Creating an EV Suitability Assessment

Choose the vehicles to assess and the EVs to compare them with.

On the Vehicles to Assess step, all of your vehicles are listed and none are selected. Use the following tools and filters to narrow the list, and then select the vehicles that you want to assess:

• Filter by group: Refine the vehicle list based on the groups that the vehicles belong to in MyGeotab.
• Search: Filter the vehicle list by asset name, make and model, or vehicle type. Filtering starts as soon as you type.
• Make and model: Refine the vehicle list by make and model. You can select multiple values.
• Vehicle type: Refine the vehicle list by detected vehicle type. You can select multiple values.
• All filters: Open the All filters panel to filter by vehicle age. The Vehicle age filter selects vehicles that are older than a specific number of years, based on their decoded VINs.

1. Use the filters to narrow the vehicle list.
2. Select the vehicles that you want to assess.
   • To select all vehicles on the current page, select the checkbox in the page header.
   • To select individual vehicles, select the checkbox next to each vehicle.
   • To select all filtered vehicles across all pages, click the arrow next to the header checkbox instead of selecting only the current page.

   
   
   
3. If needed, click Selected vehicles to review the list of selected vehicles.
4. To exclude a vehicle from the assessment, click the trash icon next to its name.
   
   
   
5. When you finish reviewing the list, click Done.
6. Click Continue.
   Result

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   The EV Models step opens.

7. On the EV Models step, review the EVs that will be considered as replacement candidates for your selected vehicles.

   All EV models are selected by default. To refine the list, use the Powertrain, Vehicle type, and Vehicle size filters.

   
   
   
8. Click Continue.
   Result

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   The Charging Locations step opens.

Choose where you plan to install chargers so the EVSA can check charging viability.

1. Under Charging Locations, select the option that matches your planned deployment.
   • Workplace Locations: The charging viability analysis considers charging opportunities at workplace locations only. You select the zones that define your workplace locations in the next steps.
   • Workplace Locations & Drivers' Homes: The charging viability analysis considers charging opportunities at workplace locations and at drivers' homes. You select the zones that define your workplace locations in the next steps. You don't need to create or select zones for drivers' homes, because these locations are detected automatically. The EVSA assumes that a driver's home is the location where a vehicle stops for the longest time outside any selected workplace zone.
   • Skip Charging Viability Analysis: Select this option if you don't want to select zones or run the charging viability analysis. The analysis assumes that each EV starts every day with a fully charged battery.
2. If you selected a workplace option, select the zones that outline the workplace locations where you plan to install charging infrastructure.
   Note:

   If you don't have zones for the locations that you want, create them on the Zones page before you continue. For more information, see Zones.

3. If needed, search for a zone by name, or use the zone type filter to narrow the list.
4. Select the checkbox next to each zone that you want to include.
   
   
   
5. Click Continue.
   Result

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   The Preferences step opens.

Set how you buy vehicles, what they cost, and how much data to use.

1. Under Procurement, select whether you intend to purchase or lease the EVs.
   
   
   
2. From the dropdown menu, select the expected vehicle retention period.
3. Under Non-EV Costs, review the Average fuel price and update it if necessary.
   
   
   
4. To review and change the estimated costs for non-electric vehicles, click Non-EV Cost Estimates.

   On this page, you can change cost and fuel economy values for the generic internal combustion engine (ICE) vehicles that the assessment compares with electric vehicles.

5. To change values for several vehicles at once, select the vehicles in the list, select the Actions menu (⋮), and then select Bulk edit.
   
   
   
6. Under EV Costs, review the Average electricity price and update it if necessary.
   
   
   
7. To review and change the estimated costs for EV models, click EV Models Cost Estimates.

   To narrow the list before you change values, filter by EV make or model, vehicle type, powertrain, or vehicle size. To change values for several EV models at once, select them and use Bulk edit as described for non-EV costs.

8. Under Analysis Period, select the number of months of telematics data to use for the assessment.

   The assessment needs telematics data from your existing fleet vehicles to evaluate duty cycle and usage patterns accurately. For data guidelines, see Requirements and supported countries.

   
   
   
9. Click Finish to submit the assessment for evaluation.