Take your fleet to the next level.

Never sure if you have the right information? Need help getting the reports you need? In this class you will learn how to create your own reports to help you on your way to fleet success.

Want to learn some tips and tricks on building efficiencies within RTA? In this class you will learn the hidden gems of the system. Take a journey with us on finding time savers, features that you may not know about, and different gems that you may not be aware of.

Take a deep dive into the vehicle and preventive maintenance features within RTA. Learn some more advanced features, tips, tools, and tricks to gain efficiencies with your vehicles and PMs.

This course will cover how to get started as a parts representative in RTA. Principles will include:

• Vehicles: Get helpful mechanical and lookup info.
• Parts: Learn proper setup and best practices.
• Purchase Orders: Use requisitions, auto-add and auto-post to Work Orders.
• Work Orders: Learn basic navigation and Posting of Parts, Part Kits, and Warranty Credits.
• Paperless Shop: Get familiar with Parts Posting and the Navigation using Paperless Shop and Shop Activity Screens.

This course will cover how to get started as a parts representative in RTA. Principles will include:

• Vehicles
• Parts
• Purchase Orders
• Work Orders
• Paperless Shop/Mobile

Take advantage of this continued instruction on designing your own reports.

Take advantage of this great opportunity to familiarize yourself with new features released in RTA in 2022. We’ll review and demonstrate many of the larger enhancements, and touch on numerous smaller features that you may have missed. A few of the topics include web and mobile features. Hands-on workshops will be provided.

Work orders are an integral part of managing your fleet. This class is a further deep dive into the work orders feature within RTA. Learn some more advanced features, tips, tools, and tricks to gain efficiencies with work orders.

Continued from the morning session.

Continued from the morning session.

Stakeholder Satisfaction is undoubtedly one of the most critical tasks performed by a fleet management organization.

• Learn how some simple policies, practices and tools can be employed to monitor, measure, and manage stakeholder satisfaction within your organization.
• Learn customer service techniques to work with stakeholders to ensure effective partnerships and collaboration.

Intentional Culture and how to establish one at your operation is one of the pillars of Fleet Success.

• We will explain why it’s crucial to create an Intentional Culture and provide tips for how to do this at your operation.
  • Including how to make sure you have the right people on your team.
  • How to structure interviews to make sure a candidate is a culture fit, and more.

This class will cover analytics and define what metrics are important and why as it specifically relates to the FMO, determining which data is necessary to develop those metrics, how to use the metrics, reporting, performance measurement, developing business intelligence, strategic and tactical decision making (e.g. repair vs replace), and more. The Data Management Plan should include any and all aspects of why the FMO is bothering to capture any data at all.

Take a deep-dive into the RTA system and learn how to better use the Parts modules to make your fleet operation more efficient.

This is many years in the making, and it is now available for use. RTA Web is our newest product, and it is taking the world by storm. A new look, added features, Fleet Success Scorecard, and more. Get an introduction to our RTA Web app and take a high-level look at what it is and what it has to offer.

Stakeholder Satisfaction is undoubtedly one of the most critical tasks performed by a fleet management organization.

• Learn how some simple policies, practices and tools can be employed to monitor, measure, and manage stakeholder satisfaction within your organization.
• Learn customer service techniques to work with stakeholders to ensure effective partnerships and collaboration.

Intentional Culture and how to establish one at your operation is one of the pillars of Fleet Success.

• We will explain why it’s crucial to create an Intentional Culture and provide tips for how to do this at your operation.
  • Including how to make sure you have the right people on your team.
  • How to structure interviews to make sure a candidate is a culture fit, and more.

This class will cover analytics and define what metrics are important and why as it specifically relates to the FMO, determining which data is necessary to develop those metrics, how to use the metrics, reporting, performance measurement, developing business intelligence, strategic and tactical decision making (e.g. repair vs replace), and more. The Data Management Plan should include any and all aspects of why the FMO is bothering to capture any data at all.

Take a deep-dive into the RTA system and learn how to better use the Parts modules to make your fleet operation more efficient.

This is many years in the making, and it is now available for use. RTA Web is our newest product, and it is taking the world by storm. A new look, added features, Fleet Success Scorecard, and more. Get an introduction to our RTA Web app and take a high-level look at what it is and what it has to offer.

Establishing Resource Efficiency — which includes making the best use of your two most finite resources, time and money — is key to making your fleet operation successful.

• We will provide tips for how you can better use your resources around your shop, including getting the most out of your employees’ time by adding efficiencies to their day.

We encounter risks every day. And unlike a lot of industries, we need to make decisions that can mean the difference between life and death. Because of this, it’s crucial to eliminate as many risks as we can. This is why establishing Risk Management – the proactive process of identifying, assessing, and controlling the threats to your organization and stakeholders – is essential to having a successful fleet operation. Get tips from our instructors as they discuss how to limit the risks at your operation and share real-life examples to demonstrate why this is essential.

