Table of Contents
Fleetio allows you to quickly and efficiently add multiple Service Reminders to a Work Order or Service Entry. You can create a new Work Order or Service Entry from multiple Service Reminders or add them to an existing one. This functionality is available on the Vehicle Details Page and the Service Reminders Index.
Vehicle Details Page
- Click Vehicles in the Sidebar Navigation, then select Vehicle List.
- Locate the Vehicle in the index and click on it to view its Vehicle Details Page.
- In the Service Reminders Card, click the Resolve button on a Service Reminder, and select Add to Service Entry or Add to Work Order.
- Alternatively, you can hover over your total Overdue or Due Soon Service Reminders, click the More Actions Button and select Add to Service Entry or Add to Work Order to add all Due Soon or Overdue reminders at once.
- In the pop-up, use the checkboxes (a) to select any other Service Reminders to add.
- Use the options at the bottom (b) to choose whether to add to an existing Work Order/Service Entry or create a new one.
- Click the Continue button to move to the Work Order or Service Entry page, where you can complete the process.
Service Reminders Index
- Click Reminders in the Sidebar Navigation, then select Service Reminders.
- Use the checkboxes to select the Service Reminders to add to a Work Order or Service Entry.
NOTE: The Service Reminders you select must be for the same Vehicle. Work Orders and Service Entries can only be configured for one Vehicle at a time.
- Click the Actions Drop-down Menu and select Add to Work Order or Add to Service Entry.
- In the pop-up, use the checkboxes (a) to select any other Service Reminders to add.
- Use the options at the bottom (b) to choose whether to add to an existing Work Order/Service Entry or create a new one.
- Click the Continue button to move to the Work Order or Service Entry page, where you can complete the process.
