PM MANAGEMENT

CUSTOMER NOTES

USPS

Peak Season Rental Billing
- USPS Seasonal rental period ended on 1/31/23.
- Equipment should have been picked up or changed to a general rental as of 1/31/23.
- Submit all rental invoices within 30 days of the rental period.
- Use the weekly rental rate where it makes economic sense for the customer regarding the rental period and pick-up date.
NTE’s
- Any repair over $2,000 requires a USPS Manager’s approval before the work is completed.
  - USPS Manager’s Name, Title, and signature are required.
- Repairs $5,000 and over require TMH Fleet Approval after the site manager approves.
  - Create a Fleet Support Ticket with the USPS manager’s Name, Title, and signature attached to the quote.
  - A repair vs replacement decision will be made.
  - The repair will be approved or declined via Fleet Ticket.
- Repairs should not be completed without proper approval from Fleet Support

Kraft Heinz

NTE’s
- New Labor Rate of $132
- Increased NTE to $2,500 effective January 1, 2023
- Service Approvals. The KHC site manager will approve all repairs; however, a secondary approval is required for ANY repair identified as misuse/abuse or has a repair cost exceeding $2,500 . Please email the contact for the appropriate region for all avoidable repairs and any service that exceeds the $2,500 threshold.

XPO Logistics

Annual Inspection & Engine Tune-up Labor Hours
- PM & Engine Tune-up (ETU) Not to Exceed 1.5 Hours (Labor time)
- PM & Annual Inspection (AI) Not to Exceed 5.0 Hours
- PM & AI & ETU Not to Exceed 5.5 Hours
- AI Only (or 2,000 hr. service) Not to Exceed 4.5 Hours
ETU should not be billed without being a part of a scheduled PM
Please submit invoices within 7 days of the work being completed or within 7 days of receiving the work order after work is completed.

GXO

POs are not required for services under $2,000
Services over $2,000 require corporate approval before completing
- Please Submit quotes through Fleet Support located in the Portal
- Failure to complete this step before service completion will result in your dealership being responsible to obtain a REQ (PO) from the customer for TMH to process the invoice for payment.
Please ensure all equipment is loaded before submitting invoices for payment
- All material handling equipment is required to be loaded (including rentals)
- Invoice payment will be delayed or could result in no payment if the equipment is not loaded
Please attempt to submit invoices to Fleet for payment within 7 days of service completion

PRAXAIR (LINDE)

Services over $2500 require corporate approval PRIOR to completing
- Please submit quotes through Fleet Support located in the Portal
- Failure to complete this step before the service completion will result in your dealership is responsible to obtain approval from the corporate customer for TMH to process the invoice for payment.
- Please include your ticket number in your invoice when submitting it for payment.
Please identify the ticket number from the quote submission for all returned invoices due to no quote approval.
The customer requires itemized quotes
When servicing all makes of Material Handling Equipment at your location, please do so for ALL, not only Toyota

Home Depot

Tractor Supply Company

Orscheln Acquisition
- Notification sent out March 14th
- 81 Stores / 87 Forklifts
- Rebrand to Tractor Supply Company
- PM service within 30 days
- PM frequency is 180 days after the first PM service
Rain Cover kits should be installed on all TSC lifts
- Current Lifts
- New Lifts (before delivery)
- Do not install on lifts being replaced
Pull equipment and customer tables to find the list of stores and lifts in your territory
Submit your invoice to the Toyota Portal immediately
- 1 hour of labor
- Travel charge
- Do not include the rain cover
- Miscellaneous – Rain Guard

Fleet Reminders

General
- Please submit your invoices with the correct quantity of labor instead of flat-rate labor
- Please submit all quotes over the NTE through Fleet Support
- Do not perform a repair without Quote approval on repairs over the NTE (for customers requiring DNE)
- Please make sure your equipment is loaded in our system before you submit your invoices
- Please ensure your titles and emails are updated on Staff Master
Equipment Load Requests
- Verify equipment to see if it’s already loaded by using the equipment search tile.
- Only use the required fields in the load request form (use the macro template to help you find that it is located on the Portal equipment tile)
- Frame-serial is required in the frame-serial field for Toyotas.
- Use a valid Toyota end customer number (use the location table to help you find the TMHU end customer #)

Fleet Support is available through the TMHU portal. For any fleet inquiries, please create a ticket through the Portal.

“Log on to Toyota Portal – click on Fleet Metrics – Click on Fleet Support – Click on to Launch Fleet Support”
Please ensure that you are filling out Fleet Support Tickets completely to ensure a shorter response time
When you access fleet support to initiate a ticket, please ensure you are selecting “Fleet”.