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Section 2

Getting Started

Hardware Installation

To prepare for, perform and verify your hardware installation, please read and follow this guide carefully. For the Limitations of Use, please visit this document for the most up-to-date version.

Software Setup

Now create a database for your fleet using the registration page. Shortly after completion, you will receive an email confirmation with a link to your database. Follow the link to log in.

Note: Remember that the company name entered during registration is your database name. You will use this information when you log in.

Once logged in, follow the steps below to configure your vehicle:

Add your vehicle

  1. Navigate to Vehicles from the main menu.
  2. Select Add and then Add vehicle.
  3. Enter the Telematics Device serial number and the vehicle name.
  4. Select OK.

Note: We recommend a vehicle name such as [Make][Model][Year] or simply the driver’s name.

Go for a drive

The best way to see all the great features available to you is by taking your Telematics Device out on its first trip.

View your trip

  1. Log in to your database and select Map from the main menu.
  2. Select your vehicle from the dropdown list to see its current location on the map.
  3. Select Trips history to see where the vehicle has been.

Main Menu

The Main Menu, located on the left, provides easy access to the Map, Vehicles, Fuel and EV Energy Usage, Zones, Rules, Administration, and other key features. To quickly find a page, use the search menu function and search by keyword or by name.

To search the menu, click the search icon at the top of the menu.

Tip: Use the keyboard shortcut (Shift + F) to quickly search the menu.

Vehicle Configuration

The Vehicles page (Menu > Vehicles) displays the vehicles in your database and allows you to add new vehicles or to modify the settings of existing ones.

Adding a Vehicle

Select Add and then Add device. The Add Vehicle page will allow you to pair your Telematics Device serial number with your vehicle description. Select OK at the top of the page to complete your addition.

Importing Multiple Vehicles

Multiple vehicles can be imported at the same time using the Quick Import tool. Select Add and then Quick import to open a new dialog. In the text field, enter one device serial numberalong with a brief description of the device — per line. You also have the option to include the VIN/PIN number when importing vehicles.

Note: If a vehicle does not have a VIN, OEM data providers will assign a unique PIN to the vehicle. Common examples of vehicles without VINs include earth-moving equipment (bulldozers, excavators, etc.)

Select the Import button to begin importing your devices.

Editing a Vehicle

Select a vehicle from the list to access the Vehicle Edit page. Here you can edit the device information, the driver feedback options, or the groups to which the vehicle belongs.

Note: In most cases, the pre-configured settings for new vehicle installations are suitable.

Driver Feedback

Audible in-vehicle alerts can improve the on-road driving behavior of your drivers by notifying them of unsafe or potentially risky driving events. You can configure alerts to sound on a number of events including unbuckled seat belts or speeding. If an event is triggered, the driver will need to correct their on-road behavior for the alert to cease.

Driver feedback helps your organization develop a fleet-wide safety program that works without direct intervention. Your fleet managers can review this information with real-time reporting (see Reports). Additionally, the system can be configured to send out email or text message notifications to fleet managers when drivers trigger events (see Exceptions).

Groups

Groups are used to organize your vehicles, users, and zones.

To help organize your fleet, you can create groups to separate vehicles into different areas. If multiple user accounts use the application, users can be given access to all groups or only selected groups. Grouping can be used for vehicle types, regions, managers, or exceptions — the configuration is open to your organization.

For more information on creating new groups and managing existing groups, refer to the chapter titled Groups.

Install History

The installation history for all vehicles can be accessed by selecting More > Installation history. The install history is a report that displays the data that was recorded when the device was initially installed in the vehicle. This can include information such as the date of installation, the name of the installer, and the serial number of the device.

Back to Top

Support Services

Support Services is a full-feature support platform available directly through the Fleet Management Application. With Support Services, users can interact with support and training professionals to get help, resolve issues, or request training — all without leaving the application.

Support requests can be made by submitting a ticket, or by connecting with an agent through the Live Chat feature. Once a ticket is submitted, users can follow the resolution workflow, and provide input where needed. For issues in which causes are known, users can view Known Issues for the latest workarounds.

Training requests can also be made by submitting a ticket. Users can choose from a suite of self-paced onboarding workflows, or personalized one-to-one training with an Account Training Specialist. Once a ticket is submitted, users are connected with training specialists who will customize and schedule training at the user’s convenience.        

By centralizing access to technology and training providers, Support Services provides a single, compact view of tickets allowing users to search, sort and filter tickets directly in the Fleet Management Application.

To access Support Services, navigate to Getting Started & Help from the main menu and do one of the following:

Support Tickets

  1. Select Support… > Support Tickets from the submenu.
  2. Click Add support ticket and complete all fields.
  3. Click Save to submit the ticket.

Training Tickets

  1. Select Support… > Training Tickets from the submenu.
  2. Click Add training ticket and complete all fields.
  3. Click Save to submit the ticket.

Known Issues

  1. Select Support… > Known Issues from the submenu.
  2. Review issues and workarounds as required.

Contact

  1. Select Support… > Contact from the submenu.
  2. If desired, contact Support by email or telephone as shown.

For more information on using Support Services, refer to the Support Services User Guide.

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