Setting up your organization profile
Your organization profile is the foundation of your Fleet account. It contains the company name, address, contact details, and logo that appear across the platform — including on generated documents like claim packs and audit exports.
- Navigate to Settings → Organization from the sidebar.
- Fill in your company name, registration number, address, phone number, and primary contact email.
- Upload your company logo (PNG or SVG, recommended 200x200px). This logo appears on generated PDFs and the login screen for your team.
- Click Save changes. Your profile updates take effect immediately across the platform.
Complete your organization profile before generating any claim packs or audit tokens. These documents pull your company details automatically, and blank fields look unprofessional on insurer correspondence.
Feature modules
Fleet is built around toggleable feature modules. Each module unlocks a set of capabilities. You control which modules are active from Settings → Modules. When a module is disabled, its related navigation items, cards, and features are hidden from all users in your organization.
Module reference
| Module flag | Display name | What it unlocks |
|---|---|---|
analytics_enabled | Analytics | The Analytics dashboard with comprehensive charts on incidents, vehicles, drivers, response times, and custom report templates with preset categories |
fleet_maintenance_enabled | Fleet Maintenance | The Maintenance section in the sidebar — service reminders (pending, notified, overdue), maintenance history, maintenance templates, and coverage gap detection |
audit_mode_enabled | Audit Mode | The Audit Center where you issue secure, time-limited, read-only access tokens for external auditors and insurers |
vendor_workflow_enabled | Vendor Workflow | Vendor management — add repair vendors, assign jobs to them, track quotes and invoices, and manage vendor relationships |
cost_analytics_enabled | Cost Analytics | The cost dashboard on the Reports page and the Costs Card on the owner dashboard, including per-vehicle cost comparisons and trend analysis |
claims_insurance_pack_enabled | Claims Pack | The ability to generate a claim pack PDF from any incident — a bundled document with photos, timeline, damage classification, and your company details, ready to send to insurers |
ai_claims_assistant_enabled | AI Claims Assistant | AI-powered communication generator on the incident detail page — draft emails and letters to insurers, third parties, or Amazon DSP with context pulled from the incident data |
incident_timeline_enabled | Incident Timeline | A visual timeline on each incident showing every status change, assignment, note, and attachment in chronological order |
maintenance_log_enabled | Maintenance Log | Detailed maintenance history per vehicle, accessible from the vehicle detail page |
ai_photo_analysis_enabled | AI Photo Analysis | Automatic damage detection on inspection photos — the AI flags suspicious areas, provides confidence scores, and suggests a verdict (PASS, FAIL, or NEEDS_INSPECTION) |
advanced_user_admin_enabled | Advanced User Admin | Extended user management — edit user profiles, change roles, and access detailed user statistics beyond the basic invite/remove flow |
photo_gallery_plus_enabled | Photo Gallery Plus | Enhanced photo viewing across the platform with pinch-zoom, full-screen lightbox, and side-by-side comparison tools |
map_view_enabled | Map View | Interactive map showing vehicle locations, incident pins, and job routes |
- Go to Settings → Modules.
- Each module shows a toggle, a description, and the plan tier it requires (Pro or Enterprise). Click the toggle to enable or disable.
- Changes take effect immediately. The sidebar and dashboard update to reflect newly visible or hidden sections.
Enabling a module does not retroactively process historical data. For example, turning on AI Photo Analysis will not re-scan photos that were uploaded before the module was enabled. Only new photos uploaded after activation will be analysed.
If a module requires a higher plan than your current subscription, the toggle will be disabled and an Upgrade link will appear next to it. Click the link to navigate to the billing page.
Billing and subscription management
Your subscription controls which plan tier you are on and, by extension, which modules are available to your organization.
- Navigate to Billing from the sidebar (or Settings → Billing).
- Here you can view your current plan, see your next billing date, download past invoices, and update your payment method.
- To change plans, click Change plan and select the tier that includes the modules you need. Plan changes take effect at the start of your next billing cycle unless you choose to upgrade immediately.
If you are unsure which plan you need, start with the modules you want to enable and check the plan requirement column in the module table above. The highest plan required by any enabled module determines your minimum subscription tier.
Getting the most from your modules
Think of modules as building blocks for your fleet management maturity. Start with the essentials (Fleet Maintenance, Cost Analytics) and layer on advanced capabilities (AI Photo Analysis, Vendor Workflow, Audit Mode) as your operation grows.
Every module you enable starts generating data immediately. The sooner you turn on Cost Analytics, the more historical data you'll have when it's time to renegotiate your insurance premium or justify a budget request.
AI modules (Photo Analysis, Claims Assistant) don't replace your team — they amplify them. AI handles the volume; your dispatchers handle the judgment calls.
Recommendations
- Enable Fleet Maintenance and Cost Analytics from day one, even if you're not sure you need them yet. The data they collect in the background becomes valuable within 90 days.
- Review your module page after any plan upgrade. New tier levels unlock additional modules that you may have been waiting for.
- If you're an Amazon DSP, enable the Claims Pack and AI Claims Assistant together. The claim pack generates the documentation; the AI drafts the dispute letter. Together, they reduce claims processing time significantly.
- Upload your organization logo and complete your profile before issuing your first claim pack. A branded, complete-looking claim document gets taken more seriously by insurance companies than a bare-bones template.