Use Third-Party Service Vendor Confirmation when your FBO needs to coordinate a service request with an outside vendor and wants the request status tracked directly in X-1FBO.

This helps reduce manual follow-up, keeps the request and response connected to the order, and gives your team visibility into whether the vendor has accepted, rejected, or completed the request.

Third-Party Service Vendor Confirmation is an optional feature and must be enabled for your FBO before it can be used.

When the feature is enabled, products or services marked as a Third-Party Service can be linked to one or more vendors. Once linked, those vendors become available for selection when sending applicable service requests.

If the feature is not enabled, the Vendor section will not appear on the service order screens.

Navigate to FBO Settings > FBO Profile > Select the Request tab > Select Enable Third-Party Service Confirmation > Select Save.

Before a request can be sent, the vendor must be linked to the applicable third-party service item. For example, a catering vendor may be linked to a Catering service item.

A service item can have more than one vendor linked to it. If only one vendor is linked, X-1FBO will automatically select that vendor when the service is added to an order.

Once the vendor has been linked, add the applicable third-party service to the customer’s order. When the service is opened, a Vendor section will be available with a dropdown list of linked vendors.

Select the vendor you want to send the request to, then use the Send to Vendor option to email the request.

The selected vendor receives an automatic email with the service request details and a secure link.

The vendor does not need an X-1FBO username, password, or account. The emailed link gives them access to a simple confirmation page where they can review the request and respond.

From the confirmation page, the vendor can choose one of the following responses:

Before the response is submitted, the vendor is prompted to confirm their selection to help prevent accidental updates.

Once the vendor responds, the order is updated automatically in X-1FBO. The FBO user can see the current vendor status, and if the vendor rejected the request, the rejection reason is visible on the order.

If the wrong vendor was selected, or if the original vendor can no longer fulfill the request, the FBO user can reassign the request to a different vendor and resend it. Once reassigned, the original vendor will no longer receive updates for that request.

If a vendor has not responded, the request will remain in a Pending status so the FBO can follow up manually or resend the request.

Third-Party Service Vendor Confirmation is separate from customer-facing Service Confirmation. Customer-facing Service Confirmation is used between the FBO and its customer, while Third-Party Service Vendor Confirmation is used between the FBO and an outside vendor. These are separate workflows and settings.

This feature must be configured before use. If the Vendor section is not visible for a third-party service, the feature may not be enabled, or the vendor may not be linked to that service item.

No. The vendor only needs the emailed link. They do not need to install anything, create an account, or remember a password.

Yes. Different third-party services on the same order can be sent to different vendors. For example, Catering may be sent to one vendor while Transportation is sent to another. Each service is tracked independently.

If the vendor rejects the request, the rejected status is shown in X-1FBO. If the vendor entered a reason, that reason is also visible to the FBO user.

The request remains in a Pending status. The FBO can follow up with the vendor manually or resend the request.

Yes. The FBO user can reassign the request to another vendor and resend it. The original vendor will no longer receive updates for the reassigned request.

Still have questions? Contact the X-1 Support Team anytime — we’re happy to assist you.