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VehicleFleetManagerHelp EN
VehicleFleetManagerHelp EN
VehicleFleetManagerHelp EN
User guide
Vehicles list
Drivers list
Reports
Export to excel
Fuel statements
Oil changes
Repairs
Vehicles menu
Vehicles menu
Expenses menu
Expenses_menu
Options menu
Options_menu
Tire purchases
Other fees
Vehicles menu.
Vehicles list
Odometer statements
Vendors
Reports
Expenses menu.
Fuel
Oil changes
Repairs
Tire purchases
Other fees
Options menu.
Personalize
Parameter
Backup database
Restoring a database
To restore the database you just have to replace the file "GESTIONFLOTTE.FDB" in the application directory (most
of the time "C:\Program files\Vehicle Fleet Manager\") by one of the existing backup file (.gbk) and rename it that
way "GESTIONFLOTTE.FDB". Vehicle Fleet Manager must be closed to perform this operation.
Security options
Users
Access levels
When the security is active, it allows the user to lock the program. The login window will then appear.
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Vehicles
This section is about adding, editing and consulting vehicles data.
You can access this window through the menu Vehicles -> Vehicles list.
This window allows you to create, configure and consult your vehicles data.
Vehicles list
The list of your existing vehicles. Click the list to select one.
For the vehicles colors meaning, please refer to Service schedule tab
Vehicles data
This frame contains general informations regarding the selected vehicle.
Insurances data
- Insurer
- Insurance company
- Date of insurance
- Expiration date of insurance
- Notes on coverage
When insurance is almost expired, the field "Expires on" will appear in yellow as well as the line of the vehicle. If it
is already expired, they will appear in red.
Search
Allow an easy and quick search by restricting the number of records to show. The generic character (*) is allowed.
Purchase data
This frame contains purchase or rental informations about the selected vehicle.
- Purchase/Rental date
- Purchase cost
- Odometer at purchase/rental
- Vendor
- Notes on purchase/rental
Add
Delete
Edit
Edit the selected vehicle. You can also double click the vehicle's list at the left to edit a vehicle.
Exit
Depreciation matrix
This section allows you to calculate the annual depreciation of your vehicles. Just enter the required info
and the Dpn field will show the annual depreciation.
Rental specifications
It's possible to configure automatic rental transactions every X days. To change the automatic rental
transaction parameters, click on "Edit" button.
Driver
To see all the drivers who drove vehicles, please refer to Drivers report
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Fuel transactions tab
This tab allow you to add and edit any fuel transactions for the selected vehicle.
Click this button to add a new fuel transaction for the selected vehicle.
This list contains all fuel transactions for the selected vehicle.
Edit the selected transaction
Click here to edit the selected fuel transaction. You can also double click on the transaction directly from
the list.
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Oil changes transactions tab
This tab allow you to add and edit any oil change transactions for the selected vehicle.
Click this button to add a new oil change transaction for the selected vehicle.
Click here to edit the selected oil change transaction. You can also double click on the transaction
directly from the list.
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Repair transactions tab
This tab allow you to add and edit any repair transactions for the selected vehicle.
Click this button to add a new repair transaction for the selected vehicle.
This list contains all repair transactions for the selected vehicle.
Edit the selected transaction
Click here to edit the selected repair transaction. You can also double click on the transaction directly
from the list.
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Tire purchase transactions tab
This tab allow you to add and edit any tire purchase transactions for the selected vehicle.
This list contains all tire purchase transactions for the selected vehicle.
Click this button to add a new tire purchase transaction for the selected vehicle.
This tab allow you to add and edit any other fee transactions for the selected vehicle.
Click this button to add a new other fee transaction for the selected vehicle.
This list contains all other fee transactions for the selected vehicle.
This tab allow you to add and edit any rental transactions for the selected vehicle. You can manually add and
edit rental transactions but you can also configure them to be created automatically. Click the "Edit" button of the
vehicle to configure those parameters.
Click this button to add a new rental transaction for the selected vehicle.
Click here to edit the selected rental transaction. You can also double click on the transaction directly
from the list.
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Odometer reading tab
This tab allow you to add and edit any odometer reading for the selected vehicle.
Click this button to add a new odometer reading transaction for the selected vehicle.
This list contains all odometer reading transactions for the selected vehicle.
Here you can look at images. You can add up to 10 images by vehicle. To add, edit or delete images, click on the
"Edit" button.
