Fleets — one view of every multi-vehicle account

Who it's for

The owner or manager uses Fleets to see, at a glance, which of their customers run more than one vehicle and how much work each of those accounts has in flight. Front-desk staff use it as a quick lookup when a fleet customer calls — open their card and you can see every vehicle they own and the latest job on each. It's a reporting and navigation view, not a place where you create or edit records.

Where it fits

Fleets sits in your CRM alongside Customers and Vehicles. It doesn't have its own stage in the job workflow — instead it pulls together the customers, vehicles, and jobs you already have and presents the multi-vehicle ones in a single rollup. See workflow-map.md for the full lifecycle and personas.md for who works where.

Overview

A "fleet" in Wraptor is simply a customer who has two or more vehicles on file. You never create a fleet manually and there's no fleet record to fill out — the moment a customer's second vehicle is added (from the Customers screen, the Vehicles screen, or the new-job wizard), that customer automatically appears on the Fleets screen.

The Fleets screen is a clean, collapsible list. Each row is one fleet account showing the company name, the main contact, phone and email, and three running totals: how many vehicles the account has, how many jobs are active, and how many jobs are done. Expand a row and you get every vehicle in that fleet, each with its own job counts and a shortcut straight to its most recent job.

Think of it as the "big accounts" lens on your customer base — a way to spot your highest-value repeat customers and jump straight into their work.

Fleets list (/fleets) Reach it from the top navigation under the CRM menu → Fleets. (Fleets is a desktop view; it isn't part of the mobile bottom navigation.)

The screen shows:

A summary line at the top — the total number of fleet accounts and the combined vehicle count across all of them.
One collapsible card per fleet account, sorted alphabetically by company name.
An empty state — if no customer has two or more vehicles yet, you'll see a friendly note explaining that customers with 2+ vehicles show up here automatically.

Fleet account card (collapsed) Each card shows:

Company name.
Contact name, phone, and email (whatever is on file).
Vehicles count — how many vehicles this account owns.
Active count — jobs across all those vehicles that aren't finished yet.
Done count — finished jobs across all those vehicles.

Fleet account card (expanded) Click a card to expand it and reveal the vehicle list. For each vehicle you see:

Year, make, and model.
Vehicle type and color.
An active job count and a done job count for that specific vehicle (or "No jobs" if it has none).
A shortcut link showing the vehicle's most recent job number. Click it to jump straight to that job.

Only one card is expanded at a time — opening a new one closes the previous.

Capabilities

Viewing fleet accounts

See every customer with two or more vehicles in one list.
Read each account's contact details without leaving the screen.
See combined active and completed job counts per account.

Drilling into a fleet

Expand any account to list all of its vehicles.
See per-vehicle active and completed job counts.
Jump to a vehicle's latest job via its job-number shortcut.

What you can't do here

There is no create, edit, or delete on the Fleets screen — it's a read-only rollup. Add or change customers and vehicles from the Customers and Vehicles screens; the Fleets list updates automatically the next time you open it.
There is no search or filter box on this screen; the list is short by nature (only multi-vehicle accounts) and sorted alphabetically.

Step-by-step tasks

Find a fleet customer and open their latest job
1. From the top navigation, open the CRM menu and click Fleets.
2. Scan the alphabetical list for the company name (or read the summary line to see how many fleet accounts you have).
3. Click the account card to expand it.
4. Find the vehicle you need in the expanded list.
5. Click the job-number shortcut on that vehicle's row to open its most recent job.
Turn a regular customer into a fleet account
1. There's nothing to do on the Fleets screen itself — fleets are created automatically.
2. Go to the customer's record (or the new-job wizard) and add a second vehicle to that customer.
3. Re-open CRM → Fleets. The customer now appears as a fleet account with both vehicles listed.
Run large commercial fleet jobs as one project
1. Multi-vehicle billing and production for a single commercial job is handled on the job itself, not here: create a job with the Commercial Fleet coverage type and add a child job per vehicle from the job's Fleet tab (see Jobs).
2. Use the Fleets screen as the account-level overview, and use the parent job's Fleet tab to manage the actual production of each vehicle.

Settings & permissions

Who can see Fleets

The Fleets screen is controlled by the Fleet permission. The Manager role has it by default, and on existing shops the Designer role keeps access too. Production and Installer roles don't reach the Fleets screen by default — if a team member needs it, add the Fleet permission to their role in Settings → Team.

Plan availability

Fleets reads your existing customers, vehicles, and jobs, so it's available wherever those are. There's no separate purchase or plan upgrade required to use the Fleets view.

Tips & common pitfalls

A fleet is just "2+ vehicles." There's no button to "make a fleet." If a customer isn't showing up, check that they actually have at least two vehicles attached to their record.
Counts include every job on the vehicle. The active/done numbers count all jobs ever created for each vehicle, not just this month's — they're a lifetime rollup.
The shortcut goes to the latest job only. The job-number link on each vehicle opens that vehicle's most recent job. To see a vehicle's full job history, open the vehicle or customer record.
Fleets vs. fleet jobs are different things. "Fleets" (this screen) is an account-level view of multi-vehicle customers. A "fleet job" (parent/child jobs on the Jobs board) is a single commercial project split across several vehicles. You can have one without the other.
Desktop only. If you're on a phone, you'll find Customers and Vehicles in the mobile navigation but not Fleets — use a desktop or tablet for the fleet rollup.

Customers — the source of every fleet account; add and edit customer details here.
Vehicles — adding a second vehicle to a customer is what creates a fleet.
Jobs — commercial fleet jobs (parent + per-vehicle child jobs) are managed on the job record's Fleet tab.
Workflow map — where fleet accounts sit in the bigger picture.
Personas — who uses the CRM views.