Business Accounts

A business account is the company-record equivalent of a customer. Use it for fleet operators, taxi firms, leasing companies, and any trade customer whose vehicles you service under a company name rather than an individual's.

Business accounts have:

• A company name and an address
• One or more contacts — the people you actually talk to (businessContacts)
• Phones / emails — stored as labelled key-value pairs in a generic businessContactInfo table
• Permissions in the businesses.* group (see Permissions reference)

Vehicles aren't directly linked to a business

Just like with private customers, vehicles aren't bound to a business account at the record level — the link is through shared jobcards. When a jobcard for a fleet vehicle is created, you pick the business account on the jobcard. The vehicle appears in the business's history via that shared jobcard.

That means there's no "list of vehicles owned by this business" page; instead, the business account shows its jobcard history, and from each jobcard you can see the vehicle.

When you'd use one

• A taxi company drops off any of its cars — bill the company, not the individual driver
• A leasing operator sends multiple cars through — single contact for accounts, multiple drivers
• A local business has several pool cars — VAT-registered, needs invoices in the company name

Business account vs customer

Related

• Customers
• Vehicles
• Business contacts
• Fleet reminders