Set up in this order
- Organisation details - your business, and the industry you operate in.
- Users - your team, each with a role.
- Vehicles - what you run.
- Drivers - who drives them.
- Customers - who you bill, if you carry for others.
Then start recording trips. Everything else - fuel, maintenance, invoicing, reporting - builds on vehicles, drivers and trips being accurate.
Your industry matters
FleetOS adapts to what you actually do. A courier company, a bus operator, an ambulance service, a school transport fleet and a rental business all need different screens and different numbers, and the industry you choose decides which you see.
Set it correctly at the start. It changes the dashboard, the reports and which modules appear.
Agencies
Many fleets are run as a group of businesses rather than one. Agencies keeps them separate - each with its own vehicles, drivers and trips - and you switch between them rather than filtering.
One subscription covers every agency you run. Billing is per account, not per agency, and plan limits pool across the whole account. Adding an agency does not mean paying again, and it does not quietly multiply your vehicle allowance either.
Users and roles
Give each person the narrowest role that fits. Drivers in particular should have the driver role - it is scoped to their own trips and their own vehicle, and nothing else.