Checklist To Manage Your Vehicle Documents

The checklist module in HQ helps you manage and verify crucial vehicle documents. It ensures that all paperwork is complete and up-to-date and sends notifications when a document is nearing expiration, with up to three configurable alerts.

This article details how to set up the system to receive alerts when a vehicle document is about to expire. This feature helps you keep your documents current and avoid missing any important updates. To enable this, please submit a support ticket.

Typical vehicle documents:

• Registration Certificate: Proof of vehicle ownership and legal authorization for operation.
• Insurance Papers: Details of valid insurance coverage for the vehicle.
• Permits and Certifications: Special permits, emissions certifications, or other required compliance documents.

Step 1 – Add Your Documents

Navigate to Vehicles under the Fleets module, select the vehicle to which you want to add a document, and click on the Checklist tab, as shown in the image below.

Step 2 – Set Up Alerts

Alerts are fixed 60 days before, 30 days before, or the expiration date itself. To set up alert emails, head to Settings → Checklist → General Settings

You can use the following fields to set up the alert settings.