Contact Management
Manage the people that
make your fleet run
Your "people" are equally as valuable as your vehicles.
Make managing them easy with a centralized contact database.
Proactively manage people
Your employees and drivers are only useful if they are ready for the job. Set reminders for those periodic tasks that fall through the cracks such as license renewals and certifications.
Set them up for success
Designate permissions for every group or person in your fleet enabling them to contribute to relevant areas with ease.
Manage documents "like a boss"
When you keep track of important documents, certifications, assignments and more in Fleetio, it's easy to recall them later when they are needed most.
Unlimited users and flexibile permissions
With Fleetio, everyone in your fleet can take part in its success. Every account comes with unlimited users and unlimited collaboration potential.
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Associate drivers and vehicles
Assign specific vehicles to drivers and change them as often as you like. Fleetio keeps track of assigment history in case you need to look back at it later.
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Track time spent on service
When you track labor hours and cost in Fleetio Work Orders, you can see how your mechanics spend their time on service tasks.
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Stay ahead of important dates
Set reminders and assign renewal tasks to ensure your employees and drivers are always up-to-date on documentation.
Manage drivers and keep them road-ready
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Create specific roles and permissions for everyone in your fleet
Fine-grained permissions and roles within Fleetio means every person is empowered to collborate on items important to their job.
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Maintain detailed records
Incorporate fleet-specific information like license numbers and insurance info to contact records using custom fields.
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Keep track of everything
Fleetio replaces those employee folders and filing system. Store driver photos, certifications, license copies and more.
Other fleet contacts and vendors, too
Manage anyone who interacts with your fleet, even if they don't work at your company.
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Your online fleet rolodex
Keep contact lists in Fleetio making it easy to pull up contact information at anytime.
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Store anything about a contact
Use custom fields to save unique information about any vendor or contact. Even associate documents and contracts for future reference.
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Link contacts to productivity
Track any third-party such as fuel and maintenance vendors, distributors, suppliers, or even in-house cost centers. Fleetio gives you the ability to link a Vendor with a Service Entry, Fuel Entry and other records making it easy to see exactly how much you are spending with each.