CityFleet — Operations Dashboard

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CityFleet

Full Dashboard Jobs Overview Providers Health

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Workshop Software export format

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Add Company

Basic Info

Company Name*

Display Name

First Name

Last Name

Sort Name

Customer Source

Customer Type

Cash or Account

Status

Source

Contact Details

Email

Phone

Mobile

Fax

Website

Preferred Contact Method

Address

Address Line 1

Address Line 2

Suburb

State

Postcode

Financial

Balance

Credit Balance

Third Party Balance

Hourly Rate

Discount %

Markup %

Price Type

Default Payment Terms

Tax Group Name

Tax Free

Customer Limited

Notes

Primary Contact

First Name

Last Name

Position

Phone

Email

Contact 1

First Name

Last Name

Position

Phone

Email

Contact 2

First Name

Last Name

Position

Phone

Email

Import Companies from CSV

First row treated as header. First column = company name. Max 5 MB.

Importing…

Import Complete

Import Customers from CSV

Workshop Software export format. Header row required. Re-importing the same file updates existing records (deduplicates on display_name).

Importing…

Import Complete