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Mobility Provider

Overview⚓︎

Use the Installation & Maintenance feature to manage CloudBoxx installations, configurations and maintenance jobs through service partners, that can be external contractors or your internal installation team. Grant technicians temporary, job-specific access permissions to complete hardware tasks securely.

Installation & Maintenance Feature in FleetControl

Benefits⚓︎

Installation & Maintenance lets you:

  • Assign setup, configuration and maintenance tasks to technicians.
  • Set temporary access only for as long as the technician needs to complete the job.
  • Monitor job progress in FleetControl.
  • Specify configuration details for the CloudBoxx to ensure correct setup.
  • Avoid sharing sensitive credentials.

Set Up Service Partners⚓︎

Invite a service partner or team to work with you and grant access to jobs in your fleet. A service partner can be an external contractor or an service team in your company, responsible for installation and maintenance of hardware tasks like setting up a CloudBoxx in new vehicles. If you manage multiple fleets, send separate invitations. Only one invitation per fleet, per service partner is needed.

Connect with Service Partners and Teams

Invite a New Service Partner⚓︎

Invite Service Partner Company in FleetControl

Follow these steps to invite a service partner:

  1. Navigate to Fleet → Installation & Maintenance.
  2. Select Manage Service Partners.
  3. Click Partner & Teams.
  4. Enter the partner’s email address.
  5. Optional: Under Partner Settings, enable Allow partner to override job configuration and data if your service partner has extensive experience and needs flexibility to adjust predefined installation settings during the installation process.
  6. Select Invite.

Manage Service Partners⚓︎

After sending invitations, the Available Installer Companies dialog shows all your service partners and their current status. This overview helps you monitor partner connections and access important information needed for job management.

Understanding the Partner Overview:

  • Status Tag: Shows whether the partner has completed registration.

    • PENDING: Invitation sent, waiting for partner to complete registration.
    • ACCEPTED: Partner registered and ready to receive job assignments.

  • Partner ID: Unique identifier displayed next to the partner name (e.g., “T1E2S”, “DEMO1”).

  • Override Enabled Tag: Indicates whether this partner is allowed to modify job configurations.
Available Service Partners

Partner Settings⚓︎

When you enable Allow partner to override job configuration and data, your service partner can modify the configuration and data you’ve predefined in installation jobs. This setting is useful when working with highly experienced technicians who can make informed decisions based on their expertise.

If disabled, technicians must follow the exact configuration defined in each installation job.

Using Partner IDs for CSV Import⚓︎

The Partner ID is required when you want to automatically assign jobs during CSV import.

To copy a Partner ID:

  1. Open Manage Service Partners → Partner & Teams.
  2. Locate the partner in the Available Installer Companies list.
  3. Copy the Partner ID displayed next to their name (e.g., “VEZ9A”).
  4. Use this ID in your CSV file under the column assigned_installer_company_id.

When your CSV includes this Partner ID, imported jobs are automatically assigned to that service partner with ASSIGNED status, ready for technicians to start work immediately.

Create Installation Jobs⚓︎

Jobs typically involve installing or reconfiguring CloudBoxxes in vehicles. Installation Jobs allows the pre-configuration of CloudBoxxes so that the technician does not have to make configuration decisions in the workshop and misunderstandings and errors can be avoided.

Generate a New Installation Job in FleetControl

Follow these steps to create installation jobs:

  1. Open Fleet → Installation & Maintenance → Installation Jobs.
  2. Select New Job.
  3. Choose Create New Job or Select from Templates.
  4. Enter the job details.
  5. Optional: Select Save as Template if you want to reuse these job settings for future jobs. This saves your current settings as a template, so you can quickly create similar jobs later.

  6. Save or Save & Assign.

    • If you have not selected a service partner, click Save to keep the job as Pending. You can assign it later.
    • If you have selected a service partner, click Save & Assign to assign the job immediately.

Bulk Import

Need to create 10+ jobs at once? Use the CSV Import to import up to 1,000 jobs in minutes.

Create Maintenance Jobs⚓︎

Manage vehicle maintenance, servicing, and repairs with ease. Assign jobs and provide temporary access for inspections, preventive care, and timely repairs.

Follow these steps to create a new maintenance job:

Generate a New Maintenance Job in FleetControl

  1. Open Fleet → Installation & Maintenance.
  2. Choose the Maintenance Jobs tab.
  3. Select New Job.
  4. Enter the job details.
  5. Save or Save & Assign.
    • If you have not selected a service partner, click Save to keep the job as Pending. You can assign it later.
    • If you have selected a service partner, click Save & Assign to assign the job immediately.

Use Templates⚓︎

Templates make it easy to create and manage recurring installation jobs. Use templates to save time and ensure consistency for jobs with similar settings. You can edit, delete, duplicate templates, or quickly generate new jobs from them.

Generate a New Template in FleetControl

Create a Template⚓︎

Follow these steps to create a template for installation jobs:

  1. Open Fleet → Installation & Maintenance.
  2. Select the Templates tab.
  3. Click New Template.
  4. Enter a Template Name.
  5. Fill in the job data as needed.
  6. Click Save to save the template.

Tip

You can also create a template while setting up a new installation job. Just activate Save as Template before saving the job. After saving, you will be asked to enter a name for the template. Then, click Save as template to add it to your templates list.

Use a Template⚓︎

Use these steps to apply a template for installation jobs—perfect when you’re adding many vehicles of the same model to your fleet:

  1. Open Fleet → Installation & Maintenance.
  2. Choose the Templates tab.
  3. Select the template you want to use.
  4. Open the dot menu ….
  5. Select Create New Job.
  6. Follow the steps described under create installation jobs.

You can also use a template in the Installation Jobs (1) tab. Got to New Job (2) → Use Template (3) and select a template (4) from the drop-down menu:

Generate a New Job from a Template in FleetControl

Monitor Jobs⚓︎

Customize the table view to your needs using the Configure Table Columns under the gear icon, or Filter to view only FAILED jobs for example.

Edit, Duplicate or Delete Jobs⚓︎

Open the dot menu … to the right to edit, duplicate or delete a single job. If you select more than one item, open the … right to New Job to edit or delete in bulk.

Job Status⚓︎

Look for these status indicators to monitor your installations:

  • PENDING: You can still edit this new job.
  • ASSIGNED: Technicians can now access this job.
  • RUNNING: A technician is working on this job.
  • SUCCEEDED: The technician has completed this job successfully.
  • FAILED: The technician couldn’t complete this job (includes their explanation).

Security

Access to the vehicle ends automatically upon job completion. No additional security steps required.