The Fleets page is your at-a-glance view of every fleet (commercial) account at your location. While the Customer Database covers how fleet accounts, drivers, and charge accounts work, this page is where you track the whole fleet book.
The Fleets Page
Go to Fleets in the main navigation. It lists every fleet account with:
- Name and primary phone
- Balance — current outstanding balance
- Open WOs — count of open work orders (highlighted if any)
- Vehicles — how many vehicles belong to the account
- PO Terms — whether the account requires a purchase order number, and its billing terms
- Last visit — when they were last in
Search by fleet name, company, or phone. Filter by:
- Last visit — Over 3, 6, 12, or 18 months ago
- Has balance — only accounts with an outstanding balance
Each fleet row has quick actions: Edit, New WO, Receive Payment, and Message.
Creating a Fleet
Click New Fleet. This opens a new customer form pre-set as a fleet account. Set the company name, toggle This is a fleet account, and add drivers and billing terms.
For the full steps, see Customer Database → Fleet Accounts.
Fleet Manager Portal Access
On a fleet account’s work order, you can generate a Fleet Manager Access link. This gives the fleet manager a secure link to view all work orders for their fleet vehicles, approve estimates, and pay invoices without being a customer of yours.
See The Customer Portal → Driver and Fleet Manager Sessions for how fleet manager access works.
Importing Fleets
- On the Fleets page, click Import
- Download the template to see the required format
- Fill in your fleet rows and upload the file
- Review the results and finish
Fleet imports use the same spreadsheet format as customer imports, with the fleet account fields (company name, fleet ID, billing terms) included.
Exporting Fleets
- On the Fleets page, click Export
- Review the summary — it tells you how many fleet accounts will be exported
- Click Start Export — you’ll get a notification when the file is ready
Related Topics
- Customer Database — Managing fleet accounts, drivers, and billing terms
- The Customer Portal — What fleet managers and drivers see
- Collecting Payments — Fleet charge accounts and A/R
Questions? Contact us at help@wenmarpro.com