We’ve added new yellow iron specific Service Tasks, Service Program templates, and OEM telematics integrations to help improve how you manage and maintain your off-highway assets in your account.

New Heavy Equipment OEM Telematics Integrations 

Fleetio now integrates with Caterpillar VisionLink™ and John Deere Operations Center™ to automatically sync telematics and equipment health data into your account. 

By consolidating telematics and historical maintenance data in your main operating system, you’ll gain better oversight into machine performance across job sites and ensure your field teams have the information they need to handle service and reduce downtime to keep projects on schedule. 

These integrations offer: 

• Automated maintenance planning: Proactively manage equipment maintenance and control downtime by triggering service reminders based on daily engine hour readings. 
• Remote equipment diagnostics: Capture engine fault codes and sensor readings from each piece of equipment to catch safety-related issues before they happen.
• Equipment usage reports: Track equipment location across job sites, compare engine hours, and manage equipment availability to ensure you have the machines needed for assignment. 

New Service Program Templates and Service Tasks

To make managing maintenance and keeping your equipment operating at peak performance across job sites easier, we’ve added ten new pre-built Service Program templates for various wheeled and tracked asset types based on OEM-recommended maintenance intervals and tasks. 

The following Service Program templates are now available to use in your account:

• Backhoe Loader Basic Maintenance 
• Dozer Basic Maintenance
• Excavator Basic Maintenance 
• Motor Grader Basic Maintenance 
• Off-highway Truck Basic Maintenance 
• Skid-Steer Basic Maintenance
• Telehandler Basic Maintenance 
• Track Loader Basic Maintenance
• Wheel Loader Basic Maintenance 
• Wheel Tractor Scraper Basic Maintenance

Service Program templates and Service Tasks are included in all plans. The Caterpillar VisionLink™ and John Deere Operations Center™ integrations are available on plans that include Native Telematics integrations: Essential, Professional, Premium, Pro (Legacy), and Advanced (Legacy).   

To learn more about Service Programs and these new OEM telematics integrations, check out our Help Center.  

We have reimagined the Notification Inbox on mobile as part of a broader notification revamp to improve usability and enhance how drivers and technicians engage with their daily tasks. The notification inbox will now provide clear direction and enhance users' workflows, allowing employees to focus on what's most important. 

Here are the following new features/enhancements: 

1. Unread Notifications Bolded:

   Unread notifications are now bolded, allowing users to easily identify which notifications require immediate attention.

2. Recency-Based Categorization:

   Notifications are organized by recency with section headers, enabling users to focus on the most urgent or important tasks.

3. Direct Links to Relevant Screens:

   Each notification now includes a direct link to the respective screen, allowing users to take action seamlessly.

4. Improved Notification Configuration:

   Easier access to notification settings will give users more control over their notification preferences.

5. Filter by Comments, Mentions, and Archives:

   Users can filter notifications based on comments, mentions, and archived notifications. (Note: Full category filtering will be available in future versions.)

6. Comment Notifications with Previews:

   Comment-based notifications now feature a preview of the comment content with an easy-to-use entry point to reply.

This overhaul turns the notification inbox into a more efficient and action-oriented experience, leading users to the next step.

Available on all plans 

Learn more about the Notification Inbox improvements ->

We're improving the process to add coverages to your vehicles in Fleetio. Warranty templates are pre-built based on the manufacturer's guidelines and can be applied when adding a warranty to an individual vehicle. 

As of today, we're rolling out templates for Ford F-150s and Chevrolet Silverados. Once selected, you're able to set a start date and meter, and you can delete any individual coverages you don't want. 

Warranty management features are available to Premium plans.

Learn more about warranty templates in our Help Center →

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 

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

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 →

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 →

We’re excited to introduce an update to the Repair Order (RO) notifications system! Owners and administrators can now easily create custom notification policies for repair orders and assign subscribed users to specific vehicle groups directly from the system settings. This update ensures that users can efficiently manage notifications, keeping all relevant parties informed and up to date with repair updates from shops. With this enhancement, communication becomes smoother, and managing repairs across vehicle groups is more streamlined than ever.

Learn more about RO notifications policies in the Help Center

You can now switch the term Vehicles to Assets in Fleetio to better represent the makeup of your fleet.

If you're an Account Admin or Owner, you can make the update by navigating to Settings > Administration > General Settings and setting the Vehicle System Label to your preferred system label.

Updating the Vehicle System Label to Assets will change the name of vehicle fields, reports, and menu items from Vehicle to Asset in Fleetio's web app only.

Available to all plans.

Learn more in our Help Center →

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.