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New
a year ago

New Shop Management Features In Fleetio


We're thrilled to announce Fleetio's latest comprehensive suite of shop management features, designed to drive efficiency and keep team costs on track. This update brings a blend of new functionalities and enhancements, improving maintenance processes, boosting oversight, and enhancing overall fleet operations.

Here are the four key features in this update: Tire Management, Warranty Management, Enhanced Service Tasks with Parts and Labor, and Sensor Data Snapshots


Track Installed Tires and Activity

Fleetio is excited to introduce our Tire Management capabilities. This feature provides a way to set vehicle axle configurations, track all currently installed tires, and record tread depth and pressure readings. 

Additionally, we've added Tires as a new Parts record category along with new, tire-specific fields. Make informed decisions regarding tire replacements and rotations based on comprehensive data available in the new Tire Activity tab in vehicle profiles. 

Improve the longevity and performance of your tires, maximizing your fleet’s efficiency.

* Available for Advanced, Enterprise, & Premium plans.

Learn more in Help Center →


Never Miss A Repair Under Warranty

Track vehicle warranties and alert mechanics to active policies before they complete a repair with Vehicle Warranty Management*. Maximize your fleet’s warranty credits with the ability to:

  • Track standard and extended vehicle warranties.
  • Alert mechanics to active warranty policies within work orders.
  • Add part and labor warranty credits to work orders.
  • View warranty credits in the Work Orders List report.

* Available for Advanced, Enterprise, & Premium plans.

Learn more in Help Center →


Parts and Labor Hour Expectations for Service Tasks

We are introducing Enhanced Service Tasks with parts and labor, a time-saving feature designed to enhance your maintenance workflow. Here's what's new:

  1. Service Tasks now support account-defined sets of linked parts and expected labor hours. Create tailored kits that match your specific needs and streamline your maintenance processes.
  2. When using a Service Task with linked Parts on a Work Order, the linked Parts are automatically populated. Additionally, when logging labor entries against that Service Task, the expected labor hours are displayed for visibility.
  3. Expected labor hours are now accessible across various reports in Fleetio. Gain valuable insights into your labor resources, enabling better planning and resource allocation.

* Available for Advanced, Enterprise, & Premium plans.

Learn more in Help Center →


Add Vehicle Sensor Data into Maintenance Workflows

Create snapshots of sensor data to add them to issues and vehicles. With this new update, you can use the sensor data chart to look at any available data points, such as battery voltage and engine speed, then create a snapshot with the information and attach it to either a new or existing issue.

All snapshots for a given vehicle will be stored under a new tab on the Vehicle Overview. You may need to customize your tab menu to see it. Once you have created a snapshot, it will remain in the Snapshots tab even after the viewable date on the sensor data chart has passed. That way, when viewing past issues for a vehicle to better understand any long-running problems, you’ll still have access to vehicle data that can help uncover insights.

* Available for Advanced, Enterprise, & Premium plans. You must have a Geotab or Samsara integration to access sensor data.

Learn more in Help Center →

Avatar of authorJosh Shores
Improvement
a year ago

📌 Pinned Fields Expanded to New Record Types

You can now pin important fields at the top of ten new record types in Fleetio. We've expanded the functionality previously only available on Vehicle Show pages to the following records:

  • Contacts
  • Work Orders (shown)
  • Service Entry
  • Issues 
  • Equipment 
  • Parts
  • Vendors 
  • Fuel Entries 
  • Purchase Orders 
  • Expense Entries 


Avatar of authorJosh Shores
Integrations
a year ago

New Integration: BeyondTrucks

BeyondTrucks is an all-in-one software and financial platform for fleet owners, digitally enabling carriers by creating automated workflows for dispatching, invoicing, expensing, and financing.

This new integration pulls vehicle, vehicle renewal reminder, and service reminder information from Fleetio to help automatically assign the right assets to the right load and driver. Preventative maintenance schedules are also displayed on dispatch schedules.

Read more about the BeyondTrucks integration ->

Avatar of authorBrianna Perry
Improvement
a year ago

Enhanced Work Order List Report

The new Work Order List Report functionality lets you:

  1. Rearrange report columns to center important data.
  2. Switch between saved and shared reports using the new dropdown.
  3. Favorite reports from the index or dropdown.
  4. Use updated sort and filter options.
  5. Make a copy of any saved report

The enhanced Work Order List Report is part of ongoing updates to Fleetio's 40+ standard reports. As a result of the ongoing report enhancements, you may notice differences between report experiences. 

Learn more about reports in the Help Center → 

Avatar of authorJosh Shores
Mobile
a year ago

New Filter & Sorting Functionality Available in Fleetio Go

The ability to filter and sort records has been added to the Vehicles, Equipment, Parts,  Contacts and Work Orders pages in Fleetio Go.

What’s new? 

  1. Find specific records by filtering standard and custom fields, such as location, status, availability, and more. 
  2. Sort records based on attributes, like alphabetical order or date created. 
  3. Selected filters and sorting will remain active the next time you view that page. 

