Operations
How to create your first vehicle in Easedesk
Step-by-step guide to creating a vehicle in the Easedesk Fleet module. Required fields, what happens after, and common gotchas.
Quick answer
To create a vehicle, open Fleet from the sidebar, click "New Vehicle", fill in the required fields, and save. The new record is immediately searchable and triggers any linked downstream automations (e.g. accounting posts, notifications, approvals).
Step 1 — Open the Fleet module
In the left sidebar, click Fleet. If you don't see it, your role may not have fleet.view permission — ask your Owner or Admin to grant it under Settings → Users & Roles.
Step 2 — Click "New Vehicle"
The list view shows all existing vehicles. Click the New Vehicle button at the top-right. You will be taken to a clean form page with all available fields visible (we never hide important fields behind tabs).
Step 3 — Fill in required fields
Required fields are marked with a red asterisk. Tooltip help is available on every label — hover over a field to see what it does. Optional fields can be left blank and added later.
Step 4 — Save (or "Save & Add Another" for bulk entry)
Click Save to create the vehicle. If you want to add several in a row, the "Save & Add Another" button resets the form while keeping the page open. The new record appears at the top of the list view.
What happens after
Creating a vehicle may trigger downstream automations depending on the module — for example, posting a journal entry, sending an email, or starting an approval workflow. You can see all triggered actions in the Audit Log.
Editing or deleting a vehicle
Click the vehicle row in the list view to open detail mode. The Edit button is at the top-right. To delete, use the kebab menu (•••). Note: records linked to other entities (e.g. an invoice that has a payment) cannot be deleted — they can be cancelled or voided instead.
Frequently asked questions
How do I create a vehicle in Easedesk?
Can I import vehicles from a spreadsheet?
Why is my "New Vehicle" button disabled?
Can I edit a vehicle after creating it?
What happens if I delete a vehicle?
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