Overview

Shop Manager supports two customer types, one of which is the Fleet Customer. When adding or updating a customer, you will have the option to designate them as a “Fleet Customer.” This distinction allows for easy differentiation between Fleet Customers and regular customers.

 

Furthermore, Shop Manager enables the management of multiple contacts within a Fleet, such as the Manager, Driver, Billing, Receptionist, and others. This functionality ensures streamlined communication and organization for all Fleet-related operations.

 

 

Table of Contents: 

  1. Creating a New Fleet Customer
  2. Converting an Individual Customer to a Fleet Customer
  3. Sharing with Multiple Fleet Contacts

  

 

Creating a New Fleet Customer

To create a new fleet customer in your Customers list, please follow the steps outlined below:

  1. Navigate to the “Customers” tab
  2. Select to Create a New Customer
  3. Switch the customer type from "Individual Customer" to "Fleet Customer"
  4. Fill out the requested and necessary information
  5. Click the green button to confirm and to "Add Customer"

 


Converting an “Individual Customer” into a Fleet Customer

In some instances, you may need to convert an existing customer profile into a "Fleet Customer." The process to do this is simple and explained below:

  1. Select your "Customers" tab from the left-hand toolbar
  2. Navigate to the customer profile that needs to be converted
  3. Click on the pencil icon next to the name to edit 
  4. Switch from "Individual Customer" to "Fleet Customer" by selecting that option
  5. Update the requested information and save

 



How the Data Converts if an Individual Customer is Converted to a Fleet Customer

  • First + Last Name → Business Name
  • Contact Email → Business Contact Email
  • Address → Address
  • If the contact had multiple phone numbers, these will be preserved onto the fleet customer
  • All vehicles and account settings will be transferred

 

How the Data Converts if a Fleet Customer is Converted to an Individual Customer

  • Business Name → Last Name
  • Business Contact Email → Contact email
  • Address → Address
  • All vehicles and account settings will be transferred
  • If there are multiple contacts on the fleet, these will not transfer over since individual customers does not have this feature

 

Sharing with Multiple Fleet Contacts

Fleet customers frequently require communication with multiple contacts throughout the duration of a job. Shops can streamline their workflow by sharing an RO via email with all relevant individuals at the fleet company simultaneously.

To send an email to multiple contacts simultaneously, please refer to the steps below:

  1. Within the RO, navigate to the "Share" button across the bottom toolbar
  2. Select to "Share with Customer" 
  3. Choose to Email an Invitation
  4. In the CC: dropdown, select the email addresses you would like to email the RO to
    • The emails that appear are pulled directly from the Fleet customer profile
  5. Once all emails are selected, choose to "Send Email to Customer"


Sharing the RO to Multiple Contacts via Text:

You may share the RO via text as well (if registered with Twilio in your Shop Settings) and you can include other recipients from numbers saved to the Fleet profile. For more information on Twilio registration for two-way texting, click here. 

 

To send a text to multiple contacts simultaneously, please refer to the steps below:

  1. Within the RO, navigate to the "Share" button across the bottom toolbar
  2. Select to "Share with Customer" 
  3. Choose to Text an Invitation
  4. Select the appropriate numbers from the phone number drop down to send the text to



By default, the primary number for the main fleet contact is selected. All numbers are pulled directly from the Fleet customer profile.