Fleetlane

How to: Add a Vehicle

Guide to invite, manage, and assign roles to users. Only admins can add, edit, or remove accounts.

How to: invite and manage users

How to create and agreement. Step by Step guide on how to start making contracts.

How to: Create an agreement

To help you reset your password in case you have lost it or forgotten it

How to: Reset my password

This article will show you how to export data from Fleetlane to a spreadsheet.

How to: Export data

In this article, we will show you how to use vehicle statuses to better organise your fleet.

How to: Manage your Fleet with Blockers

This article will show you how to enter a credit card for a customer.

How to: Add a credit card to an agreement

Add charges to an agreement in the process of closing and returning the vehicle

How to: Add charges to an agreement

This article will show you how to collect charges from a client for a speeding ticket

How to: Add a charge to a closed agreement

This article will show you how to add an internal note or a client visible note to the loaner contract

How to: Add a note to a loaner agreement

This article will show you how to swap vehicles on an opened agreement

How to: Switch a vehicle on an opened agreement.

This guide will show you how to create a custom view that allows you to save filters and quickly locate the vehicles you need to manage.

How to: Create a view (filter)

Here the simple steps on how to correctly connect the device to the vehicle

Connecting a GPS device to a new vehicle

How to connect OBD2 GPS trackers to RVs and trailers using a 6V to 12V DC converter and OBD2 power adapter—no engine or ECU required.

How to: Use Fleetlane OBD2 GPS devices with Trailers and RVs

Learn how to enable automatic fuel usage calculation in rental agreements by ensuring each vehicle has a fuel tank capacity entered.

How to: Use Automatic Fuel Usage Calculation

Learn how to process customer refunds step-by-step, including how to select refund amounts, reasons, and optional notes.

How to issue a refund

Learn how to set up and manage geofences to track vehicle movements, log violations, and receive alerts when vehicles exit defined zones.

How to Use Geofencing

Keep your fleet clean in Fleetlane: move inactive vehicles to Inventory to simplify workflows and improve reporting accuracy.

How to Manage Your Vehicle Inventory Effectively in Fleetlane

Here is an article demonstrating the simple process of installing the GPS modules

How to: Install GPS modules

How to use and better understand Planner.

How to : Use the Planner Tool

Learn how to close an agreement in the Fleetlane system

How to: close an agreement

Helping users learn how to use all the features 

How-to articles

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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