Table of Contents
IMPORTANT: Are you a new Administrator for an existing Fleetio account, which has already been set up? Skip the article below, which includes account setup steps, and instead, see Onboarding Checklist - New Fleetio Administrators for tips about your new access and permissions in the Fleetio system.
Is your entire organization brand new to Fleetio? Need help getting started from scratch?
The checklist below provides a suggested sequence for you to get the most out of your new account in the Fleetio system - quickly, easily, and efficiently.
Follow the steps below to ensure that your setup is completed in the correct sequence!
Getting Started - LIVE
While completing this self-help resource, join our Customer Success Team for a Getting Started Webinar!
- Twice-monthly sessions offer an overview and a sequential walk-through of Fleetio
- Live format with interactive Q&A
- Click HERE to register!
Setup Checklist
| Account Configuration | ||
|---|---|---|
| ☐ | 1. Add Superusers | Add & Invite Individual Users |
| ☐ | 2. Download the Fleetio Go Mobile App | Download & Sign In to Fleetio Go |
| ☐ | 3. Configure Notifications | Notification Overview |
| Add Vehicles | ||
|---|---|---|
| ☐ | 1. Complete the Add Multiple Vehicles process | Add Multiple Vehicles |
| ☐ | 2. Configure your Vehicles | Vehicle Configuration Guide |
| ☐ | 3. Add Current Meter Readings | Meter Entry - Add or Update |
| Set Up Integrations (if applicable) | ||
|---|---|---|
| ☐ | 1. GPS Integrations | GPS / Telematics Integrations |
| ☐ | 2. Fuel Card Integrations | Fuel Card Integrations |
| Set up Service Programs (if applicable) | ||
|---|---|---|
| ☐ | 1. Set up Customer Service Programs | Service Programs Overview |
| ☐ | 2. Use Vehicle VINs to Pull in the Manufacturer's Recommended Schedules | OEM Schedules |
| Configure Sample Inspection Form (if applicable) | ||
|---|---|---|
| ☐ | Add/change inspection questions, update workflows, manage vehicles and schedules |
Inspection Overview and Submitting Inspections in Fleetio Go |
| Set Up Your End Users | ||
|---|---|---|
| ☐ | Complete the Add Multiple Users Process | Add Multiple Users |
| Rolling Fleetio Out to Your Team Members | ||
|---|---|---|
| ☐ | 1. Introduce Your Teams to Fleetio | Introducing Your Teams to Fleetio |
| ☐ | 2. Invite Your Users | Invite Users or Resend Invitations |
| ☐ | 3. Training Your Teams in Fleetio | Training Your Teams in Fleetio |
