Managing customers
Customers are an essential part of your business. Fleetwire provides you with an easy way to organize all your customers in one place, and manage them efficiently.
Click Customers from the main navigation, and then click + CUSTOMER
Fill in the applicable fields (at least a name & email is required).
Click Save to create the customer.
Click Customers from the main navigation.
Click the customer you want to delete from the system.
Click the three dots icon to right and click Delete.
You can view customer Stripe ID verifications (via Stripe Identity) and upload files such as insurance binder or offline agreements.
You can also view past orders from a customer and edit any custom fields
Adding and deleting customers
To add a new customer:
Click Customers from the main navigation, and then click + CUSTOMER
Fill in the applicable fields (at least a name & email is required).
Click Save to create the customer.
To delete a customer:
Click Customers from the main navigation.
Click the customer you want to delete from the system.
Click the three dots icon to right and click Delete.
Customer settings
You can view customer Stripe ID verifications (via Stripe Identity) and upload files such as insurance binder or offline agreements.
You can also view past orders from a customer and edit any custom fields
Updated on: 18/02/2023
Thank you!