Account Settings: General Settings

Your General Settings in Fleetio allow you to make changes to high-level aspects of your Fleetio account, such as your Account Name, Logo, Time Zone, and more. This makes it easy to customize your Fleetio Account to suit your organization's needs.

To access your Account Settings, click on your Account Menu and select Settings.

By default, you'll land on the General Settings page.

Account Owner

The Account Owner is identified at the top of the General Settings screen. If you are logged in as the Account Owner, you will also see the option to Change Owner.

Account Usage

If you are on a Fleetio Plan that has limits for specific features, you will see the Account Usage section.

Depending on your Fleetio Plan, you will be able to view your usage for features with specific limits, such as documents, vehicles, groups, custom fields, custom roles, Tools (if your account has purchased the Tools add-on), and webhook events.

If you need additional space for any of these features, click the Upgrade or Explore Plans button for next steps.

General

The General Settings section allows you to change your company or organization's Account Name (this field is required), and add custom branding to your account by uploading your Logo.

• Your Logo will appear in the left sidebar navigation as well as on the "print view" of all reports. Logo images may be PNG, GIF, JPG or BMP file types. On the sidebar, the image will be resized to fit within 150 pixels wide and 25 pixels tall. On printed reports, the image will be resized to fit within 300 pixels wide by 35 pixels tall.

This section also allows you to optionally add or change your organization's Address and includes an optional drop-down menu where you can select the Industry your organization operates in.

Regional Settings

Regional Settings allows you to set your account's Currency, Short Date Format, Time Format (12- or 24-hour clock), and Time Zone.

Short Date Format applies exclusively to how the date is displayed in Fleetio Reports (on-screen display, CSV exports, and printed PDFs). You may also use the format selected here as the Date Format for Data Import - just be cautious with day/month ambiguity if you choose this option in your source data.

The Time Zone selected will become the default for all new Users but may be adjusted by each User individually via User Settings.

Default Units

Here, you can specify the Default Units in Fleetio. These apply to new Vehicles added to your Fleetio account. Usage, Fuel Volume, and System of Measurement may be modified on a per-vehicle basis in Vehicle Settings.

• Usage - For Vehicle utilization. Select Miles, Kilometers, or Hours
• Fuel Volume - Select Gallons (US), Gallons (UK), or Liters
• System of Measurement - Overall system of measurement. Select Imperial or Metric
• Vehicle System Label - Adjusts the terminology used throughout Fleetio and Fleetio Go. Selecting 'Asset' will change the word 'Vehicle' to 'Asset' in both the Fleetio web app and Fleetio Go.

Tax Settings

This section allows you to customize the Tax Settings for your account.

• Tax Free Labor: If checked, this field will disable tax from being calculated on Labor costs for Work Orders and Service Entries.
• Secondary Tax: If checked, this field enables a second tax field option (Tax 2) when calculating the total amount for Work Orders and Service Entries.
• Default Tax 1: Specify the value to be used automatically in the Tax 1 field for Work Orders and Service Entries. This is the default and can be changed per record.
• Default Tax 2: Specify the value to be used automatically in the Tax 2 field for Work Orders and Service Entries. This is the default and can be changed per record. This is only used if the Secondary Tax setting is set to ON.
• Default Tax Type: Specify if the default setting for charging sales tax on Service Entries and Work Orders is a percentage or fixed amount. This is only the default and can be changed per record.