Whip Around

How to use the Whip Around Software Platform 

The Whip Around Web Platform

Dashboard Module Overview

Everything you need to know about the dashboard module

Dashboard

Getting started with Inspections

Everything you need to know about inspections

Inspections

How to track, review and export previous inspections in Whip Around

Inspection History Overview

How to edit an Asset, Driver, Date or Time on a previously submitted inspection

Editing a Previous Inspection Report

Exporting Your Inspections

Everything you need to know about the inspection history module

Inspection History

Forms Module Overview

Creating a New Form

Edit, Delete or Duplicate a Form

Photo cards allow drivers to add up to 20 photos as part of the inspection

Capture Multiple Photos on an Inspection Card

Using a Form in the Form Library

How to add driver wellness cards to an existing form

How to add driver wellness cards to a form

An overview of how to assign a form to an asset or set of assets

Assigning a Form to an Asset

How to change the compliance settings for each form

Compliance Settings On Forms

How to add an engine hours card to an existing form.

Setting up your Engine Hours Card

How to set up your Microsoft Outlook to receive notifications on specific forms.

Receive notifications on specific forms to your Outlook email inbox

How to set up your Gmail to receive notifications on specific forms.

Receive notifications on specific forms to your Gmail email inbox

Everything you need to know about the forms module

Forms

How to view completed and missed vehicle inspections in a calendar view

Tracking Exception Reports

Everything you need to know about the exception report module

Exception Report

Everything you need to know about maintenance

Maintenance

Defects Overview

How to navigate through the list of defects

Navigating Your List Of Defects

Assigning a Defect to a Mechanic

Mark a defect as 'New' 'In Progress' or 'Completed'.

Change the Status of a Defect

How to assign priority levels to incoming defects and mark a vehicle as 'Out of Service'

Prioritize a Defect

Exporting Defects

Everything you need to know about the defects module

Defects

Creating a Service Task

Everything you need to know about service tasks

Service Tasks

Service Programs Overview

Create service schedules based on time, mileage, or engine hours.

Getting started with Service Programs

How to create a Service Program in Maintain

Creating a Service Program

Scheduling a service based on a time interval

Creating a Scheduled Service based off a time interval

How to schedule a service based off Mileage in the maintenance module

Scheduling a Service based off Mileage

How to schedule a service based off engine hours in the maintenance module

Scheduling a Service based off Engine Hours

Creating a One-Off Service

Everything you need to know about service programs

Service Programs

Work Orders Overview

Create and assign work orders, track their progress, and monitor vehicle downtime.

Getting started with Work Orders

How to create a Work Order from a Defect, Service Schedule or from Scratch.

Creating a Work Order

Creating a Work Order from scratch

How to create a Work Order from a Service or Fault

Creating a Work Order from a Service or Fault

How to update information on a Work Order or mark as complete

Updating and Completing a Work Order

How to use your inventory of parts on work orders.

Adding parts from inventory to work orders

Everything you need to know about the work orders module

Work Orders

Getting started with Assets

Assets module overview

A guide to adding your assets (vehicles and equipment) to Whip Around

Adding Assets

Editing an Asset

Deleting an Asset

Following & unfollowing an asset

An overview of how to assign a asset or set of assets to a form

Assigning an asset to a form

Everything you need to know about the assets module

Assets

Fuel module overview

A guide to adding fuel transactions to Whip Around's fuel module

Adding fuel transactions

Everything you need to know about the fuel module

Fuel

People

Group Drivers and Assets into different locations or divisions

Creating a New Team

Edit Managers, Drivers or Assets in a Team or Delete a Team

Edit or Delete a Team

Manage, follow, and unfollow teams to start or stop receiving notifications

Teams Management & Notifications Settings

Everything you need to know about the teams module

Teams

How to add or edit an Admin, Manager or Mechanic user profile

Add or Edit a User Profile

Everything you need to know about the team module

Users

How to create a new driver profile and invite them to the mobile app

Add a New Driver

How to update driver contact information or delete a driver

Edit Or Delete A Driver

How to fill out and upload the Bulk Upload template for new drivers

Bulk Upload New Drivers

Control which Assets a Driver can view and inspect on the mobile app

Assign Assets to Drivers

How to bulk invite drivers to login to the mobile app via SMS

Bulk Invite Drivers via SMS Invite

An overview of how Driver Asset Access works

Driver Asset Access in the mobile app

How to export a .csv or Excel file of your drivers

Exporting a Driver List

Everything you need to know about the drivers module

Drivers

An overview of the Drivers Wellness Module

Driver Wellness Module Overview

Everything you need to know about the driver’s wellness module

Driver Wellness

Everything you need to know about the inventory module

Inventory

Getting started with Inventory

How to add new parts to your inventory and edit information or quantity of the existing parts.

Adding and editing parts to the inventory module

How to bulk upload parts to the inventory module

Bulk uploading parts to inventory

How to add and edit vendors, categories, and location in your inventory

Editing vendors, categories, and locations in inventory

Everything you need to know about the parts module

Parts

Reminders Module Overview

How to set up a manager reminder to alert managers when certain inspections have not been submitted for the day

Creating an Exception Report Reminder

Notify drivers when they have missed a required routine inspection.

Creating a Missed Inspection Reminder

Notify drivers of something they need to do on a regular basis.

Creating a Driver Reminder

Remind Managers to complete recurring tasks via email reminders

Creating a Manager Reminder

Everything you need to know about the reminders module

Reminders

Measure, manage and improve fleet maintenance operations with the Whip Around Reports module.