Vehicle Renewal Reminders
Vehicle Renewal Reminders are designed to help you keep your Vehicles current on various non-service activities such as:
- DOT Inspection
- Road Tax
- Emission Test
- MOT Test
There are multiple ways to add new Vehicle Renewal Reminders - individually, or in bulk.
Add Individual Vehicle Renewal Reminders
Navigate to the Vehicle Profile and click the + Quick Add button:
Or, navigate to the Reminders section of the Vehicle Profile (1) and click Add Vehicle Renewal Reminder (2) or the More Actions menu (3):
Bulk Add or Import Vehicle Renewal Reminders
Navigate to Reminders > Vehicle Renewal Reminders via the left sidebar menu, then click the Actions button and Add Multiple or Import:
Or, click the main Quick Add menu at the top of the Fleetio screen, then Add Multiple Vehicle Renewal Reminders:
Renewal Reminder Entry
Enter details for the new Reminder. Select a Renewal Type to indicate the type of activity requiring renewal (1), set the Due Date (2), a Due Soon Threshold which determines the period of time in advance at which the activity should show Due Soon (3), and toggle Email Notifications ON or OFF (4).
Learn more in the Vehicle Renewal Types article
If you have any Custom Fields designated with the Vehicle Renewal Reminder type, these will be available to enter:
Subscribe any Contacts to receive Email Notifications. By default, the User creating the reminder will be included. Any user "watching" the vehicle will also be added as a subscriber once the reminder is saved. Add others as you wish.
Resolving a Vehicle Renewal Reminder
The resolution process depends on the Renewal Type in question.
- If the Renewal is a one-time event, you may wish to simply delete it
- If the Renewal is regularly reoccurring, Edit to update the Next Due Date
Navigate to Reminders > Vehicle Renewal Reminder via the left sidebar menu, or click the Reminders section of the Vehicle Profile.
Click the More Actions menu at the end of the row, then Edit:
TIP: Depending on the type of renewal, you may wish to record a Service Entry. This will allow you to maintain a history, and track additional information pertaining to the renewal. For example, you may wish to record a cost for a tag renewal.
Learn more in the Service Entry Overview article