendor contact information. Enter vendor type. Enter vendor warranty information. Enter the vendor sales tax to be applied to Truck Tracker parts purchase orders.

48. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff Individual employee record entry and transactional history side bar. Access the Employee/Staff list screen by clicking on the “Staff” icon in the menu tool bar.

49. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff Click on “Add” to enter a new employee record. Enter Employee code and Type. Enter general information, record notes, create up to five additional fields to track further employee information, and/or attach documents to employee records by selecting the “General”, “Other”, “Notes” and/or “Documents” tabs. Enter employee title and Contact information. In the “Other” tab enter employee sensitive information. This information can be blocked from user view by declining permissions in the Security setup feature by user login.

50. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff (Physicals) Click to view the “Physicals” records for the highlighted employee. Enter date of Physical, date Physical expires and reason for Physical. Check box to be reminded when employee physical is coming due. View employee physicals list history. Add, Change or Delete employee physicals record by selecting one of the below Buttons. Enter additional notes here relating to the employee physical record.

51. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff (Licensing/Certifications) Click to view the “Licenses/Certifications” records for the highlighted employee. View employee licenses and certifications list history. Add, Change or Delete employee licenses and certifications record by selecting one of the below buttons. Check box to be reminded when employee license or certifications are coming due. Enter any restrictions relating to the employee license or certification record. Enter License or Certification number, description, Issued by, date issued, and expiration date.

52. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff (Violations) Click to view the “Violations” records for the highlighted employee. Check box to be reminded when employee violation is reaching expiration. Enter employee ID number, vehicle number, date of violation, violation ID and type of violation. View employee violations list history. Add, Change or Delete employee violations record by selecting one of the below buttons. Enter description of Violation, location that violation took place, fines, number of injuries, severity, and expiration date. Enter any notes or attach documents relating to the employee violation record. Indicate what action has been taken for this violation.

53. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff (Training) Click to view the “Training” records for the highlighted employee. Check box to be reminded when employee training is reaching expiration. View employee training list history. Add, Change or Delete employee training record by selecting one of the below buttons. Enter employee ID number, vehicle group trained on, date of training, training expiration date and type of training received. Enter any notes relating to the employee training record.

54. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff (Fueling) Click to view the “Fueling” records for the highlighted employee. View employee fueling history. Add, Change or Delete employee fueling record by selecting the “Add”, “Change” or “Delete” buttons.

55. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff (Daily Logs) Click to view the “Daily Logs” records for the highlighted employee. View employee daily logs history. Add, Change or Delete employee daily logs record by selecting the “Add”, “Change” or “Delete” buttons.

56. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff (Services) Click to view the “Services” records for the highlighted employee. View employee services history. Add, Change or Delete employee services record by selecting the “Add”, “Change” or “Delete” buttons.

57. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Employee / Staff (Work Orders) Click to view the “Work Order” records for the highlighted employee. View employee work orders history. Add, Change or Delete employee work orders record by selecting the “Add”, “Change” or “Delete” buttons. Select date range for list box view. Print out work order or invoice that is highlighted by selecting the “Add Work Order” or “Print Invoice” button.

58. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Customers Click on the “Customers” icon in the tool bar menu to open up the customers list. Click to view the transaction history for the highlighted customer. Click to add, change, deactivate or delete a customer record.

59. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Customers Click on “add” to insert a customer record. Enter customer contact information. Enter unique customer code. Enter credit limit and terms for customer. Record a Parts Markup % and Labor Rate for customer along with customer tax rates to be applied when invoiced. Enter a parts fee and/or service fee for customer to be applied when work performed.

60. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Service Codes Click on the “Service Code” icon in the tool bar menu to access service codes. Click to view transaction history for the highlighted service code. Click to add, change, deactivate or delete a service code record. Select to create a PM schedule for vehicle groups and define Types of Vehicle Warranties.

61. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Service Codes Click the “Add” button to enter a service code record. Enter unique service code and description. Enter category for service code and VMRS code. Check box if service code is a PM and then set up intervals the PM is to be performed by. (May schedule up to 3 intervals per PM. Enter the amount of time it should take to perform service. Enter invoice labor rate for service and indicate whether service is tax exempt.

62. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Service Codes Click on “Notes” tab to enter notes for the service code here. Click on the “Parts Assembly” tab to list the parts that should be used with the specified service. Click the “Add”, “Change” or “Delete” button to add, change or delete a part to the service code assembly list. Click on the “PM Links” tab to link more than one PM together. Linking PM’s will instruct Truck Tracker to automatically update the PM schedule when the one PM service code is added to a work order. Click the “Add” or “Delete” button to add or delete a PM link record.

63. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com PM Service Groups Click on the “PM Service Groups” button on the Service Code List screen to create a PM Schedule for a group of Vehicle. Click “Add” to add a PM Group. Click “Add” to add a PM service code the highlighted PM Group schedule.

64. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Reminders Select the “Reminders” icon in the tool menu bar to view reminder items list. Click on the appropriate tab to view those reminders. Print out reminder list. PM Reminders - list of all PM that are coming due. Reported Problems – list of all outstanding reported problems. Tags – list of all licenses and permits that are reaching expiration or have expired. Tire Life – list of all tires that are approaching or have reached their life expectancy. Physicals – list of employees who have physicals that have expired or reaching expiration date. Licenses – list of employees that have licenses coming due or have already expired. Violations – list of employees that have violations that are coming due or have expired. Training – list of employees that have training coming due or has expired. Reorder Parts - list of parts that have reached their reorder point and need to be ordered. *Reminders may be set up to be e-mailed to specified recipients. See the E-mail Reminders section.

65. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com User Security Select the “Security” icon in the tool bar menu to access user security permissions. Select either the “User” tab to view the list of users set up for security permissions or The “Groups” tab to view the list of user groups set up for security permissions. Click on “Add”, “Change” or “Delete” button to add, change, or delete users/user groups security permissions.

66. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com User Security By clicking the “Add” button you may add a user name and specify permissions. Create a user log in name and password. Enter site for user log in. Indicate whether user has “Full Access” and if user belongs to a user group. For each “Area” in Truck Tracker there are “Doors” that you can “Grant” or “Deny” access.

67. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory Truck Tracker Parts Inventory is part centric. Every transaction in the inventory must tie to a part record.

68. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory Click on “Parts” icon in the tool bar menu to open the parts list window. Parts Check-In will check in a part that is highlighted into inventory. Parts Check-Out will check a part that is highlighted out of inventory and directly to a vehicle. On Hand/Adjustments displays adjustment history for highlighted part during specified date period. Cross Reference list of parts that can be used in place of the highlighted part record. Physical Inventory a step by step physical inventory process. Purchase Orders create and manage purchase orders for parts. Site Transfers handle transfers of parts from another parts inventory site. View current On Hand records for highlighted part in list box above. Also have ability to “Add”, “Change” or “Delete” On Hand Part record. Print Bar Code label for Highlighted part. “Adjust Quantity”, “Add”, “Copy”, “Change”, “Deactivate” or “Delete” a part record.

69. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Part Record) Select the “General” tab to enter part information details. Select “Other” tab to record part warranty information and utilize User Defined fields. Choose the “Documents” tab to attach documents to a part record. Select “Parts Assembly” tab to add part to a service code parts assembly list. Select “Notes” tab to add notes on part. Enter part number and description. and supplier. Enter last cost of part, the parts unit of measure, mark up percentage when invoicing and/or parts retail price. Indicate whether the part is exempt from taxes. Warranty Provider Enter VMRS code. Select a part reorder process for this particular part. Formula, Minimum/Maximum, or none. For Min/Max indicate the quantity amounts. Enter part storage location in stock room.

70. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Part Record) Indicate whether a Core Part and Core Value. Warranty Provider 5 additional User Defined Fields per part. Provide Warranty details for part.

71. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Purchase Orders) Click to view open, closed, and all Purchase Orders. View purchase order list, print out purchase order, check in entire purchase order, add, change or delete purchase order from this window. A purchase order can also be created for a vendor that supplies parts that have reached their reorder point. E-mail or Print highlighted purchase order.

72. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Purchase Orders) Fill in the requested information when creating a purchase order. Select a vendor. Enter date of purchase order. Enter any notes pertaining to the purchase order or purchase. Record the purchase order number from Accounting Department as a reference if different than Truck Tracker order reference number. Record vendor invoice number. Check box to record freight charge and enter freight cost. Check box to apply sales tax to parts cost and indicate the percentage. Click on “Add”, “Change” or “Delete” to add, change or delete parts on a purchase order. Click on this button to add parts requisitioned for a work order to the purchase list.

73. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Purchase Orders) Click “Add” to add another part record to purchase order. Enter part to be added to purchase order. Enter the purchase quantity for the part. Check box if part is a credit item (being returned to vendor) or is exempt from purchase order sales taxes. Record actual unit price for part. Record the expected parts receive date and vendor invoice number. Enter any notes related to this part.

74. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Part Check In) Click on “Check-In” icon in menu tool bar to check in a variety of parts into inventory. Select the “Part Check-In” button in the Parts Listing box to check in the part highlighted on the list. Part Check-In window provides you a historical list of part check records between the specified date period. Click “Add Batch”, “Add” or “Delete” button to add or delete a part check in record.

75. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Part Check In) Click on the “Add Batch “ or “Add” button to check parts into inventory. Click “Add PO Details” button to check in parts from a specified Truck Tracker purchase order. Click “Add” to check parts into inventory. Parts on order quantity on the purchase order will automatically be reduced by the amount being checked in. The purchase order selected is matched by vendor code used on parts check in record and vendor code indicated on the purchase order. After entering parts check in records have option to print out bar code labels by clicking on “Complete and Print” button. Batch List Check In window.

76. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Part Check In) Select Truck Tracker purchase order that parts are being received from. Select the quantity of part that is being received off purchase order by double clicking the line item. Add parts to check in queue by clicking on button. Enter part number and description. Enter vendor code for part being check in. Enter actual unit cost and quantity of part received into inventory.

77. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Part Check Out) Click on the “Part Check Out” button to check parts out of inventory and apply directly to a vehicle. View a usage history for the specific part being checked out of inventory during a specified date range. Add, change, delete, a part from Inventory by selecting the “Add”, “Change”, “Delete” button. Go to the Batch Part Check Out Screen by selecting the “Browse All” button.

78. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Part Check Out) Clicking on the “Add” button will open up the “Adding Parts Check-Out” window. Enter vehicle code that part is being checked out to. Enter part number and description of part being checked out. Check box if part is a non inventory, credit or requisitioned item. Enter the part quantity used on vehicle. Enter service code, VRMS code and date that part was used. Enter warranty information on part. Add comments. Enter current meter readings on vehicle. Add Comments

79. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Adjustments) Click “Adjustments” button to view any manual changes made in the quantity of parts on hand. View adjustment history for part by a defined date period. Click on the “Browse All” button to view adjustment history for entire parts inventory.

80. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Adjustments) Click “Adjust Quantity” button to make changes to the highlighted part on hand quantity. Enter the new quantity on hand. Record the reason for the adjustment.

81. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Order Details) Click on the “Order Details” button to view all the outstanding purchases on Truck Tracker purchase orders for highlighted part. Click on the “Browse All” button to view list of all purchase orders. Highlight a purchase order and click “Change” button to make any changes to the order. View list of purchase orders for highlighted part and click “Change” button to make any changes to the order.

82. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Cross Reference) Click on the “Cross Reference” button to view a list of parts that can be used in place of the highlighted part. Add, change or delete all parts cross reference records for the highlighted part by selecting “Add”, “Change”, “Delete” button. Also view current on hand inventory for the cross referenced parts. When adding a part cross reference record, enter part number and description of part that can be used in place of the original part. Enter any comments here.

83. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Physical Inventory) Click on the “Physical Inventory” button to begin the Physical Inventory process. Truck Tracker’s Physical Inventory takes you through a three step organized process to help you match up your Physical Inventory counts to your Truck Tracker Parts On Hand counts giving you a true inventory value.

84. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Site Transfers) Click on Site Transfers to request parts from other sites inventory and manage part transfers. Select “Force Transfer To” button to directly transfer a part from your site to another site. View and manage all incoming parts transfer requests, outgoing parts transfer requests and a log of all parts transfers among sites.

85. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Site Transfers) Select the “ Incoming Transfers Request” tab to check in, delete, edit, or force completion of highlighted part transfer record. Also request a part transfer From this window. Requesting a part from another location requires a part number and site location that part is being requested from. Enter the part quantity being requested and enter additional comments. Once the part number is defined a list of all the available on hand part records for each site will appear. Select one of these records.

86. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Site Transfers) Select the “ Outgoing Transfers Requested” tab to view any parts request made to your site, approve and/or check out any highlighted part transfer request. Print a Transfer Packing List. When checking out a parts transfer this message will appear. Copy of Transfer Packing List

87. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Parts Inventory (Site Transfers) Select the “Transfers Completed” tab to view the historical list of all incoming parts transfers received and outgoing parts transfers granted by the site the user is logged into.

88. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu (Company Information, Settings, and Utilities) Switch Site - to be used with multiple site licenses. A convenient way to switch the site user is logged into. Settings - set up company information, software global settings, service settings, current site settings and local user settings. Printer Setup – set up default printer to be used in Truck Tracker. User Security - configure individual users or groups permissions in the software. Backup and Restore – to perform a Truck Tracker database full backup or restore. Export and Import - export data lists from Truck Tracker and/or import data lists and selected transactional history into Truck Tracker. Restart – launches a quick restart of the Truck Tracker application. Configure Company Information and Truck Tracker Settings or access various utilities by clicking on the “File” menu in the menu lists tool bar.

89. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu (Settings – Company Information) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings.

90. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu (Settings – Global Settings) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Enter location for database backup to be stored. Designate whether using Actual or Average costing method for parts. Indicate the perimeters to be forewarned when specific reminders are coming due. Ability to use multiple currencies. Designate one base currency and then provide exchange rates for other currencies used.

91. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu (Settings – Service Settings) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Configure Automatic Database Backup Service by indicating days you want backup to be per- formed, time of day to perform service, and how long to retain backup. Check box if you want reminders to be e-mailed. Indicate time of day e-mail reminders are to begin sending. Designate how frequently e-mails are sent. Enable automatic fuel data import for FuelMaster program only. Indicate time of day fuel data is to begin import and how frequently the imports occur. Enable web portal synchronization for dealers. Indicate time of day to sync the parts information into the dealer portal.

92. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu (Settings – Site Information) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Enter company Site contact information. Company Groups

93. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Service Record Settings ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Indicate the default settings for Service Records. Set the default hourly wage, default actual hours and default hourly invoice rate to be used if not previously indicated in service code record. Check box if you want the Actual Service Hours and Service Code Notes to appear on the work order/invoice.

94. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Work Order/Invoice ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Enter employee type to select from when creating an in house work order. The automatic sequential numbering of work orders will begin at the number following the one indicated here. Indicate part markup percentage when Invoicing. Insert Company Logo for Invoices. Label taxes to be used on invoices, tax rates, and whether to apply on part, labor or both. Check boxes if Service Fee and/or Parts Fee should be applied to work order. Indicate the percentage rate of each fee.

95. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Vehicles ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Label the 10 vehicle user defined fields. Designate what placement value you want Fuel costs to be rounded off too. Enter default fuel price per gallon. Enter default meter labels for vehicles. Multi Sites – check box if want to see only vehicles located at the site logged into. Check box if want to see reminders for all sites.

96. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Parts Inventory ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Enter default unit of measure for parts. Indicate next purchase order number for automatic sequential numbering, prefix and suffix to be added to purchase order numbers and default purchase order sales tax rate. Check boxes if… -Ability to create Pending Status purchase orders -Include purchase order sales tax on parts cost -When checking in a part record last vendor checked in and invoice reference # used will appear on check in record. -Automatically close out purchase order when checked in all parts Update formula reorder points for parts based on current usage history. Label 5 user defined fields for part record.

97. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Barcode Options ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Designate barcode printer. Indicate number of characters to be ignored when Scanning out a part barcode. Check boxes if… -Parts cost is to be shown on barcode -Date part is received into inventory appears on barcode -Have prompt appear asking whether to print barcode labels on Check-In Indicate characters to be ignored when Scanning out a part barcode.

98. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Web Portal ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Test to ensure Dealer Portal communication is open. Select one of the Automatic Parts Reorder Process Options. Enter Dealer ID#, Customer Username and Customer Password provided when registered for Dealer Portal access. Web Portal will directly link your parts purchase orders with your selected parts supplier.

99. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Employees ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Enter labels for the 5 employee user defined fields.

100. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – E-mail Reminder ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Enter SMTP server or IP address that you are connecting to. Enter the port number on the server you are connecting to. Check box if SMTP server uses SSL encryption. Check box to allow user to specify the Windows domain name required for authentication. E-mail address that reminder will be sent from. Enter the number of days to wait before resending an outstanding reminder.

101. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Document Links ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Designate location for document attachments to be stored.

102. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Auto-Updates ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Check box if you want Truck Tracker to automatically check for updates when launched. Check box if you want to save the Installation file at a specific location. Indicate where you would like to download the updates from. Manually check for software updates by clicking on the “Check for Updates” button.

103. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Settings – Local Settings ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Check box to eliminate reminder icons from appearing on Vehicle, Employee, and/or Parts Inventory window screen. This may decrease screen load time. Indicate whether you want screen to “Page-Load” or “File-Load”. Click this button to reset all Listbox formats back to the default settings. Click on this button to reset all window sizes and locations back to default settings. Select which screens you would like to be Launched when starting up Truck Tracker.

104. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Printer Setup ) Select “Printer Setup” in the “File” menu to configure the default printer. Setup default printer to be used in Truck Tracker.

105. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Export ) Select “Export” in the “File” menu to export data from Truck Tracker. Select which fields and contents you wish to export by clicking on the field and then selecting the “Add” button. Rearrange order of fields by selecting the “Remove”, “Shift Up” or “Shift Down” button. Save your export job. Click “Job” button to rerun the saved job at another time.

106. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Export – Spreadsheet Wizard ) Select “Export” in the “File” menu to configure a spreadsheet report. “Modify” an existing spreadsheet report or “Design” a new spreadsheet report. “Select” one of the previously saved reports to run.

107. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Export – Spreadsheet Wizard ) Select “Export” in the “File” menu to create a spreadsheet export. Identify the fields to include in the spread sheet report. Rearrange the order of the columns using the up and down arrows. Step 1 Step 2

108. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Export – Spreadsheet Wizard ) Select “Export” in the “File” menu to create a spreadsheet export. Select a Group Sort Order for the Spreadsheet. Custom define the Group Sort Order. Step 3 Step 4

109. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Export – Spreadsheet Wizard ) Select “Export” in the “File” menu to create a spreadsheet export. Select a saved Spreadsheet template from your files or designate the row and column for data entry location to begin. Custom define the Group Sort Order. Step 5 Step 6 Enter any notes for the Spreadsheet. Click on “OK” when finished entering notes. Then double click on the Spreadsheet Description to generate the spreadsheet export.

110. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com File Menu ( Import ) Select “Settings” in the “File” menu to configure the Company and Site Information along with Truck Tracker Global, Site, and User Settings. Match the fields from your import document to the Truck Tracker fields. Click the “Assign” button to match them up. Save your import job. Click “Job” button to rerun the saved job at another time.

111. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com E-mail Reminders Select “Email Reminders” in the “Lists” menu to configure the email recipients for the reminders. View the lists of configured e-mail reminders. Add, change, or delete e-mail reminders by clicking on the “Add”, “Change” or “Delete buttons. Click on the “Email Error Log” button to view a list of e-mails that were not sent and a brief description of the error.

112. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com E-mail Reminders Configure a new E-mail Reminder by selecting the “Add” button. Enter a title for the new E-mail configuration. Enter e-mail reminder recipients e-mail address. Click the “Add”, “Change”, or “Delete” button to add, change or delete a alert from the e-mail reminder configuration. Click the “Add”, “Change”, or “Delete” button to add, change, or delete an exclusion alert from the e-mail reminder configuration.

113. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com E-mail Reminders Indicate what Specific Vehicle or Group of Vehicles or All Vehicles you want included in this reminder. Indicate what Specific Vehicle or Group of Vehicles or All Vehicles you want excluded in this reminder. Define the type of reminder that you are setting the inclusions or exclusions for. Set the Included and Excluded Alerts. The Excluded Alerts are subtracted from the set Included Alerts.

114. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Reports Truck Tracker has over 80 predesigned reports to select from. Most of the reports offer filtering techniques allowing the user to generate a report to match their data results needs. To access the reports click on the “Reports” drop down list. Select one of the report categories and then choose from a specific report under that category. Many reports allow you to specify date range and design a query to filter the data generated.

115. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Reports (Query) To set up a query select the “Query” tab. Select Custom Query. Select the field to filter report by. Select the operation to filter report by. Enter the value of the field filter. Step 1: Step 2: Step 3: Step 4: Step 5:

116. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Reports (Query) Select additional conditions if they exist. Indicate whether saving query. If save query, provide a description. Step 3: Step 7: Step 6: Step 8: Click on “Go” button to print report.

117. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Reports (Report Wizard) Select a report to build. “Select” one of the previously saved reports to run. “Modify” an existing spreadsheet report or “Design” a new spreadsheet report. Step 1

118. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Reports (Report Wizard) Step 1 Identify the fields to include in the spread sheet report. Rearrange the order of the columns using the up and down arrows. Step 2 Step 3 Click on “Advanced” to specify which columns should be totaled or averaged and select “Modify” to define column headers and columns widths.

119. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Select “Export” in the “File” menu to create a spreadsheet export. Select a Group Sort Order for the Spreadsheet. Custom define the Group Sort Order. Step 4 Step 5 Reports (Report Wizard)

120. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Reports (Report Wizard) Step 6

121. 2050 Larkin Avenue, Suite 200 Elgin, IL 60123 1.800.980.2555 www.fleet-maintenance.com Reports (Report Wizard) Step 7 Enter notes for report here. Click on “OK” when finished entering notes. Then double click on the Report to preview and print. Queries can be run on these reports to filter the information further.