Getting Started
To log in, open a browser on your computer or mobile device. Next:
- Type roadsync.app in the URL field of your browser window. You’ll be directed to the RoadSync login page.
- Enter your user name and password* in the respective fields.
- 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:
- Log in to your RoadSync Checkout application.
- Ensure the Invoices tab is selected on the top menu bar.
- Click + New Invoice in the upper-right corner of the Checkout screen.
- On the Create Invoice screen, input the driver’s carrier information and the driver’s phone number or email, then click Save and Continue.
- Select the payment method, then begin building your invoice and detailing your charges.
- Click Confirm and Checkout, then Send to Recipient.
Your customer should now have the invoice in their text messages or email inbox.
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.
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:
- Select + New Work Order Authorization.
- Enter the work order authorization information, including the reference number and carrier name, then select your work order template.
- 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.
Account Management
Log in to your RoadSync Checkout application, and select Admin from the top menu bar. Next:
- Select the User Accounts tile.
- Click Add New Teammate.
- 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).
- Assign a location, then select your preferred password option.
To change a password for another user, log in to the RoadSync application using your company admin username and password. Next:
- Click the Admin tab from the top menu bar.
- Select User Accounts from either the left-side menu or the tile grid.
- Find the user whose password you want to reset and select the three dots icon on the same row.
- Select Change Password.
- Choose to type in a new, temporary password or have the application generate a random one.
- 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.
To cancel your account, please reach out to our dedicated customer support team. You can contact us via email at support@roadsync.com, call us at (866) 946-9586, or complete the form on our contact page. In the message area of the form, kindly specify that you would like assistance in canceling your account. Our team is here to assist you throughout the process and address any concerns you may have. Thank you for being a valued customer
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:
- Log in to your RoadSync Checkout application and ensure Work Orders is selected from the top menu bar.
- Find the job you want to process a check for.
- On the same row, select the gray Invoice box.
- 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.
- Select Save and Continue, then upload optional photos of the job.
- From the Pay screen, select Fleet Check / Card, then select the fleet check type.
- Confirm the check number and select Confirm & Continue.
- Follow the on-screen instructions to complete the invoice details.
Set up your mobile card reader using our Quick Start Guide.
To add a new product or service:
- Log in as a company administrator and select Admin from the top menu bar.
- Select the Locations tile, then select Invoices: Products.
- Select Create Product from the top menu.
- Fill out the fields to create your product or service, then select Save.
If you’re a driver and you’ve received a RoadSync invoice via email or text message, follow these steps:
- Select Pay Invoice. A new browser window will open.
- Select Check, Fuel Card / Fleet Card, or Credit Card / Debit Card depending on how you want to pay.
- Follow the on-screen instructions.
- Select Pay.
Do not pair the card reader in Bluetooth settings.
- The reader will connect automatically after you create an invoice and select credit card payment.
- Open the box and plug in your mobile card reader. The light above the power button will turn blue when fully charged.
- Download the RoadSync Checkout app from the App Store (iOS 9 or higher required) and log in
- Once the card reader is fully charged, you will be able to take a payment.
- Open the box and plug in your mobile card reader. The light above the power button will turn blue when fully charged.
- Download the RoadSync Checkout app from the Google Play Store (Android 4.4 or higher required)
- Manually pair your card reader to your Android phone via bluetooth:
- Swipe down from the top of the screen
- Touch and hold Bluetooth
- Turn on the mobile card reader via side button
- Tap Pair new device on the phone
- Tap the CHB2204XXXXXX name that matches the device’s serial number
- Follow any on-screen instructions
- Login to the RoadSync Checkout app
- Once card reader is fully charged, you will be able to take a payment
No code is needed. Choose “Pair” to continue.
Your mobile card reader should charge for approximately 1 to 3 hours before first use.
iOS 9 or higher
Android 4.4 or higher
The battery should last for around 5000 magnetic swipe transactions or around 1000 chip or contactless transactions. Keep the reader turned off when not in use.
Use the included USB cord to plug into a matching charger. The card reader can be charged in a car.
The mobile card reader will take transactions using VISA, MasterCard, American Express or Discover cards. Fuel cards without those logos are not eligible at this time.
Your mobile card reader serial number is in the format CHB2204XXXXXX. You can find the serial number by the barcode on the cardboard sleeve or the lower left corner on the back of the reader.
iPhone: The card reader should be used with one phone at a time.
Android: Each card reader can be paired with only one phone at a time. If the user wants to connect the card reader to multiple phones, they would need to power cycle the card reader (or wait for the card reader to timeout and turn off on its own) before connecting it to the next phone in the same sitting. You should not have to disconnect from the previous phone as long as the reader powers off and back on.
You may be experiencing connection difficulties. Check to make sure your phone is connected to the Internet and the mobile card reader.
The card is declined. Please ask for another method of payment.
For more detailed help, contact RoadSync at support@roadsync.com or (866) 647-0373.
Your password needs to be 10 characters including 1 uppercase, 1 special character and 1 number.
Contact RoadSync support at (866) 647-0373.
Contact RoadSync support at (866) 647-0373.
Move your phone away from the reader and try again.
RoadSync does not offer an offline option at this time
Contact RoadSync support at (866) 647-0373.
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.