This article provides a basic overview of the Fleetio Web App menus, navigation, search, and filtering options.

Navigate the Fleetio Web App

The Fleetio web app provides access to the views and features you use most frequently.

1. The Sidebar Navigation shows the Fleetio modules you have access to.
2. Your Account Menu gives you access to organization settings.
3. Search to quickly find a record or data.
4. The Help Menu offers access to the Help & Support, Fleetio Academy, Feedback, What's New, and System Status.
5. The Quick Add Menu lets you create new records in Vehicles, Service Entries, Fuel Entries, and more.
6. The Profile Menu gives you access to your User Profile, Notification Settings, Login & Password, and Appearance & Theme. You can also Log Out of Fleetio here.

Sidebar Navigation

The Sidebar Navigation lets you navigate to the pages in Fleetio that you have access to.

Click the Collapse/Expand icon at the top to collapse and expand the Sidebar Navigation.

Click a menu option in the Sidebar Navigation to show available Submenu options.

At the bottom of the Sidebar Navigation, click Settings to access Account Settings, or Help & Support to access the Help Center, Live Support Chat, or Email Fleetio Support.

Account Menu

The Account Menu at the top of the Sidebar Navigation provides access to organization-wide management tools:

• Account Settings
• User Management
• Imports
• Automations
• Early Access

Help Menu

The Help Menu gives you access to help and support tools:

• Help & Support provides access to the Help Center, Fleetio Academy, and Support using Live Chat or Email. 
• Click Give Feedback to send feedback to Fleetio. 
• Access the Fleetio Academy for training content.
• See What's New on the Fleetio platform.
• Check the current Fleetio System Status.

Quick Add Menu

The Quick Add Menu provides easy access to add your most frequently used new records and Data Imports:

Profile Menu

The Profile Menu provides user-specific management tools:

• User Profile
• Notification Settings
• Login & Password
• Appearance & Theme

Search

Fleetio's search tool allows you to quickly search across records from various modules within Fleetio, checking multiple database fields and applying "smart" search techniques to provide relevant results.

1. To search, simply start typing any characters related to a Vehicle Name, VIN, License Plate, Operator, Service Task, or other data (a). The order of results displayed is based on an algorithm weighing the relevance.
2. Results are grouped by record type. 
3. Scroll to show more or use the drop-down to filter by record type. 
4. Keyboard Shortcuts are provided at the bottom of the search results.

Keyboard Shortcuts

Tabs and Filters

Tabs and Filters let you narrow down the data shown on an index page. 

Tabs 

Tabs let you switch between different subpages of an index. 

For example, on the Issues index shown below, click the tabs to switch between Open, Overdue, Resolved, and Closed issues. You can also click + New Tab to create a new tab using Saved Views.

Filters

For pages with filters, you can combine several filters to hone in on specific records.

Find commonly used Quick Filters at the top of the page. Click a filter to display applicable selections, such as who an Issue is Assigned To or its Labels.

Click the Filters button to access all applicable filters for the index. Here, you can click Add Filter to add an individual Filter or a Filter Group.

Filter Groups allow you to use AND or OR logic to create more complex filters.

• Select All of… for AND filters, or Any of… for OR filters

For example, if you wanted to filter by High Priority or Overdue Issues that are due within the Next Week, you would do the following:

1. Click the Add Filter button and select Add Filter
2. Select All of…, then choose the Issue Due Date filter, select is within, and Next week
   • This will filter for all Issues where the due date is within the next week

3. Click + Add Filter Group to add a group of filters for the High Priority and Overdue Issues
4. Select Any of…, then choose the Issue Priority filter, select is any of, and High
   • This sets the Filter Group to use OR logic and sets up the Issue Priority filter
5. Click + Add Filter for the Filter Group (highlighted below)

6. Select the Issue Status filter and select Overdue
   • This completes the Filter Group setup, which you can see in the image below.
   • Reading through the logic from top to bottom, you can see that we are filtering for All of the Issues Due within the Next week, AND Any of the Issues with a High Priority OR an Overdue Issue Status.

7. Click the Apply button to apply your filter to the index.

Saved Views

Saved Views allow you to save a combination of Filters, Sorting, Column Configurations, and Display Type as a new tab in your Index pages, giving you easy access to the data you need with a single click.

Saved Views are available on these index pages, with more coming in the future:

• Issues
• Parts
• Service History
• Tools
• Vehicles
• Vendors
• Work Orders

Exporting Index Data

You can also export the index, including your selected filters, by clicking the More Actions Button and selecting Export Data.