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The Fleetio Vendor Portal account is the best way to keep your shop details current and monitor received payments from Fleetio customer transactions all in one place! This guide will show you how to setup and begin using your Fleetio Vendor Portal account.
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.
Getting Started
To set up your Fleetio Vendor Portal account, head to fleetio.com/vendors Make sure the setup is completed by an authorized representative that is able to verify your business information to complete the setup process.
If you already use Auto Integrate, you can register for Fleetio by logging into Auto Integrate and completing the following:
- Click Administration and select Shop Profile.
- Click on the Terms & Conditions tab.
- Locate Fleetio and toggle Work With Fleet.
- Check the Read & Accept Terms box and then click on the Shop Agreement.
This will take you to fleetio.com/vendors to complete the registration process:
1. Fill in basic business information
- Enter your First and Last Name and Role/Title.
- Enter the Business name, Business phone number and number of locations.
2. Link your Auto Integrate Account
- Enter your Auto Integrate ID and business zip code.
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Confirm ownership of your business via existing Auto Integrate details.
or - Create a new Auto Integrate Account.
- New Auto Integrate accounts should receive a confirmation email within 2 business days.
3. Accept Fleetio's payment terms and set up ACH
- Review and sign the Fleetio and Maintenance Provider Master Agreement
- Enter your business bank account details to set up automatic payouts
When all set up steps have been completed, you will be able to access your Vendor Portal Dashboard immediately! You will also receive a welcome email outlining your next steps. If at any point you need to leave the set up process, you can jump back in where you left off to finish any remaining steps.
Set Up Two-Factor Authentication
Once you have completed the initial set up process, you can optionally set up two-factor authentication within Account Settings:
