Contracts & Documents

Overview

Use Vehicle Contracts for insurance, tax, lease, and similar obligations, and Vehicle Documents for files and expiry. Paths: /modules/fleet/vehicle-contracts and /modules/fleet/vehicle-documents.

Contracts

Columns include vehicle, type, name, vendor, expiration, and status. Row actions are View, Close, and Edit. Delete lives in the edit drawer footer.

Add a contract

1. Open Fleet Management → Vehicle Contracts.
2. Select Add Contract.
3. Search and select the vehicle.
4. Enter a name (for training use Dummy insurance).
5. Optionally enter a vendor such as fleet.admin@example.com.
6. Set start and expiration dates.
7. Select Save.

Close ends an active contract. The dashboard counts contracts that expire soon.

Documents

1. Open Fleet Management → Vehicle Documents.
2. Select Add.
3. Search and select the vehicle.
4. Enter a name and type (registration, insurance, other).
5. Set an expiry date when the file expires.
6. Select Save.

Row actions are View and Edit. Delete lives in the drawer footer.