Inventory & reports

Fleet vehicles, equipment and expiry dates

3 min read

Fleet & Assets is the register for the things the workshop owns: your own vehicles and vans, plus equipment like hoists, scan tools, fire extinguishers and test-and-tag gear. It exists mainly so nothing expires without someone noticing.

Fleet & Assets: totals for vehicles, assets, things expiring soon and expenses, expiry alerts for rego, a service and a subscription, and the vehicle list with rego expiry and next service dates
Fleet & Assets: what's coming due is listed at the top.

Fleet vehicles

  1. Add the rego, make, model, build date and current odometer.
  2. If it’s someone’s van, choose it as their Assigned Van under Settings → Technicians. Give it a branch if you have more than one site.
  3. Set rego expiry and next service date.

Running costs go on the vehicle: fuel, servicing, tyres, insurance. Each vehicle has its own expenses list, so “what does that van actually cost us” is a question you can answer.

Odometer check-ins

Whoever has a van records its odometer reading from their phone, with a photo of the dash if they like. That keeps servicing intervals honest without anyone writing it on a whiteboard.

Turn on KM Check-in on the vehicle and pick how often — weekly on a set day, monthly, or every so many days. When a check-in is due, the person the van is assigned to is asked for the reading in a pop-up the next time they open MechOS. Later puts it off until they next open the app; it keeps asking until the reading is in. They can also log one any time from Log KM on their Contractors page.

Assets and equipment

Anything that isn’t a vehicle goes in as an asset: an ID code, a group, a brand and model, where it lives, and photos. The field that matters is the expiry or next service date — a hoist inspection, a test-and-tag date, an extinguisher service.

  • Inside 60 days, the item shows a warning badge; inside 30 days it’s in your dashboard alerts too.
  • Once past, it shows as expired.

Assets have their own expenses list too: a hoist service, a scan tool subscription, a repair. Open the asset and press + Add under Expenses.

Adding a cost from the Expenses page

When you add an expense on the Expenses page, choose the vehicle or the asset under Fleet & assets. It then shows on that vehicle or asset, and it counts as a cost of running the workshop, so it is never waiting to be matched to a customer’s job.

Tip:These alerts sit alongside technician licence and driver’s licence expiries, so one list on the dashboard covers everything with a date on it that could stop you legally operating.

Retiring something

Archive keeps a vehicle’s record and its history but takes it out of the active list — the right choice for a van you’ve sold. Delete permanently, on an archived vehicle, is for one entered by mistake. Assets can only be deleted.

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