Fleetworks

Download and open the Rental Agreement template file from Fleetworks. 

In order to create an upload for your agreements the minimum details you can add will be an agreement number, start and end date, location and driver.  

Number

This will need to be unique otherwise Fleetworks will reject it.

Location

You can select from the drop-down list to ensure that you accurately add your location names. If you have a lot of entries you can sort by agreement number to make identifying and adding the locations more simple.  You can also copy and paste the location names to process multiple lines at once.

Driver

The will need to exactly match the name added on the Customer Upload however this time the first name and surname are combined in one cell. 

Start Date and End Date

Dates should be in the format DD/MM/YYYY. 

Vehicles

Reg numbers should be entered without any spaces. You can add multiple vehicles to an agreement (remember the vehicle must exist in Fleetworks first) by placing a semi-colon between reg numbers with no spaces.    For example to add AB12DEF and GY67HGD to an agreement you would type AB12DEF;GY67HGD in the Vehicles column.

Then save and upload. 

Here we see an agreement being added with one vehicle. 

Once the upload is complete then we can check the Upload Report and then view the agreement in Fleetworks. In this case we will also see how you can add multiple vehicles on to an agreement from within Fleetworks.