Field kit / 13 / Roster import

Bring the fleet list into the conversation.
Clean inputs. Fewer questions.

A unit list turns a broad fleet conversation into specific planning work.

Roster import

CLEAN INPUTS. FEWER QUESTIONS.

Local preview / nothing uploaded
Unit ID, make, model, year, odometer, location.
2 example rows
Example fleet roster preview
unit_idmakemodelyearodometerlocation
VAN-014FordTransit2022128420Mississauga
TRK-002Ram1500202198400Etobicoke
01

Start with the fields that matter.

Unit ID, make, model, year, current reading, location and a short use note are enough for a first planning pass.

02

Errors should be easy to fix.

The preview marks missing identifiers, invalid years and readings that need clarification. It does not silently accept bad rows.

03

The preview stays on this device.

This preview does not upload a file or attach private records. Any future roster integration would use an explicit secure handoff.

THE PRACTICAL OUTCOME

A cleaner fleet list for the next discussion.

Take it into the next conversation

THE NEXT
QUESTION.

Use the Fleet Cost Review to carry the relevant details into a real assessment conversation.

Start the review
READY WHEN YOU AREReview your fleet costs