Budgets – love them or hate them, we all have them. Get tips from our financial expert on how to make budgeting a little easier.

Keeping accurate inventory counts is an important function of every Parts Department. Tracking your inventory levels are essential to the operational process and reordering program. This session covers the various methods of inventory counts, including manual entry from paper count sheets to utilizing RTA’s handheld devices. The full line of barcoding and handheld equipment, along with other uses of the handhelds, are demonstrated to help your shop become more efficient in maintaining an accurate inventory.

This class is designed around the heart of the RTA software, the Work Order module. We’ll explain and demonstrate how to save time by auto-creating WOs, using faster posting methods for parts and labor, and using links to the PO module to eliminate double-entry. Correct various mistakes in data entry, defer jobs, create estimates, and much more.

A live in-person discussion with members of the CAB talking about features that would benefit our customers as well as troubleshooting any issues they are facing.

Think you have done everything possible to protect yourself from risk or a catastrophic event? Well, so did Jeff. In this interactive discussion we will talk about how to protect your organization even when you think you are safe.

Security is of paramount importance in a digital world. Things are constantly changing, and new risks pop up daily. In this interactive discussion, James and Jacob will discuss with the audience tips and tricks to ensure you are keeping your data safe.

What questions do you have for one of our experts? This session is all about you – no agenda, just whatever questions you would like answered.

Establishing Resource Efficiency — which includes making the best use of your two most finite resources, time and money — is key to making your fleet operation successful.

• We will provide tips for how you can better use your resources around your shop, including getting the most out of your employees’ time by adding efficiencies to their day.

We encounter risks every day. And unlike a lot of industries, we need to make decisions that can mean the difference between life and death. Because of this, it’s crucial to eliminate as many risks as we can. This is why establishing Risk Management – the proactive process of identifying, assessing, and controlling the threats to your organization and stakeholders – is essential to having a successful fleet operation. Get tips from our instructors as they discuss how to limit the risks at your operation and share real-life examples to demonstrate why this is essential.

Budgets – love them or hate them, we all have them. Get tips from our financial expert on how to make budgeting a little easier.

Keeping accurate inventory counts is an important function of every Parts Department. Tracking your inventory levels are essential to the operational process and reordering program. This session covers the various methods of inventory counts, including manual entry from paper count sheets to utilizing RTA’s handheld devices. The full line of barcoding and handheld equipment, along with other uses of the handhelds, are demonstrated to help your shop become more efficient in maintaining an accurate inventory.

This class is designed around the heart of the RTA software, the Work Order module. We’ll explain and demonstrate how to save time by auto-creating WOs, using faster posting methods for parts and labor, and using links to the PO module to eliminate double-entry. Correct various mistakes in data entry, defer jobs, create estimates, and much more.

Join us for a fun night of 80’s arcade games (Skee-ball, Air Hockey, Pinball, and much more), food, drinks, and 1980’s attire. We will be dressed up – feel free to join us!

Over 85% of people avoid conflict. It’s never fun to have hard discussions, but it’s necessary. Learn from the experiences of the instructors on why speaking the kind truth is essential in creating an Intentional Culture. Learn how to conduct these conversations and why they are important.

It’s said that timely replacement of vehicles and equipment is the single most important task performed by fleet management professionals. Every efficient fleet operation must have in place a long-term replacement plan as a pillar of its asset procurement strategy. Timely replacement of assets is the single most important objective used in fleet management to predict and control fleet expenses.

• Learn how to set up a long-term replacement program using your RTA FMIS data and sell your plan to management for approval.
• Learn why timely replacement is important to the bottom line of the organization.
• See what’s involved in the process to ensure the timely replacement of equipment.
• Explore how to make a business case to management to ensure timely replacement.
• Learn how to effectively establish optimal replacement cycles for the life of each asset class.

This session presents standard operating procedures for scheduled work in the RTA software.  We’ll discuss Best Practices to optimize routines performed in RTA and discuss how one process affects another.  We’ll explain the most efficient daily routine to enter work orders, process fuel, check for PMs due and replenish the parts inventory.  Establish monthly and yearly procedures to verify they’re being completed in the correct order, and nothing is missed during the process. 

You have more data at your fingertips than ever before, but it’s only useful if you are using it properly. In this class we will discuss how to create an organized dashboard and lists to make sure you are getting the data you need in a clear and organized format.

Over 85% of people avoid conflict. It’s never fun to have hard discussions, but it’s necessary. Learn from the experiences of the instructors on why speaking the kind truth is essential in creating an Intentional Culture. Learn how to conduct these conversations and why they are important.

