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Spend controls are configured by your Customer Success Manager, not directly inside the dashboard. This page is your menu — read it, decide what you want enforced for your fleet, then email your CSM with the changes. Most adjustments are turned around the same day.
How the layers fit together
Every authorization a card sends has to clear three layers. Your CSM can use any combination — one card might be governed by all three, another by just the org-wide ceiling.Organization-wide rules
Apply to every card in your org automatically. Used for hard ceilings — e.g., “no single transaction over $100, ever, anywhere.”
Vehicle-specific policies
Named bundles of rules attached to specific cards. Different vehicle groups (police, admin, service trucks) can each have their own policy.
Category toggles
Per-card switches for the four standard fleet categories — Car Washes, Fuel – Gas, Fuel – EV, Preventative Maintenance. Fast way to authorize or revoke an entire category for one vehicle.
Enforcement, live
Rules are enforced by the card network at authorization time. A blocked merchant declines at the terminal — there’s nothing to reconcile after the fact.
The kinds of controls available
Tell your CSM in plain language what you want — they’ll translate it into the right combination of these primitives.Per-transaction caps
A hard maximum on any single swipe. Use it to force a specific wash package or service tier.- Express washes only → $12 per transaction.
- Premium washes allowed → $25 per transaction.
- _Block any fuel fill-up over 100 per transaction in the fuel category.
Frequency / velocity caps
A limit on how often a card can be used over a window.| Period | Used for |
|---|---|
| Per transaction | Cap the single swipe (see above). |
| Daily | ”No more than two washes per day.” |
| Weekly | ”Up to $100 in EV charging per week.” |
| Monthly | ”4 washes per month per vehicle.” |
| All time | Hard lifetime cap (rarely used). |
Merchant allow / block lists
Restrict cards to (or away from) specific vendors. Three ways to target a merchant:- By category (MCC) — broad (“all car washes,” “all gas stations”).
- By merchant name — narrower (“Shell,” “ChargePoint”).
- By merchant ID — exact, used when you want one specific store location.
Category toggles
The four standard fleet categories that can be flipped on/off per card:Car Washes
Standard wash MCCs. Leave on for any vehicle in the wash program.
Fuel – Gas
Gas-station MCCs. Off for vehicles that should never fuel on the card.
Fuel – EV
EV charging networks. On for EVs in the fleet.
Preventative Maintenance
Service / maintenance MCCs. Useful for service trucks and supervisor vehicles.
Real policy examples
These are the kinds of bundles your CSM puts together. Use them as a starting point when you describe what you want.Police fleet — strict wash + light EV charging
Police fleet — strict wash + light EV charging
- Per-transaction cap: $12, express washes only
- Monthly allowance: 2 washes per vehicle ($40/month)
- EV charging: weekly cap of $100
- Categories enabled: Car Washes, Fuel – EV
- Categories disabled: Fuel – Gas, Preventative Maintenance
Administrative vehicles — premium washes + flexible service
Administrative vehicles — premium washes + flexible service
Service trucks — wash + fuel + maintenance, higher caps
Service trucks — wash + fuel + maintenance, higher caps
- Per-transaction cap: 150 on fuel
- Daily fuel cap: $200
- Allowed vendors: any car wash, your preferred fuel network
- Categories enabled: all four
Single-vendor lockdown
Single-vendor lockdown
- Merchant allow-list: one specific car wash near the depot
- All other merchants decline
- Useful when you want zero risk of drivers using the card off-route
What this gets you
Prevent unauthorized upgrades
Drivers can’t bump up to a premium wash if the per-transaction cap is below that price.
Enforce program compliance
Wash limits are enforced at the pump — no manual reconciliation, no after-the-fact “talk to the driver.”
Track usage by vehicle type
With separate policies per fleet group, the Fleet Wash Health report makes utilization by group easy to read.
Surgical merchant control
Block one problem vendor, lock cards to one location, or grant exceptions — all without changing the rest of your program.
How to request a change
Describe the change in plain English
“I want our 12 admin vehicles capped at $25/wash and limited to 4 washes a month.” Don’t worry about the technical shape — your CSM translates.
Send it to your CSM
Email or Slack works. Reference the affected vehicles, facilities, or card numbers if you have them — otherwise your CSM will pull the list.
What’s next
Vehicles
See which vehicles are in which group — useful for telling your CSM which policy applies where.
Fleet Wash Health
Once policies are in place, watch utilization to confirm the program is still healthy.
