The Whip Around Web Platform

Dashboard Insights Hompage View

An overview of Whip Around's fleet maintenance dashboard insights, maintenance summary and leaderboards

Written by Whip Around
Updated over a week ago

Teams Overview 🎥

An overview of the teams module

Written by Whip Around
Updated over a week ago

Creating a New Team

Group Drivers and Assets into different locations or divisions

Written by Whip Around
Updated over a week ago

Edit or Delete a Team

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

Written by Whip Around
Updated over a week ago

Teams Management & Notifications Settings

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

Written by Whip Around
Updated over a week ago

Drivers Overview 🎥

An overview of the drivers module

Written by James
Updated over a week ago

Add a New Driver

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

Written by James
Updated over a week ago

Bulk Upload New Drivers

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

Written by James
Updated over a week ago

Assign Assets to Drivers

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

Written by James
Updated over a week ago

Bulk Invite Drivers via SMS Invite

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

Written by James
Updated over a week ago

Edit Or Delete A Driver

How to update driver contact information or delete a driver

Written by James
Updated over a week ago

Driver Asset Access in the mobile app

An overview of how Driver Asset Access works

Written by Whip Around
Updated over a week ago

Exporting a Driver List

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

Written by James
Updated over a week ago

Driver Wellness Module Overview

An overview of the Drivers Wellness Module

Written by James
Updated over a week ago

Assets Overview 🎥

An overview of the Assets module

Written by James
Updated over a week ago

Add an Asset

How to create a new asset

Written by Whip Around
Updated over a week ago

Vehicle Profile Screen Overview

This article details the Vehicle profile screen.

Written by Whip Around
Updated over a week ago

Edit or Delete an Asset

How to edit, delete, or assign Forms an Asset

Written by James
Updated over a week ago

Following & Unfollowing A Vehicle

How to follow and unfollow a vehicle

Written by Whip Around
Updated over a week ago

Assigning A Vehicle To A Form

An overview of how to assign a vehicle or set of vehicles to a form

Written by Whip Around
Updated over a week ago

Forms Overview 🎥

An overview of the forms module

Written by James
Updated over a week ago

Creating a New Form from Scratch

How to create a new inspection form

Written by James
Updated over a week ago

Edit, Delete or Duplicate a Form

How to edit an existing form

Written by James
Updated over a week ago

Capture Multiple Photos on an Inspection Card

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

Written by James
Updated over a week ago

Using a Form in the Form Library

How to create a form by using a template

Written by James
Updated over a week ago

How to add driver wellness cards to a form

How to add driver wellness cards to an existing form

Written by Whip Around
Updated over a week ago

Add Covid-19 Driver Wellness cards to a Form

How to add Driver Wellness cards to any form

Written by James
Updated over a week ago

Assigning a Form to an Asset

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

Written by James
Updated over a week ago

Compliance Settings On Forms

How to change the compliance settings for each form

Written by James
Updated over a week ago

Defects Overview 🎥

An overview of the defects module

Written by James
Updated over a week ago

Navigating Your List Of Defects

How to navigate through the list of defects

Written by Whip Around
Updated over a week ago

Assigning a Defect to a Mechanic

How to assign a defect to a mechanic

Written by James
Updated over a week ago

Exporting Defects

How to export your list of defects

Written by James
Updated over a week ago

Change the Status of a Defect

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

Written by James
Updated over a week ago

Prioritize a Defect

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

Written by James
Updated over a week ago

Tracking Exception Reports

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

Written by James
Updated over a week ago

Editing a Previous Inspection Report

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

Written by James
Updated over a week ago

Inspection History

How to track, review and export previous inspections

Written by James
Updated over a week ago

Exporting Your Inspections

How to export your list of inspections

Written by Whip Around
Updated over a week ago

Editing vendors, categories, and locations in inventory

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

Written by Whip Around
Updated over a week ago

Adding parts from inventory to work orders

How to use your inventory of parts on work orders.

Written by Whip Around
Updated over a week ago

Adding and editing parts in inventory

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

Written by Whip Around
Updated over a week ago

Maintain Overview 🎥

An overview of the Maintenance module

Written by James
Updated over a week ago

Maintenance Module Overview

An overview of the Maintenance module

Written by James
Updated over a week ago

Creating a Service Task

How to create Service Tasks in Maintain

Written by James
Updated over a week ago

Creating a Work Order

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

Written by James
Updated over a week ago

Creating a Work Order from a Service or Fault

How to create a Work Order from a Service or Fault

Written by Whip Around
Updated over a week ago

Creating a Work Order from scratch

How to create a Work Order from scratch

Written by Whip Around
Updated over a week ago

Updating and Completing a Work Order

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

Written by James
Updated over a week ago

Creating a Service Program

How to create a Service Program in Maintain

Written by James
Updated over a week ago

Scheduling a Service based off Mileage

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

Written by Whip Around
Updated over a week ago

Scheduling a Service based off Engine Hours

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

Written by Whip Around
Updated over a week ago

Creating a Scheduled Service based off a time interval

Scheduling a service based on a time interval

Written by Whip Around
Updated over a week ago

Creating a One-Off Service

How to create a One-Off Service

Written by Whip Around
Updated over a week ago

Setting up your Engine Hours Card

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

Written by Whip Around
Updated over a week ago

Create a Work Order on the Mobile App

How to create a Work Order and mark as complete on the Mobile App

Written by James
Updated over a week ago

Managing Defects on the Mobile App

How to view, change the status, and assign a Defect to a mechanic on the Whip Around mobile app

Written by James
Updated over a week ago

How Do I Download & Login to the App? (Managers)

How Admins, Managers, and Mechanics can download and log in to the mobile app

Written by James
Updated over a week ago

Create Assets on the Mobile App

How to add or update assets on the mobile app

Written by James
Updated over a week ago

How Do I Reset My Drivers' App Password?

How to reset a Driver password on the mobile app

Written by James
Updated over a week ago

Reminders Module Overview

An overview of the reminders module

Written by James
Updated over a week ago

Creating an Exception Report Reminder

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

Written by James
Updated over a week ago

Creating a Missed Inspection Reminder

Notify drivers when they have missed a required routine inspection.

Written by James
Updated over a week ago

Creating a Driver Reminder

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

Written by James
Updated over a week ago

Creating a Manager Reminder

Remind Managers to complete recurring tasks via email reminders

Written by James
Updated over a week ago

Notification Preferences

How to opt in/out of notifications on both web and mobile devices

Written by Whip Around
Updated over a week ago

Following & Unfollowing

How to follow a Driver, Asset, or Team and receive notifications for any of their activity

Written by James
Updated over a week ago

Add or Edit a User Profile

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

Written by James
Updated over a week ago

Users & Permissions Overview

Differences in permission levels of Admins, Managers, Team Managers, Mechanics and Drivers

Written by James
Updated over a week ago

Using Whip Around in Multiple Accounts

For users who need to access multiple Whip Around accounts

Written by James
Updated over a week ago

Resetting Your Dashboard Password

How to reset your login if you forgot your password

Written by James
Updated over a week ago