How do I create a new customer?

To add a new customer within your fleet, you must go to CustomersCreate as shown below:

Choose an account type, the default is a Main/Parent Account. (?)

Within the Personal Information section enter the customers;
  • First Name
  • Last Name
  • Company Name (optional)
  • Telephone Number
  • Email

Account Settings section:

  • Account PIN for the customers account
  • Credit status if allowed to charge to account/invoice.
  • Fuel surcharge (?)
Default Address section;

  • Fill out the client's main address or billing address.
After entering all information, click Create Client Account tab to save the information.