User Guide

TruckOps Pro User Guide

Complete documentation, step-by-step tutorials, and training resources to help you master every feature.

What's New

Latest updates and improvements

New Feature
Aug 15, 2026

Preventive Maintenance (PM) Scheduler

Keep every vehicle on its service interval automatically. Build PM schedules by mileage, engine hours, calendar date, or a combination, and assign them to a single vehicle, a customer, or an entire fleet. TruckOps Pro tracks what's due, due soon, and overdue across your whole fleet, with automatic due-soon reminders. Completing a PM on a Repair Order or Appointment automatically captures the exact mileage and engine-hour readings, advances the schedule, and recalculates the next due point — with a full per-vehicle service history. Estimates defer to the converted Repair Order, so a PM performed through an Estimate → Repair Order chain advances the schedule exactly once (never double-counted). Completions are idempotent, so retried or re-saved documents never advance a schedule twice. You can also record a manual PM completion at any time.

Operations → PM Scheduler
New Feature
Aug 15, 2026

Canned Services Library

Save your most-used services once and drop them onto any Estimate, Repair Order, or Invoice in seconds. Build canned services from scratch or straight from a completed Repair Order, organize them by repair category, and bundle the exact labor, parts, and fees you want — so quoting repeat work is consistent and fast.

Canned Services in the sidebar
Improvement
Aug 15, 2026

Secure File Storage with Automatic Malware Scanning

Every photo, document, and file uploaded to TruckOps Pro now lives in encrypted private object storage and is automatically scanned for malware and threats before it's stored — stronger protection for your shop's data and your customers' documents, with no change to how you upload files.

Applies automatically to all file uploads

Choose Your Learning Path

Beginner Path

Essential training for new users

30 min
Progress0%

0/5 modules

Service Advisor Path

Customer management and estimates

45 min
Progress0%

0/7 modules

Technician Path

Repair orders and inspections

40 min
Progress0%

0/5 modules

Parts Manager Path

Inventory and purchasing

35 min
Progress0%

0/4 modules

Shop Owner Path

Complete business management

60 min
Progress0%

0/12 modules

1
10 min

Welcome to TruckOps Pro

Get a comprehensive overview of the platform, navigation, and initial setup.

2
15 min

Customer Management

Master customer database management, fleet accounts, and communication preferences.

3
12 min

Vehicles & VIN Decoding

Add vehicles manually or decode VINs automatically. Track unit numbers, mileage, and complete service history.

5
18 min

Repair Orders

Manage repair orders from creation to completion. Assign technicians, track time, and update status through the workflow.

6
12 min

Canned Services

Create and manage pre-built service packages for common repairs. Standardize pricing, labor times, and technician instructions.

7
15 min

Employees & Permissions

Manage employee accounts, role-based permissions, and individual access overrides. Control what each team member can see and do.

8
10 min

Deleted & Archived Records

Manage deleted and archived records with the recycle bin. Restore accidentally deleted data or permanently remove records.

9
16 min

Invoices & Payments

Create invoices from repair orders, process payments, and manage customer accounts.

13
20 min

Settings & Configuration

Configure your shop settings, business profile, fees, and workflow preferences.

14
12 min

Security & Data Protection

Protect your business with proper security settings, user permissions, and data protection.

15
10 min

Activity Log & Auditing

Monitor all system activity, audit user actions, and maintain compliance with activity logging.

Ready to Get Started?

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