In FleetSquared, units need to be tied to customers
in your system.If you do work for
outside customers, your first step would be to add a customer to your
To add customers, open the Administration menu and select Customer.
Your own corporation will be listed
automatically.If you do not on your own
equipment, you would specify yourself as the customer/owner when creating
units.To add a new customer, click Add Customer near the top right-hand
corner of the Customer Manager screen.
A code, name, and country are required when added a
new customer.All other fields are
optional.Click OK to save.
The new customer will be added to your customers
Parts, units, customers, and vendors can be imported into your FleetSquared system using Excel spreadsheets. Using our downloadable templates, you can insert existing data from other repair systems into FleetSquared. Each of the import screens has ...
If you need to charge different labor rates for different customers, this can be accomplished by creating and assigning a labor contract to a customer in FleetSquared. This article explains how to do this. Open the Administration menu and select ...
If you need to charge different part markup rates for different customers, this can be accomplished by creating and assigning a parts contract to a customer in FleetSquared. This article explains how to do this. Open the Administration menu and ...
This article provides a walkthrough of how to add parts to your FleetSquared system. Parts can be managed and added from the Part Master screen. Open the Parts menu and select Part Master. To add a new part number, click on the New Part link at the ...
To add a unit to FleetSquared, open the Fleet menu and select Unit Master. Click on the New Unit button at the top right corner of the Unit Master screen. Search for the unit owner using the text field. Alternatively, you can add a new ...