Templates and policies

Templates and policies.

Ready-to-adapt fleet documents: vehicle use policy, driver privacy notice, compliance checklists and tender tools. All free.

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Templates

Documents you can use this afternoon.

Each template is the actual document, published in full, with square-bracketed fill-ins. Adapt it to your fleet, have anything legal reviewed against your own agreements, and it is yours.

Free and ungated

Read every document in full before adapting it. No email wall, no watermarks.

Written for Australian fleets

Aligned with Australian workplace surveillance, privacy, tax and heavy vehicle rules.

Print or save as PDF

Every template is a clean page you can print, save and adapt in an afternoon.

Templates and policies

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Policies and notices

The two documents that make vehicle tracking lawful and defensible: the vehicle use policy and the driver privacy notice.

policy · Editable document

Vehicle use policy

A complete work vehicle and pool car use policy covering eligibility, bookings, private use, safety duties and tracking transparency.

notice · Editable document

Driver privacy notice for vehicle tracking

The written notice that satisfies workplace surveillance law: what is tracked, when, why, who sees it, and the driver's acknowledgement.

Checklists and worksheets

Working documents for Chain of Responsibility, fatigue, pre-starts, fuel tax credit claims, supplier security and tenders.

checklist · Editable document

IT and security checklist for choosing a fleet supplier

The questions your IT and security team will ask of any fleet software vendor, aligned with Australian government expectations, in one checklist.

checklist · Editable document

Chain of Responsibility checklist

The printable CoR self-audit: duties, systems and the evidence an investigator would ask for, phrased as questions you can answer yes or no.

checklist · Editable document

Fatigue management checklist

The operator-side fatigue audit: coverage, rostering, work diaries, monitoring and follow-up, ready to run against your fleet today.

checklist · Editable document

Vehicle pre-start checklist

A practical daily pre-start for light and heavy vehicles: walk-around, in-cab, and the defect rule that makes the whole thing worth doing.

record sheet · Editable document

Fuel tax credit record sheet

The per-vehicle worksheet that supports an FTC claim: fuel by acquisition date, the on-road and off-road split, and the workings.

checklist · Editable document

Fleet tender requirements checklist

The requirements list for a fleet telematics or fleet software tender, written from the buyer's side and ready to lift into your RFT.

Business cases

Fill-in documents for the decisions that need sign-off.

business case · Editable document

EV transition business case template

A fill-in business case for moving part of a fleet to electric: suitability, costs, FBT, charging and risks, in the order a CFO reads them.

The paperwork, producing itself.

Templates put the process on paper. The platform captures pre-starts, trips, approvals and audit trails during normal work.

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