How to Create a Vehicle Profile in htbook
Learn how to create and manage a vehicle profile in HTBOOK Software. This step-by-step guide helps you set up vehicle accounts for transport and fleet management, booking trip scheduling operations.
🚌 Creating a Vehicle Profile in HTBOOK TMS Software
📄 Overview
In HTBOOK Transport Software, every vehicle used for transport or rental must have a dedicated profile. This guide walks you through the steps to create and update a vehicle profile, which includes vehicle details, company info, and performance metrics like expenses and profits.
🛠️ Steps to Create a Vehicle Profile
- 🔐 Login to HTBOOK Software
Navigate to the left sidebar and click on 🚐 Vehicle > ➕ Create. - 🔢 Fleet Number
The system auto-generates a unique Fleet Number for each new vehicle (e.g.,#NewVehicle).
This number is used for internal tracking and reporting. - 📊 View Business & Expense Sheet
A summary table at the top shows:- 📅 Month
- 🔢 QTY (Quantity of Work)
- 💰 Amounts (Revenue)
- 📉 Expenses
- 📈 Profit
- 📝 Update Vehicle Profile Form
Fill in the following fields:- 📅 Current Date: Select the registration or addition date of the vehicle.
- ⚙️ Status: Choose from:
Active,Inactive, etc. - 🏢 Company: Specify if the vehicle is
Local,Rented, or from a specific supplier. - 🚗 Brand Name: e.g., Toyota, Mercedes, Higer, Kinglong
- 🔖 Registration Plate: Format example:
H-12345 - 💺 Seater: Select number of seats (e.g., 14, 30, 50, etc.)
- 📆 Model: Enter the vehicle’s model year (e.g.,
2018) - 🧾 Description: Add notes like vehicle condition or special usage
- ✅ Click 'Update'
After entering all required information, click the green Update button to save the profile.
📌 Notes
- 🛠️ You can edit vehicle details anytime by going to Vehicle > Manage.
- 🔍 Ensure registration plate and seater count are accurate for proper booking and billing.
- 🔗 This profile integrates with modules like Jobcard, Booking, and Billing.
🔗 Related Links
Get StartedFAQs
Frequently asked questions about Create Vehicle Profile
Log in to your HTBOOK account, go to the Vehicle Management module from the dashboard, and click on the “Add New Vehicle” button to begin.
You need to enter vehicle details such as registration number, vehicle type, brand, model, seating capacity, fuel type, and ownership details (owned or rented).
Yes, you can upload important documents like registration papers, insurance, permits, and other compliance records directly in the vehicle profile.
Yes, HTBOOK allows you to assign a driver during vehicle creation or update it later based on availability and scheduling needs.
Yes, all vehicle profiles can be edited anytime from the dashboard, allowing you to update status, documents, maintenance records, or assignment details as needed.