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Home » FAQs » What if the customer I’m asking to be set up is Interactive on r2c or already exists?

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What if the customer I’m asking to be set up is Interactive on r2c or already exists?

This is absolutely fine, all customer setup requests come through to the r2c support team who will validate the request and, if the customer is interactive, link their existing account to you. Where a customer is not interactive but already exists the support team will again link the existing account to you.

Only where the customer does not exist at al will the support team create an account for them, link them to you and then send login details to the customer.

Operator


dATA SHEET GUIDANCE

The Operator data sheet has 3 main steps to complete. 

This data helps us set up and prepare your account. 

Step 1

Add your workshops

Enter the company name and address for the workshops responsible for regular maintenance of your assets.

Step 2

Add your vehicles.

Use drop-downs to add assets: select type, manufacturer, model, and primary repairer. Required fields are marked (*).

Note

Please note this data is used to setup up your fleet list details and does not create schedules. Schedule imports are available separately if required.

Step 3

Add your users

Enter each user’s name, contact, and role (e.g., Driver, Administrator). Multiple roles are allowed. See the final tab for role definitions. User limits depend on your contract.

Step 4

Additional Information

O-licence data: Enter your O-License details here to set them up on your account. You can assign vehicles to the O-License number in Step 2

Depot Data: Complete this step If you have multiple locations that vehicles and drivers operate from.

If you are unsure on how depots may affect your account set up. Please contact the  implementation team. 

Download Data Sheet

Click here to Download file

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