Managing Trucks

Use Settings -> Trucks to manage the trucks and service vehicles your crews run each day.

If your workspace already used Operations -> Vehicles before the truck dispatch tools were added, those legacy vehicle records still show up in dispatch selectors. CleanEstimate Pro will translate them into dispatch truck records automatically when you assign them to a job.

What This Page Controls

The Trucks page is where you:

• Add new trucks and service vehicles
• Update truck names, plates, and status
• Mark a truck as available, in use, or in maintenance
• Keep dispatch options current for the schedule and job detail pages

Dispatch Workflow

CleanEstimate Pro uses a truck-first dispatch flow when equipment matters:

1. Assign the truck to the job.
2. Assign the crew running that truck.
3. Save the job.

The truck you add here becomes available in:

• Schedule and Dispatch
• Job Detail
• Create Job

Typical Setup

Create one record for each dispatchable vehicle, such as:

• Wash rigs
• Box trucks
• Holiday lights install trucks
• Service vans with dedicated equipment packages

If a vehicle should not appear for dispatch, set its status so it is no longer active for scheduling.

Related Guides

• Learn how Schedule and Dispatch groups work by truck.
• Learn how Managing Jobs uses truck assignment on each job.