TL;DR
- Add the vehicles you plan to rent so they show up in bookings.
- Assign each vehicle to the right category and branch.
- Record key details and upload photos so the team can verify the vehicle quickly.
- If you are switching from another platform, import vehicles from Assets -> Vehicles -> Import.
Steps
Step 1
Open Vehicles
Head to Assets β Vehicles and review the fleet list. If empty, you will see a prompt to add your first vehicle.
Step 2
Import an existing fleet
If you already have a spreadsheet, open Assets β Vehicles β Import. Download the guide or example file, upload your export, confirm the column mapping, and map any branch or category values that need help.
Step 3
Create the vehicle record
To add one vehicle manually, create a new vehicle, select the category, assign a branch, and enter the basic details (make, model, and plate).
Step 4
Track readiness details
Add the current mileage, any service notes, and whether the vehicle is ready for bookings.
Step 5
Upload documents and photos
Add photos and any documents your team needs for handoffs.
Validate your work
- The vehicle appears in the list under the right branch and category.
- Booking creation shows the vehicle when the category and branch match.
- The vehicle profile stores the photos and documents you uploaded.