Fleet

Manage vehicles as fleet accounts and assign them to rentals.

Overview#

Fleet manages your vehicles — vans, trucks, artics, trailers, and cars. Vehicles are accounts with a Vehicle account type, so each vehicle inherits the full account toolkit: custom fields, files, activities, warehouse scoping, and its own API. Vehicles are kept out of the CRM account lists, pickers, search lanes, and statement flows by bleed guards, so fleet stays cleanly separated from contacts and companies.

Fleet UI routes:

Vehicle records#

A vehicle carries a registration plate, payload, volume, and dimensions (length × width × height), plus a configurable vehicle type drawn from a lists (Van, Truck 7.5t, Artic, Trailer, Car). Compliance data — MOT, insurance, and service dates — is captured as seeded example custom fields on the Account module, so you can adapt or extend them like any other custom field.

The fleet index supports saved live filters, column configuration, and CSV export via the vehicle column registry. Vehicles also appear in global search under their own group, matched by name and plate.

Assigning vehicles to rentals#

Open a rental and use the Vehicles tab to assign vehicles for the job. An assignment records the vehicle, an optional role (from the Vehicle Assignment Role list), an advisory start/end window, and notes. Assigning the same vehicle twice is allowed and shows a duplicate warning rather than blocking. Roles, windows, and notes can be edited inline when you hold vehicles.assign.

Assignments are advisory in this release — scheduling conflict detection arrives with the Phase 8 scheduling engine.

Permissions#

Warehouse-restricted users see only vehicles whose warehouses intersect their accessible warehouses.

API#

Vehicles are served account-wrapped at /api/v1/vehicles, with nested rental assignment routes — see the Vehicles API.