First Fleet Checklist

Use this comprehensive checklist to verify your Levy Fleets operation is fully configured and ready to serve customers. Complete each section before launching to ensure a smooth operation.

Print This Checklist

Consider printing this page or keeping it open in a separate tab as you work through each item. Check off items as you complete them.

Pre-Launch Checklist

Account & Access

Dashboard access confirmed - You can log in successfully
Password set - Strong password (8+ characters) configured
Correct subaccount selected - You're viewing the right location
Timezone configured - Settings > Other > Timezone matches your location
Language set - Dashboard displays in your preferred language

Identity Verification

Verification mode selected:
- Disabled (no verification)
- All Users (everyone verifies)
- Risk-Based (high-risk only)
Risk threshold set (if Risk-Based) - Default: 15

Legal Documents

Terms of Service URL - Valid URL entered
Privacy Policy URL - Valid URL entered
Rental Agreement URL - Valid URL entered
Multi-language URLs (if applicable) - Added for supported locales

Vehicle Configuration

Vehicle Settings

Minimum battery percentage set - Recommended: 20%
Unit of measure selected - Miles or Kilometers
Slow zone speed limit set - Default: 10 km/h

IoT Configuration

Okai password set - Default: zk200
Queclink password set - Default: ks600
Segway password set - Default: 0000
Omni password set - Default: 0000
Custom passwords entered (if your devices use non-default)

Vehicle Models

At least one vehicle model created:
- Model name set
- Vehicle type selected (scooter, bike, etc.)
- Icon assigned (optional)

Vehicles Added

At least one vehicle added to fleet:
- Vehicle number assigned (unique ID)
- IoT IMEI entered correctly
- Vehicle model assigned
- VIN entered (optional)

Vehicle Testing

For each vehicle type, verify:

Lock command works - Vehicle wheel locks
Unlock command works - Vehicle unlocks
Sound command works - Alert plays on vehicle
Telemetry updating - Battery and location refresh
Last signal recent - Within last 10 minutes

Pricing Configuration

Base Pricing

Unlock fee set - One-time charge (e.g., $1.00)
Per-minute rate set - Ongoing rate (e.g., $0.39/min)
Pause rate set (optional) - Rate while paused
Per-distance rate set (optional) - Per km/mile rate
Minimum price set - Minimum ride charge
Maximum price set (optional) - Daily cap

Pricing Tiers (Optional)

Volume discounts configured (if desired):
- First tier (e.g., 0-30 min at $0.39)
- Second tier (e.g., 31-60 min at $0.30)
- Additional tiers as needed

Pricing Verification

Pricing active - Not in draft state
Pricing assigned to vehicle model - Connected correctly

Zone Configuration

Required Zones

Service Area created:
- Boundary covers your operating region
- Polygon properly closed (complete shape)
- Zone named appropriately

Parking Zones

At least one parking zone created:
- Located at logical pickup/dropoff points
- Near transit, commercial areas, or attractions
- Properly sized (not too small to find)

Restriction Zones (As Needed)

No-Go zones - Dangerous areas marked (highways, private property)
No-Parking zones - Restricted parking areas marked
Speed Limit zones - Pedestrian areas, school zones marked

Zone Verification

All zones display on map - Visible in dashboard
Zone boundaries correct - Match intended areas
Zone types correct - Parking vs No-Go vs Speed Limit

Ride Settings

Basic Settings

Reservation time set - Default: 5 minutes
Group ride limit set - Default: 5 vehicles

Auto-Pause Configuration

Auto-pause enabled/disabled as desired
Stationary detection configured:
- Duration before pause (default: 30 min)
- Detection radius (default: 100m)
- Motion threshold (default: 2 km/h)

Auto-End Configuration

Auto-end enabled/disabled as desired
Time before auto-end set (default: 30 min after pause)
Not moving radius set (default: 75m)

Automatic Refunds

Auto-refund enabled/disabled as desired
Max duration for refund (default: 3 minutes)
Max distance for refund (default: 200 meters)

Customer Experience

Referral Program (Optional)

Referral program enabled/disabled as desired
Referral bonus amount set (e.g., $2.00)
Hashtag configured (e.g., #Levy_Electric)

Alert Configuration

Customer Notifications

Notification types configured:
- Ride receipts enabled
- Wallet top-up confirmations enabled
- Payment failure notifications enabled

