Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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On this page
  • Add a Vehicle Individually
  • Bulk Upload Vehicles
  1. Assets

Adding Your Fleet

Last updated 17 days ago

Adding vehicles to the Loopit platform is a straightforward process, whether you upload them individually or in bulk. This guide explains both methods for populating your fleet efficiently.

Add a Vehicle Individually

1

Navigate to the Fleet Section:

From the left-hand menu, under Assets, select Fleet to view your current vehicle inventory.

2

Add a New Vehicle:

In the top-right corner, click Add Fleet to begin.

3

Complete the Vehicle Details:

  • Fill out the required fields in the four tabs:

  • Main Details:

    • Fleet Name: Use a clear identifier like the vehicle's year, make, and model (e.g., 2023 Porsche Macan).

    • Year, Make, and Model: Specify details such as the year (2023), make (Porsche), and model (Macan).

    • Asset Type: Select the appropriate type (e.g., car, truck, boat).

    • Category: Assign a category as defined in your subscription packages (e.g., All Assets).

    • Status and Fuel Type: Indicate the vehicle's availability status and fuel type (e.g., Electric).

  • Photos: Upload high-quality images of the vehicle.

  • Lifecycle: Enter details about the vehicle's operational lifecycle.

  • Locations: Specify the locations where the vehicle will be available.

  • Fields marked with an asterisk (*) are mandatory.

4

Save the Vehicle:

Once all required fields are completed, click Save to add the vehicle to your fleet.

Bulk Upload Vehicles

If you have a large number of vehicles to add, use the bulk upload feature for efficiency:

1

Download the Spreadsheet Template:

Loopit provides a pre-formatted spreadsheet template.

2

Fill Out the Template:

Enter vehicle details into the spreadsheet, ensuring all required fields are completed.

3

Submit the Spreadsheet:

  • Send the completed file to support@loopit.co including your Account Name.

  • The Loopit team will upload the data into your account, ensuring all vehicles are added in bulk.

Note: Currently, Loopit does not support self-service for bulk fleet imports. To upload your fleet in bulk, please download and complete this template, then send it to Loopit support.

218KB
Loopit 2.0 Full Onboarding Spreadsheet Template.xlsx