Course · 6 lessons · 37 min
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From sign-up to your first real enquiry: how 4fleet is organized, the setup wizard, your mailbox, a test quote, your team and going live.
This course takes a new workspace from sign-up to the first real enquiry, ideally in one working day. It is written for the owner and for the first person in the office who will run quotes.
The six lessons follow the order the work happens in: learn the four words 4fleet uses for your work, run the setup wizard, connect the mailbox your clients already write to, price a test job, invite your team with the right roles, and go live. Each lesson explains what to decide and why, and links to the Help articles with the exact clicks.
- How 4fleet is organized: requests, bookings, jobs and stops5 min
The four levels of your work in 4fleet, what each one carries, and why the driver, vehicle and price sit on the job rather than on the booking.
- The setup wizard: company, services and fleet8 min
What each setup wizard step decides for later, which values to check twice, and why the starting rate needs a second look before longer quotes.
- Connect your mailbox so enquiries arrive by themselves7 min
Why the mailbox comes before everything else, which way to connect it, how to prove it sends, and what 4fleet does with new mail from then on.
- Price a test job before your first real quote6 min
Run a test enquiry through Generate Quote, read the breakdown line by line, and know what Needs Details means and how to fix it.
- Invite your team with the right roles5 min
Choose a role for each person before you invite them, know who sees margins and who can change prices, and invite drivers and partners the right way.
- Go live: turn features on and take your first enquiry6 min
Clear what is required to go live, decide which optional features your operation needs, and follow your first real enquiry until the client has the quote.
Put 4fleet to work
Learn on your own work
Start a trial and follow the course with your own enquiries and rates.
See 4fleet in action