Welcome screen, setup steps and the product tour

When a company owner opens a brand new, empty workspace, a welcome screen offers three ways to begin: take a one minute tour, follow the setup steps, or book a first load. Choose I will explore on my own to close it. It appears once.

On the Dashboard, the setup steps are a numbered list: company profile, a customer, a driver, a truck, a first load, your team and a recovery backup. The next step is highlighted and every step opens the page where you do it. Choose Hide to put the list away. Open your profile menu and choose Show setup steps to bring it back. It disappears by itself when every step is done.

Owners and admins can also ask the setup guide. Open it from the welcome screen, from the Ask the setup guide button above the setup steps, or from your profile menu, and type a question such as how to add a driver. It answers from FleetOne's help articles, tells you which page to open and offers a button that opens it. It is AI written, it cannot see or change your records, and your question is sent to our AI provider, so do not type passwords or card numbers.

Owners and admins also see a small card at the bottom of the left menu while the free trial runs, with the days left and an Upgrade button that opens Plan & usage.

The first time you open your workspace, a short guided tour highlights the main menu items one at a time and says what each one is for. It takes about a minute and only shows the parts of the menu your role can use.

1. Choose Got it to move to the next step, or Back to go to the one before.
2. Choose Go to and the menu name to open that page right away and end the tour.
3. Choose Skip tour, or press Escape, to close it. It will not start by itself again.
4. To see it again, open your profile menu in the top corner and choose Take the product tour.

Drivers using the driver portal do not see the tour.

Need a person? Email support@fleetone.pro.