Rankings / Fleet Accounts
Fleet Accounts for a Mobile Oil Change Business
A fleet account turns a lot full of vehicles into one customer, so the software has to treat it as one: its own price list, a PO rule, payment on terms and a place where the fleet manager can follow the work. Mobile Service Sync keeps pricing, PO rules and net 15 or net 30 terms on every plan, with a fleet portal from Growth; of the five rivals we score, only Droptop's fleet tools meet our bar on its first plan.
Why Fleets Matter to a Van
A fleet stop puts several vehicles in one lot, so the van parks once and works for the morning instead of driving between driveways. The work is approved once, by one person, rather than sold car by car on a doorstep.
Fleet vehicles also come back on the fleet's own schedule rather than whenever an owner remembers, which turns next month's route into something you can plan.
That only holds while the paperwork keeps up. A fleet that waits a week for an invoice it can accept, or has to phone to learn which trucks were done, stops being an easy account. Every part of keeping it easy is a software job.
What a Fleet Account Needs
Its own prices
Fleets negotiate. The agreed price for each service belongs on the account, applied to every vehicle and every booking, so no driver is ever quoted the retail price by mistake.
A PO rule
Plenty of fleets will not pay an invoice without their purchase order number on it. The account should hold that rule, so the number is asked for every time instead of remembered some of the time.
Net terms
A fleet pays on terms such as net 15 or net 30, not at the curb. The invoice has to go out with the right due date and stay open as money owed until it is paid.
A fleet portal
The fleet manager wants to see the work without calling you: their vehicles and what has been done to each. A portal answers that question before it becomes a phone call.
How the Software Handles Fleets
Each product's fleet criterion as we scored it, with the note and the page it came from. A level of Partial means one of the four needs above is documented; Included means at least two, on the first plan. The fleet criterion carries a weight of 10 in every score on this site.
| Software | Fleet accounts | What its own site says |
|---|---|---|
| Mobile Service Sync | Included | Per-fleet pricing, PO rules and net 15 or 30 on every plan; fleet portal on Growth and Pro |
| Housecall Pro | Partial | PO field rolling out, net terms in alpha (source) |
| fieldd | Not stated | no terms, PO or account pricing stated (source) |
| Jobber | Partial | net terms per client only (source) |
| Droptop | Included | Fleet profiles with payment terms, credit limits and discounts (source) |
| QuoteIQ | Partial | Net 15 or 30 on invoices only (source) |
Reading the Table
Droptop, built for lube shops, keeps fleet profiles with payment terms, credit limits and discounts, and is the one rival whose fleet tools meet our bar on its first plan.
QuoteIQ offers net 15 or net 30 on invoices and Jobber sets net terms per client, one need each. Housecall Pro's PO field is rolling out and its customer payment terms are in early alpha, by its own help center. fieldd's pricing page states no payment terms, PO rule or account pricing.
Fleets in Mobile Service Sync
Every plan carries per-fleet pricing, PO rules and net 15 or net 30 terms, and each truck is its own vehicle record, filled in from its plate or VIN. Growth, at $175 a month, adds the fleet portal, and Pro, at $299, adds the fleet sales pipeline.
One limit worth knowing before you sign a fleet on a mileage schedule: Mobile Service Sync counts a vehicle's next service due in days, never in miles.
Mobile Service Sync describes its fleet tools on its own fleet management page, and the full plan list is on Mobile Service Sync pricing.
Questions About Fleet Accounts
- Why do fleet accounts matter to a mobile oil change business?
- They bring many vehicles parked together and approved by one person, which fills a van's day with less driving between stops. They stay worth having only while pricing, PO numbers and terms run without phone calls, and that part is software.
- What is a PO rule on a fleet account?
- It records whether a fleet needs its purchase order number on the work, so the number is collected before the invoice goes out and the invoice is accepted the first time. Mobile Service Sync keeps PO rules per fleet on every plan.
- Is the fleet portal on Mobile Service Sync's Core plan?
- No. The fleet portal comes with Growth and Pro; Core keeps per-fleet pricing, PO rules and net 15 or net 30 terms.
- Which other software handles fleet accounts?
- Among the rivals scored here, Droptop does it best, with fleet profiles that carry payment terms, credit limits and discounts. QuoteIQ and Jobber document net terms only, Housecall Pro's terms and PO field are still rolling out, and fieldd's pricing page states no terms, PO rule or account pricing.