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Onboarding Services

Work with our team to accelerate your time to value

Our Customer Success Team offers an effective combination of deep product knowledge and fleet management expertise to get your team using Fleetio to its full extent in no time.

Services Aligned with Your Goals

Your onboarding services implementation plan will cover the areas of Fleetio that align with your specific business needs, including topics like these:

Managing Maintenance Issues

Learn how to master the full maintenance process in Fleetio from proactive and reactive triggers to resolution and reporting.

Managing In-House Maintenance & Inventory

Explore everything from work orders to parts/inventory management and purchase orders for all your shop needs.

Creating & Implementing Inspection Forms

Explore everything from custom DVIR forms to setting up schedules and ensuring drivers accurately perform mobile inspections.

Optimizing Fuel Tracking & Expenses

Whether you’re using fuel cards or importing transactions, we’ll get you set up to understand your largest expense, fuel.

Managing External Service

Tackle set up and master the automated process of our Maintenance Shop Integration to streamline third-party approvals and billing.

Tracking Asset Expenses

Learn how to manage all asset expenses from cradle to grave in Fleetio from loan/lease to parking violations.

Meet the Team

Customer Success Onboarding Team

Our Customer Success Team offers over 151 years of hands-on experience in fleet management.

Celia B.
Celia B.

Lead Customer Success Specialist, Onboarding

Tina B.
Tina B.

Customer Success Specialist, Onboarding

Ariel G.
Ariel G.

Customer Success Specialist, Onboarding

Mike D.
Mike D.

Customer Success Specialist, Onboarding

Kathryn K.
Kathryn K.

Customer Success Specialist, Onboarding

Megan M.
Megan M.

Customer Success Specialist, Onboarding

Jason D.
Jason D.

Customer Success Manager, Enterprise

Raffi F.
Raffi F.

Customer Success Manager, Enterprise

Jon H.
Jon H.

Lead Customer Success Manager, Enterprise

Jim C.
Jim C.

Customer Success Manager, Enterprise

Scott H.
Scott H.

Customer Success Manager, Enterprise

Lawrence R.
Lawrence R.

Customer Success Manager, Enterprise

Jason S.
Jason S.

Customer Success Manager, Enterprise

Eric V.
Eric V.

Customer Success Manager, Enterprise

Jeremy W.
Jeremy W.

Customer Success Manager, Enterprise

Ready to get started?

Join thousands of satisfied customers using Fleetio

Questions? Call us at 1-800-975-5304