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Creating Installation Jobs⚓︎

Use the Installation & Maintenance feature to hand over CloudBoxx installations or maintenance tasks to trusted service partners without exposing your entire fleet.

Installation & Maintenance in FleetControl

Prerequisites⚓︎

You have administrative access to FleetControl to create and manage technician jobs.

Invite a Service Partner or Team⚓︎

  1. Navigate to Fleet → Installation & Maintenance → Installation Jobs.
  2. Select Manage Service Partners › Partner & Teams.
  3. Enter the partner’s email address and click Invite.
  4. The invitation shows PENDING until the partner completes the short registration form.

Note

Only one invitation per fleet is required. Send separate invites if you operate multiple fleets.

Create a New Job⚓︎

  1. Stay in Installation Jobs and click New Job.
  2. Choose Create New Job or Use Template.

  3. Fill in as many fields as you like:

    • Vehicle details (VIN, license plate)
    • Planned service date
    • Optional: CloudBoxx configuration preset
    • Notes or special instructions

  4. Decide how to store the job:

    • Save: Job status Pending.
    • Save & Assign: Job status Assigned.

Bulk Import via CSV⚓︎

Need to create multiple jobs at once? Import 10, 100, or even 1,000 installation jobs simultaneously by uploading a CSV file. Perfect for large fleet onboarding or deploying new vehicle models.

  1. Navigate to Fleet → Installation & Maintenance → Installation Jobs.
  2. Click New Job › Import.
  3. Upload your CSV file and review the preview.
  4. Optional: Select a template to apply common settings.
  5. Click Import Installation Jobs.

CSV Format & Examples

See the complete CSV Import Guide for file format requirements, field descriptions, validation rules, and ready-to-use templates.

Save Your Settings as a Template⚓︎

If the same work repeats—e.g., adding 20 identical vehicles—tick Save as Template before saving the job. Enter a meaningful template name such as “EV Setup – Standard.” You can later select this template under Templates → Create New Job to speed up future job creation.

Track Job Progress⚓︎

Open Installation & Maintenance → Installation Jobs at any time and use the Status filter to focus on what matters:

  • PENDING – draft, still editable
  • ASSIGNED – available for technicians
  • RUNNING – technician has started work
  • SUCCEEDED – installation completed
  • FAILED – technician could not successfully finish; check their comment for details

Access to the vehicle ends automatically when a job is SUCCEEDED or FAILED, so no manual clean-up is needed.

Maintain Jobs & Templates⚓︎

• Duplicate or delete drafts via the … menu next to each entry.
• Templates can be edited or removed at any time; changing a template does not affect jobs that are already created.