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Improvement
2 years ago

New Inspection Schedule Functionality Added

We've updated the Inspection Schedules page layout and functionality so you can now:
  • Identify Scheduled Inspection Status: new All, Due Soon, Overdue, and Skipped status tabs allow you to see the current state of scheduled inspections.
  • Search & Sort: quickly find and organize scheduled inspections.
  • Bulk Skip: skip multiple inspections with one bulk action.
  • Customize Exports: export all columns or only those visible on the page.
  • Group by Vehicle: see your inspection schedules grouped by Vehicle.
Along with this new functionality, we've added two new Status and Frequency columns to pull forward more of your essential data.

Learn more about Advanced Inspection Scheduling in Help Center >
Avatar of authorJosh Shores
Improvement
2 years ago

Introducing Enhanced Service Task Categorization

At Fleetio, our goal is to provide fleet managers with the tools they need to effectively track and analyze their maintenance operations. With the latest update to Service Tasks, we’ve made categorizing and analyzing your maintenance data even easier. Now, you can assign a high-level category to all Service Tasks. This is in addition to the 3 levels of category granularity that already existed. Additionally, we’ve unlocked deeper insight and control of your data in the Service Task Summary Report and Service History by Vehicle Report by replacing the previous category/subcategory hierarchy with the new and improved Service Task Category Codes and System Codes. Learn more about Service Task Categorization in the Help Center ->

Avatar of authorChuck Drews
Improvement
2 years ago

Track Purchase Orders in the Updated Parts Activity Report

The updated Parts Activity Report shows the Purchase Order associated with Work Order part line items. This additional data allows fleets to more efficiently analyze expenses by linking the parts purchase records with the service where those parts are used. Additionally, this data is exportable to other systems for reconciliation. Spend less time looking through Work Orders and find your parts spend, all in one place. 

To learn more, visit the Help Center →

Avatar of authorChuck Drews
Improvement
2 years ago

Trips added to the sensor data chart

We've added trips to the sensor data chart Recent Events section. Now, when Geotab or Samsara registers a vehicle trip, you can select it to highlight that timeframe on the sensor data chart.

Trips are a great starting place to understand what was happening while a vehicle was being operated. For instance, if a driver says the engine light came on while they were completing a delivery Tuesday afternoon, a technician or fleet manager can select the trip in Fleetio and start troubleshooting what was happening with the vehicle at that time.

Sensor data is available for Samsara, Geotab Pro, and Geotab Pro Plus customers. You can find the sensor data chart on the Telematics tab of the Vehicle Overview page.

Avatar of authorWes Wamer
New
2 years ago

New Ways to Sort and Navigate Your Reports

You can now organize and find the reports you need with:

  1. Keyword Search: Instantly filter reports to find what you need.
  2. Favoriting: Star reports for visibility and quick accessibility. 
  3. New Report Menu: Surface reports by type with a click.

The updated Reports section also includes the option of two views, Card and List view (shown above).

Avatar of authorJosh Shores
Improvement
2 years ago

Organize your Shop Directory with Preferred Shops

Finding the perfect shop for outsourced maintenance shouldn't be like finding a needle in a haystack. Now available on all platforms - Web, Android, and iOS - fleet owners and administrators can mark individual shops as preferred, indicating they are trusted maintenance providers. Preferred shops appear at the top of the Shop Directory list making it easy for teams to find the closest preferred shop to their current location. No more searching through endless options!

Learn more in the Help Center.

Avatar of authorRyan Black
Improvement
2 years ago

A New Way to View Inspection Forms with List View


We've updated the Inspection Forms page, making it easier to navigate and manage your inspections. Here are the new features we've added:

New List View Available

In addition to the existing card view, we've added a new list view, providing a more compact and streamlined way to view your inspection forms. This new layout includes additional columns to give more information about each inspection form at a glance, like whether Enable Location Tracking and Prevent Use of Stored Photos are enabled. You can easily toggle between the two views using the switch at the top of the page. 

Inspection Form Search Bar

Now you can quickly find the inspection form you need by using the new search bar. Type in the name or keyword you're looking for, and we'll display matching results.

Filtering 

Find relevant inspection forms quickly using newly added filters. For example, using the Vehicle Type filter, you can see only forms assigned to Box Trucks.

Learn more about Inspection Forms in Help Center >

Avatar of authorJosh Shores
Improvement
2 years ago

Streamline Your Parts Management with Fleetio's New Archiving Feature for Locations

Fleetio has introduced a new feature that allows fleets to streamline their parts management by archiving locations that are no longer in use. As fleets evolve their operations, part locations may change and it may become difficult to keep track of all the locations. With the new archiving feature, fleets can declutter their parts locations, making it easier to find the parts they need, while retaining parts records. 

This feature gives you greater control over your part locations, making it easy to manage and organize them. To learn more about this new feature, please refer to Fleetio's Help Center article on managing part locations.

Avatar of authorChuck Drews
Integrations
2 years ago

New Toll Management Integration with FleetIT


We're excited to announce that Fleetio now integrates with FleetIT to automatically populate Expense Entries in Fleetio anytime FleetIT receives a toll or ticket violation for a vehicle in your fleet. With this integration, you can eliminate paper from your toll management processes and better understand how tolls and tickets impact your fleet's total cost of ownership.

FleetIT is a cost-effective solution to manage toll-by-plate invoices, toll violations, parking violations, and camera violations, and services fleets of all sizes in the United States.

Learn more about the FleetIT Integration in the Help Center ->




Avatar of authorMeghan Saunders
2 years ago

Your Purchase Orders are 1 Click Away

Fleetio's Purchase Orders are critical business records, providing a clear record of goods purchased during your procurement process. Our new Purchase Order widget makes it easy to review the purchase orders that matter most for your role in one click. This gives you easier access to a filtered view of the Purchase Orders you care about, without viewing the ones you don't.

Learn more about Widgets in the Help Center ->

Avatar of authorChuck Drews