Whip Around

How to use the Whip Around Software Platform 

The Whip Around Web Platform

Custom dashboards

Dashboard Module Overview

Getting Started: Whip Around Dashboard

Everything you need to know about the dashboard module

Dashboard

Getting started with Inspections

A step-by-step guide to AI Inspections Pro - how it works and how to get the most value from it in your business.

AI Inspections Pro

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 and/or Time on a previously submitted inspection

Editing a Previous Inspection Report

Exporting Your Inspections

Reviewing how to share an inspection as a PDF through the mobile app

Sharing Inspection Via Mobile App

Everything you need to know about the inspection history module

Inspection History

Forms Module Overview

Creating a New Form

How to edit, delete, or duplicate forms under 'Inspections' module.

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

How to use and create a form by using a template.

Using a Form in the Form Library

How to add driver wellness cards to an existing form

Adding 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

How to create a Purchase Order to add items to your inventory

Purchase Orders

Everything you need to know about maintenance

Maintenance

Defects Overview

The Whip Around Defects module enables you to manage and action the faults flagged by your drivers in the field.

This article provides an overview of how to navigate and…

Navigating Your List Of Defects

This document focuses on the ability to assign a defect to a mechanic, vendor or third party.

Assigning a Defect

This article focuses on marking a defect as ‘New’, ‘In progress’, ‘no correction needed’ or ‘Corrected’

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

This article explains how to export defects from Whip Around. You can export all defects, defects in a specific status, or individual selected defects. Export files are available in CSV…

Exporting Defects

This article focuses on how to bulk update the status of the defects

Bulk status update of the defects

FAQs for 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

Breakdown of information on service programs and how they work.

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 on Time Intervals

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

Scheduling a Service based off Mileage

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

Scheduling a Service based on 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 Defect

Creating a Work Order from a Service or Defect

How to update information on a Work Order.

Updating a Work Order

How to use your inventory of parts on work orders.

Adding Inventory Parts to Work Orders

Assigning a Defect to a Vendor/Mechanic/Third Party

This article focuses on actions that can be taken from work order list page

Navigating through work order list page

This article focuses on actions that can be taken from work order details  page

Navigating through work order details page

This article focuses on ability to add documents or media on a work order

Add an attachment on work orders

This article focuses on the approval/decline flow of the work order

Custom statuses- Approving/declining the work order

Custom statuses - Creating/updating/deleting work order statuses and set approval required

This article focuses on frequently asked questions on Work orders module including work order custom statuses/approval process

FAQs for work orders including custom status/approval process

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 an Asset or set of Assets to a form

Assigning Forms to Assets

Learn how to assign a service program while creating a new asset within Whip Around

Assign a Service Program to an Asset While Creating/Updating an Asset

Creating a easy way for users to start an inspection via barcode or QR code

Creating a Barcode or QR Code for an Asset

Instructions on how to change an Asset's status

Moving an Asset In/Out of Service

Custom Fields

Understand your Asset's Downtime by downloading a log of their Out of Service Status

How to Export an Asset Out of Service Log

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

How to setup the Whip Around & COAST integration

COAST Fuel Cards

Everything you need to know about the fuel module

Fuel

People

Group Drivers and Assets into different locations or divisions by creating a Team.

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 and/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

Custom fields for inventory

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 and quantity of the existing parts.

Inventory Module: Adding & Editing Parts

How to bulk upload parts to the inventory module

Bulk uploading parts to inventory

How to add, edit and delete, categories, locations, manufacturers and measurement units in your inventory by navigating to ‘Admin settings’

Editing categories, locations, manufacturers and measurement units in inventory

Everything you need to know about the parts module

Parts

An overview of the reminders module and how to use it.

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 with reminders.

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

Wallet Reporting

Scheduled Reporting

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

Reports Module Overview

Custom Reports

Everything you need to know about the reports module