Tracking insurance and warranty details is essential for fleet compliance and asset protection. In Rapid Fleet, you can store this information directly within each equipment profile, including expiration dates to help you stay ahead of renewals and coverage lapses.
Follow the steps below to add a policy:
1. Go to the Equipment Section
From the left-hand menu, click on Equipment.
Select the unit you want to update by clicking on it.
2. Add a Policy
In the equipment details page, scroll down to the section titled Insurance and Warranties.
Click on Add Policy.
3. Complete Policy Details
-
In the pop-up window, choose the Record Type:
Insurance
Warranty
Fill out the required information, including any relevant details.
Select the expiration date using the date picker.
4. Save the Policy
Click on Add Policy to save the entry.
5. View All Policies
Once added, all insurance and warranty records will appear in the Insurance and Warranties section of the equipment profile for easy reference.
Comments
0 comments
Article is closed for comments.