Before you start

photograph each vehicle and machine as an asset, and put the registration plate (or a unique kit ID like "Chainsaw 11.26") in the asset's name — the name flows into every inspection task title, so the driver always knows exactly which van they're signing off.

Pre-use vehicle checks are the classic first win in Civic.ly: a fleet can be photographed in an hour and daily checks can be live the same day. They're also the checks your insurer cares most about — if a vehicle is in an incident, "show us your pre-use check records" is the first question. The decision isn't whether to check; it's how much detail to capture. There are three tiers, and the right one depends on how much you trust the ticks.

Tier 1 — swipe-pass, no checklist

A daily routine over the fleet; the driver swipes each vehicle's check complete before taking it out. No questions asked.

Pros: near-zero friction; proves a named person confirmed the vehicle daily.

Cons: no item-level evidence. It records that a check happened, not what was checked.

A flatbed truck asset record with the registration plate in the asset name and the linked Road Traffic Act compliance panel
Registration in the asset name — it flows into every check's task title

Tier 2 — the grouped check

The same routine, using the Van Check — ten grouped questions covering the walk-round:

Van Check: Lights & indicators · Braking system · Tyres & wheels · Fluid levels · Fluid leaks · Glass & mirrors · Load security · Cleanliness · Mileage · Overall condition.

Every vehicle type has its equivalentTractor Check, Ride-On Mower Check, Truck Check, Street Sweeper Check, and so on. (An Annual or Operational check leads with its cadence in the name — e.g. Annual Road-Legal Check — but the everyday routine Check doesn't carry a cadence word.)

Pros: some item evidence, still quick. A sensible default for a small, trusted team.

Cons: each group takes one answer. The options do name the fault ("Headlight Out", "Indicator Failed") — but if two lights are out at once you're into the "Multiple Failures" catch-all, and nothing forces the walk to the back of the van.

Add Inspection screen with Routine Van Check selected, showing grouped questions whose answer options name specific faults
The grouped Routine Van Check — one answer per group, with options that name the fault

Tier 3 — the detailed per-item sweep

The Van Sweep: a mileage reading, then 37 itemised questions in walk-round order — each its own OK / N/A / named-fault answer, with an overall condition rating on top:

Van Sweep (excerpt): 01 Fuel/oil/water leaks · 02 Headlights (incl. full beam) · 03 Rear lights · 04 Side lights · 05 Indicator lights · 06 Hazard lights … 15 Tyre condition (incl. spare) · 17 Wheel nuts · 20 Brake fluid · 24 Engine oil level · 27 Seatbelts & locking · 33 Brakes (service & handbrake) · 34 Dashboard warning lights · 35 First aid kit · 36 Fire extinguisher · 37 Warning triangle.

Again there's one per vehicle type — Ride-On Mower Sweep, Fairway Mower Sweep, Recycling Truck Sweep, Emergency Vehicle Sweep.

Pros: forces the walk-round. This tier exists because of a problem every fleet manager recognises: "they just tick, tick, tick and don't bother doing their checks — at least this way they have to do their checks." Failing an item raises a defect with the fault pre-filled — fail "Rear lights" and a defect titled "Van – Rear light issue" is ready to send, photo and assignee in two taps.

Cons: a couple of minutes per vehicle rather than seconds; drivers need to see why it's worth it (the answer: the record protects them too).

The Van Sweep on the mobile app with the mileage recorded and per-item OK / N/A / fault chips
The itemised Van Sweep on the phone — mileage first, then the walk-round item by item

Cadence patterns

  • Quick daily + detailed weekly — a popular middle path: Tier 1 or 2 four days a week, the full Tier 3 sweep once a week. Build it as two routines: remove the detailed day from the daily routine, and add a weekly routine on that day with the detailed checklist.
  • Routine per depot, all drivers assigned — assign every likely driver; the first person to complete a vehicle's check clears it from everyone's list.
  • Vehicle not used today? The driver cancels the task (with a "not used" note) — never deletes it. A cancelled check is part of the audit trail; a deleted one is a hole in it.
  • Check your insurance terms — some policies specify daily light and tyre checks; set your tiers to match the policy, not habit.
The mobile create-defect screen pre-titled 'Van - Rear light issue' after a failed check item, with photo, assignee and urgency options
Fail an item and the defect arrives ready-titled — photo, assignee and priority in two taps

Machinery and powered kit

Driven machinery — ride-on mowers, tractors, diggers, forklifts and the like — sits on the same Check/Sweep framework as vehicles, with its own named checklists (Ride-On Mower Check, Ride-On Mower Sweep, and so on for each type). Everything above about tiers and cadence applies to it directly.

Handheld powered kit — strimmers, chainsaws, hedge cutters, hand tools — is a different story today: there's no dedicated pre-use checklist for these yet, so they default to the general-purpose Simple Checklist (four questions: condition, cleanliness, functionality, safety), set to an annual cadence out of the box. If you want a daily pre-use habit for hand tools now, you can still add them as assets and run the Simple Checklist on your own schedule — just know you won't get the itemised, per-fault evidence that the vehicle checklists give you. A dedicated hand-tool pre-use checklist is on the roadmap, not shipped.

For occasional-use kit of any kind, an on-demand check (find the asset, create the inspection, tick the checklist) can replace a scheduled one — the trade-off is that scheduled checks don't get forgotten and on-demand ones do.

Electric vehicles get their own checklist variant, not an N/A workaround. Rather than answering fuel/oil questions as N/A on the standard petrol/diesel checklist, pick the (Electric) version of the vehicle's Check or Sweep — it swaps out the fuel- and combustion-specific questions for the ones that actually apply to an EV. Look for it in the same "Select a checklist" dropdown as the standard version; only vehicle types with a genuine electric option carry one.

How to choose

  1. Insurer first: match the tier and cadence to your policy wording.
  2. Trust level second: if you already doubt the ticks, go Tier 3 — the per-item forcing function is the point.
  3. Fleet size third: two vans, one driver — Tier 2 daily is probably enough. Seven vehicles across two depots — Tier 3 weekly with Tier 1 daily earns its keep.

Both checklists capture the mileage as part of the check — a year of readings supports servicing intervals and replacement decisions.

Common questions

Q: We're a small council — is this overkill? A: Do the simplest tier daily. Even Tier 1 puts you ahead of a paper folder: dated, named, and impossible to backfill.

Q: What happens when a check fails? A: The failing item raises a defect on the vehicle; a job to fix it hangs off the defect. If the vehicle shouldn't be driven, that's a conversation the defect record now evidences.

Q: Who sees that the checks are being done? A: The routine view is the manager's oversight: each cycle shows which vehicles were checked, by whom, and any failures — and the vehicle's own Tasks tab holds its full history for insurers or auditors.