Vehicles and compliance

Add vehicles, review a vehicle’s history, and track MOT/tax/insurance and other compliance events.

Who this is for: Staff who manage the fleet.

Add a vehicle

Vehicles list with fleet numbers, registrations, makes, models and statuses.
Fleet → Vehicles. Search and filter from the toolbar; the sidebar summarises the fleet.
Vehicle events list showing compliance events, providers and expiry dates.
Fleet → Events tracks dated compliance — roadworthiness tests, tacho calibration, tax and insurance.
  1. Go to Vehicles, then select “Add vehicle”.
  2. Fill in the registration, make, model and any other details.
  3. Save.

Review a vehicle

Open any vehicle to see its detail page, organised into tabs:

  1. Overview — the vehicle’s details plus quick stats, including its current odometer reading.
  2. Jobs — job cards for this vehicle.
  3. Defects — faults recorded against it.
  4. Inspections — inspections carried out on it.
  5. Compliance — recurring events (MOT, insurance, tax, service) with their expiry and status.

Track compliance events

  1. Open the vehicle and go to the Compliance tab.
  2. Each event shows its type, expiry date and a status badge (green = fine, amber = due within 30 days, red = overdue).
  3. The “Compliance due” stat on the Overview tab counts anything overdue or due soon.

TipEvent types and their default reminder period are configured under Settings.