Congratulations! Your wash has secured an account with a fleet! If this is your first time creating fleet accounts, we recommend reaching out to your Account Manager or [email protected]. Please refer to this guide for subsequent additions.
To set up a fleet in the portal, follow these steps:
1. Navigate to the portal, click on Users and Accounts, then Fleet Accounts.
2. In the upper right-hand corner, click New Fleet Account.
3. Fill out all of the following information.
Fleet Name - The name of the business for the fleet.
Signup Location - Use the drop down menu to select the location this fleet will be using.
Primary Contact - The primary account holder for the fleet. They will be able to manage the fleet through a fleet portal.
Phone Number - The contact number for the business.
Primary Email - The primary account holder's email in which to contact about the fleet. This will also be the only billing email if subscription invoices are set to be sent to the fleet.
Note: If the Primary email does not exist in AMP yet, you will be prompted to create a Temporary Password to provide to the fleet owner.
Account Approach - Use the dropdown to configure which type of fleet this will be.
Pay Per User
Pay Per Vehicle
Pay Per Wash
Product - Select the product subscription the fleet will be using.
Price - Select the price for the fleet.
Allow Pay Per Wash - Toggle this option if you wish to allow additional Pay Per Wash to be available for the fleet.
Invoice Prorating - Toggle this option if you wish to allow Invoice Prorating for the fleet.
Payment Approach - Use the dropdown to select the configuration:
Charge Automatically - charges the payment method immediately, similar to standard user accounts.
Email Invoice - Sends the invoice to the primary fleet email. You must set an amount in the Payment Due After (Days) field with this option.
After completing these fields, click Create Fleet Account.
Now at the top of this form, navigate to Payment Methods to add the fleets card to be used for washes and invoices. Enter the Credit Card Number, Expiration Date, and CVC here.
Click Add Payment when you are done entering the credit card information.
Click "Save and Add Users" when finished with all configurations.