Adding Assets to T3

Instructions on how to add your assets to your T3 account individually or upload multiple assets.

Breanne Cassidy avatar
Written by Breanne Cassidy
Updated this week

Only a Manager or Owner role can add assets to a company portal. The assets can be added individually or in a CSV format. Use the CSV method if you upload multiple assets to your T3 platform.

Adding a Single Asset

  • Open the T3 Fleet web app and select Assets or Inventory from the left menu.

  • Select the Add Asset button and then Single Asset.

  • Complete the Add New Asset form in three easy steps.

Step 1.

Select the Asset Type as equipment, vehicle, bucket, trailer, attachment, or small tool. This field is required.

Note: When selecting a vehicle, enter the VIN and the data will be validated using a universal database. If available, the vehicle's make, model, and year will automatically populate in Step 2 after selecting Next.

Step 2.

Enter information such as name, details, categorization, utilization, and assignment. For a description of each field, see the Asset Field Definitions section. These fields are optional. For assistance with the Tracker assignment, see Tying an Asset to a Tracker Device. Select Next to continue.

Note: If the Category or Class doesn't exist in the system, select Add Category or Add Class, enter the details, and select Save.

Step 3.

Review the asset and make any updates before saving it to the system. Go back and edit any details directly from the review section. Select Submit once you are ready.

Adding Asset Photos

Once the asset is added to the system, you will be prompted with a page to Add Additional Asset Details. You can add up to six photos, with no size limitations, and in .jpeg, .jpg, .png, .gif, and .heic format.

  • From the Add Photos section, drag and drop or select the photo uploader to add multiple photos of the asset.

  • The first photo added will be the Primary photo of the asset, displayed throughout T3. To update the Primary photo select the three ellipses in the top corner of the uploaded photo and select Set as primary.

  • The photos will save automatically! No need to hit save.

Note: To update or add any new photos to the existing asset, you'll need to navigate to the Edit page. From the Map view, select the asset, the Details button, and then Edit.

Adding Asset Files

Once the asset is added to the system, you will be prompted with a page to Add Additional Asset Details. You can add up to six files with no size limitations.

  • From the Add Files section, drag and drop or select the file uploader to add multiple files.

  • The files will save automatically! No need to hit save.

  • To open the files, select the File Name, and it will download for you to view.

Note: To update or add any new files to the existing asset, you'll need to navigate to the Edit page. From the Map view, select the asset, the Details button, and then Edit.

Adding Multiple Assets via CSV File

  • Open the T3 Fleet web app and select Assets from the left menu.

  • Select Upload with CSV

  • The Bulk Create Assets window will display. Select from the following CSV file samples depending on what you're uploading.

    • Equipment, Trailer, Attachments, Small Tools and Buckets

    • Vehicles

Asset Field Definitions

Equipment, Attachment, Bucket, Trailer, and Small Tool

Field

Description

Notes

*Asset Type

Must be one of the following fields:

  • Equipment

  • Attachment

  • Bucket

  • Trailer

  • Small Tool

*Configuration Options

Specific configuration and options added.

Examples include:

  • Drivers License #

  • Vehicle Plate

  • Engine Data

  • Registration/Renewal Dates

  • Other Asset Notes

*What are you listing?

A brief asset description.

Not available when adding a single asset.

*Asset Name

The name of the asset.

Must be unique across all your assets.

*Year

The year of the asset.

*Make

The make of the asset.

Use a predefined make.

*Model

The model of the asset.

Use a predefined model, leave it blank, and use a custom model field.

Custom Model

The custom model of the asset.

Must be entered if a model is not. Takes precedence if both are specified.

*Category

The category of the asset.

Use a predefined category or create a custom category before bulk upload if it does not exist.

*Class

The class of the asset.

Use a predefined category or create a custom category before bulk upload if it does not exist.

Group

Assign a predefined group. Can add multiple groups.

Color Coding

The color of the asset.

Must choose a preset color (see below).

Default Location

The default location for the asset for when the GPS tracker device does not detect location.

Tracker

Type in the valid tracker device number for the asset.

