Welcome back to Beyond the Dashboard!
We’re excited to share the latest updates and insights, all designed to enhance your FleetCheck experience. Let’s dive into what’s new this month.
In this edition:
FEATURE FOCUS: Automate Routine Tasks and Take Back Valuable Time
Tip of the Month: Keep Drivers Informed with Custom Support Information
FEATURE FOCUS
A great feature, to put critical support information right in drivers’ hands – exactly when they need it.
For example, do you have after-hours contact numbers drivers should use when arriving on site outside of regular business hours? With the Support Info tab, you can store this type of information securely in the app and tailor it so different drivers see only what’s relevant to them. Whether it’s emergency contacts, site-specific instructions, or important safety protocols, you can ensure they always have access to the right guidance.
Let’s look at how to set this up!
Automation can be found in the message centre by clicking on the more tab at the top. Automation will be the second tab on the left.
The first step is to Add an Email Template.
Click the ‘add email template’ button and give the email a subject and enter a message in the body. You are also able to set the template up to include names, vehicle reg etc using the ‘system field’ drop-down by entering the suggested text into your message. Reports and documents can also be added to the template.
When you are happy with the email template, click ‘save’ and then click the ‘close’ button.
Next, you need to create a Recipient List.
Give the recipient list a relevant name and choose who you want to add using all driver, specific categories, sites, or an email address. When adding recipients, make sure you click the Green ‘add’ buttons.
Once you are happy with your list, click the ‘save’ button and then the ‘close ‘ button.
Now the last step, you need to create a rule to tell the system when to send which email to which recipient list you have made.
Click
Give the rule a relevant name, such as ‘New driver parking permit’ and choose the area which is relevant and then the event.
For example, a driver added or removed would be in the ‘driver’ area. Alternatively, if you want a generic email to go weekly or monthly, the area would be ‘general’.
Once you are happy with the rule, click ‘next step’ where you will get to the ‘conditions’ page. You can add conditions for the ‘driver’ area based on the category, site or status. If you add conditions and actions, remember to click the ‘+’ button.
Then add the action to tell the system what to do.
When you are happy with the conditions, click ‘Save’.
You have now set up your automated email and can click the ‘Finish’ button.
You can enable and disable the rules at any time using the toggles situated next to the Rules.
Tip of The Month
Keep Drivers Informed with Custom Support Information
A great feature, to put critical support information right in drivers’ hands – exactly when they need it.
For example, do you have after-hours contact numbers drivers should use when arriving on site outside of regular business hours? With the Support Info tab, you can store this type of information securely in the app and tailor it so different drivers see only what’s relevant to them.
Whether it’s emergency contacts, site-specific instructions, or important safety protocols, you can ensure they always have access to the right guidance.
First we need to make sure we have enabled this feature in the settings of our app.
Mobile app -> Settings -> Main menu
This will open up a support info tab for you to make changes.
First add the support item and press save when you are happy to add a filter.
Then add a filter to state that this support item should only show in the app for cetrain categories etc.
Once this is created, this will show under the Support Info tab of the app for drivers in this category.
