Purpose

This article provides an overview of the Rapid Fleet Settings, including how to access it and the all the options available.

How to access the Rapid Fleet Settings:

- Navigate to the bottom-left corner of the screen and click the dot with your initials.

- This opens the Rapid Fleet Menu, which includes:

• Support: This feature enables prompt contact with the Rapid Fleet Support Team for assistance, issue resolution, or feature requests

• Change Password: Use this option to comply with company policies requiring regular password updates or to make changes independently.

• Service Plans

Add service plans for various equipment types and track them using different units.

After creating a service plan, you may add services by selecting the corresponding Service Plan Name.

To assign a Service Plan, go to Equipment, select a Unit, click 'Edit Equipment,' choose a plan from the dropdown, and save your changes.

Once Service Plan criteria have been met, a notification in the Service Due window on the Dashboard will appear with a Add Work Order button to your convenience.

• Account Settings

  1. Equipment Custom Fields.

  Custom Fields enable you to capture additional information related to Equipment. By clicking on an Equipment name within a work order, you can view the supplementary details provided through these custom fields.

  

  To add a Custom field just type in a name and choose between Text/Data Field. Click Add Custom Field

  

  This can be updated by navigating to the 'Equipment' section, selecting the specific unit, and choosing 'Edit Equipment'. Save Equipment.

  

2. Location.

If your assets are distributed across multiple locations, you can assign location tags to each asset. This allows you to filter work orders based on location.

To assign a piece of equipment to a specific location, navigate to the 'Equipment' section, select the desired unit, and click on 'Edit Equipment'. A dropdown list will display all available locations for selection. Save Equipment.

3. Email Notifications.

This setting allows you to specify which users should receive specific types of daily email notifications such as:

- Expiration Notices

- Daily Active Work Order Reports

- Out Of Service notifications

4. Equipment Types.

By default, the available Equipment types are Truck, Trailer, and Other. You can add additional asset types here, using various measurement units such as miles, hours, cubic yards, or cubic meters.

5. Manage App Features.

Customize the Rapid Fleet features you wish to enable based on your specific operational needs.

• Fuel Logs: The 'Fuel Logs' feature allows drivers to record fuel purchases directly through the Rapid Fleet mobile app. Please note that this functionality is currently in a testing phase and is only available to a limited group of selected users.
• Shopping Cart: If you manage a large inventory and need to retrieve multiple items simultaneously, you can connect the Rapid Fleet Inventory app to a Bluetooth handheld scanner. Simply scan the required items and proceed to 'checkout' your cart. Items can then be assigned to a specific individual and/or linked to a work order.
• Equipment Checkout: If your team regularly transports equipment to job sites, the Equipment Checkout feature in the Rapid Fleet Inventory app enables you to track equipment assignments efficiently. By incorporating RFID tags, the check-in and check-out process can be significantly expedited.
• Require Photos for Work Orders: Enable the requirement for photos to be taken for all work orders, excluding scheduled service requests.
• Notify when Work Order Completed: Send a mobile notification to the individual who reported a work order whenever it is updated. Updates include check-ins, status changes, and any notes that have been added.
• Print Asset (Equipment) QR Codes: Enable the option to print QR codes for equipment to facilitate quick scanning and efficient identification.
• Location Tracking for Equipment: Enable the assignment of both equipment and personnel to specific locations to support better tracking and resource management.
• Permits: Manage permit expiration reminders. This feature is currently under development and will be available soon.
• Language & Region: can be set to English US or AUS at this moment.

6. Fuel Vendors.

Manage and maintain records of your fuel vendors within the system to streamline fuel tracking and reporting.

Simply enter the vendor's name and indicate whether the fuel supply is owned by your organization.

7. Configure Fuel Logs.

Specify the types of information that must be collected from drivers during relevant processes or data entry, in accordance with your organization’s operational requirements.

8. Rapid ERP Sync.

Manage the synchronization of essential data between Rapid Fleet and Rapid ERP to support seamless integration and ensure data consistency across systems. This task will be handled by the Support Team and does not require additional attention from end users.

9. Import inventory items from CSV files.

Import inventory items into the system using CSV files to streamline bulk data entry and ensure consistency.

• My Account.

This item is not to be considered and is scheduled for termination.

• Log Out 

Log out securely from the Rapid Fleet platform to ensure the safety and privacy of your account information.

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