It’s said that timely replacement of vehicles and equipment is the single most important task performed by fleet management professionals. Every efficient fleet operation must have in place a long-term replacement plan as a pillar of its asset procurement strategy. Timely replacement of assets is the single most important objective used in fleet management to predict and control fleet expenses.

• Learn how to set up a long-term replacement program using your RTA FMIS data and sell your plan to management for approval.
• Learn why timely replacement is important to the bottom line of the organization.
• See what’s involved in the process to ensure the timely replacement of equipment.
• Explore how to make a business case to management to ensure timely replacement.
• Learn how to effectively establish optimal replacement cycles for the life of each asset class.

This session presents standard operating procedures for scheduled work in the RTA software.  We’ll discuss Best Practices to optimize routines performed in RTA and discuss how one process affects another.  We’ll explain the most efficient daily routine to enter work orders, process fuel, check for PMs due and replenish the parts inventory.  Establish monthly and yearly procedures to verify they’re being completed in the correct order, and nothing is missed during the process.

You have more data at your fingertips than ever before, but it’s only useful if you are using it properly. In this class we will discuss how to create an organized dashboard and lists to make sure you are getting the data you need in a clear and organized format.

The Great Resignation may be over, but employees quitting is not a new thing. It costs a lot to train someone else, and the stress it adds on the employees picking up that slack can be detrimental. Most organizations struggle with employees quitting because they think the grass is greener on the other side of the fence. Most employees do not leave organizations for money, they leave for other reasons. In this class you will learn what those reasons may be and how you can mitigate that turnover.

With limited resources it is imperative that you are getting return on your investments within your fleet. In this session get tips from industry titans on making sure that you are able to get the bang for your buck. What experience has taught are good investments and some that maybe didn’t go according to plan.

Join the hundreds of fleets recouping thousands of dollars by utilizing RTA’s Warranty Tracking programs. Part warranties are easy to setup and track all failures and life expectancies, and vehicle warranties are just as easy to create. You’ll receive immediate notification of parts or repairs still within warranty. The Warranty Claims program organizes them all, making it easy to submit claims, track pending and aging, and apply all those credits you receive.

This class will cover the latest enhancements in the Paperless Shop module.  Whether your shop is already paperless or you’re considering implementing this module, you’ll quickly become an expert on Paperless Shop.  We’ll discuss scheduling options, mechanic procedures and workflow, shop policies and management options on the RTA Mobile.  Learn real-life solutions on many questions that shops encounter as they first implement Paperless Shop.

Join us live and behind the scenes as we record an episode for our podcast, “The Fleet Success Show.”

Help the hosts choose the topic, participate in a Q/A and see how the magic happens! Afterwards, hear key insights that the hosts have learned through hosting the show and why they do it.

Ever get confused when looking at your P&L statement or various financial reports? In this interactive discussion we will engage with the audience on ways to make not only reading financials easier, but also what to do with the information once you understand it.

RTA is known for having the best customer support in the fleet industry. It’s not an easy thing to accomplish, but we know how important it is for our clients to get resolution as soon as possible. Learn things that you can do to get the most out of this industry-leading group.

Ever get a report that shows data doesn’t make sense? Data accuracy or the lack thereof leads to bad decisions and can put you in the crosshairs. Learn from our instructors the importance of good data management within RTA and why it matters. Get tips and tricks on how to manage for data accuracy and how to influence those that may struggle with this.

The Great Resignation may be over, but employees quitting is not a new thing. It costs a lot to train someone else, and the stress it adds on the employees picking up that slack can be detrimental. Most organizations struggle with employees quitting because they think the grass is greener on the other side of the fence. Most employees do not leave organizations for money, they leave for other reasons. In this class you will learn what those reasons may be and how you can mitigate that turnover.

With limited resources it is imperative that you are getting return on your investments within your fleet. In this session get tips from industry titans on making sure that you are able to get the bang for your buck. What experience has taught are good investments and some that maybe didn’t go according to plan.

Join the hundreds of fleets recouping thousands of dollars by utilizing RTA’s Warranty Tracking programs. Part warranties are easy to setup and track all failures and life expectancies, and vehicle warranties are just as easy to create. You’ll receive immediate notification of parts or repairs still within warranty. The Warranty Claims program organizes them all, making it easy to submit claims, track pending and aging, and apply all those credits you receive.

This class will cover the latest enhancements in the Paperless Shop module.  Whether your shop is already paperless or you’re considering implementing this module, you’ll quickly become an expert on Paperless Shop.  We’ll discuss scheduling options, mechanic procedures and workflow, shop policies and management options on the RTA Mobile.  Learn real-life solutions on many questions that shops encounter as they first implement Paperless Shop.