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Getting Started with UpKeep Fleet

UpKeep Fleet is a fleet maintenance solution built into UpKeep CMMS that helps you manage vehicles, inspections, preventive maintenance, and compliance in the same system you already use for equipment and facilities.

Updated over 2 weeks ago

Available With: UpKeep CMMS subscription

What Is UpKeep Fleet?

UpKeep Fleet extends UpKeep’s core maintenance workflows to commercial vehicles. Instead of tracking vehicles in spreadsheets or separate fleet tools, Fleet allows you to manage vehicles as purpose-built assets—complete with VIN data, digital inspections, and usage-based maintenance.


How UpKeep Fleet Works

UpKeep Fleet uses the same workflows you already know in UpKeep—enhanced with vehicle-specific features. With UpKeep Fleet, you can:

  • Add vehicles quickly using VIN lookup

  • Replace paper DVIRs with digital inspections

  • Schedule maintenance by mileage or engine hours

  • Track all vehicle work in one system

  • Manage vehicles and equipment together in UpKeep


Setting Up Your Fleet

UpKeep Fleet enables fleet operators to track and manage every step of their operations, from vehicle data capture to maintenance execution. See step-by-step instructions below on how to get you and your team up and running in the Fleet system.


Vehicle Setup

How to Add Vehicles Using VIN Lookup

You can create vehicles in UpKeep Fleet using a VIN to automatically populate vehicle details.

Steps:

  1. In the UpKeep web app, go to Fleet > Vehicles

  2. Select Add Vehicle

  3. Enter the VIN

  4. Review the auto-populated vehicle details

  5. Save the vehicle

Once added, the vehicle is ready for inspections, maintenance, and work orders.


Digital Vehicle Inspection Reports (DVIRs)

How to Complete Digital Vehicle Inspection (DVIRs)

Drivers will complete inspections directly from the UpKeep mobile app (coming soon).

Step 1: Create an Inspection Template

  1. In the UpKeep web app, navigate to Inspections from the left-hand menu.

  2. Click Add Inspection.

  3. Use UpKeep’s AI Checklist Builder to generate your inspection form.

  4. Enter a prompt describing the inspection you need.

Example prompt:

Create a DOT-compliant daily pre-trip inspection checklist for a construction fleet operating Class 7–8 diesel trucks.

The AI will generate a structured checklist that you can review and customize as needed. You can also create inspections from scratch or upload existing ones.

Step 2: Assign Vehicles

Once your inspection template is finalized:

  1. Assign the relevant fleet vehicles to the checklist.

  2. Drivers assigned to those vehicles will complete the inspection from the mobile app.


Preventive Maintenance Scheduling

How to Schedule Preventive Maintenance by Usage

UpKeep Fleet supports preventive maintenance based on how vehicles are actually used.

Steps:

To schedule preventive or conditional maintenance for vehicles:

  1. Log in to the UpKeep web app

  2. Go to Preventive Maintenance

  3. Click Create PM

  4. Build your preventive or condition-based maintenance following standard PM best practices

    • Use mileage, engine hours, or time-based triggers as needed

  5. In the Asset field, select the Fleet vehicle(s) you want to assign the PM to

  6. Save the PM

Once created, the PM schedule will appear in the vehicle’s asset record, along with its full maintenance history.

UpKeep automatically creates work orders when maintenance is due.


Work Order Management

View Work Orders & Vehicle History

Connect work orders directly to vehicles, creating a complete, audit-ready maintenance history.

Steps:

  • In the UpKeep web app, go to Fleet > Vehicles

  • Select a vehicle to open to review its full history like recalls, inspections and work orders

  • To create a new work order:

    • Click Create Work Order from the vehicle record

    • Complete the work order fields including tasks, assign technicians, priority

  • Technicians complete the work order as normal (labor, parts, notes)

  • Once closed, the work order is automatically added to the vehicle’s history

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