intermediate
advanced-bookings
assignments
pickup

Assignments, Pickup, and Checkout

Operate the assignment queue, choose eligible vehicles, handle pickup, complete checkout, and recover from unlock or payment failures

Levy Fleets TeamApril 29, 202612 min read

Assignments, Pickup, and Checkout

Model bookings are sold before the physical vehicle is chosen. The assignment workflow is where operators connect a confirmed model reservation to real vehicles.

Assignment Queue

Open Dashboard > Car Sharing > Reservations > Inventory to see the Assignment Queue.

The queue shows upcoming model reservations that are unassigned or partially assigned. It includes:

FieldMeaning
Reservation numberClick through to the reservation detail page
ModelThe requested model or vehicle type
CustomerRider who made the booking
Pickup timeScheduled pickup time
Remaining quantityUnits that still need assignment

The inventory page currently focuses the queue on the next seven days.

Assignment Statuses

Model reservations track assignment separately from reservation status.

Assignment StatusMeaning
UnassignedNo active vehicle assignments yet
Partially assignedSome units are assigned, but quantity is not fully covered
AssignedActive assignments match the booked quantity

Reservation status still tracks lifecycle state such as confirmed, checked in, active, completed, cancelled, no-show, or expired.

Assign Vehicles

Open a reservation detail page and use Assignments.

The assignment panel shows:

  • Assigned count versus booked quantity.
  • Existing assigned vehicles.
  • Eligible vehicle picker.
  • Manual UUID fallback.
  • Unavailable vehicle reasons.

To assign a vehicle:

1

Open Reservation Detail

Click the reservation from the assignment queue or reservations list.

2

Review Quantity

Check how many units are booked and how many are already assigned.

3

Choose an Eligible Vehicle

Use the eligible vehicle dropdown to select a matching available vehicle.

4

Assign

Click the add button to create the assignment.

5

Repeat if Needed

For multi-unit bookings, assign vehicles until assigned count equals quantity.

Eligible Vehicle Rules

A vehicle must pass several checks before it is eligible:

RuleWhy It Matters
Same subaccountThe vehicle must belong to the booking's fleet/location scope
Matching modelThe physical vehicle must satisfy the model the rider booked
ReservableThe vehicle must be enabled for reservations
Available statusThe vehicle must be in an assignable state
No overlapping direct reservationPrevents double-booking a vehicle
No overlapping assignmentPrevents assigning the same vehicle to two model bookings
No blocked availability windowRespects maintenance, service, or calendar blocks

If no eligible vehicles appear, expand Unavailable vehicles to see why specific vehicles were excluded.

Manual UUID Fallback

The assignment panel includes Assign by UUID for cases where the eligible picker cannot be used.

Use this only when you have verified the vehicle is the correct unit and should be assigned. The backend still enforces assignment conflict protection, but the picker gives operators better context and should be preferred.

Preparing for Pickup

Before the rider arrives:

  • Confirm the assigned vehicle has enough battery.
  • Inspect brakes, tires, lock, throttle, lights, and visible damage.
  • Stage the vehicle at the pickup location.
  • Confirm the vehicle number matches the assignment.
  • For group bookings, stage all assigned vehicles together.
  • Keep staff ready for multi-unit handoff.

Assign early enough to stage

The assignment queue is most useful when reviewed before the pickup rush. Assigning at the last minute leaves less time to recover from low battery, missing vehicles, or lock problems.

Single-Unit Pickup

For a single-unit model booking:

  1. Operator assigns one eligible vehicle.
  2. Rider opens the reservation detail screen.
  3. Check-in becomes available after assignment.
  4. Rider starts check-in.
  5. System unlocks the assigned vehicle.
  6. System enables throttle.
  7. System creates the ride.
  8. Assignment moves to checked in.

If unlock fails during check-in, the platform rolls back reservation and ride state so the operator can resolve the issue and try again.

Multi-Unit Pickup

Multi-unit model bookings are intentionally operator-assisted.

Operators should:

  • Assign one physical vehicle per booked unit.
  • Stage units together.
  • Verify the rider or group lead is present.
  • Hand off vehicles according to local operating policy.
  • Use internal notes for staff coordination where needed.

This avoids forcing one rider's app session to unlock and manage several model-assigned vehicles through a self-service flow that may not match on-site operations.

Checkout

Checkout is responsible for ending the reservation and releasing the assigned vehicle.

The system:

  1. Locks the vehicle before completing the reservation.
  2. Calculates the remaining balance after booking deposit.
  3. Attempts to collect the remaining balance.
  4. Completes the reservation.
  5. Releases active assignments.
  6. Sends a checkout notification.

If the lock command fails, operators should resolve the physical vehicle state before treating the booking as complete.

Failed Balance Collection

If the remaining balance charge fails during checkout:

  • The reservation can still complete.
  • The unpaid amount remains on the reservation as balance due.
  • The mobile response reports the balance due.
  • Operators can follow up with the rider through support or billing workflows.

This prevents a payment failure from trapping the operational lifecycle when the vehicle has already been returned.

Releasing Assignments

Assignments are released when:

  • Checkout completes.
  • Reservation is cancelled.
  • Reservation is marked no-show.
  • Operator manually releases an assignment from the reservation detail page.

Manual release is useful when a vehicle was assigned incorrectly, fails inspection, or needs to be swapped before pickup.

Common Assignment Problems

ProblemWhat to Check
No eligible vehiclesConfirm reservable flag, vehicle model, status, blocked windows, and overlapping reservations
Vehicle is unavailableExpand unavailable reasons on the assignment panel
Booking is partially assignedQuantity is higher than active assignments; assign more vehicles
Rider cannot check inConfirm it is a single-unit booking and a vehicle is assigned
Vehicle was assigned incorrectlyRelease the assignment and assign the correct vehicle
Unlock failed during check-inInspect IoT/lock state, then retry after the system rollback