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Fleetio users who have enrolled in Maintenance Shop Network will be able to empower their Drivers with easy Shop Instructions. This will help facilitate communication with Preferred Maintenance Providers for a seamless experience with your outsourced maintenance shops.
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The Fleetio Go mobile app includes an on-screen display of these Shop Instructions.
Alternatively, you may print paper Vehicle ID Cards for drivers who don't carry mobile devices.
PERMISSIONS: Account Owners and Administrators can manage Maintenance Shop Network and print Vehicle ID cards. See User Management Overview for more information.
Shop Instructions in Fleetio Go
Shop Instructions guide the Driver and Maintenance Shop through the correct selections for processing Repair Orders.
Shop Instructions are available as a shortcut on the Home screen, from the Shop Details Screen, and from the Vehicle Details Screen (for an enabled Vehicle).
On the Home Screen
Tap the Shop Instructions shortcut.
From the Shop Details Screen
Tap Browse on the bottom menu, then tap Shop Directory. Tap a shop to bring up the Details Screen, then tap the Step-by-Step Instructions button.
From the Vehicle Details Screen
If a Vehicle is enabled for Maintenance Shop Network, there will be a link to view shop instructions on the Vehicle Details Screen.
Attach or Print ID Cards
Attach each vehicle's ID card to that vehicle as a document, or print ID Cards if your operators or drivers don't carry mobile devices. ID cards include vehicle data, driver information, shop information, and a barcode that encodes the VIN.
NOTE: The Vehicle ID barcode, encoded to the VIN, is different from the Vehicle barcode, which can be generated and printed to scan and select vehicles using Fleetio Go.
- Click Shop Network in the Sidebar Navigation and select Shop Payments.
- If you have multiple Payment Methods, select an account from the Payment Methods drop-down menu. Learn more about Group Payment Assignment.
Print ID Cards
- Go to the Vehicle Management tab.
- Select the checkboxes next to the Vehicles you want to print cards for, or select the checkbox in the header row to automatically select all the applicable Vehicles.
- Click the Actions drop-down Menu.
- Select Print Cards.
Choose your preferences, then click Generate Template.
Open the PDF file once it's ready, then print your labels.
NOTE: The Vehicle ID Card is printed in a standard format that cannot be customized and does not include the Important Notes section shown in the Fleetio Go mobile app.
Attach Auto Integrate ID Cards
- Go to the Vehicle Management tab.
- Select the checkboxes next to the Vehicles you want to attach cards to, or select the checkbox in the header row to automatically select all the applicable Vehicles.
- Click the Actions drop-down Menu.
- Select Attach Auto Integrate ID Cards.
Click Attach Auto Integrate ID Cards to add the card(s) to the selected vehicle's documents.
A full-page PDF file can then be found in a vehicle's stored Documents within the Details Sidebar.
Learn more in the Documents Overview.
