Create an End-Customer (Company)
Setting up your customer profiles correctly ensures smoother approvals, faster invoicing, and cleaner reporting. Without a company record, you can’t create service orders, estimates, or invoices.
Who this is for
Admins and team leads who onboard new customers in MetaFleet.
What you’ll learn
- Add a new company to your MetaFleet account
- Configure payment type and terms
- Set an auto-approval threshold
- Understand what “Enterprise” means
Quick Summary (TL;DR)
- Go to Company → Companies.
- Click Add New Company.
- Enter company name and select Is Enterprise if it has multiple employees.
- Click Submit.
- Edit company details (logo, address, payment terms, etc.).
- Set Auto-Approval Threshold to define approval limits.
- Click Save to confirm changes.
Step-by-Step
1. Open the Companies Page
Go to Company → Companies from the sidebar to view your list of existing customers.
2. Add a New Company
Click Add New Company and enter the company name.
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If it’s a single-owner business, leave Is Enterprise unchecked.
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If they have multiple employees, toggle Is Enterprise on.
Click Submit to create the record.
3. Edit Company Details
Once the company is created, open it and click Edit in the Company Details section.
You can:
- Add a company logo
- Update the name or address
- Choose Payment Type and Terms (Charge on Demand or Net Terms)
4. Configure Payment Terms
Select the customer’s billing arrangement:
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Charge on Demand – pay per job
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Account (Net Terms) – set Net 7, Net 15, or Net 30
Click Save when finished.
5. Set Auto-Approval Threshold
Define the amount that can be approved automatically before needing customer confirmation.
Example:
- Enter threshold → any request under that, is auto-approved.
- Anything above requires manual approval from the customer.
6. Save and Finish
Click Save once all details are filled out. The customer is now active and ready for service orders.
Troubleshooting
| Symptom | Likely Cause | Fix | Prevent |
|---|---|---|---|
| Can’t click Submit | Missing company name | Enter a valid name | Always start with name field |
| Approval not working | Threshold not set | Add auto-approval value | Review limits during setup |
| Invoice terms missing | Payment type not chosen | Select payment type | Verify payment settings before saving |
FAQs
What does “Enterprise” mean?
It marks a company with multiple users or departments, rather than a single owner.
Can I change payment terms later?
Yes, you can edit terms anytime in Company Details.
What happens if I leave auto-approval blank?
All work requests will require manual customer approval.
Can I delete a company?
Not directly if it has active service orders or invoices. Archive it instead.