Company Settings - Equipment Policies

When adding the equipment vehicles, the quick way to add the documentation for the vehicles is through out the company settings, such as Insurances, Highway Tax, IFTA and KYU.

Insurance

1. Go to Settings > Equipment and select Insurance

2. Toggle on Physical Insurance, Auto Liability Insurance, Motor Cargo Insurance or General Liability Insurance, whichever you want to be able to apply vehicle documents from company settings. 

3.  When toggle on, set the insurance number, set expiry date, in case there is no expiry, check No Expiry box and attach the Document.

4. From 'Select Equipment Policy Will Apply' choose type of ownership (i.e. All, Company, Leasing, Owner Operator), which will automatically apply that type of ownership on the equipment.

5. Select Equipment type and click blue checkmark.

Now you'll be able to see, when predefined insurances are set, when creating a vehicle, the documents from company settings will be visible on documentation tab when creating a vehicle. 

For an example, we've set all the insurances to be applied from company settings for the company owned trucks and toggled them on.

Now, when creating a new vehicle from the equipment menu and choosing a 'Truck' as a type of the company owned vehicle, on the documents tab when creating a vehicle, the system will automatically provide you to choose the necessary documentation that is recommended based on company policy in which you can select the provided insurances by our system and just apply them to your vehicle. Or you can just ignore this recommendation and upload the documents on your own referral.

Once you've selected the the ones from Company Policy they will be automatically attached to this vehicle.

You've successfully applied insurance documentation from company settings.

Highway Tax

1. Go to Settings > Equipment and select Highway Tax

2. Toggle on Highway Tax, you will be able to apply vehicle documents from company settings. 

3.  When toggle on, set expiry date, in case there is no expiry, check No Expiry box and attach the Document.

4. From 'Select Equipment Policy Will Apply' choose type of ownership (i.e. All, Company, Leasing, Owner Operator). 

5. Select Equipment type and click blue checkmark.

Now you'll be able to see, when predefined insurances are set, when creating a vehicle, the documents from company settings will be visible on documentation tab when creating a vehicle. 

The procedure when creating a vehicle and applying Highway Tax based on the company settings preferences is same for when adding the Insurances.  

IFTA

1. Go to Settings > Equipment and select IFTA

2. Toggle on IFTA, you will be able to apply vehicle documents from company settings. 

3.  When toggle on, set the insurance number, set expiry date, in case there is no expiry, check No Expiry box and attach the Document.

4. From 'Select Equipment Policy Will Apply' choose type of ownership (i.e. All, Company, Leasing, Owner Operator). 

5. Select Equipment type and click blue checkmark.

Now you'll be able to see, when predefined insurances are set, when creating a vehicle, the documents from company settings will be visible on documentation tab when creating a vehicle. 

The procedure when creating a vehicle and applying IFTA based on the company settings preferences is same for when adding the Insurances and Highway Tax.  

KYU

1. Go to Settings > Equipment and select KYU

2. Toggle on KYU, you will be able to apply vehicle documents from company settings. 

3.  When toggle on, set KYU ID and attach the Document.

4. From 'Select Equipment Policy Will Apply' choose type of ownership (i.e. All, Company, Leasing, Owner Operator). 

5. Select Equipment type and click blue checkmark.

Now you'll be able to see, when predefined insurances are set, when creating a vehicle, the documents from company settings will be visible on documentation tab when creating a vehicle. 

The procedure when creating a vehicle and applying IFTA based on the company settings preferences is same for when adding the Insurances, Highway Tax and IFTA.