Table of Contents
The Fleetio Vendor Portal Dashboard provides an overview of your Fleetio customer account payouts. When your shop setup has been completed, you will automatically start on the Dashboard tab of the Vendor Portal. Each widget of the Dashboard may be clicked on to view additional information about the displayed details.
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.
Vendor Portal Widgets
Each Vendor Portal dashboard widget provides helpful insights at a glance. Use the navigation bar at the top to return to the Dashboard, view the Activity Tab, or get help from our Support Team.
- The uppermost widget (a) displays totals of all Fleetio transactions by Repair Order count, Total Payouts received, and number of Fleetio Customer Accounts serviced in the last 12 months.
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Repair Orders by status (b) displays transactions by their current status and takes you to the Activity Tab to view additional transaction details. Transaction statuses:
- In-Progress - Repair Order started, but not completed in Auto Integrate
- Awaiting Payment - Repair Order complete, awaiting charge authorization
- Pending - Charge authorization approved
- Posted - Funds have been sent to your shop's bank account
- Average Time to Complete Repair (c) shows your shop's average active Repair Order time from opening a new Repair Order to making that Repair Order Complete in Auto Integrate.
- Top Service Items (d) displays the top services performed on Fleetio customer vehicles.
- Top Fleetio Customer Accounts by Spend (e) shows which customers provide the most Repair Order volume for your shop by payments received.
