Assigning a Vehicle to a Contact

Fleetio allows you to assign a Vehicle to a Contact so you know who is currently responsible for a Vehicle. 

Note: A Contact must be marked as an Operator on its Contact profile in order to be selected for Vehicle Assignments

Vehicles not assigned to a Contact are labeled as "Unassigned" and could be considered "available" depending on how you want to use the feature.

Note: All Owners and Administrators can fully manage Vehicle Assignments on your account, but Regular Users must be given the Manage Vehicle Assignments permissions in the Vehicle module access of their Role - view the permissions reference for more information.

One Assignee at a time

A Vehicle may be assigned to only one Contact at a time. There is validation to ensure assignments don't overlap.

Tip: Assignments have a start/end date AND time so you can have multiple assignments on the same day - a great way to schedule vehicles!


How to Assign and Unassign a Vehicle

1. From a Vehicle's profile:

2. From the Vehicle List:

Send email notification?

If you select a Contact who's User status is set to "On," the system will automatically email them (sample email below) to let them know about the assignment.  

Ending Odometer or Hour Meter

(optional) When did/should the assignment end? (can be past or future). This goes into the Vehicle's Meter History.

Tip: Enter a both a Start and Ending odometer reading to see the distance traveled while the Vehicle was assigned to a Person.Start Date/Time

The date & time the assignment began, or will begin in the future. TIP: Only one Driver Assignment can have a blank Start Date/Time per Vehicle. (Fleetio considers this as "since the beginning of time" for validation purposes)

Starting Odometer or Hour Meter

(optional) Reading at the time of the assignment. This goes into the Vehicle's Meter History.

End Date/Time

The date & time the assignment ended, or will end in the future.

TIP: Only one Driver Assignment can have a blank End Date/Time per Vehicle. (Fleetio considers this as "until forever" for validation purposes)

Ending Odometer or Hour Meter

(optional) Reading at the end of the assignment. This goes into the Vehicle's Meter History.

TIP: Enter a both a Start and Ending odometer reading to see the distance traveled while the Vehicle was assigned to a Person.

Comments

Add comments about an Assignment to track additional details.

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