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.

Quick Setup

Our team will help you get your data into Fleetio and configure your account to fit your fleet's specific needs.

Ensure Adoption

We'll work with you to add users, set permissions and ensure your team adopts and masters Fleetio to encourage real-time collaboration.

Realize Value

Our goal is to accelerate your time to value and set you up for long-term success by customizing the onboarding experience to fit your business.

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
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
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
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
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
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
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

Mario C.
Mario C.

Customer Success Specialist, Onboarding

Jim C.
Jim C.

Customer Success Manager, Enterprise

Jason D.
Jason D.

Customer Success Manager, Enterprise

Mike D.
Mike D.

Customer Success Specialist, Onboarding

Raffi F.
Raffi F.

Customer Success Manager, Enterprise

Ariel G.
Ariel G.

Customer Success Specialist, Onboarding

Jon H.
Jon H.

Lead Customer Success Manager, Enterprise

Scott H.
Scott H.

Customer Success Manager, Enterprise

Kathryn K.
Kathryn K.

Customer Success Specialist, Onboarding

Megan M.
Megan M.

Customer Success Specialist, Onboarding

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

Set Your Team Up for Success

Provide your information below, and one our our Customer Success Experts will be in touch to discuss your onboarding needs and our services.

Ready to get started?

Join thousands of satisfied customers using Fleetio

Questions? Call us at 1-800-975-5304 or email hello@fleetio.com