EV Fleet Management connects transport load planning with the charging and maintenance evidence used to prepare electric vehicles for service. The Fleet Planner records the lane, stops, equipment requirement and promised delivery date.
All loads in one list
The Operations Reviewer approves or rejects the current load scope and records the reason.
Every feature works on the same records. Pick one to see the screen your team works in.
Prepare the lane, stop requirements and delivery commitment that the reviewer and dispatcher will use.
Approval conditions
| Record number | Subject | Organization | Counterparty | Requested units | Equipment class | |
|---|---|---|---|---|---|---|
| AL-35263 | Reno to Sacramento appliance load | Cedar Vale Distribution | North Quay Freight Group | 140 | Medium duty box truck | |
| AL-70197 | Portland to Eugene parcel transfer | Harborline Freight Co. | Pinepath Third Party Logistics | 700 | Light cargo van | |
| AL-87577 | Phoenix to Tucson parts delivery | North Basin Electric Transport | Harbor Point Shippers | 300 | Refrigerated box truck | |
| AL-46855 | Denver to Boulder supply run | Harborline Freight Co. | Cedar Fork Freight Brokers | 300 | Electric day cab tractor | |
| AL-42722 | Fresno to Bakersfield food load | Cedar Vale Distribution | Morrow Ridge Carriers | 650 | Flatbed truck |
Match the load to an eligible driver and suitable vehicle for the intended assignment period.
All loads
| Record number | Subject | Lane | Status | Planned departure | Promised delivery at | |
|---|---|---|---|---|---|---|
| AL-10868 | Reno to Sacramento appliance load | Reno to Sacramento | Draft | 27 Oct | 02 Nov | |
| AL-62163 | Portland to Eugene parcel transfer | Portland to Eugene | Review | 25 Oct | 28 Oct | |
| AL-24062 | Phoenix to Tucson parts delivery | Phoenix to Tucson | Approved | 31 Oct | 09 Nov | |
| AL-70420 | Denver to Boulder supply run | Denver to Boulder | Executed | 20 Oct | 22 Oct | |
| AL-86891 | Fresno to Bakersfield food load | Fresno to Bakersfield | Draft | 29 Oct | 31 Oct |
Keep session energy and ending state of charge with an actual charger receipt before closing the charging work.
Approval conditions
| Session number | Parent | Organization | Vehicle | Started at | Energy kWh | |
|---|---|---|---|---|---|---|
| CS-47245 | Boise to Twin Falls store stock | Stonepath Supply Chain | Electric truck 12 | 03 Nov | 520 | |
| CS-58778 | Portland to Eugene parcel transfer | Morrow Regional Carriers | Electric van 8 | 15 Oct | 220 | |
| CS-74127 | Sacramento to Stockton return load | North Basin Electric Transport | Electric truck 17 | 11 Oct | 450 | |
| CS-88607 | Phoenix to Tucson parts delivery | Cedar Vale Distribution | Electric van 14 | 11 Oct | 30 | |
| CS-84917 | Fresno to Bakersfield food load | Blue Marsh Transit | Electric tractor 4 | 04 Nov | 260 |
Review inspection results, open defects and EV battery service plans before relying on a vehicle for the load.
Vehicles
| Unit number | Name | Equipment class | Capacity LB | Status | Readiness | |
|---|---|---|---|---|---|---|
| VHC-23267 | Electric truck 12, box body | Medium duty box truck | 100 | Available | Ready | |
| VHC-81735 | Electric van 8, long wheelbase | Light cargo van | 560 | In Service | Held | |
| VHC-21226 | Electric truck 17, refrigerated | Refrigerated box truck | 610 | Maintenance | Maintenance | |
| VHC-43197 | Electric van 14, cargo | Electric day cab tractor | 820 | Out of Service | Ready | |
| VHC-17857 | Electric tractor 4, day cab | Flatbed truck | 330 | Available | Held |
Follow the assigned load through stop events and review the proof that supports its delivery outcome.
Verified waits for the operations reviewer
| POD number | Load | Stop | Delivered at | Received by | Signature reference | |
|---|---|---|---|---|---|---|
| POD-15164 | Boise to Twin Falls store stock | Delivery, Tucson repair depot | 29 Oct | Laila Moreno | SIG-2026-1101 | |
| POD-83458 | Spokane to Yakima depot transfer | Delivery, Sacramento retail depot | 24 Oct | Evan Okoro | SIG-2026-1102 | |
| POD-48877 | Spokane to Yakima depot transfer | Pickup, Fresno cold store | 24 Oct | Nina Shah | SIG-2026-1103 | |
| POD-59931 | Denver to Boulder supply run | Pickup, Phoenix parts warehouse | 28 Oct | Ravi Laurent | SIG-2026-1104 | |
| POD-76511 | Fresno to Bakersfield food load | Delivery, Bakersfield market | 19 Oct | Sofia Chen | SIG-2026-1105 |
Inspect actual operation results and load-linked financial records without confusing execution, verification and payment.
