Setting intentions and goals for 30-, 60- and 90-day benchmarks can help you stay focused on what matters and make the most of your onboarding period. In this 90-day plan, you'll unlock actions that you can take to quickly get up to speed in your new role.

A checklist of resources and tasks to help fleet managers make an immediate impact in their new role.

30-60-90 Day Plan

Efficiently managing fleet maintenance can be complex — even for a small fleet. We've seen thousands of fleet management-related spreadsheets over the years as many of our customers are transitioning from paper to software, so we've built a best-in-class fleet maintenance spreadsheet template.

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Fleet Maintenance Spreadsheet

Fuel usage is the greatest expense that most fleets face. And while you can't control the costs of purchasing fuel, you can reduce the impact of fuel costs on your fleet by monitoring for high-consumption vehicles and spotting outliers (and possible fuel theft) within your fleet. Our customizable fuel log spreadsheet provides a simple solution to start logging and tracking fuel usage across your fleet—and can easily be imported into fleet management software when you're ready to automatically import your fuel card data. This spreadsheet allows you to quickly compare individual vehicle metrics against your fleet averages.

Fuel Log Spreadsheet

Maintaining a fleet in house is an involved job—and inventory management is a key piece of the puzzle. Be sure you’re following parts inventory best practices! Build parts inventory histories to find repetitive issues, high fail items and track warranty information. Assign auto parts to specific vehicles or asset groups to ensure your shop is fully stocked as needed. Track prices for specialty and bulk orders to ensure you’re getting the best deals available! Log and track information like parts quantity in stock, parts quantity on order, parts cost, warranty details and vehicle assignments.

Download Our Free Parts Inventory Management Spreadsheet

Parts Inventory Management Spreadsheet

By performing regular maintenance on your vehicles, you can prevent costly repairs and keep your vehicles on the road. Our free PM Schedule template provides you with a spreadsheet to track common service items across your fleet, plan for upcoming service needs, and easily print out a report for each vehicle. When you're ready to receive automatic notifications for upcoming service reminders, all of this data can easily be imported into fleet management software. This free template allows you to customize a PM Calendar and begin tracking common service items like oil & filter Changes, fluid levels and tire maintenance.

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Preventive Maintenance Schedule

For many fleets, small equipment and power tools are just as critical on the job site as your company vehicles. Keeping a list of your assets and their usage is a small step you can take to ensure their upkeep and keep your team accountable. Our spreadsheet template takes a traditional inventory list even further by pairing it with a usage log in order to generate a report for each tool—allowing you to identify problems and take action before your equipment fails on the job. And when you're ready to track tool usage and location through a mobile app, all of this information can easily be imported into a fleet management software. This spreadsheet template will help you capture actionable data such as inventory list & operational status, historical usage details and notes and purchase & warranty information.

Download Our Free Tool & Equipment Inventory Spreadsheet

Tool & Equipment Inventory Spreadsheet

If you’re not utilizing a thorough, user-friendly inspection form, you may be sacrificing important fleet data on a daily basis. Not only are vehicle inspections required by Federal Motor Carrier Safety Regulations – they’re also one of the most important tools in gaining a well-rounded understanding of each vehicle’s current condition, as well as any advancing wear and tear that can land them in the shop. If you’re not ready to commit to fleet management software, our Vehicle Inspection Form can help you stay compliant and aware of your fleet’s assets, with FMCSA-regulated inspection criteria.

Vehicle Inspection Form

Organize mileage entries from your drivers/operators and quickly surface utilization reports for each of your fleet’s assets. Our mileage log spreadsheet template allows you to replace the outdated paper logs and better track your asset assignments and usage.

A free template to organize mileage entries from your drivers/operators and quickly surface utilization reports for each of your fleet’s assets.

Resources

Tools