This list contains the service schedule for the selected vehicle. Service appearing in yellow are almost due and
services appearing in red are due. The state of these services determines the color of the vehicle's record in the
vehicle's list at the left.
Add a service
Click this button to add a new service to the schedule of the selected vehicle.
Delete service
Click this button to delete the selected(s) service(s) from the service schedule.
button
Service item
The description of the service to do.
Last performed
Frequency
Service complete
Use this button to indicates that the service(s) is done. You can complete more than one services at the same time
by selecting every services you wish to mark as completed.
When you click on this button you will be asked for the date and the odometer reading when the service was done.
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Drivers
You can access this window through the menu Vehicles -> Drivers.
This window allows you to create, configure and consult your drivers data.
Drivers list
The list of your existing drivers. Click the list to select one.
Add button
Delete button
Delete the selected driver(s).
Edit button
Edit the selected driver. You can also double click the driver's list at the left to edit a driver.
Exit button
Search
Allow an easy and quick search by restricting the number of records to show. The generic character (*) is allowed.
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Accidents tab
Accidents list
Edit accident
Delete accident(s)
Add an accident
Click this button to add a new accident for the selected driver.
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Drivers tab
You can access this window through the menu Vehicles -> Odometer statements.
This window allows you to create, edit and track your odometer statements.
It's important to take odometer reading frequently if you want to get detailed and precise reports.
List
The list of your existing odometer statements. Just click the one you want to select. A double click on an odometer
statement will pop up the odometer statements editing window.
Add
Delete
Search
Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.
Edit
Exit
Close this window.
This window allow you to fill the data concerning a new odometer statement or to edit data from an existing one.
Vehicles list
Choose the vehicle for wich you want to edit or create an odometer statement. You will not be able to select
another vehicle than the selected one if you come from the vehicles window.
Date
Odometer
Odometer value.
Save
Cancel
You can access this window through the menu Expenses -> Fuel.
This window allows you to create, edit and track your fuel statements.
List
The list of your existing fuel statements. Just click the one you want to select. A double click on a fuel statement
will pop up the Add/edit fuel statements window
Search
Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.
Add
To add new fuel statements through the add/edit fuel statements window.
Delete
Edit
Exit
Note
This window allow you to fill the data concerning a new fuel statement or to edit data from an existing one.
Vehicles list
Choose the vehicle for wich you want to edit or create a fuel statement. You will not be able to select
another vehicle than the selected one if you come from the vehicles window.
Suppliers list
Date
Cost
You can choose to enter the total cost of the invoice or the cost/l, the result will be the same.
Ref. #
City
Odometer
Odometer reading.
Optional. When you enter a value here, an odometer statement is automatically created.
Note
Save
Cancel
You can access this window through the menu Expenses -> Repairs.
This window allows you to create, edit and track your repair.
List
The list of your existing repairs. Just click the one you want to select. A double click on a repair will pop up the
Add/edit repairs window
Search
Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.
Add
These buttons allow you to print the details of the selected repair. See the details of repair window for
more details.
Delete
Edit
Exit
Note
This window allow you to fill the data concerning a new repair or to edit data from an existing one.
Vehicles list
Choose the vehicle for wich you want to edit or create a repair. You will not be able to select another vehicle than
the selected one if you come from the vehicles window.
Suppliers list
Date
Cost
Ref. #
Check this box if pieces are under warranty for this repair.
Odometer
Odometer reading.
Optional. When you enter a value here, an odometer statement is automatically created.
Description
Warranty ref.
Warranty description
Note
A note about the current record.
Save
Cancel
<TODO> Insert description text here... And don't forget to add keyword for this topic
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Details of repair
List
The list of items of a repair. Just click the one you want to select. A double click on an item will pop up the Add/edit
repair fee window
Add
To add new details through the add/edit repair fee window.
Delete
Edit
Exit
This window allow you to fill the data concerning a new item of a repair or to edit data from an existing one.
Qty.
Enter the quantity according to the type of item you are editing :
• For a part : the quantity
• For labour : the hours
• For others : the quantity
Save
Cancel
To create a new part in the detailed repair. You will have to select a part from the part selection list by
clicking on the "Select a part" button. You can see below, the part number, the description and the cost/
unit of the current selected part.
Labour option
To create a labour item in the detailed repair. You have to enter the cost/hour.
Other option
To create any other fees in the detailed repair. You can enter a description and a cost/unit.
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Part selection
<TODO> Insert description text here... And don't forget to add keyword for this topic
List
The list of parts in the system.
OK button
Cancel button
You can access this window through the menu Expenses -> Oil changes.
