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What you’ll do

Add every truck and trailer in your fleet. Share each one to the vendors that use it.

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Before you start

  • Equipment Types set up.
  • A truck list with name (the number drivers and customers see), VIN or asset ID, and assigned type.
  • Decide how truck names appear on invoices and statements — that’s the name customers and vendors will see.

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Walkthrough

1

Open Settings → Equipment

Click Add Equipment.
2

Name the truck

Use the truck number drivers paint on the door. This name prints on tickets, invoices, and settlement statements. It also matches what telematics reports.
3

Pick the equipment type

Capacity and UoM auto-fill from the Equipment Type. Override only if a specific truck differs from its type’s standard.
4

Set the Ext. ID and VIN

Paste the asset ID from your accounting or maintenance system. VIN is optional but helps with telematics matching.
5

Share with vendors

If a vendor runs this truck, click Share and pick their company. They see the truck on their dispatch board; you keep ownership.

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Verify

Settings → Equipment shows every truck with its type, capacity, and UoM. Open a vendor and confirm shared trucks appear under their fleet.

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Common mistakes

Naming trucks with internal codes customers won’t recognize. “EQ-00347” on an invoice triggers customer questions. Use the truck number painted on the door — what dispatch and drivers actually say.