*Hours

Enter the current hours of the asset.

Enter 0 if not known.

*Branch

Enter a valid company branch for the asset.

Purchase Price (OEC)

(Optional) The purchase price of the asset.

Requires user to have Can Create Asset Financial Records permission set in T3. Contact Customer Success to gain access.

Purchase Date

(Optional) The purchase date for the asset MM/DD/YYYY

Requires user to have Can Create Asset Financial Records permission set in T3. Contact Customer Success to gain access.

*Serial Number

The serial number of the asset.

Engine Make

The engine's make of the asset.

Engine Model

The engine's model of the asset.

Engine Serial Number

The engine's serial number of the asset.

Vehicle

Heading

Description

Notes

*Asset Type

Must be Vehicle.

*Configuration Options

Specific configuration and options added.

Examples include:

  • Drivers License #

  • Vehicle Plate

  • Engine Data

  • Registration/Renewal Dates

  • Other Asset Notes

*What are you listing?

A brief asset description.

Not available when adding a single asset.

*Asset Name

The name of the asset.

Must be unique across all your assets.

*Year

The year of the asset.

*Make

The make of the asset.

Use a predefined make.

*Model

The model of the asset.

Use a predefined model, leave it blank, and use a custom model field.

Custom Model

The custom model of the asset.

Must be entered if a model is not. Takes precedence if both are specified.

*Category

The category of the asset.

Use a predefined category or create a custom category before bulk upload if it does not exist.

*Class

The class of the asset.

Use a predefined category or create a custom category before bulk upload if it does not exist.

Group

Assign a predefined group.

Color Coding

The color of the asset.

Must choose a preset color (see below).

Default Location

The default location for the asset for when the GPS tracker device does not detect location.

Tracker

Type in the valid tracker device number for the asset.

*Hours

Enter the current hours of the asset.

Enter 0 if not known.

*Branch

Enter a valid company branch for the asset.

Purchase Price (OEC)

(Optional) The purchase price of the asset.

Requires user to have Can Create Asset Financial Records permission set in T3. Contact Customer Success to gain access.

Purchase Date

(Optional) The purchase date for the asset MM/DD/YYYY

Requires user to have Can Create Asset Financial Records permission set in T3. Contact Customer Success to gain access.

*VIN

The vehicle identification number.

*Odometer

The current odometer reading for the asset.

Defaulted to 0 if no value is entered.

Driver Name

Enter the driver's name of the asset.

DOT Number

Must be a valid DOT number for the company.

Color Coding

  • The template will open. Complete the spreadsheet with your bulk asset information using the following table as a reference.

  • Once the asset information has been completed in the spreadsheet, click File > Save and be sure to keep it in a CSV format. 

  • Return to the Bulk Add Assets window, select a file, or drag & drop your file into the CSV file upload box.

  • A preview of your file's assets will display the total assets found, assets ready to upload, assets requiring attention, and the total issues.

    • Note: You can add multiple Groups to the previewer file. Select within the Groups cell and see a dropdown of existing Groups for your company or add a new one.

  • You can partially upload the file with the assets ready to upload. To continue, select Upload. A confirmation window will confirm the Partial Upload.

  • If there are any uploading errors in your file, they will display in the preview panel.

    • Hover over the error cell to see a helpful message about why the error exists.

    • Enter the corrected information directly in the red highlighted box.

    • The Total issues count will reflect any corrections made.

  • Once you are ready to upload the data, click Upload

Reasons for Upload Error

-Not providing a required header/field.

-Uploading invalid Make, Model, Tracker, or Equipment Make fields.

-Using a duplicate Custom ID.

-Leaving the Model and Custom Model fields blank.

-Attempting to create a Class with a name already used by another custom Class in a different Category.

-Specifying a Color Coding value that is not in the presets.

-Entering an Equipment Model or Equipment Serial Number when the associated Equipment Make field is left empty.

  • The assets are added to your company's T3 portal upon successful upload and are found in the assets table.

Interested in getting started with T3's fleet management solution? Find out more and request a demo.

Did this answer your question?