This window allows you to create, edit and track your oil changes.
List
The list of your existing oil changes. Just click the one you want to select. A double click on an oil changes will pop
up the Add/edit oil changes window
Search
Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.
Add
To add new oil changes through the add/edit oil changes window.
Delete
Edit
Exit
Note
This window allow you to fill the data concerning a new oil changes or to edit data from an existing one.
Date
Cost
Oil type
Choose the oil type used for the oil changes (standard or synthetic).
Odometer
Odometer reading.
Optional. When you enter a value here, an odometer statement is automatically created. If there is an oil change
service in the schedule of the current vehicle, a message will prompt you if you want to update this service with the
data of the current oil change.
Vehicles list
Choose the vehicle for wich you want to edit or create an oil change. You will not be able to select another vehicle
than the selected one if you come from the vehicles window.
Suppliers list
Ref. #
Note
Save
Cancel
Date #2
You can access this window through the menu Expenses -> Tire purchases.
This window allows you to create, edit and track your tire purchases.
List
The list of your existing tire purchases. Just click the one you want to select. A double click on a tire purchases will
pop up the Add/edit tire purchases window
Search
Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.
Add
To add new tire purchases through the add/edit tire purchases window.
Delete
Edit
Exit
Note
This window allow you to fill the data concerning a new tire purchase or to edit data from an existing one.
Vehicles list
Choose the vehicle for wich you want to edit or create tire purchases. You will not be able to select another vehicle
than the selected one if you come from the vehicles window.
Suppliers list
Date
The brand.
Model
The model.
Tire type
Qty
Total cost
Ref. #
Stocking
Note
Cancel
Date #2
You can access this window through the menu Expenses -> Other fees.
This window allows you to create, edit and track your other fees.
List
The list of your existing other fees. Just click the one you want to select. A double click on an other fee will pop
up the Add/edit other fees window
Search
Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.
Add
To add new other fees through the add/edit other fees window.
Delete
Edit
Exit
Note
This window allow you to fill the data concerning a new other fees or to edit data from an existing one.
Vehicles list
Choose the vehicle for wich you want to edit or create an other fee. You will not be able to select another vehicle
than the selected one if you come from the vehicles window.
Suppliers list
Date
Cost
The price!
Ref. #
Description
Odometer
Odometer reading.
Optional. When you enter a value here, an odometer statement is automatically created.
Note
Save
Cancel
Date #2
You can access this window through the menu Vehicles -> Manage groups of vehicles.
Add button
Delete button
Edit button
Exit button
This window allow you to fill the data concerning a new group of vehicles or to edit data from an existing one.
Code
Desription
Note
Users button
This button is visible only if the security feature is activated. It allows you to select which users will have
access to the current group. Only these users will be able to see and edit the vehicles of this group.
Save button
You can access this window through the menu Vehicles -> Master list of services.
First step before creating a service schedule for your vehicles is to create your "Master list of services". This list will be used
for the creation of the schedule of each vehicle in the "Service schedule tab" of the "Vehicles" window. It's your template.
Delete button
Add button
Edit button
Exit button
This window allow you to fill the data concerning a new service item or to edit data from an existing one.
Frequency
Enter the frequency at which the service should be done. You can enter a time value or an odometer
value. Service will be marked as due when one of the two conditions is reached.
Description
Save button
Cancel button
You can access this window through the menu Vehicles -> Master list of parts.
Parts list
Add button
Edit button
Exit button
This window allow you to fill the data concerning a new part or to edit data from an existing one.
Cost
Supplier
Manufacturer
Description
Part number
Save button
To save the new record or modifications.
Note
Cancel button
You can access this window through the menu Vehicles -> Suppliers.
This window allows you to create, edit and track your suppliers.
List
The list of your existing suppliers. Just click the one you want to select. A double click on a supplier will pop up
the suppliers editing window.
Search
Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.
Add
Delete
Edit
Exit
Supplier data
This window allow you to fill the data concerning a new supplier or to edit data from an existing one.
Save
Cancel
You can access this window through the menu Vehicles -> Reports.
This tab allows you to show and print reports about expenses/distance covered and fuel efficiency of your vehicles. The data
in the tab cost/km at the right are calculated in function of the "Expenses to include", the period and the selected vehicle(s).
List
The list of your existing vehicles. Just click the one you want to select. You can select more than one vehicle at
the same time.
Expenses to include
Period
Select the period of data you want to include in your report(s). Although, reports will be created according to the
nearest existing odometer statements of the selected dates and for the selected vehicle(s).
