Fleets and fleet services 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).

Add Fleets from Any Page

To add a fleet from any page in Shopmonkey, select the + icon (Add Button) in the top, right corner. Select Customer & Vehicle and then Add Customer.

Select Fleet at the top of the menu.

Add fleet details such as:

• Company information

• Preferred contact method

• Referral source

• Special Fees & Rates settings for this fleet

Click Save to add the fleet to your shop.

Add Vehicles to a Fleet

Select the Lists icon on the left-side navigation. Select Fleets.

Search and select the fleet you’d like to add vehicles to. From the fleet info page, select the Vehicles tab. From here, view vehicles linked to this fleet.

Select + New Vehicle to add new vehicles or add existing shop vehicles to the fleet.

Add Owners to a Fleet

Select the Owners tab from the fleet info page. From here, view owners linked to this fleet.

Select + New Owner to add new customers or existing shop customers to the fleet.

You can also edit customer info & preferences to assign a fleet to a customer profile.

Statements and Bulk Payments

When you’re ready to collect payment from your fleet customers using payment terms, you can create statements and record payments for multiple invoices in bulk. Check out our help article Create Statements & Record Bulk Payments to learn more.

Related Articles

• Add Customers

• Add Vehicles

• Customer Info & Preferences

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