Handling a fleet job (business account vs private)

Trade and fleet customers work differently — single contact across many vehicles, consolidated invoicing, fleet-level reminders

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A fleet job has the same workshop reality as a private job — a car comes in, you do the work, you charge for it. The administration differs: the customer is a company, not a person, and you'll typically deal with multiple contacts and many vehicles in/out over time.

Pistonlog handles fleet customers via Business Accounts.

What you'll do

Set up the business account once

Create a Business Account record: company name, address, and one or more named contacts (each with their own name, phone, email, and role).

Set per-contact reminder opt-ins

For each contact, tick which reminder types they should receive — MOT, Service, Timing Belt, Custom. See Business contacts.

Create the jobcard against the business

When a fleet vehicle comes in, create a jobcard and pick the business account as the customer. Link one or more business contacts to the jobcard so they receive appointment confirmations.

Work the job as normal

Statuses, jobs, parts, labour, inspections — identical to a private jobcard. Printouts use the business account name and address; the linked contact's name appears on the customer block.

Invoice per visit

Each jobcard produces its own invoice. Consolidated multi-jobcard invoicing isn't a feature today — if a fleet operator wants one invoice covering the month, you'd produce it manually or in your accounting system.

Fleet reminders

Service and MOT reminders fire per-vehicle. When a vehicle's reminder schedule triggers a send, Pistonlog routes it to the business account's contacts who've opted in to that reminder type — there's no implicit "primary contact" default. See Fleet reminders.

Pick one customer type per jobcard

Each jobcard belongs to either a private customer or a business account, not both. If a director brings in their privately-owned car, link it to them as an individual customer; their company-owned car belongs under the business account.

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