Represent every customer clearly
Keep external recipients separate from internal staff while preserving the identifiers used by connected business systems.
Keep service context together
Customer and delivery records
Maintain customer people and organizations with contacts, delivery addresses, access instructions and order history.
- People and organization records
- Consent-aware contact methods
- Geocoded delivery addresses
Designed around the real work
Make customer records a clear, measurable workflow.
Keep external recipients separate from internal staff while preserving the identifiers used by connected business systems.
See the key capabilitiesFFlit/ Customer records
Operational workspace
Keep service context together
Customer records
People and organization recordsConnected
Consent-aware contact methodsCurrent
Geocoded delivery addressesVisible
Active workflow3 steps
1Represent every customer clearlyReady
2Use the right contact contextReady
3Reuse dependable destinationsMeasure
One fleet record
Maintain customer people and organizations with contacts, delivery addresses, access instructions and order history.
Operational outcomes
Less friction. More context behind every decision.
Every part of the capability answers a practical operating question and strengthens the same fleet history.
Use the right contact context
Store primary phone, messaging and email methods with consent state so operational communication remains intentional.
Reuse dependable destinations
Connect verified coordinates, access instructions and prior orders to each delivery address instead of rebuilding the stop.
Key capabilities
Everything needed to operate customer records.
A focused daily experience connected to the records and controls across the platform.
People and organization records
Keep external recipients separate from internal staff while preserving the identifiers used by connected business systems.
Consent-aware contact methods
Store primary phone, messaging and email methods with consent state so operational communication remains intentional.
Geocoded delivery addresses
Connect verified coordinates, access instructions and prior orders to each delivery address instead of rebuilding the stop.
One connected workflow
From signal to a better decision.
Customer records does not live in a silo. Every action improves the view used by the rest of the team.
Capture the right context
Connect customer records to the vehicle, person, place and moment behind the work.
Make the next action obvious
Give the right owner the status, priority and information needed to respond.
Close the loop
Keep the decision, completed work and supporting evidence in the operational record.
Improve from history
Use trends to reduce exceptions, cost and lost time on the next operating cycle.
Frequently asked questions
Understand customer records.
The essential answers before connecting this workflow to your fleet.
What does customer records help manage?+
Maintain customer people and organizations with contacts, delivery addresses, access instructions and order history. Teams can work with people and organization records, consent-aware contact methods, geocoded delivery addresses.
How does customer records connect with the rest of Flit?+
This capability updates the same record used by assets, people, maintenance, telematics and cost workflows, so its information remains available in related processes and reports.
Who can access this capability?+
Roles and permissions define who can view, create, approve or change information according to each team’s responsibilities.
Can we start with only this capability?+
Yes. Flit can begin with one priority workflow and connect additional capabilities over time without rebuilding the underlying fleet records.
Keep exploring
Related capabilities
Passenger operations
Reuse passenger identities across routes and record boarding, alighting, no-shows and exceptions without duplicating data.
Explore featureManifests & custody
Track packages, pallets, assets and passengers through loading, service and handoff with quantity and discrepancy history.
Explore featureProof of delivery & service
Require the right photo, signature, barcode, location and exception evidence for each completed field task.
Explore featureMake fleet work flow
See customer records in Flit.
Walk through your current process and see how it connects with the rest of your operation.