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Live Webinar

Fleet Financials, Profit by Equipment Type

Fleet Overview, Import, Fleet Financials Settings, Rate Book, Invoices, Cost Detail

Thursday, December 10, 2026

10:00 AM Los Angeles / 1:00 PM New York

Save Your Seat

Free recording sent to all registrants

Why it matters

From Fleet Overview to Cost Detail

Nic Ruiz and Alexandra Hunter will lead a 30 minute walkthrough. A 15 minute live Q&A follows.

YOUR HOSTS

Meet the people behind the session

Madeline Sherry, Head of Business Development at Clue

Madeline Sherry

Head of Business Development, Clue

Nic Ruiz

Enterprise Account Executive,
Clue

Alexandra Hunter

Sales Engineer, Clue
WHAT WE’LL COVER

Nic and Alexandra cover Fleet Financials from start to finish

Fleet Overview, Import, Fleet Financials Settings, Rate Book, Invoices, and Cost Detail.

Fuel gauge icon for the Fuel & Fluids report

Fleet Overview

Set Past 12 months in Fleet Overview; see Total Revenue, Cost, Profitability, Fleet Summary.

Table rows icon for the By Asset tab

Filters

Use Filters, Hide Account Codes, Not Profitable, and Under Utilization to focus the view.

Droplet icon for the Fluids selector

Product Class and Asset Financial

Open Product Class, then an asset; see Asset Financial Snapshot, Cost/hr LTD, and Transactions.

Filter icon for the Fuel & Fluids filters drawer

Import

Use File Mapping, Account Codes, Equipment Mapping, Preview, Submit import, or Undo Import.

Download icon for fills and file exports

Fleet Financials Settings

See Pipeline Toggles, Default Accounting Codes, Import behavior, Code Mappings, and Job Charge WO Types.

Transfer icon for By Shift reconciliation and Fuel Flow

Rates, Invoices, and Cost Detail

Open Rate Types, Rate Book, Rate Factors, Rate Assignments, Equipment Charge, Invoices, and Cost Detail.

Question bubble icon for the live Q&A

Your Questions, Live

Bring your questions for the final 15 minutes of live Q&A.

WHO SHOULD ATTEND

Built for the teams who manage fleet costs and rates

Fleet managers
Equipment managers
Fleet coordinators
Operations managers
Finance managers
Controllers
EVENT DETAILS

The essentials

DATE
Thursday, December 10, 2026
TIME
10:00 AM Los Angeles / 1:00 PM New York
LENGTH
45 minutes
FORMAT
30 minute walkthrough, then 15 minutes of live Q&A
TRACK
Insights & Financials
WHERE
Zoom
RECORDING
Sent to everyone who registers
SESSION
16 of 17

Save your seat

45 minutes. 30 minute walkthrough. 15 minutes of live Q&A. The recording goes to everyone who registers.

Free recording sent to all registrants

Thursday, December 10, 2026 · 10:00 AM Los Angeles / 1:00 PM New York