Check the vehicle list
Confirm that your vehicle list reflects the vehicles you currently manage. Look for incomplete profiles and update missing details.
Review upcoming dates
Open the reminders view and check the dates entered for your vehicle documents. Plan ahead for the records that need attention.
Update renewed documents
Upload the latest copy of a renewed document and check its expiry date. Keep your team informed about the update.
Check team access
Review who can access shared records. Keep permissions aligned with the work your team is doing.
Export when you need a working copy
Use your workspace export tools when you need a report for your own records. Keep exported files in a location accessible only to the intended people.