Vehicles are the core of a fleet management platform. Hereby, we describe how you can quickly and intuitively create or import individual or even multiple vehicles in Carsync ECO.
How do I create a vehicle?
Within the section "My fleet" area, you'll find "vehicles" which contains the vehicle administration. If no vehicle has been created yet, an empty view awaits you at first.
By clicking the "Create vehicle" button on the right-hand side of the portal, a vehicle creation screen will appear. First step is to select the type of vehicle.
Here we distinguish between the types car, truck, transporter, bus, industrial truck, trailer, pedelec, motorcycle, scooter, e-scooter.
Important: The type of a vehicle cannot be changed later! If you have chosen the wrong object type for a vehicle, you must first delete the vehicle and then create a new one with the correct assignment.
Depending on the vehicle type, a list of properties will then open. Mandatory fields for creating a vehicle are marked accordingly with an asterisk.
In the vehicle creation, a selection of the most important properties around a vehicle is first displayed. In addition, there is the possibility to fill in further properties in the vehicle profile.
After you have filled in all the relevant properties, complete the vehicle creation by clicking on "Create/Save" button.
How do I create multiple vehicles?
With the initial creation of the fleet account we also offer the possibility to import multiple vehicles via a corresponding Excel template file. You can find more information about this in the corresponding article in our help center.
View all vehicles of my fleet
In the menu item "Vehicles" you will find a tabular display of your created vehicles. In addition to a search based on the license plate number, you can also select individual vehicles to edit or delete them.
Select/Edit vehicle details
After you have selected a vehicle, you'll be redirected to the vehicle profile. In addition to a view of the most important facts about your vehicle in the upper area of the screen, you can edit all relevant properties in the lower area. These properties are distributed between the tabs "Overview" and "Settings".
Tab "overview"
All vehicle-related properties are listed here based on categories. The view is divided into the categories details, technical data, emissions and costs.
Tab "contracts"
Manage your lease contracts by entering the most important parameters of a leasing contract.
Tab "documents"
Attach any vehicle-related documents to your vehicle.
In addition, if you add the Registration Certificate Part 1 to your vehicle, our automated data extraction will help you to extract relevant vehicle fields directly from the ZB1 and import them into the vehicle profile.
Tab "settings"
Here you will find all fleet-relevant properties, grouped by the categories assignment, organization and dates.
Edit vehicle
Within each vehicle profile you are able to edit all properties. To do this, simply select the relevant field, enter the desired value and then save it by clicking the "Save" button. If you do not want to save the changes you have made, you can either leave the page (confirm the message about unsaved content with Ok) or click on "Cancel".