Maintenance Billing Account and Auto Integrate Setup for Fleetio Customers

This article provides instructions for Fleetio Customers to set up Fleetio's Maintenance Shop Network.

Fleetio's Maintenance Shop Network enables Fleetio account holders to automatically receive service data in Fleetio direct from a Preferred Maintenance Provider's point of sale, electronically approve repair orders, and consolidate billing.

For a Fleetio customer, using Maintenance Shop Network provides fantastic benefits:

• consolidate billing into one monthly statement or view all outsourced maintenance charges in one place
• single-click payment authorization with optional auto-approval rules
• save manual data entry time and effort - automatically receive Service Entries direct from any Preferred Maintenance Provider

Setting up Maintenance Shop Network is a simple and straightforward process.

Select your Payment Method

The first step is to select a Payment Method for your Shop Network. You can Save a card as a payment method or open a Maintenance Billing Account (line of credit), issued by Corporate Billing, A Division of SouthState Bank N.A. ("cbCharge").

Begin by clicking Shop Network in the Sidebar Navigation, then selecting Add Payment Method.

You will be presented with the option to Save a card or Open a line of credit.

Save a Card

1. Enter your card information:
   • Card number (as it appears on the card)
   • Expiration date (MM/YY)
   • Security code (CVC)
   • Full name (as it appears on the card)
   • Billing address.
2. Click Save Details.
3. Wait for the verification process to complete (this may take a few seconds).
4. After successfully adding your card, you'll be redirected to the Shop Payments page, where you'll see your new card selected in the dropdown.

Learn more about using a Credit Card as a payment method.

Open a Line of Credit

1. Enter your Account Information, including your Organization Name and EIN.
   • If you already have vehicles in the system, Fleetio will automatically select the Number of Vehicles in Fleet. This will provide an Estimated Total Maintenance Spend per Month based on the average maintenance history 30-day spend and is designed to be used to determine how much credit you will need.
   • If you do not have any vehicles in the system yet, select the Number of Vehicles in Fleet. The Estimated Total Maintenance Spend per Month, in this case, will provide an estimate based on other fleets of a similar size to determine how much credit you will need.

2. Complete your Business Billing & Mailing Address and Accounting Contact Details.

3. Provide Trade References to expedite the credit approval process (at least one is required for U.S. customers; two are required for Canadian customers). Ideal references are from entities where you make regular payments of varying amounts, preferably monthly.

4. Finally, Sign and accept the Terms and Conditions, then click Agree & Submit:

Approval from Corporate Billing typically takes 24-48 hours.

Auto Integrate Quick Start

Fleetio Support will set up your Auto Integrate account within 24 hours of establishing your Saved credit card or Maintenance Billing Account.

Click the Get Started button (a) to proceed with additional setup steps, or click the Download link (b) to save a PDF copy of your application (Line of Credit). If you added a credit card to your account, click Setup Notifications to continue the setup process.

If you clicked Get Started, follow the steps below for Account Setup. Click the links in each step to learn more.

1. Begin by setting your Auto-Approval value for Repair Orders.
2. Click Next.

3. Next, configure your Notification Subscriptions for Repair Orders.
   • Click Add Subscription to create a new subscription.
4. When you're finished, click Next.

5. Give your Users Access to Auto Integrate. This will allow them to take action on Repair Orders.
   • Click the + Add Auto Integrate User drop-down (a) to search for Users to add.
   • Use the Auto Integrate User Role drop-down (b) to control the User's level of access:
     • Admin - Full administrator privileges
     • Manual RO Approval - Permission to manually approve Repair Orders
     • User Admin - Permission to create new Auto Integrate Users
     • View Repair Order - Permission to view, but NOT approve Repair Orders
6. When you're finished, click Next.

7. Set up your Billing Account Notification preferences.
   • Click the + Add Subscribed User drop-down (a) to search for Users to add.

8. Finally, add a Company Contact Name, Phone Number and optional Driver Notes to assist drivers during a Maintenance Shop Integration Service.

9. When you've completed the setup, click Finish.
   • If you need to go back to a previous step, click Back.

Auto Integrate Account Access

Once your Shop Network application has been approved, your Shop Payments page will update to display your Shop Network information as shown below.

We recommend reviewing the items in the Explore Fleetio's Shop Network card.

• Watch the video (a) to learn more about Shop Network.
• Complete additional setup steps using the provided links (b). These will be marked as complete as you go.
• Use the tabs (c) at the top of the page to access Shop Network configurations.
• Any of the (d) Go to Auto Integrate links in Fleetio will take you directly into the Auto Integrate system using Single Sign-On (SSO).