Set up Fleet AI on your PC

Fleet AI works on your own Windows PC, in the software you already use: Sage 50, QuickBooks, Excel, a web browser. This guide connects that PC to your Fleet AI account. It takes about five minutes.

Before you start

You need:

• A Windows 10 or Windows 11 PC (64-bit) that stays on during working hours. Use the PC that already runs your accounting software.
• A Windows account that can install software. If the PC is managed by someone else, ask them to run the installer with you.
• Your Windows password, not your PIN. Many people sign in to Windows with a PIN or their face, and the installer needs the password behind it. See Your Windows password if you’re not sure what it is.
• About 5 minutes, and a Fleet AI account at app.tryfleet.ai.

Already on V2 Cloud? Install Fleet on your V2 Cloud desktop. It runs in the data centre around the clock, so nobody has to keep a PC on, awake or plugged in, and step 6 mostly takes care of itself. Leave Keep the desktop running after you close Remote Desktop ticked in step 4.

While Fleet works, it uses this PC’s mouse and keyboard. Let it work when nobody needs the PC, or set a PC aside for it. You can watch it live, stop it, or take over at any time.

1. Get the installer and your setup code

Do this on the PC you want Fleet to use:

1. Sign in to Fleet AI at app.tryfleet.ai.
2. Open Computers and click Add computer.
3. Download the installer, fleet-agent-setup.exe (about 185 MB).
4. Copy the setup code shown in the same window. Keep the window open: you’ll come back to it.

2. Run the installer

Open the file you downloaded. Windows shows a few warnings along the way. They are normal for a program that installs a service, and here is what to click:

• “This file isn’t commonly downloaded” (your browser): choose Keep. In Edge, this is under the … menu next to the download.
• “Windows protected your PC” (Microsoft Defender SmartScreen): click More info, check that the app is fleet-agent-setup.exe, then click Run anyway. SmartScreen shows this for programs it hasn’t seen installed many times yet.
• “Do you want to allow this app to make changes to your device?” (User Account Control): check that the publisher is V2 Cloud, then click Yes. Fleet AI is built by the team behind V2 Cloud, and the installer is signed with V2 Cloud’s certificate, so Windows shows V2 Cloud as the publisher.

3. Paste the setup code

When the installer asks for it, paste the setup code from step 1 and continue. The code connects this PC to your account. If it doesn’t work, get a new one from the Add computer window in Fleet and try again.

4. Keep this computer ready: automatic sign-in

Fleet works on a signed-in Windows desktop. If the PC restarts, for example after a Windows update, and stops at the sign-in screen, Fleet can’t work until someone signs in.

So the installer’s Keep this computer ready page offers to sign in to Windows automatically when the computer starts:

• The user name is filled in for the account you’re using. Leave it as it is.
• Type that account’s Windows password: not your PIN (see below). Windows checks it straight away and stores it securely on this PC.
• Leave Keep the desktop running after you close Remote Desktop ticked. It only matters if you connect to this PC with Remote Desktop.

Don’t want automatic sign-in? Untick it. Fleet still works, but after every restart someone has to sign in to the PC before it can.

Your Windows password

• You sign in with a PIN, fingerprint or face. Those are shortcuts. Your account still has a password, and that’s the one the installer needs.
• You sign in with an email address (a Microsoft account). Your Windows password is your Microsoft account password. Forgot it? Reset it at account.live.com/password/reset, then sign in to Windows once with the new password.
• Your Microsoft account is “passwordless”. It has no password to type. Turn passwordless off at account.microsoft.com under Security to set one, or untick automatic sign-in.
• The PC is on a company network (you sign in as COMPANY\name). Ask whoever manages your PCs; automatic sign-in may be turned off by policy.

5. Finish, and go back to your browser

Click Install, then Finish. Go back to Fleet in your browser: the computer appears in the Add computer window and under Computers, usually within a minute.

6. Keep the PC awake

Fleet can only work while the PC is on, awake and signed in:

• Sleep: open Settings → System → Power (Windows 10: Power & sleep) and set sleep to Never when plugged in. The screen turning off is fine.
• Laptops: keep it plugged in, and leave the lid open (or set closing the lid to Do nothing in the power settings).
• Don’t lock it when you walk away from it for Fleet: a locked screen stops a run. The installer turns off the screen saver’s lock for this reason. If an unlocked PC is a concern, put it somewhere private, or set one aside for Fleet.
• Restarts are fine with automatic sign-in on. Shutting down is not: a scheduled run can’t start on a PC that’s off.

Uninstall

1. On the PC, open Settings → Apps → Installed apps (Windows 10: Apps & features).
2. Find Fleet AI, then click … (or select it) and Uninstall.
3. In Fleet, remove the computer from Computers.

Uninstalling also turns off the automatic sign-in the installer set up.

Need help?

Email support@tryfleet.ai with the computer’s name and what you see on screen (a photo or screenshot helps). More ways to reach us: Support.