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Quick Start: Owner — first 60 minutes

Updated 2026-04-3010 min read

Owner — first 60 minutes

Six steps to go from invitation email to a running fleet operation.

Step 1 - 5 min — Sign in & set your password

Open the invitation email from no-reply@fleet.elevera.app. Click Accept invitation. Set a password.

Step 2 - 10 min — Set up your organization

In Settings → Organization, upload your logo, set time zone, and confirm billing details. Pick the modules you need turned on.

Step 3 - 15 min — Add your first 3 vehicles

In Vehicles → Add vehicle, enter VIN or plate. Upload registration and insurance. Set MOT expiry reminder.

Step 4 - 10 min — Invite a dispatcher

In Settings → People → Invite, send an email invite as Dispatcher. Pick the depots they'll see.

Step 5 - 10 min — Invite your first drivers

In Settings → People → Invite, send invites as Driver. They'll get a Fleet Go install link by email.

Step 6 - 10 min — Schedule the first shift

In Schedule → New shift, pick a driver, vehicle, and time. The driver receives a notification.

TIP

You don't need to finish all six steps in one sitting. Fleet saves your progress — pick up where you left off.

What to do in your first week

After the initial setup, focus on building the foundation that makes Fleet truly useful:

  • Day 2: Enable Fleet Maintenance and create templates for your most common services (oil change, brake inspection, TÜV). Reminders start generating automatically.
  • Day 3: Review your first completed shifts in the photo review queue. Calibrate how your dispatchers are tagging photos and whether AI analysis is helpful for your vehicle types.
  • Day 4: Enable Cost Analytics and enter estimated costs for any open incidents. This seeds your analytics dashboard with real data.
  • Day 5: Build a custom dashboard preset tailored to your morning check-in routine. Put the action queue, fleet health, and active incidents front and center.
TIP

The first 30 days of data collection are the most valuable. Every shift, every inspection, and every incident you log during this period becomes the baseline that future analytics are measured against. Don't skip steps early — the compound benefit shows up in month two.

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