Create and Manage Vehicles

Create and Manage Vehicles

Vehicles in DreamzCMMS can be managed as assets within the system. To add and manage vehicles properly, you first need to create a Vehicle Category. Once the category is created, you can add a vehicle as an asset and later view it in the Vehicle List.

This guide will walk you through the process of:

  • Creating a Vehicle Category

  • Adding a Vehicle Asset

  • Viewing the Vehicle Listing

DreamzCMMS allows organizations to manage and track assets, maintenance activities, and operational workflows from a centralized platform, helping teams improve efficiency and asset visibility.


Overview

Vehicles are treated as assets within DreamzCMMS. By defining a vehicle category and creating assets under that category, organizations can easily track vehicle details, assign locations, and manage their lifecycle within the system.

This article explains how to configure and manage vehicles step by step.


Before You Begin

Before you start creating vehicles in DreamzCMMS, ensure the following:

  • You have access to the Settings and Assets modules.

  • Required locations are already created in the system.

  • You have the necessary permissions to create asset categories and assets.


Here is a reference video:



How to Access Vehicle Creation

Step 1: Create a Vehicle Category

Follow these steps to create a vehicle category.

  1. From the left-hand menu, click on Settings.

  1. In the Settings section, navigate to:

Assets → Asset Category 

  1. On the Asset Category page, click the option to create a new category.

  1. Enter the required details:

  • Vehicle Code

  • Title

  • Category Name


  1. If required, select a Parent Category from the dropdown menu.

  2. Enter a Description for the category.

  1. Enable the option Is Vehicle.

This step is important because it identifies the category as a vehicle category in the system.

  1. After entering all the details, click Save.

Image

The new Vehicle Category will now be created and stored in the system.

Step 2: Add a Vehicle to the System

Once the vehicle category is created, you can add a vehicle as an asset.

  1. From the left-hand menu, click on Assets.

  2. Select Equipment to open the equipment listing page.

  1. Click New Asset.

  1. Select Equipment / Machines.


 


This will open the Equipment and Machines Creation Page.

  1. Enter the required asset details:

  • Asset Name (Example: Truck)

  • Product Code

  • Category (Select the vehicle category created earlier)

  • Location (Example: West)

  1. After entering the required information, scroll down and click Save.

The vehicle will now be successfully stored in the system as an asset.



Step 3: View the Vehicle List

After saving the vehicle, you can view it in the vehicle listing.

  1. From the left-hand menu, open the Vehicle List section.

  1. The system will display a list of all vehicles available in the system.

  2. Locate the newly added vehicle in the list.

Image

You can now view and manage vehicles directly from the Vehicle List page.




Tips for Effective Vehicle Management

  • Use clear naming conventions
    Assign meaningful asset names and product codes to vehicles so they can be easily identified in the system.

  • Organize vehicles using categories
    Always create and use a dedicated vehicle category. This helps separate vehicles from other equipment or machinery.

  • Assign accurate locations
    Ensure each vehicle is linked to the correct location or site to help track where the vehicle is currently assigned or operated.

  • Maintain detailed descriptions
    Adding descriptions and additional details to vehicle assets can help maintenance teams quickly understand the vehicle type and purpose.

  • Regularly review vehicle listings
    Periodically check the Vehicle List to ensure all vehicles are properly recorded and updated in the system.


Frequently Asked Questions (FAQs)

1. Why do I need to enable the Is Vehicle option while creating a category?

The Is Vehicle option identifies the category as a vehicle type within the system. This allows the system to recognize and manage assets under this category specifically as vehicles.


2. Can I add a vehicle without creating a vehicle category first?

No. You must first create a vehicle category and enable the Is Vehicle option. Only then can you add vehicles under that category as assets.


3. Where can I view the vehicles that have been added to the system?

All vehicles added to the system can be viewed in the Vehicle List section available in the left-hand menu.


4. Can vehicle details be edited after creation?

Yes. Once a vehicle is created, you can edit its details such as name, product code, category, and location from the asset management section if updates are required.


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