Non-Fleet Customer

Non-Fleet Customer is your list of everyday retail customers, the ones who are not on a fleet account. It shows each customer's Status, Customer Name, Email and Contact Number, with badges showing whether they have Opted In, Opted Out or are Not Subscribed to email and texts. From here you can add or edit a customer and their vehicles, make a customer inactive, send a one-off email or text, and merge duplicate customers.

6 how-to answers 2 screenshots Open in ARM Markdown

How do I add a customer without starting an invoice? #

From the Home Screen, click Invoices → Non-Fleet Customer.
Click ADD NON-FLEET ACCOUNT CUSTOMER.
Enter the Name and Contact Number, which are required, and the Address, City, Select State and Zip Code. The Zip Code fills City and State.
Enter the Email. Leave Allow SMS and Allow Email ticked if the customer agrees; ARM sends them a message asking them to confirm.
Add the Home Phone, Mobile, Fax and Referrred By if you have them.
Under Add Vehicle, enter the vehicle. Enter the Vehicle Year, or the vehicle will not be saved.
Click Save.

How do I edit a customer or their vehicles? #

From the Home Screen, click Invoices → Non-Fleet Customer.
Find the customer with Search, which matches the start of the name, contact number or email, or an exact plate.
Click the edit icon in the Action column.
Change the details and click Save. Anything typed in Notes is added as a new note; earlier notes are listed further down, where you can edit or delete them.
Under Vehicles, click Add Vehicles to add one, or the edit or delete icon beside a vehicle. Deleting a vehicle cannot be undone.

How do I set a customer as a reseller or give them tier pricing? #

From the Home Screen, click Invoices → Non-Fleet Customer and click the edit icon beside the customer.
Tick Allow Reseller and enter the Resale Number. Attach the reseller document. Your shop may ask for a password.
Or choose TIER A to TIER E in Tier Pricing to give the customer that price level. Your shop may ask for a password.
Click Save.

How do I make a customer inactive? #

From the Home Screen, click Invoices → Non-Fleet Customer.
In the Status column, click the grey ban icon beside the customer.
ARM asks you to confirm. Click YES.
To see inactive customers, set Status to Inactive. Click the grey tick to make one active again.

How do I send one customer an email or text? #

From the Home Screen, click Invoices → Non-Fleet Customer.
Click Send Email or Send SMS beside the customer. The button is hidden when the customer has opted out.
Pick a ready-made message in Select Autoresponder, or write your own. An email needs a Subject.
Click Keywords to insert a placeholder.
Click Send.

How do I merge two copies of the same customer? #

From the Home Screen, click Invoices → Non-Fleet Customer.
Click MERGE NON-FLEET CUSTOMERS.
Choose the customer to keep on the left and the duplicates on the right.
Click Change Selected Names from right list the one on the left. The duplicates' vehicles, invoices and payments move to the customer you kept, and the duplicates are removed. This cannot be undone.