Connections Overview


Customers who are self-managing units must connect with a vendor in the platform before they can work together on the platform. If a Customer does not want to connect with a live Vendor, they can add their own vendor and manage repair orders themselves by adding a Vendor user to their account. The Connections feature is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

To get to the Connections section, expand the User      menu underneath the logo in the upper-left corner and select the Connections option. In the mobile app, the Connections option is currently unavailable (but connections made on the web will be available in the app).

Adding Connections


NOTE: This option is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

For a customer to connect with a vendor:

  1. Within Connections, tap the Add Connection option.
  2. Enter in your zip code, and the mile radius you would like to search, and tap the Search Vendor Network button.
  3. Select a vendor, and tap the Send Connection Request button.
  4. If you did not find a match, you can select Invite new vendor to Fleetrock! at the bottom of the vendor list.
  5. When a connection request is sent, the recipient will receive an email notification and a notification on their dashboard. Once the request is accepted, you will be connected in the platform.

Vendors can send connection requests as well. For a vendor to connect with a customer:

  1. Within Connections, tap the Add Connection option.
  2. Enter in the VIN of the unit you are working on.
  3. If the customer is in the system, select the customer and tap Send Connection Request.
  4. If the customer is not in the system, you can select Invite new customer to Fleetrock!.
  5. When a connection request is sent, the recipient will receive an email notification and a notification on their dashboard. Once the request is accepted, you will be connected in the platform.

Group Access


NOTE: This option is available to Customer, Customer Admin, and Manager users.

In order for a vendor to work on a customer's unit, the customer must provide that vendor with access to the group that contains the unit. To provide the vendor with group access:

  1. Within Connections, tap on the row that contains the Vendor.
  2. Select the group(s) that the vendor should have access to.
  3. Tap the Update button.

Disconnecting


NOTE: This option is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

If you no longer wish to be connected with a vendor/customer, you can disconnect. To disconnect:

  1. Within Connections, tap on the row that contains the Vendor or Customer.
  2. Tap the Disconnect button.