Fleet Management

Manage fleet accounts with custom payment terms, unit-level vehicle tracking, preventive maintenance schedules, and bulk invoicing. Built for shops that service commercial and municipal fleets.

Fleet Account Profiles

Create dedicated fleet accounts for every company, municipality, or organization you service. Each account stores billing contacts, payment terms, authorized signers, purchase order requirements, and negotiated pricing. When a fleet vehicle arrives, your advisor pulls up the company account and every policy is already in place -- no guessing about rates, no chasing approvals from the wrong person.

  • Company profile with billing address and tax ID
  • Multiple contacts: fleet manager, AP, drivers
  • PO and authorization number requirements per account
Apex Plumbing Co.
Fleet Account -- 14 vehicles
Payment Terms
Net 30
Open Balance
$4,280
YTD Spend
$38,640
Discount
15% parts
Fleet Manager
Tony Ramirez -- (512) 555-0299 -- tony@apexplumbing.com
Requirements
PO required for work over $500. Auth: Tony or dispatch.
Fleet Vehicles -- Apex Plumbing
UnitVehicleMileageStatus
APX-012022 Ford Transit48,200Active
APX-022021 Ram ProMaster62,800Service Due
APX-032023 Chevy Express31,400Active
APX-042020 Ford F-25087,100In Shop
APX-052022 Ford Transit52,600Active

Unit-Level Vehicle Tracking

Every fleet vehicle gets a unit number that your team and the fleet manager both recognize. BayOS tracks each unit with its own mileage, service history, assigned driver, and current status (active, in shop, service due, or out of service). When the fleet manager calls about “Unit APX-04,” your advisor pulls it up instantly and sees everything -- no VIN lookups, no year/make/model guessing.

  • Custom unit numbers that match the fleet's own system
  • Status tracking: active, in shop, service due, out of service
  • Driver assignment with contact information per unit

Maintenance Schedules & Service Alerts

Set preventive maintenance schedules per vehicle based on mileage intervals, time intervals, or both. When a unit hits its oil change interval at 5,000 miles or its brake inspection at 30,000 miles, BayOS automatically alerts the fleet manager and your service team. Fleet customers stay on schedule, your bays stay full, and nobody has to manually track hundreds of maintenance windows.

  • Mileage-based and time-based schedule triggers
  • Automatic alerts to fleet manager and shop team
  • DOT inspection and compliance date tracking
Upcoming Service -- APX-02 (2021 Ram ProMaster)
Oil & filter change
Every 5,000 mi
Overdue by 800 mi
Tire rotation
Every 7,500 mi
Due in 1,200 mi
Brake inspection
Every 30,000 mi
Due in 4,600 mi
Transmission fluid
Every 60,000 mi
Due in 18,200 mi
DOT annual inspection
Every 12 months
Due Mar 15, 2026
Monthly Statement -- Apex Plumbing Co.
Statement Period: Jan 1 - Jan 31, 2026Terms: Net 30
RO-4801|APX-04
Brake pads + rotors$680
RO-4815|APX-01
Oil change + filter$72
RO-4822|APX-02
Tire replacement (4)$1,240
RO-4838|APX-05
Alignment + balance$168
RO-4847|APX-03
AC recharge + diag$285
15% parts discount applied
Statement Total
$2,445

Bulk Invoicing & Fleet Pricing

Fleet customers do not want 14 separate invoices every month. BayOS consolidates all repair orders for a fleet account into a single monthly statement broken down by unit number. Negotiated pricing -- whether it is a flat parts discount, a custom labor rate, or both -- is applied automatically so your team never has to remember to adjust a price. Statements can be emailed as PDF or printed for mailing.

  • Consolidated monthly statements by fleet account
  • Fleet-specific parts discounts and labor rate overrides
  • PDF or printed statements with full RO detail per unit

Key Capabilities

Fleet company profiles with billing contacts
Payment terms: Net 15, Net 30, Net 60, or custom
Vehicle tracking with fleet unit numbers
Maintenance schedules per vehicle (oil, tires, brakes)
Automated service due alerts by mileage or date
Bulk invoicing with statement generation
Fleet-specific labor rates and parts discounts
Purchase order and authorization number tracking
DOT compliance tracking per vehicle
Fleet reporting: spend, downtime, cost per mile
Driver assignment per vehicle
Multi-location fleet support

Ready to see it in action?

See how BayOS simplifies fleet account management so you can service more vehicles with less admin overhead.