Vehicles by unit number
Every van sits on one account under the fleet's own unit number, and search finds it by that number.
Fleets
Every van on
one account.
A fleet is a customer with a company name: its vehicles listed by unit number, its own payment terms and one statement a month. Everything you already do for a customer works for it.
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Fleets
Northgate CouriersFleetAccount NG-0417 · Priya Nair Statement Add vehicle
Lifetime Value
€18,940
24 orders
Avg. Order
€789.17
vs. last 6 mo
Outstanding
€2,437.00
1 overdue
Avg. Between Visits
9d
steady
Vehicles 4Contacts 2Service historyEstimates
Unit #VehiclePlateMileageOrdersLast visit
V-122021 Ford TransitNGC 112148,210 km9Sep 2
V-142021 Ford TransitNGC 114131,904 km7Sep 9
V-152022 Mercedes-Benz SprinterNGC 11596,420 km5Sep 17
V-212023 Ford Transit CustomNGC 12161,380 km3Sep 24
Four vans, one account. Every order, invoice and message on them rolls up to Northgate Couriers.
A fleet is a customer record, so it starts where every customer does and ends in invoices on its own terms. The account holds the vans, the people and the balance in between.
PO numbers on the order
The fleet's purchase order goes on the job, then onto the invoice and the statement, and stays fixed once billed.
Fleet payment terms
Fleet orders start on your fleet term, Net 30 out of the box, and the due date follows by itself.
One statement a month
Every invoice in the period with its unit and PO, aged and emailed as a PDF to whoever pays.
Next to this, in the same flow.
The two features this one takes from or hands on to, and what actually crosses between them.
All thirteen features
Common questions.
Have a question not answered here? Contact us.
Is a fleet a different kind of account?
No. A fleet is a customer named by its company, with an optional primary contact. Estimates, orders, invoices, payments, messages and appointments all work for it exactly as they do for a person.
Can I turn an existing customer into a fleet?
Yes. Switch the type in the customer's edit dialog and the history stays where it is: every order, invoice and vehicle already on file.
When are fleet invoices due?
Each fleet can carry its own payment term. Without one, its orders take the shop's fleet default, which starts as Net 30, and the invoice's due date follows from it.
What does a statement include?
Every invoice in the period you pick, last month by default, plus anything still unpaid from before. Each line shows the unit and PO number, the balance is split into aging buckets, and you can download the PDF or email it to the account and its contacts.
Can I see fleet revenue separately in reports?
Yes. The invoice, order, payment, sales and aging reports have a Customer type filter, so fleets and individual customers can be read apart.
Can a fleet have its own labor rate or discount?
Not today. Fleet work is priced by the same labor rates and pricing matrices as everyone else's.
Is it on every plan?
Yes. Fleets are part of customers and are not tied to a plan.
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