“Fleet” as a Customer Type
Table of Contents:
Summary
Creating a Fleet Customer
Converting an existing “Individual customer” into a Fleet customer
How the Data Converts if an Existing Customer is Updated
Migrating a Fleet Customer to an Individual Customer
Fleet Customers & Duplicate Emails
Billing & Driver Contact Selection
Search for Fleet Customers
Filter by Fleet Customers in Reports
Fleet Purchase Orders
Summary:
When you add a new customer, or update an existing one, an option, “Fleet Customer” has been added. This is so that fleet customers can be distinguished from regular customers.
In addition, it will be possible to manage multiple contacts within a “Fleet”, such as the Manager, Driver, Billing, Receptionist, etc
Creating a Fleet Customer
Navigate to the “Customers” tab
Create a New Customer
Switch from Individual to Fleet
Fill out the requested information
Converting an existing “Individual customer” into a Fleet customer:
Go to the customer profile in question
Click on the pencil icon next to the name to edit
Switch from Individual to Fleet by selecting that option
Update the requested information
How the Data Converts if an Existing Customer is Updated
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
Migrating a Fleet Customer to an Individual Customer
Yes. This may be a useful feature to you if the customer was created using the wrong type (e.g. Fleet instead of Individual) or if a data migration got it wrong:
How data will convert:
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
Fleet Customers and Duplicate Emails
Fleet customers can have duplicate emails by the multiple contact feature for one fleet customer.
Billing & Driver Contact Selection
We have added the ability to specify the driver and billing contact within the Fleet customer record.
This feature aims to help our customers who provide Fleet services by introducing additional fields that help manage the financial and billing contacts for invoicing and reporting. This is distinct from the drivers who bring the vehicles in for service.
Searching for Fleet Customers
Currently you can search for your Fleet customers by going to the customer listing page and entering in their Business Name.
Filtering by Fleet Customers in Reports
Yes. At this time, the Accounts Receivable (AR) report can be filtered by Individual, Fleet, or both.
Fleet Purchase Orders
Shops can associate a Repair Order with the Purchase Order number.
Normally when shops serve Fleet customers, they need to manage a purchase order number within their internal systems to record orders for repairs to each of their cars.
By having the ability to associate a Repair Order number with the Purchase Order Number, it allows a shop to facilitate its location and internal identification when sharing Repair Orders with Fleet Customers via PDF and the customer share view.