Managing Fleets in Customer Portal

Once the Fleet Manager has purchased a Fleet Plan, they'll need to assign each barcode to a vehicle/driver by entering the contact information for each Fleet car. This step can be completed by a wash employee, or by the customer. Vehicles can be assigned individually, or by bulk upload. 

Each driver will receive a confirmation email upon vehicle assignment, which will contain a scannable barcode. Then, they'll simply scan that code at the wash to receive their RFID sticker!

To assign barcodes to Fleet vehicles:

1. Log into Customer Portal (or, if you are a wash employee, open the Fleet Plan and select Manage). 

2. Select Manage Fleet. You'll be taken to a new screen where you'll see all vehicles in your fleet.

3. In the portal, you can assign vehicles two ways: 

1. 1. Individually Assign: Under Actions, click Assign in the desired row. Then, enter the Vehicle/Driver information. At a minimum, you will need to enter an email address, but all other fields are optional.
   2. Bulk Assign: At the top of the screen, select Bulk Assign. You'll be prompted to fill a CSV file with contact and vehicle details for each vehicle. Simply upload the file, and voila!

Once each vehicle has been assigned a temporary barcode, the driver will receive an email containing that temporary code, which they can scan onsite at the wash to receive their RFID tag.

Adding and Removing Vehicles

Fleet owners can securely add, remove, and manage vehicles through the Customer Portal. All fleet car additions and removals will be prorated based on when in the billing cycle they were added or removed.