Organization settings
Navigate to Settings from the sidebar to access all organization-wide configuration. The Settings page is divided into several sections.
Company details
This is where your organization's core identity is managed — company name, registration number, address, phone, email, and logo. These details appear on generated documents (claim packs, audit exports, reports) and on the login screen for your team members.
- Go to Settings → Organization.
- Update any fields that have changed — company address after a move, new phone number, updated logo, etc.
- Click Save changes. Updates propagate immediately to all generated documents.
Keep your company details current. An outdated address on a claim pack can delay insurance processing.
Feature module toggles
The Modules section within Settings controls which feature modules are active for your organization. Each toggle enables or disables a set of capabilities — navigation items, dashboard cards, and workflow features appear or disappear accordingly.
See the Organization Setup chapter for a detailed reference of every module, what it unlocks, and which plan tier it requires.
Module changes take effect immediately for all users in your organization. Disabling a module hides its features but does not delete any data. You can re-enable a module later and all historical data will still be there.
Vehicle status customization
By default, Fleet provides standard vehicle statuses: Active, Inactive, and In Service. If your operations need more granular tracking, you can define custom status definitions.
- Go to Settings → Vehicle Statuses.
- Click Add status to create a new custom status. Enter a name (e.g., "Awaiting Parts", "In Paint Shop", "Reserved for Audit"), choose a colour code, and optionally mark whether this status should count as "available" for shift assignment.
- Rearrange the status order by dragging. The order determines how statuses appear in dropdown menus across the platform.
- Click Save. The new status is immediately available when editing vehicles.
Custom statuses appear alongside the default statuses in all vehicle dropdowns, filters, and reports. They also feed into the vehicle health calculation — you control whether each custom status contributes to "healthy," "needs attention," or "critical" health scores.
Deleting a custom status that is currently assigned to vehicles will prompt you to reassign those vehicles to a different status. Plan your status migrations carefully.
Mobile app settings
The Mobile App section in Settings controls configuration for the Fleet Go driver app:
- Photo requirements — set the number and angles of photos required for start-of-shift and end-of-shift inspections (default is 6 per inspection: front, rear, left, right, interior, dashboard/mileage)
- Mileage entry — toggle whether drivers must enter mileage at the start and end of each shift
- GPS tracking — configure whether shift location data is collected and at what frequency
- Push notification preferences — control which events trigger push notifications to drivers (shift assignments, job updates, incident status changes)
- Go to Settings → Mobile App.
- Adjust the settings to match your operational needs.
- Click Save. Changes apply to all drivers the next time their app syncs (usually within a few minutes).
Changing photo requirements mid-week can confuse drivers who are used to the current flow. Communicate changes to your team before saving, and consider making changes effective from the start of the next week.
Profile management
Your personal profile is accessible from Profile in the sidebar or by clicking your avatar in the top-right corner. Here you can:
- Update your name and contact details
- Change your password
- Configure your notification preferences (email notifications for new incidents, overdue maintenance, etc.)
- Set your preferred language and timezone
Set your timezone correctly — it affects how timestamps are displayed across the platform and ensures shift schedules and SLA calculations align with your local time.
Billing access
The Billing section is accessible from the sidebar or from Settings → Billing. As an owner, this is where you:
- View your current subscription plan and its included modules
- See your next billing date and payment amount
- Download past invoices as PDF
- Update your payment method (credit card or direct debit)
- Change plans (upgrade or downgrade)
Plan changes take effect at the start of the next billing cycle. If you upgrade, you can optionally apply the change immediately (prorated for the remaining billing period).
Only owners can access the Billing section. Dispatchers and drivers cannot see subscription details, invoices, or payment methods.
Why settings deserve your attention
Settings are not a "set and forget" area. Your fleet evolves — new vehicles, new drivers, new workflows. The modules you enable, the vehicle statuses you define, and the mobile app configuration you choose directly shape what your team can do every day.
Custom vehicle statuses transform the vehicles page from a simple list into a live operations board. When your dispatchers can mark a vehicle as "At Body Shop" or "Awaiting Parts", everyone knows the fleet's real status at a glance.
Module configuration is strategic: enabling cost analytics before you need it means you're building the data set that makes next year's budget conversation easy.
Recommendations
- Review your enabled modules quarterly. Features you skipped during initial setup may now be exactly what you need as your fleet grows.
- Define 5-7 custom vehicle statuses that match your actual workflow. Too many creates confusion; too few forces people into vague categories.
- Enable AI auto-review if you have more than 15 shifts per day. Below that threshold, manual review is manageable; above it, the AI saves your dispatchers meaningful time.
- Set up your organization profile (name, address, logo) before your first incident. This information appears on claim packs and reports — having it ready means your first claim goes out looking professional.