FleetHire - Client Portal

The Client Portal can be used by external clients to track costs or on internal projects to manage assets costs.  Send the link to a Client or your project manager, to allow teams to track what assets are on internal projects at all times & manage asset related project costs.

Click Button to Skip Ahead: 

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Send Client Portal Link

  • Go to required Contract
  • On Details page click Send Client Portal Link

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  • Select the client contact from dropdown
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Accessing Costing Page

  • Once email received click on Go to Costing Page
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  • Enter email address
  • Click on Request Access Code
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  • Enter code received by email

Note: Once a client portal link is sent to you client, the rest of the costing page instructions will apply to your client . Feel free to send a link to this article if your clients are unsure on how to access & use the Client Portal.

Client Portal - Codes

Create Job & Cost/Phase Codes.  These codes will be consistent for each Client.  Every Contract will have the same dropdown options created.
  • Click on Codes
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  • Click on +Add & Screen Shot 2023-10-19 at 09.36.57.png to delete

Client Portal - Contract

Once the logged in, they will be able to view the contract items, allocate job codes or cost codes
  • Click on Contract
  • Select Contract Line Item
  • Use dropdown to select Job Codes & Cost Codes
  • Give each a % to split out one line item to several Codes
  • Save
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Client Portal - Invoices

Invoices that have been sent or selected as View by Client within FleetHire Invoices will be visible in the Portal.
  • Click On Invoices
  • Select Invoice from the dropdown
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The Job & Cost Coding completed in the Contract page will come across automatically into the invoice.

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  • Click on the Invoice line to edit
  • Save

Export Costing Page

  • Go to Invoices
  • Click on Export button to export to csv
 

Next Step - Xero Integration

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