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
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.
Lead Customer Success Specialist, Onboarding
Tina B.
Customer Success Specialist, Onboarding
Ariel G.
Customer Success Specialist, Onboarding
Mike D.
Customer Success Specialist, Onboarding
Kathryn K.
Customer Success Specialist, Onboarding
Megan M.
Customer Success Specialist, Onboarding
Jason D.
Customer Success Manager, Enterprise
Raffi F.
Customer Success Manager, Enterprise
Jon H.
Lead Customer Success Manager, Enterprise
Jim C.
Customer Success Manager, Enterprise
Scott H.
Customer Success Manager, Enterprise
Lawrence R.
Customer Success Manager, Enterprise
Jason S.
Customer Success Manager, Enterprise
Eric V.
Customer Success Manager, Enterprise
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