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Leasing and service

Fleet pooling and shared allowances

Group eligible service units into mono or color pools and review consolidated allowance behavior.

Sales reps and managers with Fleet access8 min readAdd-on

Availability: Requires the Fleet & Pooling add-on and pool-management permission.

Pool ownership

Pools belong to the quote and group compatible service units. Mono and color are explicit pool types, and a unit can participate according to the enabled service structure.

Create or assign a pool

  1. 1Open the Service pooling section.
  2. 2Choose an existing compatible pool or create one.
  3. 3Name the pool and select its type.
  4. 4Assign the unit and confirm the pooled summary refreshes.
  5. 5Review allowance and overage behavior before leaving the step.

Approval and history

Pool-level overage changes can require management approval. Later catalog or service changes do not silently rewrite the pool meaning preserved on an accepted historical quote.

Still stuck?

Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.