Note: This functionality is only available for versions 5.1.0 (Android) & 5.1.0 (iOS) or higher. Need help updating Fleetio Go? Check out this help center article. 

Avatar of authorKelly Hogan
Mobile
a year ago

Fleetio Go December App Updates Roundup

Each week we update Fleetio Go with new features and enhancements to ensure your fleet can be managed smoothly. Here are the latest updates released to Fleetio Go on iOS and Android devices that rounds out our 2023 mobile releases! 

Feature Enhancements 

Updated Work Order Experience

Now when a user has an existing Work Order labor entry running, they will be prompted to end that labor entry before starting a new one.

Bug Fixes

With your help, we were able to quickly identify and resolve the following Fleetio Go bugs: 

iOS

  • Users will no longer receive an error message preventing them from saving changes to a Vehicle’s details, when purchase date and purchase odometer fields have data input. 
  • Users will no longer encounter an unexpected shutdown when creating a new Issue through a Vehicle's quick-add menu.
  • Archived Service Tasks will no longer be displayed in the available Service Tasks list on a Work Order.

Android

  • Documents will now upload properly. 
  • Users can now view Issues without the app unexpectedly shutting down. 

Thank you for being a valued Fleetio customer. We are committed to continuing to improve and deliver a great in-app experience. If you experience any bugs or defects within the app, please let us know at help@fleetio.com. Happy holidays and see you in the New Year! 

Avatar of authorJess Edwards
Improvement
a year ago

Keep Your Fleet’s Mobile Devices up to Date

Introducing five new Contact page index columns for enhanced visibility into your team's Fleetio OS compatibility:

  1. Current Mobile Device
  2. Current Mobile Device Go App Version
  3. Current Mobile Device Model
  4. Current Mobile Device OS Version
  5. Mobile Devices 

Keeping your team's devices and Fleetio Go version updated ensures they have access to the latest features, performance improvements, and security updates. Check for outdated Fleetio Go versions using the added columns and the new 'App Version (Fleetio Go)' filter (see graphic). 

Avatar of authorJosh Shores
Mobile
a year ago

Fleetio Go November App Updates Roundup

Each week, we update Fleetio Go with new features and enhancements to ensure your fleet can be managed smoothly. Here are the latest Fleetio Go app updates released to Fleetio Go on iOS and Android devices.

New Features & Enhancements 

Updated Inspections Experience

  • The Inspections page now allows you to view all your in-progress and submitted inspections in one place.
  • All required odometer inspection items must be completed before proceeding to the next inspection item. 
  • Simplified the user experience so that team members only have to input the required text for an inspection item to move on to the next item in the inspection workflow. 

Contact List Design Enhancement

  • Added small–yet mighty–design updates to the contact list to better the overall experience.


Bug Fixes

With your help, we were able to identify and resolve the following Fleetio Go bugs quickly: 

iOS

  • Fuel entries will no longer duplicate after scanning an NFC tag for a vehicle.
  • Equipment issues can be found through the equipment detail screen by scanning the equipment’s barcode directly from the home screen. 
  • The ‘vehicle assignment’ field is now visible on each vehicle's detail screen within the vehicle overview. 

Android

  • The "Add to Work Order number null" pop-up will no longer show when saving a Work Order. 
  • Fleetio Go will no longer crash when switching between Fleetio Go and another app.
  • Offline inspection forms will be processed properly upon reconnection, even if a new signature has been added. 
  • Users will no longer encounter the Fleetio Go app crashing upon login. 
  • We’ve added a consistent default tax rate–either as a percentage or a flat rate– across Work Orders. 
  • The app will no longer crash on Motorola devices when taking photos during an inspection.
  • When you delete a work order’s parts or labor linked to a service task, it is now immediately reflected in the cost summary while you are still in edit mode. 
  • Inspection duration is now accurately displayed. 
  • Submitting an inspection that ends with a pass/fail inspection item will no longer cause the app to crash.

Thank you for being a valued Fleetio customer. We are committed to continuing to improve and deliver a great in-app experience. If you experience any bugs or defects within the app, please let us know at help@fleetio.com.  

Avatar of authorJess Edwards
ImprovementIntegrations
a year ago

New Two-Way Defect Resolution with Geotab

We've improved issue resolution between Fleetio and Geotab to reduce the amount of data you need to maintain between systems.

How defect resolution works:

  1. A driver submits a defect while conducting a DVIR in Geotab.
  2. The defect is brought into Fleetio as an issue.
  3. The issue is resolved, either with a note or through maintenance.
  4. (New) The issue resolution is pushed back to Geotab, closing the loop.

This latest enhancement is available for all Geotab plans.

Learn More ->




Avatar of authorWes Wamer
Improvement
a year ago

View Saved Report Schedules

You can now view all active saved report schedules on the Saved Report page. 

To see schedule details, hover over the new Schedule column in the list view or the new calendar icon in the card view. This will reveal each report's: 

  1. Email frequency,
  2. Format (CSV, PDF), and
  3. Recipients

Learn more about Reports in the Help Center ->

Avatar of authorJosh Shores