Fleet Management & Service Writer Modules
Standalone modules can be delivered individually or combined into a customized fleet or service-advisor pathway.
| ID | COURSE | DURATION | CURRICULUM FOCUS |
|---|---|---|---|
| V6-002 | Fleet Management Assistant Foundations | 5 weeks | Fleet records, work orders, parts and inventory, preventive maintenance, compliance, telematics, Excel tracking and KPI reporting. |
| V6-003 | Junior Service Writer / Service Advisor Intensive | 2 weeks | Service intake, appointment booking, work orders, estimates, approvals, customer updates, invoice review and difficult conversations. |
| V6-004 | Digital Systems Foundations for Fleet Administration | 2 days | Email, file management, data entry, digital forms and core systems used to support fleet administration. |
| V6-005 | Shop Orientation, Safety and Daily Workflow | 1 day | Shop roles, traffic flow, PPE, hazards, housekeeping, dispatch and the daily movement of units through service. |
| V6-006 | Work Orders and the 3 C’s Documentation Standard | 1 day | Write clear Concern-Cause-Correction notes and maintain accurate work-order status, authorization and closeout records. |
| V6-007 | Fleet Maintenance Pro Fundamentals | 2 days | Asset setup, maintenance intervals, work-order tracking, notifications, reporting and core Maintenance Pro workflows. |
| V6-008 | Excel Fleet Repair Tracking and KPI Reporting | 1 day | Build repair trackers, apply formulas, calculate KPIs and create concise fleet-maintenance reports and dashboards. |
| V6-009 | Parts Purchasing, Procurement and Vendor Management | 2 days | Part research, requisitions, purchase orders, vendor comparison, warranties, cores, backorders and documentation. |
| V6-010 | Inventory, Receiving, Backorders and Returns | 1 day | Receiving, bin locations, stock control, cycle counts, returns, damaged goods and backorder management. |
| V6-011 | Preventive Maintenance and OEM Schedule Research | 1 day | Research OEM schedules, build PM plans, track mileage/hours, identify overdue work and maintain service records. |
| V6-012 | New Unit Setup, Asset Records and Document Control | 1 day | Create asset files, verify unit information, organize records and control registrations, warranties and related documents. |
| V6-013 | CVIP/CVID Compliance Tracking Awareness | 1 day | CVID/CVIP awareness, inspection due dates, documentation, defect follow-up and compliance tracking. |
| V6-014 | GPS/Telematics and Maintenance Alert Awareness | 1 day | Interpret GPS/telematics events, maintenance alerts, odometer/hour data and exceptions requiring follow-up. |
| V6-015 | Service Intake, Customer Communication and Difficult Conversations | 2 days | Professional intake, active listening, expectation setting, service updates, de-escalation and solution-focused communication. |