Setting up fleet customers

Set up fleet customers to use throughout the Fleet Management system. Set up billing details to determine the costs for which the customer is billed.

  1. Select Work > Fleet > Fleet Customers.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the fleet customer belongs if you use multi-organization security.
    Fleet Customer
    Specify the name of the fleet customer, and then enter a description of the fleet customer in the adjacent field.
    Class
    Specify the class to which the fleet customer belongs.
    Billable
    Select if the customer will be billed.
    Note: You must select Billable to generate bills for the customer.
    Out of Service
    Select to prevent the fleet customer from being displayed in the lookups.
    Bill for No Charges
    Select to print a bill by default when the bill is for $0.
    Maintenance Labor
    Select to bill for maintenance labor.
    Maintenance Contract Labor
    Select to bill for maintenance contract labor.
    Maintenance Parts
    Select to bill for maintenance parts.
    Fuel
    Select to bill for fuel.
    Mileage
    Select to bill for mileage.
    Usage
    Select to bill for usage.
    Non-maintenance Labor
    Select to bill for non-maintenance labor.
    Non-maintenance Contract Labor
    Select to bill for non-maintenance contract labor.
    Non-maintenance Parts
    Select to bill for non-maintenance parts.
    Insurance
    Select to bill for insurance.
    Exceptions
    Select to bill for exceptions.
  4. Click Save Record.