Managing Customers in Fleetwire
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
Customers are the heart of your rental business, and Fleetwire makes it simple to organize and manage them all in one place. From adding new customers to viewing their past orders and verifying identities, you’ll have everything you need to keep your customer relationships running smoothly. Let’s dive into how to manage your customers like a pro!
Fleetwire’s customer management tools help you:
Stay Organized: Keep all customer details in one central location.
Streamline Operations: Easily add or remove customers as needed.
Enhance Security: Verify identities with Stripe ID verifications.
Personalize Service: Use custom fields and past order data to tailor your interactions.
Note: Customer data integrates seamlessly with your checkout process, e-sign templates, and orders, making your workflow more efficient.
Follow these steps to add, delete, and manage customer details in Fleetwire.
In your Fleetwire dashboard, go to Customers from the main navigation.
Click the + CUSTOMER button to create a new customer.
Fill in the required fields:
- Name: The customer’s full name (required).
- Email: A valid email address (required).
- Other fields like phone or address are optional but recommended.
Click Save to add the customer to your list.
Pro Tip: Adding a customer on May 14, 2025, at 06:31 PM EDT ensures they’re ready for a same-day booking—perfect for last-minute rentals!
Navigate to Customers from the main navigation.
Click on the customer you want to delete.
Click the three dots icon on the right and select Delete.
Confirm the deletion to remove the customer from your system.
Warning: Deleting a customer is permanent and removes their data, but past orders associated with them will remain in your Orders dashboard. Ensure you no longer need their details before deleting.
View and manage additional customer details to enhance your operations.
Go to Customers and select a customer.
Explore the following options:
- Stripe ID Verifications: Verify the customer’s identity via Stripe Identity to ensure secure transactions.
- Upload Files: Add documents like insurance binders or offline agreements to the customer’s profile.
- Past Orders: View the customer’s booking history to track their rental activity.
- Custom Fields: Edit or add custom fields (e.g., “Preferred Vehicle Type” or “Loyalty Program ID”) to store extra data.
Quick Tip: Uploading an insurance binder for a customer can speed up future bookings by having their details ready for e-sign agreements.
You’re now a pro at managing customers in Fleetwire! Your customer list is organized, secure, and ready to support your rental business. Visit your Customers dashboard to add more customers or manage existing ones, and keep your operations running smoothly.
Take your customer management to the next level with these tips:
Add Custom Fields: Collect more customer data with Adding Custom Fields to Customers and Orders.
Verify Identities: Set up Stripe Identity with Stripe Identity Setup.
Charge Payments: Process in-person payments with Charging Credit Cards in Fleetwire.
Need Help? Contact us at hi@fleetwire.io or via the in-app chat.
Happy managing! 🌟
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
đź‘Ą Manage Your Customers Effortlessly in Fleetwire!
Customers are the heart of your rental business, and Fleetwire makes it simple to organize and manage them all in one place. From adding new customers to viewing their past orders and verifying identities, you’ll have everything you need to keep your customer relationships running smoothly. Let’s dive into how to manage your customers like a pro!
🎯 Why Manage Customers in Fleetwire?
Fleetwire’s customer management tools help you:
Stay Organized: Keep all customer details in one central location.
Streamline Operations: Easily add or remove customers as needed.
Enhance Security: Verify identities with Stripe ID verifications.
Personalize Service: Use custom fields and past order data to tailor your interactions.
Note: Customer data integrates seamlessly with your checkout process, e-sign templates, and orders, making your workflow more efficient.
đź› How to Manage Customers
Follow these steps to add, delete, and manage customer details in Fleetwire.
Step 1: Add a New Customer
In your Fleetwire dashboard, go to Customers from the main navigation.
Click the + CUSTOMER button to create a new customer.
Fill in the required fields:
- Name: The customer’s full name (required).
- Email: A valid email address (required).
- Other fields like phone or address are optional but recommended.
Click Save to add the customer to your list.
Pro Tip: Adding a customer on May 14, 2025, at 06:31 PM EDT ensures they’re ready for a same-day booking—perfect for last-minute rentals!
Step 2: Delete a Customer
Navigate to Customers from the main navigation.
Click on the customer you want to delete.
Click the three dots icon on the right and select Delete.
Confirm the deletion to remove the customer from your system.
Warning: Deleting a customer is permanent and removes their data, but past orders associated with them will remain in your Orders dashboard. Ensure you no longer need their details before deleting.
Step 3: Manage Customer Settings
View and manage additional customer details to enhance your operations.
Go to Customers and select a customer.
Explore the following options:
- Stripe ID Verifications: Verify the customer’s identity via Stripe Identity to ensure secure transactions.
- Upload Files: Add documents like insurance binders or offline agreements to the customer’s profile.
- Past Orders: View the customer’s booking history to track their rental activity.
- Custom Fields: Edit or add custom fields (e.g., “Preferred Vehicle Type” or “Loyalty Program ID”) to store extra data.
Quick Tip: Uploading an insurance binder for a customer can speed up future bookings by having their details ready for e-sign agreements.
🌟 Your Customers, Organized and Ready!
You’re now a pro at managing customers in Fleetwire! Your customer list is organized, secure, and ready to support your rental business. Visit your Customers dashboard to add more customers or manage existing ones, and keep your operations running smoothly.
🚀 Next Steps
Take your customer management to the next level with these tips:
Add Custom Fields: Collect more customer data with Adding Custom Fields to Customers and Orders.
Verify Identities: Set up Stripe Identity with Stripe Identity Setup.
Charge Payments: Process in-person payments with Charging Credit Cards in Fleetwire.
Need Help? Contact us at hi@fleetwire.io or via the in-app chat.
Happy managing! 🌟
Updated on: 14/05/2025
Thank you!