This is a start up guide for companies that are charging their fleet of company vehicles at their own depot with charge points. If you have a fleet, which is charging at different locations, we have this guide, dedicated to getting started as a Fleet on the go.
Whether you have purchased Monta directly, or you are being set up by a service provider, this guide is a useful read for you. Please note that this guide assumes that your charge points have already been installed and connected to the internet.
In the Monta universe, everything is tied by the central entity of Team. Your fleet depot is represented as a Team in Monta. In the Team, you can:
Begin by finding the Team and filling out your company information in the Team settings. These company details will be used for your charging receipts.
Please note that in order to have full access to the Fleet section, your Team needs to be on a Business or Enterprise Monta plan.
When a charge point is connected to Monta, this means that you Monta is operating the charge point and you need to control the charging access from your Monta account. The process to connect a charge point to Monta consists of 3 steps: Physical installation, Integration with Monta and Pairing to the Team.
In this section, we are focusing on the third step, where you connect the charge point to your Monta account. In this process, you need to consider the following:
Charge point access – As the charge points will be used by your drivers, you should select Private.
Set charge point active – We recommend to switch the toggle on, so you can experience the full functionality of the charge point, like paid charging. If you want to test at first, you can leave the toggle off.
If you have a big depot, you can use the bulk option to connect many charge points at once. When the charge point shows as Active, it is time to move to the next step.
Now it is time to add and connect your vehicles to your Monta account, so you can track their status and report on their usage.
You first need to add your vehicles to the Fleet section of your Team. By including the license plate of the vehicle, you can track it’s consumption. When you export the charges of your charge points, you will be able to see which charges were performed on which vehicle.
We recommend to also integrate your vehicles, if possible. This will give you a live status about the vehicle, such as SOC (state of charge), location, etc. Not all vehicles can be integrated – this depends on the state of the car with our car integration partner – Enode. On this page you can see which vehicle brands and models can integrate.
Once you set up the vehicles, you can check out the Vehicle tile dashboard, where you can see the state of each one. This is a convenient way to have a quick glance over your fleet, if you have many vehicles.
After you have added your charge points and vehicles, it is time to give access to your drivers to charge.
You can invite your employees to the Team by email or phone number, so they can become Team Members with access to the charge points. If your drivers do not have a Monta account yet, they will receive an invitation to create one and they will be added to your Team.
If your employees have a Monta account already, you can also share a Team join code, which the driver can insert in the Monta app to join the Team. To limit the access to specific charge points, you can do that from the Team Member’s settings.
There are many ways, in which your drivers can start charging the company vehicles.
Drivers can access the charge point from the Monta app to swipe to start charging, or set up a SmartCharge or Scheduled charging at a specific time.
For easy access to start charging, we recommend adding charge keys (RFIDs) to your Team Wallet. That way drivers just need to tap on the charge point to start the charge.
You can use charge keys to set SmartCharge and Scheduled charging sessions. All you need to do is create Charging profiles and attach them to a charge key. When the driver connects the vehicle and taps the RFID card on the charge point, the profile will schedule a later time to start the charging session.
Monta uses it’s own Wallet system. Your depot has a virtual Team Wallet, where paid transactions are collected. As you are not going to have paid charges, most likely, your will primarily see transactions, such as expenses for Monta services (i.e. transaction fees) or services provided by a solution provider (subscription purchases). To cover any operational costs in Monta, you can also deposit money in your Team Wallet.
If your company is VAT registered, you can request to handle your billing by Monta invoicing. Every invoice comes with a csv file, which contains all your Wallet transactions within the month.
You can export your charges, in order to keep track of the charging activity of your vehicles and drivers.
Great job! You’re ready to get started now!
We recommend testing your setup by performing a few charges. Once you understand how the system works, you can try more advanced setups using the links we’ve included below.
Feel free to check our Help Center for detailed guides and troubleshooting tips.
If you need help from Monta Support, just go to support.monta.com and create a ticket. Our Support Team will get back to you as soon as possible!
Invite an Administrator to the Team
You should invite a person to manage the charging access, schedules, exports, depositing money, and the charge points of the Team. You can invite them with a phone number or an email. If they do not have a Monta account yet, they will be invited to create one. Make sure to assign them an Admin role in the Team.
Set up Load Balancing
If you have a lot of charge points and a limited amount of power output, we recommend setting up Load Balancing at your depot site. That way you can manage how power is distributed among your charge points. You can see if your charge points support Load Balancing here.
Apply cost tracking
You can track the electricity cost for operating your charge points by creating a Cost Price Group. The charge cost is shown in the charge session summary and in the charges export.
Sponsored charging
If your drivers need to charge the company vehicles at their personal charge points at home, you can start sponsoring their cost for charging. To do this, you need to set up Sponsored charging at home. All you need to do is enable the employee to be Sponsored, let them apply and share their electricity cost and then you approve their request. When they perform a charge, money can be transferred from your Team Wallet to their Personal Wallet immediately, or you can set up an end of month payout.
