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Improvement
4 days 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. Simply type in the name or keyword you're looking for, and we'll display a list of 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.

Add Button

We've made a small but helpful change to the Items, Vehicles, and Workflows fields displayed on Inspection Form cards and columns. Instead of displaying zeros for Inspection Form attributes with no items, we've replaced them with "Add" buttons. This makes it more intuitive and easier to understand that e.g. a Workflow can be added with a click.

Learn more about Inspection Forms in Help Center >

Avatar of authorJosh Shores
Improvement
5 days 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
Improvementintegrations
a week ago

Bring in DTC Alerts from Verizon Reveal

Enable DTC alerts for Verizon Reveal to create faults in Fleetio when they are detected. Using fault rules, you can flag certain codes as critical or tell Fleetio to ignore a specific code.
Critical faults will show up on your dashboard so you can take action as soon as you see them.

DTC alerts are automatically enabled for new Verizon Reveal integrations. If you have an existing integration, you can enable it from your integration settings.

Learn more ->

Avatar of authorWes Wamer
Improvement
2 weeks ago

Add Service Reminders to Work Orders and Service Entries in Bulk

You can now quickly add multiple service reminders to new and existing work orders and service entries. This functionality is available from any Vehicle page and the Service Reminder page. You can learn more in Help Center or view the instructions below.

How to Add Multiple Service Reminders from Vehicle Pages

  1. Hover over a service reminder in the Service Reminder card, click Resolve, and select Add to Work Order or Add to Service Entry.
  2. Select the service reminders you wish to add.
  3. Choose to add to an existing work order/service entry or create a new one.
  4. Hit Continue.
  5. Complete and save the work order or service entry.


How to Add Multiple Service Reminders from the Service Reminder Page

  1. Select multiple service reminders from the Service Reminder Index. Note: You can only add one asset's service reminders at a time.
  2. Click the Actions button, and choose Add to Work Order or Add to Service Entry.
  3. Select the service reminders you wish to add.
  4. Choose to add to an existing work order/service entry or create a new one.
  5. Hit Continue.
  6. Complete and save the work order or service entry.

Learn more about adding multiple Service Reminders in Help Center >

Avatar of authorClaire Flowers
Improvement
2 weeks ago

Track Invoices in the Service History Index

Tracking invoices in Fleetio is now easier than ever. Filtering the Service History Index by Payment Status lets you quickly identify your pending transactions, helping fleet managers and accounting teams identify outstanding payments, monitor cash flow, and gain more visibility into the complete service transaction history.

Avatar of authorRyan Black
Improvement
2 weeks ago

Update Document Labels in Bulk

You can now modify Document labels quickly using Bulk Actions. This latest release is part of continuing efforts to standardize Bulk Actions throughout Fleetio.

As a part of this release, the option to download will be available to all users but can only be used by admins. These options will appear as locked for non-admins.

How to Update Document Labels in Bulk

Select multiple records in the Document index, click the Actions button, and choose Update Documents to change labels across selected records.

Learn more about using Bulk Actions in Help Center >

Avatar of authorJosh Shores
Improvement
2 weeks ago

Update Vehicle Assignment Custom Fields in Bulk

You can now update Vehicle Assignment custom fields in bulk using Bulk Actions. This release is part of ongoing work to standardize bulk actions throughout Fleetio.

How to Update Vehicle Assignment Custom Fields in Bulk

Select multiple vehicle assignments in the index by hovering over each assignment and selecting the checkbox that appears. Once assignments are selected, click the Actions button, and choose Update to update custom fields in bulk.

Learn more about using Bulk Actions in Help Center >

Avatar of authorJosh Shores
Improvement
3 weeks ago

Update Purchase Order Records in Bulk

You can now modify Purchase Order labels and custom fields in bulk. This latest release is part of continuing efforts to standardize Bulk Actions throughout Fleetio.

How to Update Purchase Order Records in Bulk

Select multiple records in the Purchase Order index, click the Actions button, and choose Update to change multiple fields across selected records.

Learn more about using Bulk Actions in Help Center >

Avatar of authorJosh Shores
Improvement
a month ago

Bulk Update Custom Fields for Non-recurring Expenses

You can now update custom fields for non-recurring Expense Entries using Bulk Actions. This release is part of ongoing work to standardize bulk actions throughout Fleetio.

How to Update Non-recurring Expense Entry Records in Bulk

Select multiple records in the Expense History index, click the Actions button, and choose Update to change multiple fields across selected records.

Learn more about using Bulk Actions in Help Center >

Avatar of authorJosh Shores
Improvement
a month ago

Update Service Entries in Bulk

We have enhanced the Service History index's Bulk Update feature, adding the ability to update Labels and Custom Fields in bulk. This release is part of ongoing work to standardize Bulk Actions throughout Fleetio.

How to Update Service Entry Records in Bulk

Select multiple records in the Service History index, click the Actions button, and choose Update to change multiple fields across selected records.

Learn more about using Bulk Actions in Help Center >

Avatar of authorJosh Shores