Administrator

Administrator accounts have full access to all areas of Formbird FLEET. Administrators manage the application itself — configuring system settings, managing user accounts, importing data, and controlling how the application behaves for all other account types. Administrators can create and update any user account in the system.

Administrator accounts are not intended for staff who primarily work within the workshop. Staff managing requests, work orders, and technicians should use a Supervisor or Maintenance Admin account.

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Homepage

The Administrator's homepage is the System Administrator Menu.

Requests

Item	Purpose
List	View and manage all requests across the organisation — see Requests and Work Orders
Schedule	Access the request schedule and creation tools — see Creating and Scheduling Work

Asset Management

Item	Purpose
Bulk Update	Update fields across multiple asset records at once — see Bulk Updating Assets
Document Library	Access and manage asset-related documents — see Asset Document Library
Expense and Income Import	Import expense and income records — see Importing Expenses
Fuel Management	View and manage fuel transactions — see Importing Fuel Cards
Meter Import	Import meter readings in bulk — see Importing and Updating Data
Replacement Report	View the asset replacement planning report — see Replacement
Asset Verification Inspections	Manage vehicle verification inspection records — see Verification
Locations	Manage asset location records — see Locations

Works Management

Item	Purpose
Workshops	View and manage workshop records — see Workshops
Accounts	Manage user accounts — see Accounts
Works Scheduling	Schedule and manage work across workshops — see Work Scheduler
Daily Driver Checklists	View and manage Daily Driver records — see Daily Driver Reporting
Materials On Order	View materials currently on order — see Materials
Parts / Materials	Manage parts and materials inventory — see Materials
Time Recorder Report	Report on time recorded against Work Orders — see Time Recording
All Workshops Overview	Overview of activity across all workshops — see The Workshop Dashboard
Jobs / Account Codes	Manage jobs and account codes for cost allocation — see Account Codes and Jobs

Training

Item	Purpose
Training Records	Manage staff training records — see Training
Untrained Daily Driver Report	Identify operators without completed Daily Driver training — see Daily Driver Reporting
Untrained Work Order Report	Identify technicians without completed Work Order training — see Training

Configuration

Item	Purpose
Asset Templates	Define the types of assets in the system — see Asset Templates
Asset Component List	Manage asset components — see Components
Asset / Component Group Mappings	Map assets to component groups — see Mapping
Customers	Manage customer records
Daily Driver / Risk Assessment / Verification	Configure pre-start check sheets and risk assessments — see Configuring Daily Drivers
Maintenance Codes	Manage codes used to categorise maintenance work — see Maintenance Codes
PM Service Schedules	Configure preventive maintenance schedules — see Service Schedules
Repair Types & Questionnaires	Configure repair type templates and check questionnaires — see Repair Types
Suppliers	Manage supplier records — see External Contractors
Tag List	Manage configurable tag lists used across the application — see Tags
Workshops and Stores	Configure workshop and parts store records — see Workshops
Conversation Subject List	Manage conversation subject options — see Conversations
Work Order Field Visibility Configuration	Configure which panels and fields are visible on each work order type — see Work Order Configuration

System Administration

Item	Purpose
Account Management	Create, update, and manage all user accounts — see Accounts
All Templates	View all document templates in the system
Reference Counters	Manage auto-incrementing reference number counters
Asset Map View Permissions	Configure which account types can view asset map data

Asset Booking

Item	Purpose
Booking Form	Access the pool vehicle booking calendar — see Booking an Asset
Pool Management	Manage vehicle pools and user access — see Pool Booking Configuration
Reports	View booking activity and utilisation reports — see Overview of Booking Reports
Configuration	Configure system-wide booking settings — see Pool Booking Configuration
Booking Application Logs	View application logs for bookings

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Further Reading

• Setting Up Your Workshop
• Accounts
• Pool Booking Configuration
• Service Schedules
• Configuring Daily Drivers
• Workshop Dashboard Configuration

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Published: May 2026 · Formbird FLEET 4.2.8