Bring the fleet records you manage elsewhere into Fleetio with Custom Records
Some of the information that keeps your fleet running falls outside your day-to-day maintenance workflows. Accident details, upfits, rentals, tolls, citations, and other fleet-specific records often end up in spreadsheets, forms, shared files, or other tools, even when they are important to managing your assets and understanding their full history and cost.
Custom Records gives you a way to bring more of that work into your account. Create record types specific to your operation, choose the fields and forms your team needs, and connect each record to the vehicles, contacts, tools, or vendors it relates to. This gives your team more consistent data, better context around your assets, and more ways to use that information across your operation.
Use Custom Records to help:
- Adapt Fleetio to your operation. Create record types around the fleet processes that matter to your team, with the fields and forms you need to capture the right information every time.
- Keep the full context connected. Link records to vehicles, contacts, tools, and vendors, and keep related photos, documents, comments, and record history together. Permissions and roles give you control over who can view or manage that information.
- Put your data to work. Capture eligible costs for asset cost and TCO reporting, trigger supported Fleetio Automations using Custom Record fields, and use the API to create or update records from other systems.
Available to Professional and Premium accounts. Professional includes 1 Custom Record. Premium includes up to 5.
Learn more about Custom Records →