Adjust your Subscription Agreement

How to add or remove assets from your subscription agreement

Updated over a week ago

Whip Around subscriptions are based on your account's number of licenses.

Audience

Fleet Managers, Fleet Admins / Owners, Mechanics

Applies to

Web platform

Plans

Basic, Basic, Standard (Inspect), Pro (Maintain)

In this article

1. Add or remove an asset and licenses to your fleet count

To complete an inspection or manage maintenance on an asset, you'll need to have a profile created for the asset within Whip Around.

How to add an asset and relevant license to your fleet count

There are three ways to create a profile and add it to your fleet count

Navigate to the Assets module in the left-hand menu bar, and select +Asset. Choose the method you'd like to use to add the new asset(s).

The system will automatically calculate the days left in the billing period and pro-rate the amount to be charged. You won't be charged right away. Instead, you'll be charged the amount for the current period owing on your next billing date. You can log in to the dashboard and view upcoming estimated charges from the Subscription section within your profile area.

Note - When you add assets to Whip Around, each asset will get associated with a license. At the end of the billing period, Whip Around will invoice you depending on the number of licenses.

You will be able to have a look at the number of licenses by navigating to the ‘Subscription’ tab.

Log into Whip Around. Hover over your profile name in the top right-hand side of the page, and select Settings. Then select the Subscription tab on the page.

How to remove an licenses from your fleet count

Each paid plan specifies a minimum number of licenses you'll be billed for. If you need to reduce the number of licenses you are billed for, you'll need to contact our customer success team.

You can do that by clicking on ‘Remove licenses’ link on ‘Subscription details’

  • Customers will need to provide following information

  • Type of licenses you want to remove <Inspect/Maintain/Lite etc>

  • No of licenses you want to remove

  • Reason of removal

  • Detailed reason of license removal

After submitting this form, your Customer Success Manager will get in touch with you to remove the licenses for you.

Note - Once the licenses are removed, your next invoice will reflect the necessary changes.

You can still remove the assets from the system, but you will still be billed the number of licenses you have.

To remove an asset, navigate to the Assets module in the left-hand menu bar and locate the asset's row. Select the three ellipses in the small box to reveal the drop-down menu. Choose Delete Asset. The asset will instantly be deleted from the system, and the billing will recalculate.

The asset profile will be deleted. However, any previous Inspection Reports or Defects associated with that asset will remain in the system.

You'll see the asset name in grey next to any removed asset, but you can still review past reports or defect details.

2. Adjust your driver Wallet add-on agreement

Wallet subscriptions are billed per driver so if you add a new driver a new wallet license will be added as well.

When you remove a driver profile from your account, you will still be billed on the number of wallet licenses you have.

If you wish to remove wallet licenses, you will need to follow the same ‘Remove licenses’ process stated above.

To remove a driver

Navigate to the People module in the left-hand menu bar and select Drivers.

Locate the row of the driver and

To remove a driver, navigate to the People module in the left-hand menu bar and locate the driver's row. Select the three ellipses in the small box to reveal the drop-down menu. Choose Delete. The driver will instantly be deleted from the system, and the billing will recalculate.

The driver profile will be deleted from the system. However, any associated previous Inspection Reports or Defects associated with that driver will remain in the system.

You'll see the driver's name in grey next to any asset or defect information.


If you need any more assistance, reach out to one of our helpful Customer Success Managers via the chat on the bottom right of this screen.

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