Back office

Fleets

Give each business customer one fleet account: its people, its vehicles and its billing terms, with every booking for those vehicles billed to it.

Fleet accountsMember rolesAccount credit

In Studio

A fleet account in Studio: members, vehicles, credit balance and billing details.

What it does

One account, many vehicles

Every vehicle the fleet owns, with its fleet code, searchable by registration or VIN.

Members with roles

Link customers as primary, manager, dispatcher, driver or accounts payable contacts.

Billed to the fleet

Bookings for fleet vehicles are billed to the fleet account, not the driver.

Billing terms

Billing email and address, payment terms up to net 60, and PO numbers when required.

Account credit

Adjust the fleet's credit balance with a reason and see every change in its credit activity.

Fleet history

Bookings, invoices, quotes and payments for the fleet in one place.

How it works

01

Create the fleet

Add the business name, tax number and billing details.

02

Link members

Add the fleet's contacts as members and give each a role.

03

Add vehicles

Add vehicles to the fleet, or transfer ownership from an existing customer.

04

Book and bill

Book the fleet's vehicles in and bill the work to the fleet account.

More for the back office

Run your next booking in Workshop1