Help Centre
Guides for getting the most out of 4fleet - from first setup to partner dispatch.
19 help articles available
Getting started
Set up the essentials and learn where to get help.
Complete the Getting Started checklist
Set up the minimum company, fleet, pricing, driver, and email data needed to run a complete test job.
Setup · 15 min
Report a problem or suggest an idea
Create an actionable support ticket with evidence, or submit an outcome-focused idea that colleagues with Support access can vote on.
Troubleshooting · 5 min
Import data with a preview before commit
Upload exported business data, confirm column mappings, run the dry preview, and commit only a reviewed import report.
How-to · 20 min
Invite a team member with the right role
Invite one office user, assign the least-privileged suitable role, and verify access from the active company membership.
How-to · 7 min
Create an API key and test a webhook
Create a least-privileged API key, store its one-time secret, add a signed webhook endpoint, and verify a test delivery.
How-to · 12 min
Connect your mailbox and understand how messages are sent and received.
Connect and test your email
Add the mailbox 4fleet will use for customer messages, verify IMAP and SMTP, and confirm the connection before sending.
Setup · 10 min
Configure notification preferences
Choose in-app, email, digest, quiet-hour, event, and browser-push preferences for one office user.
Setup · 6 min
Pricing
Configure reliable rates and check how each pricing rule is applied.
Bookings & enquiries
Turn enquiries into quotes, bookings, assignments and completed journeys.
Turn an enquiry into a sent quote
Verify an enquiry, calculate its price from configured rates, send the acceptance link, and hand the accepted work to Bookings.
How-to · 8 min
Create and schedule a booking
Create a booking with complete journey data, assign resources, and verify the job against the operational calendar.
How-to · 8 min
Create and track an operational task
Create one assigned task with a due date, add its working detail, and move it to completion from the Tasks workspace.
How-to · 6 min
Invite a client to the portal
Invite one client contact to the client portal, verify delivery and activation, and revoke access safely when it is no longer needed.
How-to · 6 min
Invoicing & payments
Create invoices, collect payments and keep financial records accurate.
Create and send an invoice
Generate or create an invoice, verify its immutable commercial details, send it, and record or refund payment correctly.
How-to · 10 min
Review your plan and usage limits
Check the active plan, compare real resource usage with current limits, and open the correct billing action before work is blocked.
How-to · 5 min
Export an analytics or financial report
Set one explicit reporting period, verify the metric grain, and export the supported CSV, PDF, or print view.
How-to · 7 min
Partner network
Source external coverage, compare tenders and manage partner work.
Drivers
Invite drivers and help them run journeys from the mobile portal.
Invite a driver and complete a trip
Invite a driver to the mobile portal, verify their assignment, and move one trip through its guarded operational statuses.
How-to · 8 min
Prepare a vehicle and driver for assignment
Create one active vehicle and driver profile, add their operational records, and verify that both are ready for booking assignment.
Setup · 12 min
AI features
Use built-in AI assistance with clear controls and usage limits.
Still need a hand?
Signed-in operators can report a problem or suggest an idea from the Support area. Everyone else can reach us here.
Contact us