Upload maintenance service invoices and create Service Entries without reliance on manual data entry.
NOTE: Smart Uploads for Service Entries is currently a Beta feature for Premium Plan customers.
To upload a service invoice, navigate to the Service tab in your Fleetio Dashboard and select Service History.
- Click Smart Upload or Add Service Entry.
IMPORTANT: Smart Uploads have a maximum size limit of 30 MB per file. File types supported: .pdf, .jpg, .png, .doc, and .docx. Single-vehicle invoices only. Multi-page invoices must be contained in a single file.
- Drag and drop (a) or click to pick the file(s) you would like, and click Upload. Smart Upload will process and analyze your documents and generate a preview (b).
- Documents will populate the Upload Queue (c) until a Service Entry is created. The upload queue has a maximum limit of 30 documents.
- Review Details (d) for accuracy and make adjustments, if needed. Not all fields will automatically populate from your document including, but not limited to, any data that does not appear on the uploaded document.
- Review Service Tasks, Parts, Labor, Tax and Totals and make adjustments, if needed.
- Click Create Service Entry to populate invoice details to a new Service Entry or Discard to remove the document from the upload queue. Learn more in Service Entry Overview.
