Fleets are treated much like customers in Shopmonkey but with some added features. Like with customers, you can choose a fleet as the customer when creating an estimate and can add a fleet as an owner to any vehicle(s).
Creating a new Fleet
You can add a new fleet in two different ways. The first way is to go to Lists > Fleets and click on + Create New
Then you can fill out the various fields for the new fleet by starting with the Company Name and other optional fields like Phone, Email and Website. Check out our other article for more information on Payment Terms:
The other way to create a new fleet is by clicking the + button at the top and clicking Customer & Vehicles. From there, click on Add Customer, then click the Fleet tab and fill out the fleet information then Save.
Click on different tabs to view and edit a fleet's Info, Orders, Owners, Vehicles, Appointments, Messages, as well as select the appropriate customer from QuickBooks.
Adding Vehicles to a Fleet:
Once you have created your fleet, you can add vehicles and owners to the fleet by clicking on the fleet > Vehicles > Add New:
You can also add existing vehicles to the fleet by clicking on the ellipses at the top right corner, then by clicking Assign Vehicle:
Search for the existing vehicle you would like to assign in this fleet and click Assign:
Adding Owners to a fleet:
Similarly, you can add a new customer to the fleet by clicking on the fleet > Owners > Add New:
You can also go to a current customer's profile and add the fleet by going to Lists > Customers > click on customer > Customer Info > Edit. Then click on Fleet to add them to a new or existing fleet:
Statements and Bulk Payments
When you’re ready to collect payment from your fleet customers using payment terms, you can create statements of multiple invoices, record payments for those statements, and see those bulk payments in your reports. For more information on Statements, check out our help article.
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