Fleet vs retail customers

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DynaBMan
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Fleet vs retail customers

Post by DynaBMan »

Our owner recently sold our shop after 41 years, so we are under new management, a local company, thankfully. The new owners are interested in comparing fleet customers to our normal retail customer base. We have been having discussions about this and they have the idea to create different income types to track what they are interested in.

For example:
Fleet Labor Taxable
Fleet Parts Taxable
Fleet Labor Non-Taxable
Fleet Parts Non-Taxable
Retail Labor
Retail Parts

I can see that this will work, but I also see how much extra work will be involved, having to change the income type on every single line item on every single repair order.

Any tips on how to streamline this process or to allow the new owners to track it?
Larry Jackson
Greg's Too Car Care
Fort Smith, AR
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