A step-by-step guide for DRB customers on setting up a Fleet Program in Rinsed CRM.
To create a Fleet Program:
1. From the navigation bar, select Customer Management > Fleet Programs > Actions > New Fleet Program
2. Give your program a Name. This field is internal only.
3. Select a Plan Type. We recommend working with your CSM to create a Fleet Plan-specific Plan Type, so that your Fleet customers can be more clearly categorized within Rinsed.
4. Select a Replication Group. This is your POS server.
5. Add items to your Fleet Program. These are the plans or washes you'll make available as part of this particular Fleet Program.
- Select the Plans that you want to make available on this Fleet checkout form. For DRB, these should be $0 Club Plans in the 3000-3999 slot range. You'll select the same $0 Club Plan for both Unlimited Monthly and Pay Per Wash products.
- For each Plan you are offering, select the Product Type: either Unlimited Monthly or Pay Per Wash. Unlimited monthly vehicles will be charged for the flat monthly rate, and Pay Per Wash cars will be charged for each wash at the designated price.
- For each Plan you are offering, set the monthly price per vehicle (for Unlimited Monthly products) or price per wash (for Pay Per Wash products).
7. Set the maintenance plan + price, cancel club plan, Charge item, and refund item. Refer to the email from DRB to help you select the correct slot numbers.
- Maintenance plan - Input the plan from DRB called "FLT Maintenance Plan $0 Sld"
- Maintenance price - Set a numerical value as the desired Maintenance price. Make sure that this value matches the Recharge value as set by DRB for your maintenance plan, called "FLT Maintenance Plan Rchg"
- Cancel club plan - Select the item called "Deactivate Club Plan"
- Charge item - Select the item called "Charge Item ($1)"
- Refund item - Select the item called "Refund Item ($1)"
8. Tax Exempt - If you would like a Fleet Program to be tax exempt, the Tax exempt toggle must be checked, along with the “Tax Exempt Plan” dropdown pointing to the slot for the Tax Exempt item. If a Fleet Program is not tax exempt, both of these fields can be left on default.
9. BCC Confirmation Email Address (Optional) - Input an email address, such as an office admin email, to be blind copied on all Fleet checkout confirmation emails.
10. Global Fleet Settings - These settings apply to all fleet programs in your Rinsed account. 
- Edit your checkout confirmation template. This is what the fleet manager receives after they purchase the fleet through a checkout form.
- Edit your assigned vehicles confirmation template. This is the email that each vehicle owner receives once their barcode gets assigned.