Available to subscription: Fleet Management
User role: Fleetmanager
How to find the settings
All Fleet Management settings are gathered on one page in Mileage Book. This article gives an overview of the page and what each setting is used for. Click a link to read the detailed guide. If you are new to fleet management, start with Fleet - Getting started as a fleet manager.
1. Select System setup in the menu on the left.
2. Click Fleet management.
3. Find the setting you want to change and click Go to page.
The settings are divided into six groups: Settings for vehicles and assets, Monitoring, Notifications, Fields, Fleet users and Integrations.
Settings for vehicles and assets
- Settings – fleet identification, default department and tasks.
- Vehicle orders – forms that departments use to order vehicles.
- Fleet groups – divide the fleet into groups that can be used to filter lists and maps.
- Asset categories – create categories for assets and specify which fields are needed and what is monitored.
- Suppliers – suppliers of charging stands, charging bricks, fuel cards and leasing vehicles.
- Document categories – categories for documents attached to vehicles and assets. Under Roles you specify which categories a role can see.
- Reports – set up reports for downloading vehicle or asset data.
- Routes – create routes, associate vehicles and group the routes.
- Employee tags – Bluetooth devices for identifying drivers of pool cars.
- Stickers for vehicles – link a Mileage Book sticker to a pool car, so the employee can check in and out by scanning the sticker.
- Pool cars and bookings – settings for bookings and for exporting pool car mileage reports.
- Sub tasks – used as a to-do list on tasks and for reporting defects and deficiencies on vehicles.
- Damage report list – the damage types employees can select in the field The damage consists of on the damage report.
- Green dashboard – thresholds for the fleet's driving patterns and CO2 emissions.
- Damage report information – the guidance the employee sees when filling out and submitting the damage report.
Monitoring
- Time schedules – specify when the fleet may be used and when temperatures are measured on assets.
- Zones – specify an area on the map where the fleet must be located inside or outside.
Notifications
- Notifications – alerts when a vehicle drives outside the time schedule or is due for service, and which day the driving report is sent.
- Create your own notifications – create your own email notifications and specify what triggers them and who receives them.
- File attachments – upload files to be attached to your own email notifications.
- Action center – specify what you want to be notified about in the Action center.
Fields
- Field usage – specify how selected fields are used, for example in filters or when booking vehicles.
- Custom fields – create the fields you are missing. You can also contact Mileage Book.
Fleet users
- Roles – grant employees rights to fields, reports and fleet menu items.
- Fleet agent – specify which vehicles and fleet groups a fleet agent can see.
Integrations
This group shows the integrations your company has agreed with Mileage Book, for example Fleet Optimiser. Contact Mileage Book if you would like to know more about possible integrations. Read more in Integrations to support your fleet.