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Shops can easily join Fleetio's Vendor Portal here. For more information about getting started, please visit Fleetio Vendor Portal Setup.
IMPORTANT: Shops using Fleetio’s Vendor Portal still need to create Repair Orders in Auto Integrate, which may be accessed at any time from the Vendor Portal Dashboard.
Overview & Key Functionality
You can access the Activity tab of the Vendor Portal from the navigation bar at the top of the Dashboard.
The Activity Tab is a historical log of all Repair Orders (ROs) that your shop has done with Fleetio, including the payment status and payout amounts of those ROs. This allows you to self-serve RO payment-type questions such as:
- How much will I get paid?
- What are Fleetio's fees?
- Did I already get paid for a specific RO?
- What's the status of my payment?
Columns
| Column Name | Definition |
|---|---|
| Transaction Date | The date the payment for a repair order (RO) is ready to be issued to the shop. |
| Payment Status |
The current stage of a repair order (RO) and its payment to the shop. Awaiting Payment (Virtual Credit Card) 3. Posted |
| Account Name | The name of the customer associated with the repair order. |
| Shop Invoice | The unique invoice number provided by the shop for the repair order. |
| Repair Order | The unique Auto Integrate identifier for the repair order. |
| Payment Method | The method used to pay the shop. cbCharge - includes all ACH and check payments from our payment provider, cbCharge Virtual Card - Single-use credit card issued via Auto Integrate (U.S. only) |
| Total | The total invoiced amount before fees. |
| Fees | Fleetio’s transaction fee, deducted from the total invoiced amount. |
| Payout | The total amount the shop will receive after deducting fees. |
| Shop Name (column is hidden by default) | The name of shop that completed the repair order. |
| Shop ID (column is hidden by default) | The Auto Integrate ID of the shop. |
| Fleetio Invoice (column is hidden by default) | A unique ID created from combining the repair order ID and the shop’s unique invoice number. |
Filter & Export
On the top of the Vendor Portal Activity tab, you can filter by Transaction Date, Account Name, and Shop Name. You can additional filters by clicking the Filters button.
When you have your desired view in place, click Export All Columns or Export Visible Columns to receive this information in CSV format.
