Landing a fleet account can be an excellent source of revenue for your auto repair shop! However, keeping track of multiple invoices, bulk discounts and pending accounts can be an absolute nightmare.
Luckily, AutoLeap is here to help make your life easier. Our fleet management features can save you time (and stress!) and help you retain fleet accounts.
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Custom Fleet Pricing
When creating a fleet vehicle from the ‘Add a customer’ module, you can now also add a default order discount to help you keep track of the perks your fleet customers receive.
You can set this based in various ways, such as:
- Percentage discount per vehicle
- Fixed value discount per vehicle
- Special labor rates
Managing Multiple Invoices
Easily cater to a greater number of invoices and repair orders through a statement feature exclusively for fleet customers.
Simply add in relevant invoices and make a statement charging a bulk amount for all of them cumulatively and send it over to the customer to receive a payment for all of them in one go. Some of our existing customers have added up to 50 invoices within one statement!
In addition to this, there’s a handy little option for you to post multiple invoices directly to QuickBooks to make accounting easier for your business.
Effective Reporting
When it comes to running a business, there are about a hundred different things to keep track of when reviewing how your shop is performing. AutoLeap’s reporting feature doesn’t just give you a great overview of the business—you can also filter in your fleet orders to check out just how profitable your fleet customers are for your business.
Here’s a few handy reporting options you can use to monitor fleet orders’ performance:
- Overall sales received in a time period
- Total value of discounts provided
- Accounts receivable from fleet customers
- Profitability
- And much more!
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Closing thoughts
This is just the tip of the iceberg when it comes to the ease with which you can manage fleet accounts with AutoLeap. Plus, AutoLeap provides similar options for walk-ins and other kinds of customers that may come to your shop.