Operation receipts
| Receipt number | Parent | Action | Expected revision | Operation key | Status | |
|---|---|---|---|---|---|---|
| OR-94536 | Reno to Sacramento appliance load | Assign load | 160 | load-4101-assign | Recorded | |
| OR-68238 | Reno to Sacramento appliance load | Confirm departure | 640 | load-4102-depart | Verified | |
| OR-60036 | Reno to Sacramento appliance load | Record charge | 160 | charge-4103-record | Failed | |
| OR-98728 | Boise to Twin Falls store stock | Complete stop | 820 | stop-4104-complete | Corrected | |
| OR-33919 | Fresno to Bakersfield food load | Upload delivery proof | 80 | proof-4105-upload | Recorded |
Plan an EV load and verify its outcome ships ready to use. 2 steps need a named approval before the work moves on: Review Load (Operations Reviewer) and Verify Charging (Operations Reviewer).
Prepare the lane, stops and delivery commitment for the current load revision.
Have the Operations Reviewer decide on the scope and retain the reason before assignment.
Check driver eligibility, vehicle readiness and the intended resource period.
Match the session to an actual charger receipt before accepting verified charging completion.
Follow the assigned journey through stop progress and capture the delivery evidence.
Compare operation claims with actual source evidence and investigate unresolved results.
Open any all load to see its charging sessions, the roles that work on it, its process stages and its approvals on one page.
Lane, Owner, Planned departure and Planned arrival.
Each line is linked to this all load.
Fleet Planner, Dispatcher and Charging Coordinator, each with their own permissions.
Plan Load and Review Load, with the role that acts.
Review Load and Verify Charging, with who decides.
Reno to Sacramento · Draft
| Session number | Parent | Organization |
|---|---|---|
| CS-47245 | Boise to Twin Falls store stock | Stonepath Supply Chain |
| CS-58778 | Portland to Eugene parcel transfer | Morrow Regional Carriers |
| CS-74127 | Sacramento to Stockton return load | North Basin Electric Transport |
Signed in as Operations Reviewer
| Decision | Approver | |
|---|---|---|
| Review LoadHave the Operations Reviewer decide on the scope and retain the reason before assignment. | Operations Reviewer | |
| Verify ChargingMatch the session to an actual charger receipt before accepting verified charging completion. | Operations Reviewer | |
| Approve all loads, charging sessions, proof of delivery, vehicle defects | Operations Reviewer |
Everyone opens EV Fleet Management to the work that is theirs. Pick a role to see what it starts with.
Prepares load scope, stop requirements and standard lanes for operational review.
This is the first screen this role sees.
All loads · Fleet Planner
Coordinates driver and vehicle assignments, dispatch events and captured delivery proof within authorized load scope.
This is the first screen this role sees.
All loads · Dispatcher
Maintains charging-session details, energy purchase records and supporting load attachments for review.
This is the first screen this role sees.
Charging sessions · Charging Coordinator
| Session number | Parent | Organization | Vehicle | Started at | Energy kWh | |
|---|---|---|---|---|---|---|
| CS-47245 | Boise to Twin Falls store stock | Stonepath Supply Chain | Electric truck 12 | 03 Nov | 520 | |
| CS-58778 | Portland to Eugene parcel transfer | Morrow Regional Carriers | Electric van 8 | 15 Oct | 220 | |
| CS-74127 | Sacramento to Stockton return load | North Basin Electric Transport | Electric truck 17 | 11 Oct | 450 | |
| CS-88607 | Phoenix to Tucson parts delivery | Cedar Vale Distribution | Electric van 14 | 11 Oct | 30 | |
| CS-84917 | Fresno to Bakersfield food load | Blue Marsh Transit | Electric tractor 4 | 04 Nov | 260 |
Maintains vehicle readiness, inspection results, defects and preventive service plans.
This is the first screen this role sees.
Load assignments · Fleet Technician
Reviews current load and charging evidence, authorizes eligible outcomes and investigates operation exceptions.
This is the first screen this role sees.
Charging sessions · Operations Reviewer
| Session number | Parent | Organization | Vehicle | Started at | Energy kWh | |
|---|---|---|---|---|---|---|
| CS-47245 | Boise to Twin Falls store stock | Stonepath Supply Chain | Electric truck 12 | 03 Nov | 520 | |
| CS-58778 | Portland to Eugene parcel transfer | Morrow Regional Carriers | Electric van 8 | 15 Oct | 220 | |
| CS-74127 | Sacramento to Stockton return load | North Basin Electric Transport | Electric truck 17 | 11 Oct | 450 | |
| CS-88607 | Phoenix to Tucson parts delivery | Cedar Vale Distribution | Electric van 14 | 11 Oct | 30 | |
| CS-84917 | Fresno to Bakersfield food load | Blue Marsh Transit | Electric tractor 4 | 04 Nov | 260 |
Maintains freight charge records and checks their supporting delivery and operational evidence.
