🎉 Your Fleetwire Setup Adventure Begins!

Welcome to Fleetwire! We’re thrilled to have you on board. Setting up your account is like prepping a new vehicle for the road — a few key steps, and you’re ready to roll. This checklist guides you through the essentials to get your rental business humming. Let’s make it fun and fast!

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🗺 Your Setup Roadmap

Here’s the order we recommend to get your Fleetwire account ready. We’ve marked the must-dos to keep you on track. Pick a cozy spot, grab a coffee, and let’s go!

🚀 Quick Start (Must-Do Steps)

• 1. Add Company Info 🌟
  Set your logo, name, and contact details to shine on invoices and emails.
  ➡️ Get Started
  
• 2. Set Pricing & Currency 💰
  Choose your currency and pricing display for your online store.
  ➡️ Configure Now
  
• 3. Connect Stripe 💳
  Enable online payments to start accepting bookings.
  ➡️ Connect Stripe

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🔧 Fine-Tune Your Setup

1. Operating Hours
   Define when your business is open to manage bookings.
   ➡️ Set Hours
   
2. Date & Time Format
   Pick your timezone and format for accurate scheduling.
   ➡️ Adjust Settings
   
3. Custom Fields
   Collect extra customer or order info (e.g., insurance details).
   ➡️ Add Fields
   
4. Company Email
   Ensure you receive copies of customer emails.
   ➡️ Set Email
   
5. Car-Sharing Connections
   Sync with platforms like Turo for seamless listings.
   ➡️ Connect Turo
   
6. Create Listings
   Add vehicles manually or import them.
   ➡️ Manage Listings
   
7. Tax & Deposits
   Set up tax profiles and refundable deposits.
   ➡️ Taxes | Deposits
   
8. Import Customers
   Add existing customers via CSV or manually.
   ➡️ Import Customers
   
9. Invite Team
   Add team members with custom permissions.
   ➡️ Invite Team
   
10. Choose a Plan
    Pick a paid plan after your trial to unlock all features.
    ➡️ Select Plan
    
11. Learn the Order Workflow
    Master how orders move from booking to completion.
    ➡️ Explore Workflow

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🎯 Pro Tips for Success

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🏁 Ready to Launch?

Once you’ve checked off these steps, your Fleetwire account will be ready to streamline your rental business. Head to your dashboard at tenant.fleetwire.io to start managing bookings like a pro!

Updated on: 14/05/2025