Fleet

Fleet management supports company customers with multiple vehicles and external fleet users. Follow Fleet Approval and Billing from staff setup through estimate review, confirmation, service history and monthly statements. See Fleet questions for filters, credit exceptions and missing work.

Feature map

Read feature map for the steps, expected results and common problems.

External Fleet workspace

Read external fleet workspace for the steps, expected results and common problems.

Fleet vehicle ownership

Read fleet vehicle ownership for the steps, expected results and common problems.

Staff configuration

In an account’s Driver assignments, choose the vehicle and use Search drivers to find an active Driver. Search and driver paging keep the selected vehicle, Driver, and reason in place. The server checks the Driver’s current access again when you save.

Approval order offers choices 1–5; 1 is the first approver. If a save is rejected, the form keeps your entries and shows a correction or recovery message. Correct the field and retry; if the record changed, review its latest state first. Access, approval, credit, and billing checks still apply to every save.