Available to subscription: Fleet Management
User role: Fleetmanager
How to get started
This checklist is for you who are getting started with fleet management in Mileage Book, either as a new customer or as a new fleet manager at an existing customer. The items are listed in the order the setup is typically done, and each item links to a detailed guide.
If you are a new customer, an implementation specialist from Mileage Book helps you set up the account. Feel free to try things yourself along the way, so you get to know the platform. When the implementation is complete, you should be able to handle both the setup and the daily operation yourselves.
Basic setup
1. Settings – Set fleet identification, default department and tasks. See Fleet - Settings.
2. Departments and employees – Create departments and employees. See Adding employees as an administrator and Fleet - Edit, deactivate or remove departments.
3. Roles and permissions – Decide who can see and do what. See Fleet - User permissions and Fleet - User defined roles.
4. Vehicles – Create the vehicles and retrieve data from the Motor Register. See Fleet - Create new vehicle for and assign tracker.
5. Fleet groups – Divide the fleet into groups for filters and responsibility. See Fleet - Fleet groups.
6. Tracking devices – Assign trackers to the vehicles and install them. See Fleet - Tracking devices and Fleet - Installing trackers (Fleet Installer app).
7. Link employees to vehicles – Set responsible persons and users on vehicles and assets. See Fleet - Users in fleet management.
8. Time schedules and zones – Decide when and where the fleet may drive. See Fleet management - Time schedules and Fleet management - Zones.
9. Notifications – Choose what you want to be notified about. See Fleet - Notifications and Fleet - User defined notifications & File attachments.
Daily operation
When the implementation is complete, this is where you start your day:
1. Dashboard – Get an overview of the fleet and handle the messages that need your attention. See Fleet vehicles - Dashboard.
2. Action center – Respond to the messages that require action. See Fleet vehicles - Action Center and Fleet vehicles - action center message details.
3. Maintenance and tasks – If you have maintenance tasks, handle them here. See Maintenance and tasks – how it fits together and Perform tasks.
Expand as needed
Set up these features when you need them:
1. Pool cars, booking and stickers See Fleet - Pool car settings, Fleet - Stickers for vehicles and Booking of poolcar in web browser.
2. Assets See Fleet assets.
3. Suppliers, fuel cards and documents See Fleet - Suppliers, Fleet vehicles - Fuel Card and Fleet - Fleet documents.
4. Custom fields and reports See Fleet - Fields and Fleet Management - Reports.
5. Integrations See Fleet - Integrations: Motor Register, Danish Road Traffic Authority, Insubiz, Fleet Optimiser, Outlook and more.