Fine Tuning Organization Settings

Written by
Alec Whitten
Published on
17 January 2022

Introduction

Learn how to set up Groups, Driver/Operator settings, Organization details, Integrations, and Import data in Simply Fleet.

Managing a fleet requires attention to detail, especially when it comes to organizing vehicles, tracking fuel and maintenance, and ensuring drivers follow compliance rules. In this video, we’ll walk you through important Organization Settings that help keep your fleet structured, data accurate, and daily operations running smoothly.
Whether you're managing a small business fleet or a large commercial operation, setting up the right configurations can save time and reduce errors. You'll learn how to create groups based on vehicle type, department, or location, making it easier to manage assets.
We will also cover driver settings, including timesheets and mileage tracking, to help you keep records up to date. Keeping your organization's details, such as address, currency, and tax information, properly set up ensures consistency across reports and financial records. Additionally, this guide will explain how to bring in vehicles and past data in bulk, so you don’t have to add everything manually. Many businesses rely on telematics to track vehicle location and performance.
This tutorial will show you how to connect your fleet management system with telematics tools to automatically import asset data. These connections allow for better decision-making by providing real-time insights into vehicle usage and condition. The step-by-step breakdown will also help you understand how to adjust settings based on your fleet’s needs.
By taking the time to go through these configurations, you can reduce paperwork, avoid compliance issues, and make your fleet operations more efficient. Watch the full video to learn how to set up your Organization Settings the right way and take full control of your fleet's data.

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