Maintenance Shop Integration Tune Ups

Improved handling of Service Entry Mappings

Today, we’re bringing to you a pair of updates on the Service Entry form in the Maintenance Shop Integration that relate to how Service Codes and Service Tasks are linked. The first is an update on how you can save mappings globally for service entries, and the second is how to map service codes to service entries using the edit form. So let’s dive in: 

We’re making it easier for you to map your unmapped Service Codes to Service Tasks within Service Entries. You can now link any unmapped service tasks to service codes and even apply the changes globally to map all past and future instances of an unmapped Service Code to a specific Service Task, all with a click of a button. 

Alternatively, you can link service codes to service tasks in the Service Tasks edit form, where you can apply changes to all past entries and update across all tasks. Furthermore, all new Service Entries will contain the same mapping for Service Code to Service task from here on out.

Read more in Help Center ->

​​Uncover Cost Trends With New Service Entry/Work Order Field

Fleetio’s new Repair Priority Class will help you keep tabs on your company's vehicle maintenance program. With one glance, it is easy to see the effectiveness of a well-maintained fleet. The easy-to-use Repair Priority Class functionality gives you a clear picture of your maintenance spend by classifying whether services or repairs were scheduled, non-scheduled, or an emergency. You can apply a Repair Priority Class to Service Entries and/or Work Orders in Fleetio to see insights and reporting on maintenance categorization.

 

Once classified, Repair Priority Class trends will be surfaced in your Fleetio Dashboard and reports, providing actionable insights into your fleet maintenance spend. 

Learn more about Maintenance Categorization with VMRS in Help Center >

Identify New Items in Fleetio

We are constantly adding enhancements to improve your Fleetio experience. To ensure that new items are easy to discover, we’ve added a pink visual indicator to highlight them. 

Look for pink dots and “New” callouts in the web app, highlighting new columns added throughout Fleetio, and newly added personalization options on your Vehicle pages.


Manage the Notifications You Receive In Fleetio

Fleetio’s new Notification Settings page simplifies your record watching and notification control. 


Are you overwhelmed by notifications? 

Stop email and push notifications with a click of a button. This gives you an uninterrupted opportunity to restructure your notification settings.


Have you lost track of the records you’re watching? 

See records you're watching and click “Manage” to be taken to that filtered list on the record page. 


Do you need to keep track of a group or team? 

Opt-in to automatically watch existing and new records that are created in specific groups and ensure nothing slips through the cracks again.

Learn more about the new Notification Settings page in Help Center >

SAML SSO Enforcement Now Available 🔓

You now have the option to enforce Security Assertion Markup Language Single Sign-On (SAML SSO) across your Fleetio account. 

Enforcing SAML SSO will allow you to control all user access to your Fleetio account through your organization's SAML SSO provider. Once set up, users will no longer be able to access Fleetio via their account username/password or Google SSO. Instead, they will be forced to log in using their SAML SSO identification.

Learn More About Enforcing SAML SSO

We recommend that you read this Help Center article to ensure that you’re ready to enforce SAML SSO across your account. The resource includes detailed setup instructions, including specific steps for Okta and Azure. 

Looking to Implement SAML SSO?

Reach out to your Fleetio Customer Success Manager at success@fleetio.com to enable SAML authentication on your account.

Maintenance Shop Integration Tune Ups

Set maximum authorization limit for your users

Giving members of your team unrestricted access to approve maintenance can seem a little scary, that’s why we’re giving you the ability to set a maximum authorization limit for team members — no more sleepless nights worrying that something will get approved that you can’t afford! 

Read more in the Help Center ->

Sort shop directory

Find shops with ease based on their distance or rating!  Now you can sort the Shop Directory based on what is most relevant to you. 

Read more in the Navigate the shop directory page Help Center ->

Vehicle Overview Personalization

We've expanded Vehicle Overview tab personalization in beta, allowing users to add, remove, and sort tabs based on their needs. Tab personalizations are saved at a user level and visible across all vehicles.


Opt-in to the Vehicle Overview Beta

The Vehicle Overview beta continues to be available to all users via an opt-in on all Vehicle pages. A full release to all accounts is scheduled for May 10th.

We appreciate all the feedback we've received and encourage all users to opt-in to the improved Vehicle Overview page and provide feedback. 

Learn more about personalizing your Vehicle Overview page in Help Center >

Create and Manage Vehicle Assignments With the Enhanced Assignments Page

This release expands the Vehicle Assignments page with a new view and more intuitive assignment management.

Choose from viewing the calendar by day, week, or now month to get a holistic view of all current and upcoming assignments.

We also reduced the number of clicks it takes to remove an assignment. It's now a quick action, as well as prominently displayed when you select a current assignment.

Lastly, when you select an assignment, a new side menu has replaced the classic pop-up screen, making it easier to stay focused on schedules and manage multiple assignments.

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