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Integrations
3 months ago

New Integration with Relay Payments

Relay Payments now integrates with Fleetio to automate fuel transactions directly into your account. Connecting Relay with Fleetio consolidates your fuel and maintenance expenses in one place and automates cost reporting without extra paperwork. 

Relay gives fleets a fast and secure way to pay for fuel digitally across their growing network of independent truckstops to large nationwide chains, helping you save money, control spend, and speed up transactions at the pump.

This integration is available on plans that offer API access: Pro (Legacy), Advanced (Legacy), Professional, and Premium plans. 

Learn more about the Relay Payments API integration in our Help Center. 

Avatar of authorWes Wamer
New
3 months ago

Organize, Save, and Share Service History Views

We've added Saved Views to the Service History Index so you can personalize and save index configurations for future use.

Saved Views allow you to control how you organize and distribute your Service History data. You now can:

  1. Save Service History Index configurations (filters, sorting, columns) as a Personal View for future use.
  2. Share views with team members to keep everyone on the same page.
  3. Add and arrange the Standard, Personal, and Shared View tabs that are most important to you. 
  4. If you have Maintenance Shop Network enabled, two additional Standard Views, labeled "Pending" and "Completed," will be created for repair orders. 

Learn more about Saved Views for Service History in the Help Center →

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

Sharing Saved Views: Enterprise (Legacy), Premium


Avatar of authorJosh Shores
NewIntegrations
3 months ago

Save Time Tracking Fuel Spend with FuelMaster FMLive Integration

Fleetio now integrates with FuelMaster FMLive to upload fuel transactions for each asset across your on-site fueling stations directly into your account. 

By bringing your fuel and maintenance data together, you can accurately report on operating costs per vehicle, coordinate preventative maintenance appointments across departments, and make better budgeting decisions based on how your resources are being used. 

The FMLive Integrations helps you:

Automate daily fuel transactions

  • Remove manual fuel tracking and reporting tasks by automatically syncing fuel transaction data from FMLive to Fleetio, including odometers to trigger service reminders. 

Monitor fueling trends per site

  • Uncover possible fuel theft with vehicle tank capacity alerts in Fleetio paired with driver and pump access controls in FMLive. 

Report on fleet-wide operating costs

  • Understand how fuel costs factor into overall operating costs with detailed reports and cost calculations in Fleetio.

This integration is available for Essential, Professional, Premium, Professional (Legacy), and Advanced (Legacy) plans. 

Learn more about the FuelMaster Integration in the Help Center

Avatar of authorWes Wamer
New
3 months ago

Equipment is now named Tools

As of today, our Equipment product is now called Tools. We're thrilled about this change, as it more closely reflects the features and benefits Tools provides to you, our customers.

What's Changing?
The functionality of Tools is still the same. The name is the only change, so now instead of selecting Equipment on your navigation menu, you'll select Tools. This change is occurring both on the web and on Fleetio Go. This change will also be reflected in items such as invoices and import templates.

When we announced Equipment (now Tools) in 2020, we set out to help our customers manage all the items that are critical to their fleet's success, no matter how small. This name change reflects that vision and we're excited to build on the feedback we've received from customers so far.

Want to learn more about what Tools can do? Check out our website → 

Avatar of authorClaire Flowers
Improvement
4 months ago

Improved RO Notifications: Subaccounts and Role-Based Permissions

Fleetio now allows admins and owners with Marketplace enabled to manage billing statements by internal entities using Subaccounts. To enable this feature, users must first apply for a Primary Account with Corporate Billing, LLC. Once approved, additional Subaccounts can be requested, typically activated within 1–2 business days. Additionally, admins and owners can grant regular users access to manage or view Repair Order (RO) notifications. Regular users on these accounts will have access to the relevant pages and actions based on their assigned roles, ensuring appropriate permissions and streamlined collaboration for notification management.

Learn more about RO Notifications Enhancements in the Help Center 

Avatar of authorJenny Chen
New
4 months ago

Schedule Work Order Notifications to Multiple Team Members

While creating or editing a Work Order, you can now elect to have other team members, such as drivers or operators of that asset, notified in advance of a scheduled Work Order to help reduce late starts on repairs.

In the Work Order edit interface, there is a new checkbox in the scheduling section (or a toggle, if on mobile) to add:

  1. The Fleetio team members you want to be notified. 
  2. When the notification should go out to your team members.

Note: The system will indicate if users have their notifications turned off. The user’s existing notification settings directly reflect how they’re notified. 

This is available to all plans with access to the Work Order Calendar: Advanced (Legacy), Enterprise (Legacy), Professional, and Premium 

Learn more about Scheduled Work Order Notifications—>



Avatar of authorChuck Drews
Improvement
5 months ago

Send Scheduled Reports using FTP, SFTP, and AWS S3

You can now upload Scheduled Reports directly to your company's network using file-sharing protocols FTP, SFTP, or an Amazon AWS S3 bucket. Managing external connections using FTP, SFTP, and AWS S3 can be setup in your Account Settings. 

With this feature enabled, you can automate scheduled delivery of your Fleetio reports in PDF or CSV format to help your team sync maintenance data, fleet costs, and vehicle statuses with other systems like ERPs, Accounting, and Dispatch software.

Emailing Scheduled Reports will remain the default option and the Upload Scheduled Reports option will only display if you have an external connection setup. 

This feature is included in Starter (Legacy), Pro (Legacy), Advanced (Legacy), Professional, and Premium Plans. 

Learn more about Saved & Scheduled Reports in our Help Center

Avatar of authorWes Wamer
5 months ago

Organize, Save, and Share Equipment Views

We've added Saved Views to the Equipment Index so you can personalize and save index configurations for future use.

Saved Views allow you to control how you organize and distribute your equipment data. You now can:

  1. Save Equipment Index configurations (filters, sorting, columns) as a Personal View for future use.
  2. Share views with team members to keep everyone on the same page.
  3. Add and arrange the Standard, Personal, and Shared View tabs that are most important to you.

New Archived Filter

Alongside the new View functionality, we've changed the appearance of archived equipment in the index and added an Archived Equipment filter. This new filter lets you create a personal view that shows all active and archived equipment in one place.

Learn more about Saved Views for Equipment in the Help Center →

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

Sharing Saved Views: Enterprise (Legacy), Premium

Avatar of authorKelly Hogan
Improvement
5 months ago

New Navigation Enhancements

We've made three updates to improve your navigation experience in Fleetio:

  1. Fleetio's Global Sidebar now collapses, giving you more screen space to work with.
  2. Settings and Help & Support menu items have been added to the Global Sidebar.
  3. The profile, notification, and login settings have moved to a new Profile Menu at the top-right corner of the desktop app.

Learn more about Navigation in Fleetio in the Help Center →

Avatar of authorJosh Shores
Improvement
6 months ago

Add Custom Fields to Specific Vehicle Types

Fleetio owners and admins can now add custom fields to specific vehicle records in Fleetio using the Vehicle Type field. For example, if you wanted to identify the type of bucket installed on your bucket trucks, you could add a custom field that only applies to "Bucket" vehicle types (see image). 

Available for all plans with access to Custom Fields.

Learn more about adding custom fields by record type in the Help Center →

Avatar of authorJosh Shores