Add a vehicle to a Fleet Account

The process of adding a Fleet Vehicle begins by creating a Fleet Account and then adding a Fleet Customer. After these initial steps are complete, you can proceed to enter the necessary vehicle information.

NOTE: If Fleet Customers are identified using magnetic-stripe card numbers, entering specific vehicle details is not required.

Add a Fleet Account 

Add Customer to Fleet Account

  1. Open WashConnect, in Region(s) select Corporate, region, or the local site, and then click the Log In button.
    NOTE: When logged in at the Corporate location, the entire Corporate structure will be available. When logged in at a site level, only that site will be available for selection.

  2. Select Fleet > Accounts.

  1. Scroll through the list to locate or search for a Fleet Account.
  2. Click to select the fleet account.
    The fleet account is highlighted.
  3. From the Customer grid displayed below the Fleet Account grid, you can search for the Customer.

NOTE: Click a column header to organize in ascending or click again for descending order to locate Fleet Customer.

  1. Click to select a Fleet Customer.
    The Fleet Customer is highlighted from the Customer list and a vehicle grid appears below the customer grid for the selected customer.
  2. Click the Edit Customer button.
    The Customer InformationVehicle Information, and Customer Group(s) tabs appears with the name of the fleet account in the title bar.

  1. Click the Add Vehicle button.

 

  1. In the remaining fields, enter any additional information available:
  • State
  • License (Required)
  • Make
  • Model
  • Year
  • Color
  • VIN
  • Site
  • RFID Tag
  • Barcode    
  • Status: Active, or Terminated
  • PIN
  1. Click OK.
  2. Click the Save button.



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