Establish your accounts, configure settings, locate a shop, service vehicles, and finally view and reconcile data in Fleetio with the Maintenance Shop Network.
Follow the process outlined below to ensure that ALL required setup steps are completed, and in the correct order!
IMPORTANT: Maintenance Shop Network is available for all Professional and Premium Plan customers.
PERMISSIONS: Account Owners and Administrators can set up and manage Maintenance Shop Network.
IMPORTANT: Shop Network access is currently limited to one country (U.S. or Canada) per Fleetio account.
- Shop Network transactions are billed, paid for, and displayed in the Fleetio account holder's national currency.
- The Shop Directory only displays Service Providers/Shops available to one country per Fleetio account. Shops are paid in their national currency.
| Establish your Maintenance Billing Account or Add a Credit Card |
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| A Maintenance Billing Account or a connected credit card is required for Shop Network transaction processing. Keep track of all outsourced maintenance transactions in one place. |
| ☐Apply for a Fleetio Maintenance Billing Account. Your application will be reviewed, and if approved, your account setup completed in 24-48 hours. |
| ☐Add a Credit Card as a payment method, and set as your Primary Payment Method or assign to a specific Vendor to get access to shops that prefer credit card payments. |
| Set Up Steps in Fleetio |
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| Auto Integrate is required in order to electronically approve or reject Repair Orders and integrate data directly from the shop to your Fleetio account, with Line Item detail on Parts and Service. |
| ☐ 1. Add Users to Auto Integrate, and configure permissions |
| ☐ 2. Configure Auto Approval Rules for Auto Integrate |
| ☐ 3. Notification Policies for Auto Integrate Alerts |
| Advanced Fleetio Account Setup |
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| A few advanced steps to ensure that your Fleetio account is configured properly and that the shop can easily find your Fleetio vehicles in their system. |
| ☐ 1. Review Enabled Vehicles |
| ☐ 2. Map Auto Integrate Maintenance History |
| ☐ 3. Show Drivers how to access Shop Instructions from Fleetio Go |
| Get Service! |
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| Empower your drivers to find in-network shops, identify their vehicles to the service provider, complete work without lengthy approval delays, and avoid the hassle of payment processing and expense tracking. |
| ☐ 1. Use the Directory to locate a Preferred Maintenance Provider |
| ☐ 2. Provide Instructions for Drivers |
| ☐ 3. Approve Repair Orders if/as needed |
| View and Reconcile Billing Account Data in Fleetio |
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Side-by-side comparison of your billing account statement with your Fleetio data helps your accounting and management teams stay on top of expenses. Detailed Fleetio reports improve your ability to monitor maintenance trends, calculate operating costs, and analyze expenses by task or vendor. Maintenance Shop Network Credit Card transactions may be exported for review and reconciliation with your credit card statement. |
| ☐ 1. View Maintenance Shop Network Service History Auto Integrate Repair Orders are automatically recorded in Fleetio in real-time for you to view and reconcile |
| ☐ 2. Edit Maintenance Shop Network Service Entries |