For example : If you choose 2005-01-01 as the starting date, and the nearest odometer statement before the
chosen date (if there is no odo. stat. before the chosen date, then, the nearest odo. stat. after the chosen date will
be used) is 2004-11-29, then, this date will be used to create the report. Data from 2004-11-29 will be used, not
from 2005-01-01.
Show
The date of the first odometer statement found according to the selected period. See the "period" section for more
details.
The date of the last odometer statement found according to the selected period. See the "period" section for more
details.
Expenses
Data about expenses and cost in function of the distance covered of the selected vehicle (according to the selected
criteria).
Fuel efficiency
Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.
You can access this window through the menu Vehicles -> Reports -> Expenses tab.
This tab allows you to show and print reports about expenses concerning your vehicles. The data in the tab "Expenses" at
the right are calculated in function of the "Expenses to include", period and selected vehicle(s).
List
The list of your existing vehicles. Just click the one you want to select. You can select more than one vehicle at
the same time.
Expenses to include
Period
Select the period of data you want to include in your report(s). Although, reports will be created according to the
nearest existing odometer statements of the selected dates and for the selected vehicle(s).
For example : If you choose 2005-01-01 as the starting date, and the nearest odometer statement before the
chosen date (if there is no odo. stat. before the chosen date, then, the nearest odo. stat. after the chosen date will
be used) is 2004-11-29, then, this date will be used to create the report. Data from 2004-11-29 will be used, not
from 2005-01-01.
Check this box if you dont want to show the detailed transactions in the report. You will only see the total cost for
each selected expenses.
Detailed_report
Simple_report
Export to excel
Use this button to export the current report to Microsoft Excel. Please note that you must have MS Excel
installed on your computer to perform this operation. You can generate more excel report by using the
Export database tables to excel window.
If there is detailed repairs created for the selected vehicles, you can print them using this button.
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Expenses by vehicle detailed report
You can access this window through the menu Vehicles -> Reports -> Graph tab.
This tab allows you to show and print graphs concerning your vehicles.
List
The list of your existing vehicles. Just click the one you want to select. You can select more than one vehicle at
the same time.
Expenses to include
Select the period of data you want to include in your report(s). Although, reports will be created according to the
nearest existing odometer statements of the selected dates and for the selected vehicle(s).
For example : If you choose 2005-01-01 as the starting date, and the nearest odometer statement before the
chosen date (if there is no odo. stat. before the chosen date, then, the nearest odo. stat. after the chosen date will
be used) is 2004-11-29, then, this date will be used to create the report. Data from 2004-11-29 will be used, not
from 2005-01-01.
Fuel efficiency
X axis
Select wich information you would like to show in the X axis (vehicles, month, type of expense).
Expenses graph
You can access this window through the menu Vehicles -> Reports -> Others tab.
This tab allows you to show and print maintenance, vehicle data and odometer statements reports concerning your vehicles.
List
The list of your existing vehicles. Just click the one you want to select. You can select more than one vehicle at
the same time.
This section allow you to print a report containing detailed data about your vehicle (registration, VIN, insurance info,
etc.).
If you want, you can print only one vehicle by page by checking the appropriate box.
This section allow you to print a maintenance report. By checking the box "Print only maintenance to do", the report
will contain only the service item that should be done immediately.
If you want, you can print only one vehicle by page by checking the appropriate box.
Maintenance report
Expenses to include
Period
Select the period of data you want to include in your report(s). Although, reports will be created according to the
nearest existing odometer statements of the selected dates and for the selected vehicle(s).
For example : If you choose 2005-01-01 as the starting date, and the nearest odometer statement before the
chosen date (if there is no odo. stat. before the chosen date, then, the nearest odo. stat. after the chosen date will
be used) is 2004-11-29, then, this date will be used to create the report. Data from 2004-11-29 will be used, not
from 2005-01-01.
By checking the appropriate box, you will print only the most recent odometer statement for each vehicle.
This window allows you to export database tables to Microsoft Excel. You will then be able to create your own
reports.
List
The list of your existing vehicles. Just click the one you want to select. You can select more than one vehicle at the
same time for the report creation.
Checking this box will include the number, Class, Brand, Model, Year of the vehicle for each record. If
this box is not checked then, only the unique number of the vehicle will be included in the report.
Checking this box will include the name and type of the supplier for each record. If this box is not
checked then, only the unique number of the supplier will be included in the report.