This is the first screen this role sees.
Freight charges · Finance Officer
| Charge number | Load | Charge type | Amount | Currency | Status | |
|---|---|---|---|---|---|---|
| FC-57762 | Spokane to Yakima depot transfer | Linehaul | 730 | USD | Draft | |
| FC-43994 | Spokane to Yakima depot transfer | Fuel Surcharge | 600 | CAD | Draft | |
| FC-18279 | Denver to Boulder supply run | Accessorial | 550 | EUR | Draft | |
| FC-13450 | Sacramento to Stockton return load | Detention | 390 | GBP | Draft | |
| FC-48700 | Spokane to Yakima depot transfer | Layover | 120 | AUD | Draft |
Maintains organizations, authenticated team membership and external driver or partner identity setup without business approval authority.
Inspect load commitments, charging results and fleet evidence without combining unlike operating or financial states.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 25 | ||
| Review | 17 | 68% | |
| Approved | 13 | 76% | |
| Executed | 9 | 69% |
Sample totals per stage
What work is planned or approved, and how does the actual delivery date compare with the promise?
Which driver and vehicle period supports each load, and what availability check explains that choice?
Which session energy and ending charge records still need receipt verification?
Review electric purchases by vehicle and site, retaining purchase dates, quantities, unit costs and total amounts on the agreed measurement and cost basis.
Which vehicles have readiness concerns or unresolved repair evidence?
Which active battery-check plans need attention against their next-due date?
Which recipient and signature reference support the recorded delivery at each stop?
Review freight charges by load and currency alongside operation results and failure reasons, keeping financial outcomes separate from transport completion.
See how EV Fleet Management fits your kind of team.
Connect the depot load plan with charging receipts, vehicle readiness and delivery evidence.
Keep changing delivery commitments, resource assignments and recorded charging outcomes understandable across regional loads.
Use shared dispatch and upkeep records while retaining the different evidence needed for electric charging and other energy purchases.
Each stage of plan an ev load and verify its outcome names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to prepare load decisions and assemble the evidence needed for charging, readiness and delivery review.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 21 tablesStart with one team and one process, then add the rest once the basics are running.
Admin establishes the operating organization and authenticated staff mapping. Confirm driver eligibility sources and vehicle identifiers with the people maintaining them.
The Fleet Planner records the lane, stop windows and delivery promise. Agree requested units and equipment capacity interpretation before reviewing the current revision.
The Dispatcher prepares the driver and vehicle period. The Fleet Technician reviews defects and service plans, while the Charging Coordinator records the session and supplies its actual receipt.
The Operations Reviewer checks the charging evidence and any required readiness release. Follow the eligible assignment through actual events and stop progress.
Capture and review delivery proof, inspect operation receipts and follow freight charges through their agreed financial process. Rehearse an unresolved result and a correction before expanding to more loads.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure EV Fleet Management for your business. Start with a representative load, an electric vehicle and a charger receipt the team can verify. Rehearse assignment, readiness and delivery review before expanding the process.
It records the vehicle identifier, start date, energy in kilowatt-hours and ending state of charge against the parent load and organization. The reviewer uses those details when matching the actual charger receipt before verified closure.
An actual charger receipt must support the session being closed. The Operations Reviewer compares the evidence with the submitted revision and resolves mismatched vehicle or energy details before accepting completion.
No. Range remains an estimate that depends on the operating assumptions used by your fleet. Keep those assumptions separate from the verified charging result and consider them alongside the actual load and vehicle condition.
The Dispatcher checks the equipment class, capacity and readiness against the load and assignment period. Driver eligibility and availability also need review. Agree how requested units relate to capacity in pounds during setup.
Maintenance plans include EV Battery Check work with a next-due date and service status. The Fleet Technician follows that work alongside inspection results and defect evidence when explaining vehicle readiness.
Yes. Fuel and energy purchases identify their type, including Electric, and link to the vehicle. Keep the measurement and cost basis explicit when reviewing electric purchases alongside other fuel types.
Delivery proof identifies the load, stop, delivery date, recipient and signature reference. The Operations Reviewer verifies eligible evidence or keeps a disputed case visible for investigation. A journey event alone does not replace the proof required by the operating process.
The Operations Reviewer compares the receipt claim with the actual source records and effect references. Pending, Failed and Needs review results remain available for investigation. A Completed result and a Verified receipt are separate recorded states.
Charges remain linked to the load but follow their own financial lifecycle and currency. Delivery verification can support charge review; it does not by itself establish an invoice or payment result. Configure the accounting handoff your operation needs.
Start free, then use Proto to change fields, steps and approvals before your team goes live.