TruckSmarter Factoring users can easily book multiple fuel codes and give permission to their team members to book fuel using the TruckSmarter Checking Account or Fuel Line of Credit
💡 It is recommended that you familiarize yourself with how to manage your team by reading the Managing your fleet article as it explains how to invite and manage team members. |
Giving team members the ability to book fuel
Team member experience booking fuel codes
Managing Carrier Team Reservations
Booking Multiple Fuel Codes
You can have up to 3 active fuel codes at any time. This is only for factoring customers, non-factoring customers are only allowed a single active code. A fuel code is active once you have made your reservation but before you have completed fueling up at the truck stop. Once your reservation is made you can 1-click share the code to anyone in your phone's contacts.
Familiarize yourself with booking fuel here!
Giving team members the ability to book fuel
As the owner of your carrier's organization you have the ability to invite team members and give them permissions to handle specific tasks related with your business. You will have the option to allow each team member to a book fuel code using your TruckSmarter Checking Account and (if available) TruckSmarter Fuel Line of Credit.
You can access the permissions either in the Fuel tab via Reservations at the top or in the Profile tab under Manage carrier team. Click on a team member to review and edit their permissions. Each available TruckSmarter payment method has its own permission. Be sure to give access to both the TruckSmarter Checking account and Fuel Line of Credit if you want your team member to have full access to book fuel.
Please note you can not share credit card or debit card payment methods via permissions.
Team member experience booking fuel codes
When given permission to use a carrier payment method to book fuel codes the team members will recieve an alert from TruckSmarter letting them know of the new permission. When tme to reserve a fuel code they follow the same steps to search and book a code, but will have the added payment methods available to them as options when checking out.
Pre authorization amounts are unchanged regardless of which user is booking a fuel code.
Managing Carrier Team Reservations
As the Owner of the carrier you will be notified when a reservation is made using one of your shared payment methods. As well you will always be able to review the details of active and completed team fuel code reservations.
In the Fuel tab, go to Reservations > Team Reservations to review. Owner's have the ability to cancel reservations made by team members on a shared payment method.