Include unique key of the table
If this box is checked, the unique number (key) of the record will be included in the report.
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Others tab
You can access this window through the menu Options -> Personalize
This window allows you to personalize the software parameters for this computer only.
Language
Print dialog
Save
Save your modifications.
Database server
Here you must enter the name of the database server (the name of the computer where the database is installed).
It's applicable only with the Network Edition. See Network Edition setup section for more details. If you are not
using the network edition, this field must be filled with "(local)".
Cancel
You can type the path of the database file on the database server. The default path for the database file
is "C:\Program Files\Vehicle Fleet Manager Data".
Service reminder
Type here how many days before a service is due you want to be reminded that it will be due soon. The
service and the vehicle will appear in yellow when it is almost due.
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Parameters
You can access this window through the menu Options -> Parameters
This window allows you to configure the global parameters of the software. Modifications will be effective on every computer
in the network (if applicable).
Distance unit
Volume unit
Currency
Select the volume unit.
Save
Cancel
You can access this window through the menu Options -> Security options
This window allows you to configure options regarding the security of the software. It let you activate the security and
change other security parameters.
Select wether or not the security logins are active. If this options is selected, users will have to enter a
username and a password to access the program. See the Users and Access levels sections for more
details on how to configure users and access levels.
After option
Selecting this options allows you to determine a period of inactivity time after which the program will be
locked. The login window will then appear and user will have to enter his username and password again.
Never option
By selecting this option, the program will never get locked until you close it or manually lock it with the
CTRL-L key or by clicking on the menu "Options - Security - Lock the program"
This button let you get to the window Modification of 'admin' password. By default, this password is
empty. The 'admin' login give the user a full access to every feature of the software including security
options. It is strongly recommended that the person who will be in charge of setting the security features
change this password for a stronger one and keep it in a safe place.
Save button
Save modifications.
Cancel button
This is the login window. It let users access the software with their own access level.
Username
Password
This window allows you to modify the 'admin' password. By default, this password is empty. The 'admin' login give
the user a full access to every feature of the software including the security options. It is strongly recommended
that the person who will be in charge of setting the security features change this password for a stronger one and
keep it in a safe place.
Old password
You have to enter the old password before you can modify it.
New password
Confirmation
Here you must re-enter the new password to confirm you have made no mistakes.
Save button
Save modifications.
Cancel button
You can access this window through the menu Options -> Security -> Access levels.
This window allows you to create and configure access levels. Access levels are used for limiting access to certain
features of the software to users. See the Users window for more details about how to configure users.
List
The list of existing access level. Just click the one you want to select. A double click on an access level will pop up
the Add/edit access level window.
Add button
To add new access levels through the Add/edit access level window.
Delete button
Edit button
Exit button
This window allow you to fill the data concerning a new access level or to edit data from an existing one.
There is 7 main features of the software that can be given a restricted access :
1 - Vehicles data. Creation of vehicles and editing of existing ones can be limited by checking the appropriates boxes.
2 - Expenses. It includes repairs, oil changes, odometer statements (I know, it's not really an expense...), tires purchase,
other fees and even suppliers.
3 - Security features. This options restrict access to the "Security options" windows only.
4 - Parts. Creation of parts and editing of existing ones can be limited by checking the appropriates boxes.
5 - Services. Creation of services in the master list of services and in the vehicles window, and editing of existing ones can
be limited by checking the appropriates boxes.
6 - Groups of vehicles. Creation of groups of vehicles, and editing of existing ones can be limited by checking the
appropriates boxes.
7 - Suppliers. Creation of Suppliers, and editing of existing ones can be limited by checking the appropriates boxes.
Save button
Cancel button
You can access this window through the menu Security-> Users.
This window allows you to create, configure and consult users. Users are used for limiting access to certain features of
the software to certain people.
This function works the same way as the microsoft windows login. You have to enter a username and a password in the login
window to identify you. This login will let you have access to the features you need to access only.
List
The list of existing users. Just click the one you want to select. A double click on a user will pop up the Add/edit
user window.
Search
Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.
Add button
Delete button
Edit button
Exit button
This window allow you to fill the data concerning a new user or to edit data from an existing one.
First name
Last name
Username
Password
Access level
Cancel button
You can specify if this user can access all groups of vehicles or only the one he is allowed to. See the
Goups of vehicles section for more details.
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Backup/Restore Database
Backup database
Use this menu to select the file name and the path of the database copy you want to make. Database copy will be saved
with ".gbk" extension.