Skip to main content
Skip to content
OneBook Plus InvoicingOneBook Plus QuotesOneBook Job ManagementOneBook Plus BookingOneBook Plus CRMOneBook Plus FinanceOneBook Plus MarketingOneBook Plus DashboardOneBook AI CompanionOneBook AI ReceptionistAll Features

Apps & Marketplace

App MarketplaceApp BundlesIntegrations

Popular Apps

Point of SaleRostering & PayrollAI ReceptionistStaff App

Developers

Developer PlatformAPI Reference
Browse all 88 industries

By business size

Sole traderJust you, one phone, no bookkeeperSmall team2 to 10 people, one officeMulti-locationBranches with their own numbersLarger or franchisePast our biggest published planSolutions by business size

Compare

vs Xerovs MYOBvs QuickBooksvs ServiceM8vs Tradifyvs MeMatevs FreshaAI receptionist roundup
View all comparisons
Pricing
Resource libraryFounder guides, calculators & references across 14 industriesFAQPricing, GST, migration and what we do not do yetGuides & researchAU small-business research, guides & tax tipsHelp CentreHow-to articles for every OneBookPlus moduleVideosShort how-to videos, filmed in the appFree ToolsCalculators & generators: free, no signupGlossaryPlain-English business, tax & accounting termsChangelogEvery release, as it shipsAsk Plus (AI)Ask a product question, get an instant answer

Popular Free Tools

Tax Refund CalculatorIncome Tax CalculatorGST CalculatorSalary CalculatorABN LookupSuperannuation CalculatorInvoice GeneratorView all tools
About usOur story & why we built OneBookPlusThe founderWho's behind OneBookPlusCustomersHow Australian businesses run on OneBookPlusReviewsEvery Google, Trustpilot, G2 & App Store review, uneditedRoadmapWhat we're building nextSecurity & TrustHow your business data is protectedSystem StatusService availability & incident logPartnersPartner with OneBookPlusContactTalk to a human
Try a live demo, it's freeBook a DemoSign InStart free

The fleet customer portal

The fleet portal cannot be set up from your dashboard today. Here is what is actually there, and what to use for fleet customers in the meantime.

This article used to describe a fleet portal you could issue from a contact record, with monthly magic links, per-driver vehicle assignment and a monthly cost-centre report. None of that is available. It was documented ahead of being built and the article was wrong for months. This is the accurate version.

What is actually there

There is a customer portal page. Where a portal link already exists for a contact, and that contact owns vehicles, the page shows them:

  • every vehicle they own, with a countdown to registration expiry and a service-due flag
  • a link to book each vehicle in
  • their invoices
  • a CSV download of the fleet for cost-centre reporting

Why you cannot use it

There is no control in your dashboard that issues one of these links for a workshop customer. The workshop dashboard has an "issue portal" link that takes you to the contact, and there is no such control on the contact page. If you have gone looking for it and could not find it, that is why. You have not missed a setting.

The Fleet Customer Portal listing in the App Marketplace, at 39 dollars a month, does not change this. It gates nothing and adds no screens. If you are paying for it, remove it from the App Marketplace or contact support.

What to do for fleet customers today

These are all real and all free.

  • Group the book by owner. On the vehicles list, sort By owner. Fleets group together, biggest first. This is your fleet view.
  • Send a per-vehicle history link. Every vehicle can hand its owner a live, read-only service history on a link, with a PDF. For a fleet manager, a handful of those links in one email is close to what a portal would give them. See give an owner their service history.
  • Export the book. The vehicles list exports to CSV, and the service due list exports the current call list. Either can be filtered and sent to a fleet manager for their own reporting.
  • Let the reminders do the work. Registration reminders reach the owner contact by email and text. For a fleet with one contact across ten utes, that contact hears about every one of them. See set up registration renewal reminders.
  • Work the service due list. Filter to overdue, select the fleet's vehicles, and send the batch. See work the service due list and send reminders.

If a fleet portal matters to you

Tell support. It is a real gap, we know it is a real gap, and knowing which customers are waiting on it is what decides when it gets built.

Did this answer your question?