Dashboard

Overview of your Surge Fleet admin panel

Admin Users

Saved Quotes

FMV Reports

Quick Actions

User Management

Manage admin accounts for Surge Fleet

Add New User

Full Name

Role

Password

Required for new users. Leave blank when editing to keep existing password.

Name	Email	Role	Created	Password	Actions

Lease Calculator & Agreement Builder

Surge Fleet pricing engine — build and generate a Master Lease Agreement

1 · Client

2 · Lease Type

3 · Vehicle

4 · Pricing

5 · Fees

6 · Notes

7 · Review

Client Information

Company / Client Name *

Primary Contact Name *

Contact Email

Contact Phone

Business Address

Street Address

City

Province of Incorporation

Postal Code

Lease Type & Details

Lease Structure

✓ Closed End Lease

Fixed residual — Surge Fleet bears residual risk. Annual km allowance applies. Client returns vehicle at end of term with no settlement. Most common for fleet clients.

Open End Lease

Guaranteed Residual — Client bears residual risk. No km restriction. End-of-term options: return vehicle, cash buyout at Guaranteed Residual Value, or re-lease. Gap insurance required.

Open End Lease Buyout

New lease from a prior Open End Lease. References original lease number. $1 end-of-term buyout. Max 7 years total (original + new term). Remarketing fees credited.

Lease Terms

Lease Term

Annual km Allowance

Base rate = 20,000 km/yr. Higher allowances add a flat monthly surcharge.

Excess km Rate ($/km) — Closed End only

Agreement default: $0.25/km per Schedule B

Vehicle Details

🔍 VIN Auto-Decode

Vehicle Identification Number (VIN)

Year

Make

Model

Trim / Options

Colour

Odometer at Delivery (km)

Delivery Date

Pricing Inputs

MSRP (CAD)

Used for residual value calculation

Cap Cost / Purchase Price (CAD)

Actual billed cost to client (after discounts/rebates)

Vehicle Depreciation Segment — auto-set by MSRP · override if needed

Additions / Upfitting — invoiced separately in Month 1 (not built into lease)

Enter the client-facing price (cost + 10% markup). Example: if you paid $1,000 for a tonneau cover, enter $1,100. Our profit = 10% of cost.

Surge Fleet Fee Structure

Number of Vehicles on This Agreement — determines tiered rate spread

1–4 vehicles: Prime + 3.00%

Tiered spread: 1–4 veh = +3.00% | 5–9 = +2.50% | 10–19 = +2.00% | 20+ = +1.75%

Borrowing Costs

Internal Borrowing Cost (%) — what we pay

Cost to acquire / finance the vehicle internally

Bank of Canada Prime Rate (%)

Enter current BoC prime rate

Client Rate Spread (%) — over Prime

Client pays Prime + this spread. Difference vs our cost = rate profit.

Effective Client Rate

6.95%

Rate spread profit: 2.00%

Monthly Fees

Remarketing Fee ($/month)

$ /mo

Admin Fee ($/month)

$ /mo

Special Conditions & Notes

Any additional terms, conditions, fleet discounts, custom delivery arrangements, or notes that should appear on the Master Lease Agreement.

Surge Fleet Review

Review all details before saving or generating the agreement

Monthly Payment

$0/mo

Client

Company—

Lease Type—

Term—

Annual KM—

Excess KM Rate—

Vehicle

Vehicle—

VIN—

Colour—

Odometer—

MSRP—

Cap Cost—

Additions / Upfitting (Month 1)

Total Additions $0

Financial Breakdown

Residual Value—

Depreciation—

Client Borrowing Cost—

Our Cost of Funds—

Rate Spread Profit—

Remarketing Fee—

Admin Fee—

Total Lease Cost—

Profitability Analysis

Revenue

+ Lease Payments—

+ Residual Proceeds—

= Total Revenue—

Costs

− Capital Deployed—

− Cost of Funds—

− Level 2 Charger Cost—

= Total Costs—

NET PROFIT —

Formula: —

Performance Metrics

Profit Margin—

Return on Capital—

Annualized ROC—

Cost per km—

Effective Annual Rate—

Depreciation Segment: —

Industry Context: Target net margin 8–15% of capital deployed. Simple annualized yield target 3–5% / yr. Minimum margin floor varies by vehicle value band (see profitability guidance).

Collections Over Term

Payments

—

Interest

—

Fees

—

Gross Return

—

Disclaimer: This estimate is for administrative review only and does not constitute a binding lease offer. Actual terms subject to credit approval, applicable taxes, registration fees, and final contract review.

Saved Quotes

Date	Client	Vehicle	Type	Term	Monthly	Net Profit	Actions

Fair Market Value Calculator

Estimate current FMV for BEVs using Surge Fleet segment depreciation, condition, mileage, and market risk tolerance.

Vehicle Details

Make

Model / Trim

Model Year

Original MSRP (CAD)

Depreciation Segment

Usage & Condition

Odometer (km)

Segment Standard Annual KM ⓘ

Body & Exterior Condition

Interior Condition

Mechanical / Battery Condition

Market & Risk Parameters

Market Region

Resale Risk Tolerance ⓘ

% of MSRP

Default 8% covers auction volatility & holding cost

Existing Additions & Upfitting — increases FMV (depreciated value)

Select existing features/additions on the vehicle. Value is depreciated based on installation age.

Quick-Add from Common Additions

yrs old

Required Repairs & Needed Work — decreases FMV (cost to restore)

Items that need to be completed to bring the vehicle back to good working order. Full repair cost deducted from FMV.

Quick-Add from Common Repairs

Estimated Fair Market Value

Calculated FMV (incl. risk tolerance)

—

Canadian Dollars

Market Range

Low — Mid — High —

±7% market variability band

Calculation Breakdown

Report

Complete the vehicle selection above to generate a report.

Saved FMV Reports

Date	Vehicle	Year	Odometer	MSRP	FMV Base	Additions	Repairs	Final FMV	Actions

No FMV reports saved yet.