Team Setup

Team Members

Required team members invited:
- Admin(s) - Full access
- Fleet Manager(s) - Operations
- Customer Support - Customer issues
- Service Technician(s) - Maintenance

Invitations Accepted

All pending invitations accepted or followed up
Team members can log in successfully
Roles assigned correctly

Pre-Launch Testing

Complete Test Ride

Perform a full test ride to verify all systems:

Communication Tests

Lock command - Works reliably (test 3x)
Unlock command - Works reliably (test 3x)
Sound command - Works as expected

Dashboard Verification

Dashboard metrics updating - Ride count incremented
Vehicle status correct - Shows Available after test ride
Fleet status accurate - Correct counts per status

Go-Live Checklist

Final Preparations

All test rides cleaned up - Refunded or marked as test
Vehicles positioned - Placed at desired launch locations
Vehicle statuses correct - Set to "Available" for rentable vehicles
Battery levels adequate - All vehicles above minimum threshold

Marketing & Communications

Launch announcement prepared (if applicable)
Social media ready
Customer support briefed

Monitoring Plan

Dashboard bookmarked - Easy access for monitoring
Alert emails working - Test email received
Response procedures documented - Team knows escalation paths

Launch Day

Morning Checks

All vehicles online - Check fleet status
No pending alerts - Clear any overnight issues
Team available - Support coverage confirmed

First Rides

Monitor first 5-10 rides closely
Verify payment processing - Charges completing
Check for any errors - Address immediately

Ongoing Monitoring

Dashboard open - Watching key metrics
Respond to alerts promptly
Document any issues for post-launch review

Post-Launch Checklist

Day 1 Review

Review all rides - Any issues or anomalies?
Check revenue - Payments processing correctly?
Review customer feedback - Any early complaints?
Vehicle status check - Any offline or stuck vehicles?

Week 1 Review

Analyze ride patterns - Peak times, popular areas
Review pricing performance - Adjustments needed?
Evaluate zone effectiveness - Any problem areas?
Team feedback - Any workflow improvements needed?
Customer feedback - Common issues or requests?

Ongoing Optimization

Weekly metrics review - Track trends
Monthly pricing review - Adjust based on demand
Quarterly zone review - Expand or modify service areas
Regular team training - Keep skills current

Quick Reference: Critical Items

If you're short on time, these are the absolute minimum requirements to launch:

Must Have

✅ At least one vehicle with working IoT
✅ Vehicle model and pricing configured
✅ At least one parking zone
✅ Service area zone
✅ Payment processing active
✅ Legal document URLs set
✅ Correct timezone configured

Strongly Recommended

✅ Multiple parking zones
✅ No-go zones for dangerous areas
✅ Auto-pause configured
✅ Alert emails configured
✅ At least one team member besides yourself

Nice to Have Before Launch

✅ Speed limit zones
✅ Referral program
✅ Custom tutorial images
✅ Multiple team members with appropriate roles

Troubleshooting Quick Fixes

Vehicle Won't Lock/Unlock

Check IoT password in Settings > Vehicles
Verify vehicle has recent signal (< 10 min)
Try again in 30 seconds (network delay)

Pricing Not Showing

Verify pricing is marked "Active"
Confirm pricing is linked to vehicle model
Refresh the page

Zone Not Enforcing

Check zone polygon is closed (complete shape)
Verify zone type is correct
Confirm vehicle IoT supports speed limiting

Vehicle Stuck Offline

Check IoT device battery
Verify SIM card is active
Check cellular coverage in area

Need Help?

If you encounter issues during setup:

Help Center: Browse additional articles
Email Support: support@levyelectric.com
Partnerships: partnerships@levyelectric.com (for new partners)

You're Ready!

Once you've completed this checklist, your fleet is ready to launch. Congratulations on setting up your operation! Remember to monitor closely during the first few days and adjust settings based on real-world feedback.

Printable Summary

Pre-Launch Essentials:

Account access and settings configured
Payment system and Stripe connected
At least one vehicle added and tested
Pricing configured and active
Service area and parking zones created
Legal documents linked
Complete test ride successful

Launch Day:

All vehicles set to "Available"
Vehicles positioned at launch locations
Team briefed and available
Monitoring plan in place

Post-Launch:

Review first day's rides
Address any issues promptly
Gather customer feedback
Plan week 1 optimization

First Fleet Checklist

Print This Checklist

You're Ready!

Related Articles

Quick Start Guide

Account Setup & Team Members

Dashboard Overview