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.  

Note: This is only for vehicle record sets and is specific to vehicle custom fields that are either a dropdown or checkbox data type.

This is available to all plans. 

Learn more about Vehicle Custom Fields for Record Sets —>

You can now switch the term Vehicles to Assets in Fleetio on Fleetio's web AND mobile app 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 and mobile app. 

Available to all plans.

Learn more in 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 ->

Fleetio’s Early Access Program lets account Account Owners and Administrators preview and enable select beta features before they're officially launched. Once opted in, your team can start using the feature immediately and share feedback.

Available for Essential, Professional, Premium, and Enterprise plans.

Learn more about the Early Access Program →

There is now an available Add-In in Geotab for Fleetio’s Maintenance Shop Network. With this Add-In, Geotab customers can overlay Fleetio's Maintenance Shop Network directly inside your myGeotab account and locate available shops near your drivers directly on your myGeotab Map.

With this Add-In enabled, you can access a map and list view of the Top 50 Maintenance Shop Network shops near your drivers and help coordinate servicing to prevent downtime for your vehicles and drivers. 

This feature is only available for Geotab customers and is included in Professional, Premium, Pro (Legacy), and Advanced (Legacy) Fleetio plans. 

To learn more about the Shop Network Add-In check out the Geotab Help Center article. 

1. Choose between exporting your data to an XLSX file or a CSV file. 
2. Have greater flexibility in choosing how you want to export your data. 

Newer reports can also be exported as XLSX files. These include: 

1. Contacts Reports
2. Fuel Summary
3. Inspection Submission Summary
4. Part Warranty Opportunities Report
5. Service Reminders Report
6. Tire Activity Report
7. Utilization Summary
8. Vehicles Report
9. Work Orders Report

This is available to all plans. 

Learn more about how to export your data in the Help Center.

Your shop can now markup, customize, and email work orders, quotes, and invoices to internal departments and third parties. 

Add Parts & Labor Markup 

New markup options added to Work Orders and Service Entries allow you to markup labor and part sub-totals as a percentage or fixed amount. You can apply markups to individual work orders or service entries, or set them as an account default.

Email Work Orders, Quotes, and Invoices 

You can send emails with an attached work order, quote, or invoice PDF to internal departments or third parties directly from a work order. Each PDF can be customized to add or exclude work order details, including custom fields.

This new functionality is available for Premium plans.

You can now attach a Vehicle's custom fields to the Record types associated with that Vehicle. This feature: 

1. Expands the filter and column options by allowing you to add Vehicle custom fields. 
2. Creates greater flexibility and allows you to see a certain view of information on a Vehicle with custom fields. 

Learn more about Vehicle Custom Fields to Associated Record Types —>

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