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New
6 months ago

Use Saved Views to Keep Track of Your Fleet's Parts

Saved Views are now available on the Parts Index, allowing you to personalize and save index configurations for future use. 

Control how you visualize and keep track of Parts in Fleetio by:

  1. Saving Parts configurations (filters, sorting, columns) as a Personal View for future use.
  2. Sharing views with team members to keep everyone on the same page.
  3. Adding and arranging the Standard, Personal, and Shared View tabs that are most important to you.
  4. Filtering based on the location of parts, status (out-of-stock or in-stock), and archived parts. 

Learn more about Saved Views in the Help Center →

Personal Saved Views: Advanced (Legacy), Enterprise (Legacy), Professional, Premium

Sharing Saved Views: Enterprise (Legacy), Premium

Avatar of authorJosh Shores
NewImprovementIntegrations
6 months ago

Expanded Connected Fleet Integration with Ford Pro™

Working with Ford Pro™ Telematics, we are proud to share the expansion of our embedded integration with Ford modem-equipped vehicles and Ford Pro™ plug-in device technology. 

Now, Fleetio and Ford Pro™ Telematics subscribers can:

  • Connect their telematics account to the Fleetio platform
  • Ensure preventive maintenance compliance across the entire fleet
  • Centralize critical fleet health data within Fleetio

Through direct integration of data from Ford Pro™ with Fleetio's platform, users can proactively monitor vehicle utilization trends, create accurate replacement programs and ensure preventive maintenance compliance is achieved across the entire fleet.

To learn more about this integration, check out the following Help Center article. 



Avatar of authorWes Wamer
New
6 months ago

Track Part Warranties and Flag Warrantable Parts in Work Orders

Warranty management now includes tracking and surfacing part warranty opportunities. Once added in Fleetio, warrantable parts will be flagged on a work order when they're replaced, making it easier to identify warranty opportunities when service is completed. To get started, we've added warranty-related columns to the Parts Import template. You can also add warranty details to an individual part.

Alerts on Work Orders

When a part is under warranty and replaced on a work order, the technician will be alerted and asked to confirm the part replacement. There's also a checkbox when adding warranty terms to a part that specifies if the part should be retained.

Part Warranty Opportunities Report

Find this report in the new Warranty section of the report menu. You can customize the columns to display details like the original work order the part was installed on, the work order where the part was replaced, the part number, and more. 

Once you have the details you want, you can save and schedule it so it lands in your email when you need to review for claim submissions.

Part warranty features are available on Premium plans.

Learn More in the Help Center →

Avatar of authorClaire Flowers
New
6 months ago

Use Saved Views to Organize Your Fleet's Issues

Saved Views are now available on the Issues Index, so you can personalize and save index configurations for future use. 

Control how you visualize and collaborate on your Issues in Fleetio by:

  1. Saving Issue Index configurations (filters, sorting, columns) as a Personal View for future use. 
  2. Adding and arranging the Standard, Personal, and Shared View tabs that are most important to you.
  3. Sharing views with team members to keep everyone on the same page.

Learn more about Saved Views in the Help Center →

Avatar of authorJosh Shores
Improvement
6 months ago

Introducing New Shop Statuses for Better Transparency in Your Maintenance Network

Fleetio has enhanced the Maintenance Shop network to provide more transparency around shop statuses. The previous "in-network" and "out of network" labels have been replaced with three new, more precise shop statuses:

  1. Verified for shops that are available for immediate use 
  2. Unverified for shops that need to sign Fleetio's terms and conditions before they can service your assets
  3. Unavailable for shops that require an invitation to Fleetio's shop network before they can service your assets

We've also improved the Shop Directory UI by making status banners more prominent and introducing new map pins for easier navigation. These updates offer users a clearer view of shop availability and integration status with Auto Integrate, ensuring a more seamless experience.

To learn more, please check out the Help Center article here.

Avatar of authorJenny Chen
NewIntegrations
7 months ago

New Telematics Integration with Razor Tracking

Razor Tracking now integrates with Fleetio to automate telematics data from vehicles and heavy-equipment. 

This new integration allows you to sync daily odometer readings and vehicle location data from Razor Tracking devices directly to your Fleetio account and help your operation: 

  1. Prevent Costly Breakdowns: Automate daily meter readings from Razor Tracking devices to trigger preventative maintenance reminders in Fleetio.  
  2. Maximize Asset Use: Turn automated meter readings into custom vehicle and equipment utilization reports in Fleetio to make the most of each piece of equipment. 
  3. Support Driver Issues: Troubleshoot driver and vehicle issues remotely by syncing Razor Tracking vehicle location data alongside maintenance history in Fleetio.

Learn more about this new API integration using the following Razor Tracking Integration Help Center article.

Avatar of authorWes Wamer
Improvement
7 months ago

Drag and Drop Work Order Calendar

You can now drag and drop work order calendar entries on the Work Order Calendar and Resource Scheduler view. This gives you greater flexibility when editing work order dates and allows you to drag and drop entries without going inside the work order to update the date. 

Learn more about the drag-and-drop Work Order Calendar feature. —>

All plans have access to the Work Order Calendar (Premium, Professional, Advanced [Legacy], and Enterprise [Legacy])

Avatar of authorChuck Drews
NewImprovementIntegrations
7 months ago

Improve Cost Tracking & Compliance Per Vehicle with New Fuel Card Management Updates

We’ve added two new features to the Fuel & Energy menu to help you manage and capture transactions from Native Fuel Card Integrations easier. 

With fuel and maintenance making up the vast majority of costs tracked by fleets in Fleetio, here is what we've added to help you stay on top of fuel card usage and spend more effectively:

New Fuel Card Menu + Index Page: Now you can organize all of your Native Fuel Card integrations and handle card assignments in one place, helping to automate transactions needed for cost per mile tracking per vehicle. 

New Setting Added to Fuel History Index: We moved the"Unassigned Fuel Transactions" feature from your Integrations Settings to the Fuel History Index, allowing you to resolve transactions directly on the same page where you track fuel trends. 

Only Account Owners and Administrators with the Manage Integrations permission can access these features. To learn more about Fuel Card Integrations check out the following Help Center article.

Avatar of authorWes Wamer
ImprovementMobile
7 months ago

Notifications Settings Screen Improvements

The improved Notification Settings screen for push and email notifications reduces clutter and allows you to configure the settings on vehicles you watch, which helps identify notifications most relevant to your role. Benefits of this redesign include: 

  1. Simplifies the user experience by reducing browsing through notifications broken up by category (Collaboration, Vehicle, Work Orders, etc.).
  2. Easily modify notifications so you can get the most relevant information. 
  3. Control notifications about that vehicle, associated records, and reminders within the mobile app. 

Learn more about Notifications in Fleetio Go—>

This is available on all plans. 




Avatar of authorKatya Iwasiutyn
Improvement
7 months ago

Bulk Delete Inspection Submissions

The Bulk Delete Inspection Submissions feature is now live within the web app inside the Inspection History page. This feature allows you to: 

  1. Select multiple checkboxes and bulk delete submitted inspection forms.
  2. Choose who can bulk delete submitted inspections based on role type. 

 Learn more about the Bulk Delete Inspections Submissions in the help center. → 

Avatar of authorChuck Drews