TranzMate Support

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System Settings ​

TIP

Note this is for administrator use only, this is not available to the average user and requires administrator permissions to access.

This is where you can customise your subscription to best suit your business needs.

Assets ​

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Asset Renewal Types ​

Renewal Types define the different Renewals you can have against an Asset. Before you can create Renewal Records, you must create it in your System Settings.

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Example Renewal Types:

  • Registration
  • Insurance
  • First Aid
  • Fire Extinguishers
  • Certificate of Inspection

Asset Body Types ​

Asset Body Types are a way to define what sort of Assets you have. Before you can assign a Body Type to an Asset, you must create it in your System Settings.

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Example Body Types:

  • Vehicle
  • Truck
  • Excavator
  • Forklift
  • Trailer

Fuel Card Providers ​

If you use Fuel Cards for your fleet, you can specify the Provider and Card Number for each Asset. Before you can add a Fuel Card Provider against an Asset, you must create it in your System Settings.

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Example Fuel Card Providers:

  • Ampol
  • Flybuys
  • Caltex

Telematics Providers ​

If you use Telematics for your fleet, you can specify a the Provider and Card Number for each Asset. Before you can add a Telematics Provider against an Asset, you must create it in your System Settings.

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Example Telematics Providers:

  • Navman
  • Smartrak
  • Intellitrac
  • MiX Telematics

Asset Ownership Types ​

You have the option to record the business's ownership against each Asset. Before you can add an Ownership Type to an Asset, you must create it in your System Settings.

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Example Vehicle Ownership Types:

  • Financed
  • Leased
  • Owned

Registration States ​

Registration States can be defined against an Asset. All Australian States are added to your System Settings as default.

General ​

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Branches ​

Branches in TMFleet are another way to define different Departments, Divisions, Sites etc. in your business.

Your Employees will be assigned to the Branch that they are employed or contracted at.

Before you can add an Ownership Type to an Asset, you must create it in your System Settings.

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Invoices ​

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Invoice GL Codes ​

When an invoice is received, you can record it in TranzMate (via the Invoices page), and the GL code is used to categorise the transaction and record it.

Pre-Starts ​

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Prestart Settings ​

TMFleet allows Administrators to custommise the Faield Result Message for Pre-Start failures. This will be an additional message displayed on the screen.

Prestart Templates ​

You can create Pre-Start Templates to be assigned to Assets for operators to complete.

Pre-Start Template Assignment ​

Once you have created Pre-Start Templates, you can assign one or multiple to Assets. If assigning multiple, Operators can choose which one to perform.

Servicing ​

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Service Types ​

Administrators can customise the names and types of Services that Assets require.

Default Service Types include:

  • Scheduled (Minor) - Is Schedulable
  • Scheduled (Major) - Is Schedulable
  • Breakdown - Is not Schedulable
  • Repairs - Is not Schedulable
  • Other - Is not Schedulable

A Schedulable Service means that you will be prompted to specify a due date and due odometer reading for a Service you are booking, and its future Service once completed.

Tickets ​

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Ticket Statuses ​

Ticket Statuses are customisable. You can give them any Name and one of the pre-set meanings of either Open or Closed.

Tickets that have a status of Open will be shaded in red to ensure you don't miss them. Tickets with a status of Closed will no longer need further attention.