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When you're ready to roll Fleetio out to the rest of your team, we've got your back! After you have introduced your teams to Fleetio, use our Onboarding Curriculum to help them become more familiar with navigating the Fleetio system.
We've created this Onboarding Curriculum with your team in mind, utilizing screenshots of our Fleetio Go mobile app and providing step-by-step instructions for a variety of Fleetio-related tasks.
How Do I Use the Onboarding Curriculum?
Fleetio's Onboarding Curriculum is made up of several different modules. Each of these modules represents a feature set within Fleetio's system. Below, you'll find all of our Onboarding Curriculum modules, along with the links to access them in a variety of formats (Presentation and PDF). We've also designed the slides to be customizable so you can add your own branding, include relevant industry information, or incorporate your own procedures and expectations.
Step One: Choose Your Modules
Review the Onboarding Curriculum Modules below and decide which modules will work best for your team. Because the modules are designed to address specific tasks that your team may be completing, you'll want to choose your modules based on your teams' responsibilities.
Within each module's section, you'll also find a notation regarding which Fleetio subscription types would benefit from using the module, along with an outline of the module's contents.
IMPORTANT: Although you're more than welcome to print the modules from our Onboarding Curriculum, it's not recommended. Given that our Fleetio Product Team is releasing updates every few weeks, printed materials from our Help Center can quickly become outdated. If you do choose to print your materials, please make sure to check for updates on a regular basis.
Step Two: Access the Resources
Within each of the following sections, click on the links to access the corresponding module. You may download each module as either a presentation or a PDF file.
- The PDF link will open the file for you to preview in your browser. To download, click the menu on the top right of the screen and click Download
- The Presentation link will open a Google Slides presentation. If you would like to edit your presentation in PowerPoint instead, follow the below instructions:
- Click File on the Google Slides Presentation.
- Click Download.
- Select Microsoft PowerPoint (.pptx).
- The file will download to your computer, where you'll be able to open it as a PowerPoint file.
Step Three: Watch the Videos (Optional)
Accompanied with each module below, you will also find a short video. This video walks through the entire Onboarding Curriculum module and can either be used to help you become more familiar with the materials, or as a training video for your team.
Introducing your Teams to Fleetio
When you're ready to roll out Fleetio, we are here to support you with resources to introduce Fleetio to your team. Below, you will find email templates and an introduction video to ensure you and your team can successfully implement Fleetio at your organization.
- Announce the great news to your organization! We understand that getting the word out on new software is key to ensuring everyone at your organization adopts Fleetio successfully - which is why we've put together email templates for you to use when announcing Fleetio.
- Send To: Fleet Managers / Admins
- Send To: End Users / Operators / Drivers
- The Introducing Fleetio to Your Teams video below explains what Fleetio is and includes the benefits and features important to your team:
Introduction to Fleetio
This module is applicable to customers currently on the Essential, Professional, or Premium plan.
Curriculum Outline
- What can we do with Fleetio?
- Getting into your Fleetio account
- The basics of Fleetio Go
- What to do if you have questions
Video
Links
Fleetio Basics
This module is applicable to customers currently on the Essential, Professional, or Premium plan.
Curriculum Outline
- Finding a vehicle
- Scanning a barcode
- Adjusting your Fleetio settings
- Collaboration
- Photos, comments, and documents
- Watching
- Notifications
Video
Links
Inspections
This module is applicable to customers currently on the Professional or Premium plan.
Curriculum Outline
- Starting an inspection
- Completing items
- Adding comments/photos
- Enabling offline inspection submissions
Video
Links
Basic Maintenance
This module is applicable to customers currently on the Essential, Professional, or Premium plan.
Curriculum Outline
- Logging an Issue
- Identifying upcoming services
- Logging a Service Entry
- Resolving an Issue
- Resolving a Service Reminder
Video
Links
In-House Maintenance
This module is applicable to customers currently on the Premium plan.
Curriculum Outline
- Creating a Work Order
- Updating a Work Order
- Clocking in/out of a Work Order
- Resolving an Issue using a Work Order
- Adding parts to a Work Order
Video
Links
Parts and Inventory
This module is applicable to customers currently on the Premium plan.
Curriculum Outline
- Scanning a part
- Finding an existing part
- Adding a new part
- Adjusting inventory levels
Video
Links
Tools
This module is applicable to customers currently on the Professional or Premium plan who have purchased Fleetio’s Tool Management add-on. If you’re using our Tools add-on, this module will help your team learn how to manage your Tools in Fleetio Go. If you’re not using our Tools add-on, you can learn more about it here.
Curriculum Outline
- Scanning Tools
- Assign/Un-assign Tools
- Logging an Issue
- Resolving an Issue
Video
NOTE: The video below uses the term Equipment, which has been renamed Tools in the Fleetio web app. Please bear with us as we work to update our content with this name change.
