Table of Contents
Setup
How do I sign up for Auto Integrate and Fleetio?
Visit fleetio.com/vendors and complete the registration process to get started.
What is the difference between Fleetio, Auto Integrate and cbCharge?
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Fleetio helps facilitate the connection between Auto Integrate and cbCharge to track Repair Orders and record Service Entries for the Fleet Manager.
- Reach out to Fleetio if you want to Verify if a Shop Profile exists, questions regarding the Shop Agreement or National Account Billing, or to verify that an invoice has been generated for payment.
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Auto Integrate (AI) is the system used to manage all Repair Orders from your Shop.
- Reach out to AI if you are having difficulty with adding any information to the Repair Order or when a repair option isn’t available. Auto Integrate’s Phone Number: (833)-231-6181 Option 9. When reaching out to AI, it is important to mention that you are having difficulty with the Auto Integrate platform, and not to mention the FMC that you are working with. Many times, AI will direct you back to the FMC, however, Fleetio is unable to troubleshoot issues directly in Auto Integrate.
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cbCharge (Corporate Billing) helps facilitate payment between fleet companies and shops.
- Reach out to cbCharge for any questions regarding payments. Missing payments, refunds, proof of funds, or end of year reconciliations.
I need help logging in to Auto Integrate!
Visit Auto Integrate and select the Login button at the top of the page. If you are having difficulty logging in, or have forgotten your login credentials, we recommend following the steps in this article for details on logging in to your Auto Integrate account.
Where can I find my Auto Integrate Shop ID?
Your Auto Integrate Shop ID can be found in the upper right of the screen within Auto Integrate alongside Previous Login details, your User Profile and Logout button.
How do I get support from Auto Integrate? Is there a user guide available?
Yes! If you need assistance specifically with Auto Integrate, we recommend referencing the Auto Integrate User Guide or visiting Auto Integrate’s Support Hub.
How do I add Auto Integrate users?
As a shop, to add new Auto Integrate Users, follow these instructions:
- Login to Auto Integrate.
- Click the Administration tab from the top menu.
- Select Users.
- Select Add New User.
- Enter in the appropriate user information in the form.
- Select Roles to add the appropriate Role information for your User.
- Click Save.
How do I troubleshoot issues with the vehicle’s VIN?
- Ensure you are selecting Fleetio as the customer rather than the client.
- Confirm on the Vehicle what is listed as the VIN on the Shop ID Card
- If they don’t match, the driver will need to reach out to their Supervisor or Admin to have it updated. Note that it will take 24 hours to update in AI once the change has been made.
- Have the Driver confirm that the vehicle is listed in Fleetio Go.
- Have the Driver confirm that the VIN is listed on the vehicle in Fleetio Go.
- Ask the driver, or have the driver ask their administrator, if the vehicle was recently added to Fleetio (vehicles are only added to Auto Integrate each day at midnight).
- If the vehicle is not listed in Fleetio Go or is missing the VIN, the driver will need to reach out to their Admin to get this added into Fleetio.
Repair Orders
How do I identify a Fleetio driver?
Fleetio drivers will present either a printed Fleetio ID card or identify themselves via the Fleetio Go mobile app. Both the printed card and Fleetio Go will display vehicle information as well as service instructions to help connect to Auto Integrate and start a new repair order.
What is the process of using Auto Integrate?
Repair Orders must be created by the shop in Auto Integrate. Once all information is filled out on the Repair Order, you must submit the RO to the Fleet Manager at the customer’s organization for approval. The RO will either be approved by the Fleet Manager, or changes will be requested to modify the Repair Order. If modifications are requested, the shop must make these changes and resubmit the RO for approval. Once the Fleet Manager approves the RO, work can begin on the vehicle. When the work is completed, the RO must be completed in Auto Integrate. Learn more here: Create a Repair Order in Auto Integrate.
How do repair orders get approved? Can Fleetio approve repair orders?
Fleetio helps facilitate the connection with Repair Orders between Auto Integrate and Fleetio to track Service Entries.
- All Repair Orders must be approved or denied by the vehicle's Fleet Manager within the driver’s organization.
- Fleetio is unable to approve or deny Repair Orders.
- If a Repair Order needs to be modified, the shop must modify the Repair Order and resubmit it for approval from the Fleet Manager.
- If a Repair Order is taking longer than normal to be approved, the driver should reach out to their supervisor or Fleet Manager to alert them for approval.
What does the status "Waiting for FM Approvals" mean in Auto Integrate?
The status Waiting for FM Approvals in Auto Integrate means that we are waiting on the Fleet Manager to approve the Repair Order. For instance, there may be a higher dollar Repair Order amount that requires approval from a Fleet Manager, rather than a typical RO approver. Nothing can be completed from the shop’s perspective until the Fleet Manager approves.
Does Fleetio provide a Purchase Order (PO) number?
Fleetio does not provide PO numbers. Many Shop Point-of-Sale (POS) systems automatically generate a PO number once the customer approves the Repair Order. If you need assistance with PO numbers, we recommend contacting your own company support line for assistance with suggested PO numbers.
Does Fleetio provide a National Account Number?
No, Fleetio does not have access to this number. We recommend reaching out to your Corporate Contacts for assistance.
How do I complete a repair order?
When work is complete on the vehicle, mark the Repair Order as Work Complete to initiate payment according to your payment preferences as indicated when joining the Maintenance Provider Network.
How do I check to see if I have any open Repair Orders?
For those ROs which are not auto-approved, navigate back to the Repair Order Manager where the Status column will indicate which ROs Require Attention or Await Approval. Click VIEW to make changes to those ROs which Require Attention.
If the work is completed on these Repair Orders, ensure the Repair Order is marked as Work Complete. If the work is no longer needed, delete the Repair Order.
Payment
How does my shop get paid for services?
After marking a Repair Order Work Complete, you will receive payment according to your payment preferences as indicated when joining the Maintenance Provider Network. If ACH details were provided during registration, you will be paid within 2 business days, otherwise you will be issued a check on a 30-day cycle for the previous month’s work.
IMPORTANT: Shops in Canada are exclusively paid by ACH/EFT. All payments to Canadian shops are in CAD.
What are the transaction fees for shops?
The shop pays 4.35% on each transaction + $0.95, very similar to fees paid on credit card transactions.
How do I update payment information?
Updating payment information is the same as signing up on Register your Shop page when joining the Maintenance Provider Network. Once updated, please contact cbCharge at (256) 584-3681 to alert them of this change.
How can I get more payment flexibility?
Connect your bank account for faster payouts. Learn more in Fleetio Vendor Portal: Connect a Bank Account.
