How to create a custom Drive purpose

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How to Create a Custom Drive Purpose

With MileIQ, you can label your drives exactly how you want using the Custom Purpose feature. Set up a custom purpose easily from either the mobile app or the web dashboard.

Creating a Custom Purpose in the Mobile App

  1. Open Settings: Tap Settings at the bottom of the screen.
  2. Go to Custom Purposes: Under the Personalization section, select Custom Purposes.
  3. Add a New Purpose:
    • To create a Business purpose, tap the top of the screen.
    • For a Personal purpose, scroll down and tap Add New Personal Purpose.
  4. Enter and Save: Type in your custom purpose, then tap Done. Your new custom purpose will now appear in the list.
Managing Custom Purposes
  • Hide a Purpose: Tap Edit at the top right, then tap - next to the purpose you want to hide and select Hide.
  • Reorder Purposes: Tap and hold the three-bar icon next to a purpose, then drag to rearrange.
  • Edit a Purpose: Tap on a purpose name to bring up the keyboard and make any changes.

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Creating a Custom Purpose on the Web Dashboard

  1. Log In: Access the MileIQ Web Dashboard with your MileIQ credentials.
  2. Navigate to Custom Purposes: In the left menu, click Settings, then scroll to Custom Purposes.
  3. Add a New Purpose:
    • You’ll see columns for Business and Personal purposes. At the bottom of each, click the Add Purpose button.
    • Enter your purpose in the text field and click Save.

A confirmation message will appear at the bottom of the screen indicating your purpose was saved.

Managing Custom Purposes on the Web Dashboard
  • Prioritize Purposes: Drag the purpose to reorder by clicking the arrows next to its name.
  • Edit a Purpose: Click on a purpose name to edit.
  • Hide a Purpose: Tap the eye icon next to the purpose and select Hide.

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Additional Information

  • Any drives classified with a custom purpose will be included in exported reports (PDF, CSV, or Concur).
  • Custom purposes can be easily hidden or reordered on both the app and web dashboard.
  • Tracking Multiple Businesses: You can use custom purposes to track mileage for multiple businesses by creating a unique custom purpose for each business name. This allows you to separate and report drive data by business when reviewing or exporting your mileage.