Sign Up for Your Free FleetSquared Trial
We offer a free 30 day trial so you can try before you buy! This article steps through the FleetSquared sign up process.
- Visit https://www.fleetsquared.com/ and click
on the FREE TRIAL link at the top of
- Enter your name, company, email, and create a
password, then click Start Free Trial.
- A confirmation message will be displayed on your
screen, advising you to check your inbox for the trial activation email.
- Sign in to your email and click on the "click
here to activate your registration" link.
- The link will open a FleetSquared sign in page. Sign in with your email address and password.
- Review our End User License Agreement then click Accept.
- A Company Setup wizard will appear on your
screen. This wizard will step you
through setting up your FleetSquared system.
On the Company Profile screen, enter your name and
company address. On the right-hand side,
you can upload your company logo (max image size 200x200 pixels) by clicking Browse, select the logo image file from
your computer, then click Upload.
Click Next at
the bottom right-hand corner when you're done entering your profile details.
The Setup Rates screen provides fields for entering
your default labor charge rate (per hour), default parts markup rate, and shop
supply rate (if applicable, leave blank or set to 0% if you do not charge a
shop supply fee).
By default, parts will be marked up based on the last
purchase cost. For example, if you
purchase/receive a part for $10 and have a markup rate of 35%, the part will be
sold for $13.50 on repair orders. You can
also manually override or change the part price on a repair order.
Click Next after
entering your default rates.
This screen sets default values only. Our FAQs include tutorials on
how to change labor rates
, part markup rates
, and shop supply rates
individual customers (i.e. family or employee discounts, preferred
customers, cash customers, etc.)
The Tax Setup screen is used to setup your default
tax codes and rates for repair orders and for purchasing of parts.
If you do not charge sales tax on repairs, select No at the top next to "Do you
charge sales tax on repairs?"
Select Yes if you do charge sales tax, then select either "Use suggested tax rates
based on your location" or "Let me setup my own tax codes and
If you choose the option to
use suggested tax rates, our system will attempt to auto-populate the tax list
and rates based on other users in your area. If this is not possible, or if the rates are incorrect, choose "Let
me setup my own tax codes and rates" then click on the green plus next to Add New Tax.
Repeat the same steps in the bottom section for Tax Rates For Parts Purchased
If you add taxes manually, a pop-up window will
prompt you to enter a tax code, rate, and indicate whether tax is charged on
parts and labor, parts only, or labor only.
Click Save / Exit
the window and save your tax code and rate.
You can repeat steps 9 & 10 above to add multiple tax
codes and rates. In the example pictured
below, I have added a STATE tax code with a rate of 5% for both repair orders
and for purchasing parts. Click Next when you are done setting up taxes.
Up to three service technicians can be added to your
FleetSquared account. For each
technician, enter their first and last name, a login email address, and a login
Click Finish to complete the Company Setup wizard.
Activate Your FleetSquared Subscription
After signing up for FleetSquared, you will receive a free trial for up to 30 days. This article explains how to activate your FleetSquared subscription to continue using FleetSquared after the trial period. Sign in to FleetSquared at ...
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This article explains how to add part vendors (aka part suppliers) to your FleetSquared system. Vendors are required on part purchase orders in FleetSquared. Individual parts can be linked to a preferred vendor for your part orders. To add vendors ...
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This article explains how you can create surcharge codes in FleetSquared for use on repair orders. To manage surcharges in FleetSquared, open Administration and select Corporate Setup Manager. Open the Surcharges tab. To edit a surcharge click on the ...
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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 ...