To view and add vehicles go to the ‘Vehicles’ tab on the left.
If you have enabled the setting to allow drivers to add their own vehicles, you do not have to add company vehicles. The vehicles will appear here, once the driver adds them via the Evertransit driver app. This is located by going to ‘Settings’ > ‘Permissions’ and then checking off the ‘Drive their own vehicles’ box. We will review the rest of the permissions later.
If you allow drivers to drive their own vehicle, is important to note that only the specific driver that added the vehicle, will be able to login as that vehicle.
We will now walk through adding company vehicles from the backend. To add a company or fleet vehicle, click the green ‘+Add Vehicle’ button on the top right.
Fill in the ‘Basic Information’ accordingly. You are required to enter information for the make, model, year, license plate.
You have the option, but are not required to, enter an identifier, often used for registration number or vehicle ID, as well as operator information, such as who the vehicle is managed by.
Vehicle attributes allow you to input the color, category, and number of seats in the vehicle. This helps provide a clearer description of the driver's vehicle. The driver’s vehicle information is sent out to clients via automatic notifications when a driver has been assigned to their reservation.
The category as well as the option to check off if the vehicle is taxi, luxury, or wheelchair are critical in assigning jobs to the proper vehicle and type. We will touch on that next in the Vehicle Types & Requirements section.
The internal notes section allows you to add information such as the vehicle number.
The approval status dropdown to the right allows you to mark a vehicle as approved, which means your drivers can sign in to the vehicle, using the Evertransit driver app, (if your permissions allow). If marked as pending or rejected, drivers will not be able to sign into that vehicle.
Once done, click save and your vehicle will be created.
If you click back into your vehicle from the list, you now have the option to add ‘documents’, such as insurance, registration, or licensing documents. You can do so by uploading files and adding ID numbers and/or expiration dates. This is a good way to keep track of your vehicles important information.
Under the approved drivers section, click the ‘add driver’ button’. In some cases, you'll only want to allow certain drivers access to certain vehicles in your fleet. Once in the vehicle, scroll down to the ‘approved drivers’ section. Click ‘add driver’ to approve specific drivers (or just one driver) for that particular vehicle. Once done, click the green ‘update’ button.
Vehicle Types & Requirements
It is important that each trip that comes in is assigned to the proper vehicle and type. This is designed for auto-dispatch. Auto-dispatch automatically assigns rides to the nearest, most available driver when a new ride is created.
If you DO NOT manually assign your drivers to rides, and use or plan to use auto-dispatch then this is something very important for you.
By configuring your service levels and vehicles properly, you can ensure that jobs are only assigned to the proper vehicle.
It is important to note that if the vehicles in your service levels do not properly match the category of each of your vehicles that you set up, auto dispatching will fail. When auto dispatch fails, drivers will not receive rides. We cover this next in the service level preferences. But first, let’s review the vehicle management section.
To take advantage of these features, you must be sure that each one of your vehicles is properly categorized. You can do so by going to the ‘Vehicles’ section in dispatch. From there, you can edit your vehicles and set preferences such as vehicle category (Sedan, SUV, or Van), number of passengers, as well as if the vehicle is taxi, luxury, or wheelchair.