Getting Started

To log in, open a browser on your computer or mobile device. Next:

  1. Type in the URL field of your browser window. You’ll be directed to the RoadSync login page.
  2. Enter your user name and password* in the respective fields.
  3. Click or tap Sign In.

*Your user name and a temporary password were provided via email when your user account was created. If you’ve forgotten your password, select Forgot Password beneath the Sign In button.

To create an invoice:

  1. Log in to your RoadSync Checkout application.
  2. Ensure the Invoices tab is selected on the top menu bar.
  3. Click + New Invoice in the upper-right corner of the Checkout screen.
  4. On the Create Invoice screen, input the driver’s carrier information and the driver’s phone number or email, then click Save and Continue.
  5. Select the payment method, then begin building your invoice and detailing your charges.
  6. Click Confirm and Checkout, then Send to Recipient.

Your customer should now have the invoice in their text messages or email inbox.

To learn more about creating an invoice, watch our video.

Log in to your RoadSync Checkout application, and select the Invoices tab on the top menu bar. The status column on the left side of your screen displays icons that correlate to the invoice’s current status:

  • A gray circle with an exclamation mark indicates that the invoice has not been sent to your customer.
  • A green circle with a check mark indicates that your customer has successfully paid the invoice.
  • A yellow circle with a paper airplane indicates that the invoice has been sent to your customer, but payment has not yet been completed.
  • A red circle indicates that the payment was not successful. On the opposite side of the screen, you can click the red circle with a question mark to view the reason for the failed transaction.

For more information on the status of invoices, watch our video.

To create a new work order, log in to RoadSync Checkout and ensure the Work Orders tab is select from the top menu bar. Then:

  1. Select + New Work Order Authorization.
  2. Enter the work order authorization information, including the reference number and carrier name, then select your work order template.
  3. Click Send Form to Recipient, then confirm the email address or phone number that you want the work order to be sent to and click Send.

For more information on creating and sending a work order, watch our video.

Account Management

Log in to your RoadSync Checkout application, and select Admin from the top menu bar. Next:

  1. Select the User Accounts tile.
  2. Click Add New Teammate.
  3. Fill in the required fields by creating a unique username, providing the first and last name of the new user as well as their phone number, and selecting their role (either Employee or Company Admin).
  4. Assign a location, then select your preferred password option.

For more information on adding a new user, watch our video.

To change a password for another user, log in to the RoadSync application using your company admin username and password. Next:

  1. Click the Admin tab from the top menu bar.
  2. Select User Accounts from either the left-side menu or the tile grid.
  3. Find the user whose password you want to reset and select the three dots icon on the same row.
  4. Select Change Password.
  5. Choose to type in a new, temporary password or have the application generate a random one.
  6. Select Save. The user will receive an email with on-screen instructions for next steps.

To learn more about resetting a password, watch our video.

Product Support

Before processing and accepting a digital fleet check, we recommend creating a work order authorization to protect your business against potential chargebacks. After you’ve completed the work order authorization:

  1. Log in to your RoadSync Checkout application and ensure Work Orders is selected from the top menu bar.
  2. Find the job you want to process a check for.
  3. On the same row, select the gray Invoice box.
  4. Follow the on-screen instructions to fill out the invoice information. If you already created a work order authorization, most of these fields will be pre-populated.
  5. Select Save and Continue, then upload optional photos of the job.
  6. From the Pay screen, select Fleet Check / Card, then select the fleet check type.
  7. Confirm the check number and select Confirm & Continue.
  8. Follow the on-screen instructions to complete the invoice details.

For more information on how to accept a digital fleet check, watch our video.

Set up your mobile card reader using our Quick Start Guide.

To add a new product or service:

  1. Log in as a company administrator and select Admin from the top menu bar.
  2. Select the Locations tile, then select Invoices: Products.
  3. Select Create Product from the top menu.
  4. Fill out the fields to create your product or service, then select Save.

For more information on adding a service, watch our video.

If you’re a driver and you’ve received a RoadSync invoice via email or text message, follow these steps:

  1. Select Pay Invoice. A new browser window will open.
  2. Select Check, Fuel Card / Fleet Card, or Credit Card / Debit Card depending on how you want to pay.
  3. Follow the on-screen instructions.
  4. Select Pay.

For more information on how to pay a RoadSync invoice, watch our video.

Download Center

Mobile Reader Quick Start Guide

Get simple, step-by-step instructions to set up your mobile card reader and start accepting payments.

How to Pay with Comdata Fuel Cards

RoadSync Checkout makes it easy to pay and get paid in a variety of ways. Read our guide to learn how to pay with a Comdata fuel card.

Fight Chargebacks

With work order authorizations and detailed invoices, RoadSync Checkout makes it easy to fight chargebacks. Learn more in our guide.

Video Tutorials

Process and Accept Digital Fleet Checks

How to Create and Send a Work Order

How to Create an Invoice