Table of Contents
Fleetio is a cloud-based fleet management software that enables your organization to streamline fleet operations and effectively manage your fleet.
With Fleetio now a part of your organization, you will have access to Fleetio Go (Fleetio's mobile app) so that you can easily submit inspections, report issues, find shops, and much more, all from your smartphone or tablet. Utilize the videos below under each module to familiarize yourself with the different aspects of Fleetio Go as you begin to implement these tasks into your workflow.
Your Fleetio administrator (at your organization) should have provided guidance on which of the following videos would be most beneficial for you to watch based on your individual responsibilities. If you haven't received that guidance, we recommend that you check with them directly to ensure you're watching the videos that are most relevant to your needs.
Introduction to Fleetio
This module is applicable to customers who currently have an Essential, Professional, or Premium plan.
Curriculum Outline
- What can we do with Fleetio?
- Getting into your Fleetio account
- The basics of Fleetio Go
- What to do if you have questions
Video
Fleetio Basics
This module is applicable to customers who currently have an Essential, Professional, or Premium plan.
Curriculum Outline
- Finding a vehicle
- Scanning a barcode
- Adjusting your Fleetio settings
- Collaboration
- Photos, comments, and documents
- Watching
- Notifications
Video
Inspections
This module is applicable to customers who currently have a Professional, or Premium plan.
Curriculum Outline
- Starting an inspection
- Completing items
- Adding comments/photos
- Enabling offline inspection submissions
Video
Basic Maintenance
This module is applicable to customers who currently have an Essential, Professional, or Premium plan.
Curriculum Outline
- Logging an Issue
- Identifying upcoming services
- Logging a Service Entry
- Resolving an Issue
- Resolving a Service Reminder
Video
In-House Maintenance
This module is applicable to customers who currently have a Premium plan and conduct maintenance in-house.
Curriculum Outline
- Creating a Work Order
- Updating a Work Order
- Clocking in/out of a Work Order
- Resolving an Issue using a Work Order
- Adding parts to a Work Order
Video
Parts and Inventory
This module is applicable to customers who currently have a Premium plan and manage inventory.
Curriculum Outline
- Scanning a part
- Finding an existing part
- Adding a new part
- Adjusting inventory levels
Video
Tools
This module is applicable to customers who currently have a Professional, or Premium plan and have purchased Fleetio’s Tools add-on. If your organization is using our Tools add-on, this module will help you learn how to manage your Tools in Fleetio Go. If you’re not using our Tools add-on, you can learn more about it here.
Curriculum Outline
- Scanning Tools
- Assign/Un-assign Tools
- Logging an Issue
- Resolving an Issue
Video
NOTE: The video below uses the term Equipment, which has been renamed Tools in the Fleetio web app. Please bear with us as we work to update our content with this name change.
