Field Operations Guide

Effective field operations keep your fleet healthy, well-distributed, and available for customers. This guide covers daily operational tasks, rebalancing strategies, and tools for efficient fleet management.

Overview

Field operations encompass all activities that maintain fleet availability:

• Rebalancing - Moving vehicles to high-demand areas
• Charging - Collecting and charging low-battery vehicles
• Deployment - Placing vehicles in service
• Maintenance - Identifying and servicing vehicles
• Monitoring - Tracking fleet status in real-time

Daily Operations Cycle

Morning Check
    ↓
Review overnight status
    ↓
Plan rebalancing routes
    ↓
Collect low-battery vehicles
    ↓
Charge and service
    ↓
Deploy charged vehicles
    ↓
Monitor throughout day
    ↓
Evening repositioning
    ↓
End-of-day reporting

Dashboard Operations Center

Fleet Status Overview

Start each day by reviewing your fleet:

1. Go to Dashboard → Vehicles
2. Check status summary cards:
   • Available vehicles count
   • In Use (active rides)
   • Maintenance count
   • Low battery count

Map View Operations

The map view is essential for field operations:

Quick Filters

Use filters to focus on operational needs:

Rebalancing Operations

Why Rebalance?

Rebalancing ensures vehicles are where customers need them:

• High-demand areas stay stocked
• Underused areas don't accumulate vehicles
• Morning/evening patterns are addressed
• Event crowds are supported

Identifying Rebalancing Needs

Indicators of imbalance:

1. Map clustering - Too many vehicles in one area
2. Empty zones - No vehicles in high-traffic areas
3. Usage patterns - Historical demand data
4. Customer feedback - Complaints about availability

Rebalancing Workflow

Rebalancing Best Practices

1. Time it right - Rebalance before peak hours
2. Use data - Check historical demand patterns
3. Plan routes - Optimize collection paths
4. Communicate - Coordinate with team members
5. Document - Note patterns for future planning

Charging Operations

Monitoring Battery Levels

The dashboard helps you track charging needs:

1. Use the Low Battery filter
2. Sort vehicles by battery percentage
3. Check battery icons on map (color-coded)
4. Review the Low Battery Vehicles count

Battery Level Indicators

Charging Workflow

Battery Swapping vs. Charging

Charging Station Management

If operating charging stations:

1. Track which vehicles are charging
2. Monitor charge completion
3. Rotate vehicles efficiently
4. Maintain charging equipment

Vehicle Deployment

Deployment Strategy

Effective deployment maximizes fleet utilization:

Deployment Workflow

Pre-Deployment Checklist

Before deploying any vehicle:

• Battery fully charged (or above minimum)
• Tires properly inflated
• Brakes functioning
• Lights working (if applicable)
• No visible damage
• IoT device connected and reporting
• Clean and presentable

Bulk Operations

When to Use Bulk Actions

Bulk operations save time when:

• Rebalancing multiple vehicles
• Collecting vehicles for charging
• Changing status for a group
• Responding to weather events

Performing Bulk Status Changes

Common Bulk Scenarios

Status Management Workflows

Status Transition Guide

Status Best Practices

1. Update immediately - Change status as actions occur
2. Use correct status - Each status has meaning
3. Add notes - Document reason for changes
4. Coordinate - Communicate with team

Daily Operational Checklists

Morning Checklist

• Review overnight alerts and notifications
• Check low battery vehicle count
• Identify maintenance needs
• Review yesterday's ride patterns
• Plan morning rebalancing routes
• Verify all charging vehicles are ready
• Deploy charged vehicles to key areas

Midday Checklist

• Monitor real-time fleet distribution
• Address any reported vehicle issues
• Check for stuck or idle vehicles
• Rebalance if needed based on demand
• Respond to customer support requests
• Update vehicle notes as needed

Evening Checklist

• Plan overnight charging collection
• Reposition vehicles for next morning
• Collect any reported problem vehicles
• Update maintenance queue
• Review day's operational metrics
• Prepare for next day's operations

Team Coordination

Shift Handoffs

When transitioning between shifts:

1. Brief incoming team - Current fleet status
2. Note ongoing issues - Vehicles in transit, pending tasks
3. Share observations - Demand patterns, problem areas
4. Update notes - Document in dashboard

Communication Channels

Responding to Issues

Vehicle Problems

When a vehicle issue is reported:

1. Locate the vehicle on the map
2. Set status to Maintenance immediately
3. Dispatch field staff if needed
4. Add notes describing the issue
5. Schedule repair or collection

Customer Complaints

For availability or vehicle issues:

1. Check the specific vehicle's status
2. Review recent telemetry data
3. Verify actual location
4. Take corrective action
5. Follow up with customer support

Weather Events

Prepare for weather impacts:

Operational Metrics

Key Performance Indicators

Track these metrics for operational success:

Daily Reporting

Generate daily operations reports:

1. Go to Analytics → Operations
2. Review vehicle status distribution
3. Check rides per vehicle metrics
4. Note any anomalies or issues
5. Export for team review