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Fleet Accounts

Posted: Mon Mar 31, 2014 10:25 am
by KenTurner
Good Morning,
We have some fleet accounts. Generally on our fleet accounts there is one contact person, which makes it easy for contacting and making decisions and payments. One is a company with multiple people and multiple vehicles. I am looking for a suggestion on how to store multiple phone numbers in the system. The Mitchell system currently allows up to 10 #'s. I need more.
I am sure I will end up making my own spreadsheet or data sheet, but I thought I would see if anyone else has a quick solution.
Thank you

Re: Fleet Accounts

Posted: Mon Mar 31, 2014 10:54 am
by ricmorin
We do this by storing contact information in the vehicle notes section. Works well when certain people are responsible for certain vehicles.

Re: Fleet Accounts

Posted: Mon Mar 31, 2014 11:47 am
by Jeff @ Able Auto
I have a few small fleets. I store this type of info in the memo field for the individual units.

Re: Fleet Accounts

Posted: Mon Mar 31, 2014 12:04 pm
by brianp87
I also note the driver who drives the vehicle in the note fields also.

Re: Fleet Accounts

Posted: Tue Apr 01, 2014 2:04 am
by steven kiser
Same as Ric. I also store an order # that I created to add any off the normal path information about the vehicle such as filter numbers, belt numbers, etc so I can look them up and order them prior to the scheduled service date. We work on Hino's, NPR's, Fuso's and a few Internationals.