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📖 Quick Start Guide

💡 Getting started with Fleetbase is easy. We have made managing your logistics operation simple and have outlines a few steps you can do to get up and running in a flash.

Onboarding Steps

We have created a step by step to do list so you can get started using or testing FleetOps.

Follow the steps to start managing logistics operations.

Create Users​

  • Navigate to the IAM section to start creating logins and groups for your internal team.

Add Drivers​

  • First thing is to add your drivers to Fleetbase - Navigate to the Drivers section to learn more.

Add Vehicles​

  • Next add your vehicles to Fleetbase - Navigate to the Vehicles section to learn more.

Add Contacts​

  • Next add your contacts & customers to Fleetbase - Navigate to the Contacts section to learn more.

Add Vendors​

  • Next add your vendors and 3rd party contractors to Fleetbase - Navigate to the Vendors section to learn more.

Download Navigator Driver Apps​

  • In order to assign orders to your drivers to complete they need to download the Fleetbase Navigator Driver App. You can download it on IOS or Android.

Add or Create Your Custom Order Flows​

  • In order to match your current operational process you can do so by creating your custom order flows. Install the preset order flows from the Extensions module or create them yourself using the Order Config.

Set Your Service Rates​

  • Before you create your first order in FleetOps, you should create the service rates you require to be applied to your orders. Visit the Service Rates section to learn how to do it.

Create & Complete Your First Order​

  • Once you have added your resources and set your order configuration in the steps above you can create your first order. Learn more using the Order Wiki.

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