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Shop Type · Fleet Operations

For Shops Where Fleets Are the Main Event.

If half your revenue comes from a handful of fleet customers, you don't need a CRM built for walk-in oil changes. You need per-fleet pricing, PO rules, net-terms billing, and a portal that makes their dispatcher's job easier - so they keep choosing you.

fleet.your-customer.com
Fleet portal dashboard with fleet-health KPIs
How It Pays Off

Three Places the Fleet Portal Earns Its Keep.

01

Win the RFP

Stand up a branded portal for the demo call. Fleet buyers see exactly how their team will request service and track the fleet - and choose you.

02

Get Paid Faster

Net-15/30 terms and PO-required rules, set once on the account. ACH at a flat $0.20 keeps the big invoices from dying in someone's drawer.

03

Renew the Contract

Quarterly review? Walk in with their roster, per-vehicle service history, and what's coming due - straight from the portal.

The Portal

A Self-Serve Experience Your Fleets Will Actually Use.

Their dispatcher logs in, sees what's due, and requests the next visit. No phone tag, no email chains. Your account manager goes from clerk to consultant.

  • Secure link access per fleet
  • White-labeled with the fleet's logo
  • Vehicle roster with CSV export
  • Custom domain (Pro)
fleet.rodriguez-logistics.com
White-labeled fleet portal
The Back Office

Everything You Need Behind the Curtain.

Per-Vehicle Pricing

Different price for the box trucks than the sedans. Set it once, applies automatically.

Requests, Not Surprises

Portal service requests land with dispatch for scheduling. Nothing books itself onto a truck without you seeing it.

Fleet Workspace

Every fleet's vehicles, jobs, pricing rules, and billing terms on one screen. The file your account manager needs to grow the book.

Now live

Win the Next Fleet RFP With a Portal You Can Demo on the Spot.

Start a free trial, stand up a branded fleet portal, and practice the pitch before the meeting.