Accurate inventories are a major part of running a successful branch. Inventory gives us a true picture of what we have, where it is, what condition it is in, and what needs attention. Branch inventories include

All completed inventories should be properly labeled and saved in the appropriate branch folders with accurate completion dates. This gives us a clean historical record, makes previous inventories easy to reference, and creates accountability around when each inventory was completed.







There are two ways to create a yard check sheet Option 1. Dashboard Option 2. Master idle refreshable

Locate the master idle refreshable in your rom folder. (Reach out to your ROM if you need a copy)

Hit the Master refresh button

Once refreshed, click on the Yard Check tab at the bottom, print and done.





After, click on Yard Inventory Idle under Yard Inventory Visiting Trailer.

Adjust your filters/Columns to show Equipment ID, Dropped, Client name, Op Location, Visit days. This will ensure you're seeing your branched owned trailers and visiting trailers and who they are on hire to

Next, Export as shown

Add borders to help identify and add marks to the last column to add your inventory mark

on the Operations dashboard, click on the inventory count tab under the fleet locate status section

Export as shown & print or you can do the inventory directly on the excel sheet



Tire inventory sheet can be found on the Tire Harvest and Exception refreshable located in your ROM folder. Once opened and refreshed, click on the "Inventory sheet" page at the bottom. Please reach out to your ROM if you need a copy.



The Tire Inventory section provides a view of all tire inventory currently available at the yard and any tires that are off-site with the recapper. This allows Operations to quickly monitor available inventory and determine when additional tires need to be ordered or returned from the recapper.

On Site

These columns track tires that are physically located at the yard.

At Recapper

Total

This worksheet helps Operations:



The Skirt Inventory is used to track the number of trailer side skirt sets currently available at the branch. Side skirts are aerodynamic panels installed along the sides of trailers to improve fuel efficiency by reducing wind resistance.

Inventory is tracked by sets, with each set consisting of two side skirts, one for each side of the trailer.

The Branch Safety Audit is a routine inspection used to verify that each branch maintains a safe, compliant, and organized work environment. The audit helps ensure the branch meets company safety standards, OSHA requirements, and operational best practices while reducing the risk of workplace accidents and equipment damage.

Any work completed on your yard truck, whether it is scheduled preventative maintenance (PM), routine service, or any other repair must be properly documented and saved with the date of service.

This includes all supporting documentation, such as: