For over a decade, Geotab has been a proven industry leader in the area of GPS fleet
management and vehicle tracking. Fortune 500 companies, including 30% of the top ten
fleet and 10% of the top 100 fleets in North America, rely on Geotab’s technology. Since
Geotab provides end-to-end, hardware and software solutions that are highly scalable,
everyone from enterprise organizations to small-to-medium sized firms are active users.
Geotab’s products are represented and sold worldwide through its Authorized Reseller
network.
Geotab enables businesses like yours to make impactful improvements to workflow
through accurate in-vehicle observations which leverage the latest in location based
services. Simply by plugging in your Geotab GO device, you are ready to begin
understanding your day to day operations like never before.
With Geotab, your entire team will be more productive, responsive and proactive. Here
are some of the highlights Geotab has to offer.
●Stay connected to your team with real time GPS vehicle tracking
●Access your fleet from anywhere on the web
●Be notified instantly when important events occur
●Understand your entire fleet with accurate engine diagnostics
●Increase productivity with responsive route optimizations
●Keep everyone safe with driver feedback and alerts
Our technology
You’ll be able to begin using Geotab in no time. Installing the GPS device in your vehicle
takes seconds because our GO device simply plugs into your OBD port. Some larger
vehicles have different ports and Geotab offers adapters for all the common connections.
Speak with your authorized reseller to get ensure your vehicle has what it needs.
Accessing Geotab can be done from anywhere in the world. There is no software to install
and no updates to maintain; everything happens inside your web browser.
Customer support
We want to make sure you get the most out of Geotab and that’s why customer support
is our first priority. You can ask any questions on our forums or read through any of our
detailed support documentation. Contact your reseller for telephonic support. Geotab
encourages feedback and recommendations to our products and services.
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MyGeotab
MyGeotab makes it simple to understand your complex behaviors of your fleet. You can
watch in real-time, your drivers workflow – including their location, speed, broken rules,
and much more. Geotab’s rich breadcrumb trail tracking is a patented technology that
gives you the most advanced insights into your driver’s on-road performance.
Geotab stores your trips history information, letting you re-create any of your trips for
any date specified. The reports provide in-depth views for various events, such as time
spent driving versus at customer locations, helping you identify accurate work time
allocations.
Features:
●Real time GPS vehicle tracking
●Comprehensive trips and activity reporting
●Fully customizable dashboard
Optimized for the web and mobile devices
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Geotab GO Device
It all starts in the vehicle. The Geotab GO Device is a small form-factor device that simply
plugs directly into your vehicle’s OBD port. The installation process takes seconds, and
doesn't require any special tools.
Recording high quality information and making it simple to understand and act upon
real-time events is what Geotab is all about. Manage your safe driving policies, such as
speeding and idling, by playing an audible alert to the driver. You will quickly improve
safe driving practices as drivers take corrective actions when needed.
IOX Expandability
Choosing how your company will grow in the future means picking a telematics platform
that will grow with you. Geotab’s IOX is a plug-in component that allows you to expand
your Geotab GO device. You can add on RFID technology for Driver ID, satellite tracking
for tracking in remote areas, Garmin navigation and messaging for dispatch, along with
a series of other sensors and controls. IOX components can connection to each other to
enable full custom vehicle tracking solutions.
Features:
●Breakthrough accident notifications
●Ultra-accurate engine diagnostics
●High quality recording
●Fastest acquisition time
Easy Plug-&-Play installation
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Garmin GPS
Geotab integrates with an ever growing number of Garmin devices for intuitive
dispatching and field communications. Fleet managers can easily interact with their
drivers by sending messages to the Garmin in a vehicle. All messages are recorded to
create a permanent log of all communications.
Features:
●Two-way communication between drivers and dispatchers
●Send stops and routes directly to the vehicle
●Drivers can change their status using the touch screen
●All messages are verified and color coded
●Driver information and location is displayed on a map
Note: Geotab works with Garmin devices (refer to this link for all recommended Garmin devices
https://geotab.zendesk.com/entries/23383898-List-of-Compatible-Garmin-s) which are compatible with the
FMI 45 and FMI 15 interface cable.
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Use Cases
UPS Telematics Initiative Reduces Fuel Use
Published: June 17 2011, Automotive Fleet
UPS plans to have 32,000 vehicles in the U.S. and Canada equipped with telematics
technology by year end.
When a UPS driver returns to a package center at the end of the work day, the data
(generated throughout the workday) is uploaded to a computer and then transmitted to
UPS’ data center in Alpharetta, GA. From there, the data is analyzed where information
related to vehicle maintenance is fed back out to operational systems in the package
centers.
The company was able to adopt a conditions-based preventative maintenance schedule
by using the available data in this way. Vehicle-installed sensors provide data on
components acting outside normal parameters. After delivery trucks return to package
centers, if the provided data indicates vehicles have issues, UPS service technicians will
then diagnose the potential problems to determine whether maintenance is necessary.
UPS began its telematics initiative in 2008. One metric from the program includes vehicle
idle time by 15 minutes per driver per day (which adds up to 25 gallons of fuel per driver
annually). UPS said it’s evaluating the telematics initiative for use in its UPS Freight and
European small package operation.
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A Safe Investment For Rollins Orkin
Published: September 2011, Connected World Magazine
A fleet management system can do more than increase safety and efficiency; it can also
help a company cut down on the insurance premiums it pays for its fleet of vehicles.
Every Tuesday at 10:30 AM, Mike Gibney of Rollins Orkin sits down with his cup of coffee,
about seven team members, and a three-letter agenda, GPS. As director of claims and
loss control at Rollins Orkin, Gibney spends the next 45 minutes discussing all things
GPS. “We have policies that revolve around GPS,” says Gibney. “We have rules that
govern driving behavior, and it’s had a huge impact on the amount of insurance we’re
having to pay out.”
And he isn’t exaggerating. Since implementing GPS into its service fleet 11 years ago,
Rollins, which owns well-known Orkin, has saved as much as $40 million per year.
“We have dramatically reduced our cost of risk,” Gibney says. “Back in 1996, 7% of
revenue was going to insurance. Now, we are only spending about 2.2% on claims and
insurance.”
What’re more is the company and its employees are safer. Accidents are down from
about 33% of the fleet in 1996 to only 9% last year. Workers’ compensation claims have
decreased from about 25% of the workforce to 11%.
How can a GPS system save the 20th largest fleet in the nation millions of dollars in
insurance costs? Gibney says it’s a matter of tracking unsafe driver behaviors like
speeding, seatbelt use, and after-hours usage, and then implementing and enforcing a
progressive discipline plan.
Using the Geotab GO Device, the GPS tracking system uses a patented trip recording
method as well as Driver ID option that monitors driving performance by individual
employee, a great feature if employees have to switch vehicles.
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Frito-Lay Turns Fleet Data Into Dollars
Published: July 2011, Connected World Magazine
Meet Mike O’Connell, director of fleet at Frito-Lay. When the snack giant decided to add
telematics to its fleet of 17,000 delivery trucks, the business possibilities were endless.
“When we first did the pilot, it was very overwhelming because we didn’t know what we
were looking for,” he says. “We had so much data, we didn’t know what to do with it.”
“I don’t need a second-by-second of everything,” he explains. “I need snapshots of data,
and I need to know when things change. I also need to prioritize what is important to
us.”
But when you are swimming in data how do you even know what to reach for? The
answer to that question will vary by company, of course, but there are some current
trends that are leading fleet managers down the road to profitability.
According to Dominique Bonte from ABI Research, the problem is many fleet
management vendors never moved beyond “the dot on the map” GPS provided. “It was
very much pushing technology and then once it was sold, it was up to the fleet manager
to try and do something with it,” says Bonte.
But like most of today’s executives, fleet manager like O’Connell are trying to do more
with less manpower, which means they certainly don’t have time to translate stacks of
data reports. The key, Bonte explains, is finding a good data-processing solution that
does the work for you and, more importantly, creates value out of the data that is being
collected.
Focusing on the exceptions has certainly worked for Frito-Lay. Using the Geotab GO
Device, the snack provider has created data “scorecards” that are helping O’Connell
identify vehicles that are not meeting idle and out-of-route mile goals, the two metrics
the company is measuring to drive down fuel costs.
Getting Started
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Preparing for installation
Before you install your Geotab GO6 Device, please document the serial number located
on the device. You will need this information at a later time to verify your installation.
Note: there are extra serial number labels shipped with each kit.
Ensure that your vehicle has no warning lights displayed on the dashboard prior to
installing the device.
●Verify Geotab GO Device and vehicle compatibility with authorized reseller.
Installing your Geotab GO6 Device
1. Locate the vehicle’s engine diagnostic port typically found in the driver’s area at or
below knee level.
Note: Commercial vehicles with diesel engines use a different connection. See Deutsch 6
& 9 for connection details. Contact your authorized reseller to purchase an adapter. If it is
necessary to install your Geotab GO6 Device away from the engine diagnostic port, you can
use the extension harness that comes with each GO6.
2. Align the receiver end of the Geotab GO6 Device with the engine diagnostic port and
simply push in place, ensuring that the device is secure. You will hear a number of
quick beeps and all three lights will flash briefly.
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3. Start the vehicle and allow it to run for approximately 3 minutes. During this time,
you will notice the red light on the Geotab GO6 Device will illuminate. Shortly
afterwards, the green and blue lights will come on signifying it has connected to the
cellular and GPS networks.
Note: To ensure connectivity to the GPS satellites make sure your vehicle is parked in an
uncovered area with a clear view of the sky.
4. Once all three lights have come on, secure your Geotab GO6 Device using the
supplied Geotab zip tie to prevent tampering.
Verify your installation
1. Your Geotab GO Device serial number, which can be found at the bottom of the unit
is required for this step. Navigate to the web page http://myinstall.geotab.com here
ou will be asked to fill in your name, email address and the device serial number. the
next step is to Click on Check to verify your installation.
Note: This page is optimized for use on mobile devices and it may be easier to access the page
from your smartphone to make referencing the serial number easier..
2. When Geotab is finished verifying your GO6 Device you will see confirmation in
green text. If an issue was encountered verifying your installation the cause of the
issue will be displayed in red. In this case, verify the Geotab GO6 Device is properly
installed and the lights are on. Consult with the troubleshooting appendix for further
assistance.
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First steps
Geotab will have sent you an email confirmation of your installation. Open the email and
follow the included link to log in and view your Geotab GO Device from the web.
Note: Remember that your company name entered in the previous steps is your database name.
You will use this information when you log in.
1. Add your vehicle:
Once logged in, navigate to Vehicles from the left hand side options. Now, select Add
and then Add Vehicle. You will be asked to name your vehicle and for your Geotab GO
Device serial number to pair them together. We recommend a vehicle name such as
“Make Model Year” or if you prefer, the driver’s name.
2. Go for a drive:
The best way to see all the great features available to you is by taking your Geotab
GO Device out on its first trip.
3. View your trip:
Log back in to Geotab, select Maps on the left hand side options. Choose your vehicle,
the map will now show its current location. Select Trips History to see where the
vehicle traveled today.
Where to learn more
●Attend one of Geotab’s free online training events by contacting your authorized
Geotab reseller to register.
●Visit our online technical support community which is available 24/7. Visit the Geotab
forum to post your questions, read commonly asked questions and get help from
experienced IT professional focused exclusively on Geotab products.
●Learn more about specific features and benefits by watching online training videos
on YouTube. These short, 2-3 minute videos walk you through some of the most
important topics to allow you to take full advantage of Geotab. Visit our channel at
http://www.youtube.com/mygeotab.
Supported browsers
As Geotab continues to innovate, many modern features of the web are integrated into
our products. In order use all the advanced functionality on MyGeotab, a modern browser
is required.
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●Microsoft Internet Explorer 9+
●The latest version of Google Chrome
●The latest version of Mozilla Firefox
●Apple Safari 6.0+
Note: Some functionality requires the use of Windows(R) ClickOnce. If you are using a web
browser other than Internet Explorer, a browser extension may be necessary. MyGeotab will show
you how to install the extension suited for your browser after your first log in.
System requirements
●Windows Vista, 7, 8 or later
●Mac OS X 10.5 or later
●.NET 2.0 (already installed with Vista)
●40 GB hard disk that has 15GB space free
●1 GB of RAM
●Additional hard disk space might be required for data storage
●iOS (iPhone, iPad and iPod Touch) 5.0 or later
●Android 3.0 or later (Android 2.1 or later when using Firefox for Android)
●Touch screen displays are supported
Note: Due to the volume of data presented on Geotab as a result of maps and reports, we also
recommend you have access to a high speed internet connection.
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Vehicle Configuration
Overview
The Vehicles tab on the left side menu allows you to add/edit/view any vehicle in your
database.
Adding a Vehicle
Once logged in, navigate to Vehicles on the left side menu. Select Add and then Add Vehicle. Enter your Geotab GO Device serial number and your vehicle name to pair them
together. We recommend a vehicle name such as “Make Model Year” or if you prefer, the
driver’s name.
Editing a Vehicle
In most cases the pre-configured settings for new vehicle installations is well-suited.
However, in advanced usage circumstances such as custom logging behavior you will
need to configure your vehicle more specifically.
From the left side menu select Vehicles, the list of vehicles in your database will be
displayed. To edit a vehicle, select it from the list.
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You can easily rename the vehicle to something easy to identify by changing the
description field. Additionally, use the comments field to attach information specific to
this vehicle such as it’s primary location, make and model, etc.
Your Geotab GO Device will attempt to automatically determine information about the
vehicle it is installed in. Fields for your vehicle’s VIN, odometer, engine hours and license
plate. In most cases will be automatically updated for you (except for the license plate),
however you are able to make your own changes if necessary.
Driver feedback
Making it easy for your drivers to immediately improve their on-road driving behavior,
the in-vehicle audible alerts notify drivers of unsafe or potentially risky driving events.
Once the driver has corrected their actions, for example by reducing their speed or
fastening their seat belt, the interactive in-vehicle alert will cease to notify them.
This helps your organization develop a fleet-wide safety program that works without
intervention.
Your fleet managers can review this information with real time reporting and be notified
when events occur through by email and text messages. (see Reports)
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Groups
To help organize your fleet, you can create groups to separate the vehicles into different
areas. When you have multiple user accounts accessing MyGeotab, users can have
access to all, or individual groups, this can be used for vehicle types, regions, managers
or…..
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Note: Groups are used to organize your vehicles, users and zones. For more information on
creating new groups and managing existing ones, refer to the chapter entitled Groupsin this
guide.
Installation history
This shows a report that extracts the data that was recorded when the installer tested the
vehicle at http://install.geotab.com.
Custom parameters
Geotab supports using specially formatted XML coding to fully customize the behavior
of the in-vehicle tracking device. Using custom parameters is used only in advanced
usage situations. If you require additional functionality from the device, please contact
your authorized reseller for details on the functionality you require.
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Live Maps
Overview
Maps allow you to see your vehicles live for current location and trips.
To view the current location of your vehicles on a map, select Map from the left side
menu. Select your vehicle using the search bar. The current position of your vehicle will
be displayed on the map.
Map providers
MyGeotab supports a variety of map providers which allows you to select the most
detailed map for your area of interest. You can change the map you use at any time by
selecting Map Type, then selecting one from the list of available providers.
Refer below for a feature comparison between our map providers. For a more detailed
list, visit http://en.wikipedia.org/wiki/Comparison_of_web_map_services.
• Road and satellite
maps
• Street View maps
• Supports touch
• Road, satellite and 3D
maps
• Real time traffic
• Supports touch
• Updated daily
• Open source
• Supports touch
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Using Custom Maps
MyGeotab fully supports using your own custom maps. This powerful feature allows
your organization to design your own business-relevant maps which are automatically
combined with MyGeotab’s vehicle information. Some possible usages include maps
which show customer centric information, underground water flow, municipal boundaries,
city infrastructure (power, roads, sewage, etc).
The custom maps you define are based on the ESRI shapefile format. For more
information about the file format refer to the Custom Maps Integration document or
contact your authorized Geotab reseller.
You can integrate your own custom maps which are based on OpenLayers such as:
●ArcGIS REST servers
●MapQuest
●CloudMade
●Tilemill
Get started using your own maps by setting up your own tile or ArcGIS server. When
using MyGeotab, all trips, exceptions and zones will appear on your maps. When
everything is setup properly you can change your account preferences on MyGeotab to
utilize your own map server by selecting Administration from the left side menu and then
select System Settings/Maps.
Searching the map
The search box makes it easy to find anything from one place. It simultaneously
searches:
●Device name
●Addresses
●Zones
●Customers
●Routes
●VIN (Vehicle identification number)
The drop down arrow to the right of the search is used to browse vehicles and groups.
Selecting the vehicle will show its current position on the map. You can search for and
select more than one vehicle at a time.
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Tip: Select View->Views->Save this View to save specific map views to return to areas
of interest quickly. In the example below Bay Area, SF is added as a custom view.
When you return to the live map, you can now select a preconfigured view from the top
menu.
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Displaying zones
When viewing the current location of your vehicle(s), you can optionally display
informational layers on top of the map. Select View, then from the list select Show/Hide Zones to display any custom zones you have created which are currently in view. Repeat
these steps to hide zones.
Note: Zones are used to denote areas of interest such as customer areas, workplaces or people’s
homes and can be used in exception reporting. Refer to the chapter entitled Zones.
Displaying exceptions
With the map displayed, a smart legend which shows color-coded exceptions to assist
with identifying problems. Individual exceptions can be toggled on and off on the map by
selecting the exception name from the legend. (Only exceptions in the view will appear)
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Real time tracking
You can select multiple vehicles at a time and all will be displayed on the map. Geotab
will automatically adjust the zoom level to include your selection in view. To find more
information about the current location of a vehicle, hover over its location and an
information popup will appear with the device name and trip status.
Interacting with the map
By selecting the current location of a vehicle several options are available. Select Add Zone from the menu to quickly place a new zone at this vehicle’s location.
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By selecting an area on the map that isn’t the location of a vehicle or another layer, the
following options are available:
●Add Zone:
Create a zone at this location. The zone will be an editable square centered on your
selection. You can then name the zone and change the size and shape.
●Nearest:
Find the nearest vehicle to your selection.
●Find address:
Displays the street address of your selection. The latitude and longitude will be used if
no street address is available.
●Show street view:
Displays Google StreetView imagery for your selection.
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Filter
When viewing the map or other components of your fleet you can easily choose to only
view certain groups of vehicles at a time. Use the filter box located in the top left corner
of the screen to select which vehicles are shown.
Note: The filter is only visible after vehicles have been added to one or more groups. Additionally,
ensure that your user account has the proper permissions set by your account administrator to
view the selected group using the filter.
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Vehicle Trips
Overview
When vehicles are driven from place to place, MyGeotab will automatically save records
of each trip made. Depending on the vehicle in which your Geotab GO Device is installed
in, it will use many different factors to determine when a trip starts and ends. In most
vehicles, when the ignition is turned on, your trip begins. The GO Device will record the
distance traveled, time spent driving and idling and important engine diagnostic events
which take place along the way. When the vehicle comes to a stop and the ignition is
turned off, the trip ends and can be replayed and visualized on MyGeotab.
Note: Due to differences in vehicle manufacturers detecting the vehicle ignition may be
unavailable. If this is the case, your Geotab GO Device will attempt to detect the engine running
based on changes to its current location.
When a vehicle remains stationary for 200 seconds with the ignition on, MyGeotab will
automatically create a trip. This allows accurate recording of deliveries made when the
vehicle is left idling. Short stops lasting less than 200 seconds are not counted as stops if
the ignition is not turned off.
If MyGeotab detects the engine is running, and the vehicle is not changing position then
this action is defined as idling. Idling that occurs before a trip starts is included as part
of the idling for the previous trip. A trip starts the first time a vehicle moves because
vehicles may, at any time, be started and remain stationary for a period of time.
Historic tracking
With MyGeotab, you have access to the real time locations of your fleet and the entire
history of where vehicles have been. You can use this feature to go back in time to
examine what happened on a previous date. Select the Trips History button to work with
historic tracking.
When using Trips History, your selected vehicles will have their trips displayed
automatically. The table will show each individual trip as a single row. The first item in
the row is the address or zone name of which the vehicle was stopped.
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Note: Zone names will be used in place of addresses after you have created zones for customers
locations, workplaces or other places of interest.
If the location is a zone then it will be underlined in the corresponding color to denote the
type of the zone: See list above which shows Yellow and Blue lines for specified zones.
Mapping historic trips
The list of trips also shows when the vehicle arrived, how long it was stopped for, the
trip time and trip distance. Selecting an individual trip will add the trip to the map. Select
additional trips from the list to show many trips at once.
Tip: A shortcut for adding all the trips for the day is to select the date.
The numbers on the trips list correspond to the numbers on the map for that vehicle,
making it easy to relate them. Use the speed graph button on the right side of the row to
display the speed graph for a trip.
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Each trip is shown using a different color. The colored bar to the left of the trip data
indicates the color of that trip on the map. An automatic legend is shown at the bottom
of the map which denotes important events along the trips.
Exceptions and the stops which occurred during the trip are shown on the map. You can
filter the map icons by selecting or deselecting one of the areas from the smart legend.
The trail line of the vehicle is color-coded with the exception type which occurred. When
multiple exceptions occur, the color will alternate in a banding pattern. In the case when
the exception line is too short to be visible, a warning triangle is used in its place.
The direction of travel along the trip is denoted with arrows. A star with a number
indicates a customer stop (a zone was created at that location) and a square with a
number indicates a stop that occurred outside of a known zone.
By moving your mouse along trip, additional information about your selection is displayed
including:
●Time, date and address
●Movement status
●Exceptions
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When viewing trips on a map, the left hand side options will be automatically collapsed
to allow for more room to view the map. To re-open the options menu, select the arrow
located to the far left hand edge of the view.
Trip summary
From within the Trips History view, selecting the Summary button will show you
summarized trip information throughout your fleet.
The trip summary view allows you to compare essential driving data for your entire fleet.
This report will show the vehicle which was driven the furthest at the top of the list.
The pie chart in the upper right hand side corner shows the durations stopped inside
customer, office, home and non-customer zones.
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Note: Hover your mouse over the pie chart to examine where the driver is spending their time.
Hover your mouse over the green distance line of each driver to see the percentage of
distance compared to the longest distance traveled.
You can examine the idle time compared to the overall drive time by hovering over the
clock icon.
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Zones
Overview
A zone is a virtual perimeter around a real-world area of interest. You can use them
to denote where places are such as your office, customers, workplaces, airports, gas
stations, entire states and provinces or people’s homes. When combined with exception
reporting, zones become a critical component for analyzing the behavior of your fleet.
In the picture below, a vehicle trip is shown where the driver stopped inside a zone.
When you hover your mouse over the stop, the name of the zone is displayed.
Creating a new zone
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To create a zone, select the Add Zone button. You can create an unlimited number
of zones and they can be created individually or by importing a list you prepared in a
spreadsheet application.
To define the boundary of your new zone, first select a starting point on the map.
Continue creating the boundary by selecting points along its perimeter. A line will connect
the points, showing the perimeter in the order you add them. To finish, close the zone by
re-selecting the beginning point once again, then select the Save button.
Tip: While the zone is being created, the round markers on the corners of the perimeter lines can
be moved. To remove a point, drag the point off the map.
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Customizing a zone
After creating a zone, the following screen is shown. From here you can give the new
zone a name. This name will be used in reports and on the map.
Many of the fields for the new zone will be automatically set to an initial value. However,
you may want to specify your own customizations such as which group the zone
should belong to. Additionally, you can provide any other details about the zone in the
comments field, disable the zone from being displayed on the map and change the color
used to display the zone.
Another important aspect of zones is their type. The zones which you create can belong
to different classes such as Customers, Offices or Homes. By using zone types, you can
create very specific reports. For example, if you create zones at customers, you can
report and filter by the Customers zone type, this allows you to easily see when drivers
arrived and departed from your customers.
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Note: You can manage your zone types by selecting Types from the top menu.
By using zones in combination with real time location tracking, reporting becomes a
powerful tool for productivity. Exceptions generated by drivers will include information
about which zones they were inside (or outside) of, or even nearby to. This enables a
number of possible scenarios such as:
●Have an email sent out when drivers arrive at customer location
●Sound an in-vehicle alert to a driver who has left work early
●Notify your shipping and receiving department when a truck is soon to arrive
Geotab recognizes stops made within zones, such as customer areas, and can also
indicate the amount of time spent at these locations.
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Modifying an existing zone
To change the shape of a zone, find the zone on the map or search for it in the zones
list. Selecting a zone on the map and the menu below will be shown. Select Change zone shape to modify the boundary by moving or removing individual points. To add a
new point to the boundary, select along the zone boundary. Remove an existing point
by dragging it off the map. When finished, select Save changes, or Cancel return to the
previous screen.
Note: Changing zone properties will affect future data. You can reprocess data to affect data from
the past.
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Removing zones
Zones can be removed from the database by selecting a zone and then selecting
Remove. Once the zone is removed, your reports which previously displayed the zone
name will instead show the address if available and you will no longer be able to see the
zone on the map.
Making changes to or removing multiple zones at a time is made easy by using the
checkbox at the top right hand corner to select multiple zones.
Once your zones are selected, select Remove or Edit Zones from the top menu to affect
all the selected zones.
Note: The zone list displays 500 zones at a time, use Select Visible to select the entire page at
once.
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Importing zones
You can use a spreadsheet application to prepare a list of zones which can be imported to
your account. This saves time when you have a large number of zones to be created.
When addresses for your zones are available use the following format to create a
spreadsheet in Excel:
If you are creating zones in a remote area where street addresses are unavailable, you
can use the following format which utilizes geographical coordinates instead:
Note: In both examples, the reference column is an incremental number starting from 1 and is
used to verify all zones have been successfully created.
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Routing
Overview
Effectively dispatching your drivers is easy when you use Geotab to do your route
optimization. You can reduce fuel consumption, mileage, CO2 emissions and increase
your organization’s operational efficiency. As a fleet manager, you know how important
it is to make accurate and fast deliveries while maintaining high customer satisfaction
levels.
Creating a route
Routes created by connecting a sequence of zones together to create a path. The route
can optionally start and end at the same location and can be defined in any order you
wish. You can optionally allow Geotab to optimize the order in which a driver should visit
each zone so that fuel consumption is kept to a minimum.
Navigate to Zones & Messages from the left hand side options menu. Select Routes from
the sub-menu, your existing routes will be displayed.
Select Add Route from the top menu to create a new route.
Assign a departure point for the route by selecting a zone on the map. Continue to select
additional zones which the driver must visit along their route. After all zones have been
added, select Save route from the top menu.
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Note: The order in which zones are added to the route is not important as the route can be
optimized after all zones are added to ensure that the least distance is traveled.
Take a moment to customize your route by adding a description and optional comment.
For example, describe the customer’s which will be visited or the main roads that should
be driven.
Select the Optimize button to ensure that the shortest route will be chosen. This will
greatly help you save time and fuel for long routes.
When finished, select Save from the top menu.
Route plans
When you have a route created, a route plan can then be created allowing you to
examine how a driven route compares defined route. The route plan consists of your
route, timeframe for completion and a specific driver. When used in combination with
one another, the route plan comparison is a powerful way to highlight where and when a
driver unexpectedly spent time or has made unplanned stops.
Navigate to an existing route that has been created or follow the previous steps to create
a new route. Select Create plan from the top menu to create a route plan.
Assign a specific vehicle to the route plan by selecting one from the drop down list.
The Zones organizer lists each zones part of the zone plan. Estimated times based on
the distance between each zone will be given. Based your business requirement, you can
adjust the times between each zone to account for deliveries, customer visits or other
actions the driver will perform. When finished, select Save from the top menu.
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Comparing actual trips with planned routes
This process requires the use of the Software Development Kit (SDK) to import the
routes in to your account. The routes must be formatted as a CSV file with the details
of the route name, stop locations, the estimated time to drive to each location and the
estimated time to be spent at each stop.
Note: Geotab offers SDK samples to assist you with this process.
Your stop locations must be entered as unique zones in your Geotab account. After the
route has been completed, a report can be generated using the Planned vs. Actual Route
Report to highlight stops made out of order, missed stops, travel time and extra time
spent in zones along the route.
Plan vs. actual route report
In addition to the visual, map-based report, you can run a text based report of your route
plans which can be downloaded to your computer.
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Users
Overview
Geotab is used by people all around the world. You can customize your account to specify
your local date and time format, measurement units, local time zone and language.
To change your own personal preferences select your account options from the top right
hand corner of the screen.
Regional settings
The most common preferences are located at the top of options page. You can change
which unit of measurement is used for speed and distances (kilometers or miles), the
date format, time zone and language.
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Note: We are always in the process of adding new languages to our product and we welcome your
suggestion in which to add next.
Map settings
Geotab gives you the ability to choose which map provider to use. We offer
OpenStreetmaps by default, additional choices include Google Maps and Bing Maps. In
some areas one map provider’s imagery may be more recent than another. For that
reason, you can change your default view using the options below. Refer to the previous
section on Views to learn about creating default map views to automatically center on an
area when you open the live map.
Tip: You can drag and drop the views (blue) to order them as you want. The view at the top will
be used as the initial view.
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User interface
You can change which screen is initially shown when you sign in to Geotab by selecting
from the default page at start-up list below. Newly created users will be shown the
Getting Started page, and after becoming accustomed to using Geotab, selecting a
different page may be more beneficial to more advanced users.
Hours of service rule set
Geotab supports all the current hours of service regulations. Depending on where your
business operates, select the rule set which applies to your drivers below.
Managing users
So far, all the options explained have been applied to the currently signed in user profile.
As an administrator of an account, you have the ability to manage other user profiles by
making changes on their behalf. Navigate to Administration from the left hand side menu
then select Users from the sub-menu.
Select a user from the list to manage, the user preferences will be shown allowing you to
make changes.
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This screen is composed of three tabs:
●User (User/Employee settings and assigned groups)
●Driver (Driver ID settings)
●Options (User preferences)
Modifying multiple users
If you want to make the same changes to a number of user accounts, rather than
performing them all individually you can use the drop down list in the top right to select
multiple users at a time to make account wide changes.
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Security clearances
You can configure user-level security which ensures certain users have access to limited
groups or only specific Geotab features. This process can help to simplify the workflow for
a new user by hiding unused advanced features.
To add or change security clearances select Administration from the left hand side menu,
then select Users from the sub-menu. From the top menu, select Clearances.
Users can be grouped into different access levels that you define and individual
permissions can be applied to groups of users.
Geotab defines the following access levels and in most cases provides a suitable set of
access levels:
●Administrator (Full access)
●Supervisor (Removes ability to change users, databases, engine data, server status
and global system options)
●Default User (Allows creating zones and groups and is able to view data for drivers
and vehicles which belong to their own group)
●View Only (Allows viewing all data within their group but cannot make changes)
●Nothing (Allows access to help and should be reserved for training purposes)
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Groups
Overview
You can organize your vehicles, exceptions, zones and users into groups to match the
layout of your own organization. For instance, if your organization has East and West
divisions, then you can easily separate your account in this way. This allows important
information for each division to be presented only to those responsible for managing
them.
Managing groups
Navigate to Rules & Groups from the left hand side options then select Groups from the
sub-menu. Groups are managed using a graphical interface which shows the hierarchical
organization of your organization including the base set of groups provided by Geotab.
●Locations (Used to separate assets into the areas they service. For example, East and
West)
●Reports (Used to denote which users receive the available emailed reports)
●Vocation (Used to organize assets for reporting sales, service, delivery, etc)
Groups can be placed inside other groups. This allows your Geotab account to be set up
to match your organization’s hierarchy.
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Messaging
Overview
Geotab works with Garmin in-vehicle navigation devices to allow seamless two-way text
message communication from the web with the driver. Messages sent to drivers appear
as alerts and can be answered using unobtrusive, single tap responses for acceptance
and acknowledgement of new jobs and tasks.
Note: A Garmin device can be added to a Geotab GO6 or Geotab GO4v3 Device. Not every Garmin
model works with of all the features Geotab offers. Contact your authorized reseller to purchase
the necessary hardware.
Messaging hub
You can access messaging by selecting Zones & Messages from the left hand side
options. From there, select Text Messages. This screen allows you to review and report
on historic messages sent and received through Geotab.
Sending a text message
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From the messaging hub, select New Message from the top menu. A message can be
sent to a single driver, or a group.
1. Specify recipients:
Select one or multiple recipients by either typing their name in the text box or by
navigating your user list after selecting the blue arrow to the right.
2. Compose message:
Compose a the text message to be sent. You can use up to 256 characters.
3. Reply options:
Select a canned response or input a custom response by typing each possible
response by a comma. For example: Accept, Decline, Later
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Reviewing sent messages
After a text message has been sent, a record displaying the user that sent the message
and the date and time sent is kept under the Audit Log with the label Send GPS Text Message.
Detailed information about sent messages including the date and time of delivery and the
driver’s response if one has been received is available from the messaging hub.
Status groups
Drivers with Garmin equipped vehicles can notify their team of changes to their working
status using common statuses. For example, when a has completed a task and requires
new work, they can set their status to available. This status update can then be used
by dispatch to select the most relevant driver for a task based on not only location but
availability.
Other common statuses are:
●Available, Busy, Do not disturb
●Assistance Needed
●Emergency
●On-call
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To create the set of statuses available to a driver through their Garmin, navigate to the
vehicle properties then select the Group tab.
Each vehicle can have up to four available statuses for the driver to select from.
Once you the statuses are saved, the driver’s in-vehicle Garmin will be updated. They can
set their current status by selecting Geotab and then Quick Message. When viewing the
map, driver status will be displayed in the information popup when hovering over their
current location.
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Dispatch
Overview
Geotab offers an intuitive way to dispatch members of your mobile team to and from job
sites in real time. You can easily dispatch new jobs, pickups and drop off locations, zones
or entire routes to your Garmin equipped vehicles.
Note: A Garmin device can be added to a Geotab GO6 or Geotab GO4v3 Device. Not every Garmin
model works with of all the features Geotab offers. Contact your authorized reseller to purchase
the necessary hardware.
Dispatching vehicles to zones
To send a zone you’ve created to a vehicle, find that zone either by using the map or by
searching for it. Once the zone is displayed, simply select it. The zone options menu is
now displayed, select Dispatch vehicle here.
When creating a dispatch request, you can select one or more vehicles to receive the
request. Those drivers can optionally receive text messages you specify which include
additional instructions about the job.
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Dispatching routes to vehicles
You can send entire routes to vehicles to dispatch a sequence destinations the driver
should reach. To send a route to a vehicle, select Zones & Messages from the left hand
side menu. Select Routes from the sub-menu, and then select the Routes button. Find
the desired route by searching those available and select it to continue.
Send the route to the vehicle by selecting Send To Vehicle from the top menu.
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Exceptions
Overview
Understanding where and when issues arise with fleet is made simple by establishing
exception rules. When a vehicle event occurs which breaks a rule, an exception is
recorded which can then optionally notify one or more people, alert the responsible driver
in their vehicle, or simply log the event in your account. Fleet managers can at any time
run reports and review the history of exceptions to understand the trending behaviors of
their fleet.
Geotab offers a robust suite of built in exceptions separated into easy to understand
categories. In addition to these, you can create an unlimited number of custom rules
which combine different various conditions to suit your needs.
The types of built in exceptions available are available in three categories:
1. Safety:
Changes to driver behavior which increases accident risk such as harsh braking, seat
belt use, speed violations, accident detection and more.
2. Productivity:
Driver measurements related to time spent performing specific actions such as
excessive idling, late arrivals, early departures and more.
Exception rules are managed by selecting Rules & Groups from the left hand side menu,
then by selecting Rules. Use the buttons shown below to open detailed explanations of
each exceptions and select the pen button to begin making changes.
You can manage who is notified when exceptions occur by selecting the envelope button
from the top menu.
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Safety exceptions
Geotab enables fleet wide safety and driver improvement through instant notifications
of in-vehicle behaviors. All exceptions can be configured to interactively alert the
responsible driver at the time of exception by using an audible alarm built in to your
Geotab GO Device. This feedback allows early detection and response to driver activity
which greatly increases the road safety of your drivers and others on the road with them.
Listed below are all the built in safety related exceptions which Geotab offers.
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Productivity exceptions
Geotab is consistently raising the bar when it comes to driver productivity tracking.
You can be notifications of exceptions such as late arrival, early departure, idling,
unauthorized home or customer stops, excessive office time, long lunch and even long
stops during work hours.
Listed below are all the built in productivity related exceptions which Geotab offers.
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Fleet exceptions
Thousands of vehicles equipped with Geotab technology have realized significant cost
savings benefits. Geotab offers the most extensive metrics available to help you reduce
fuel consumption. We help you be proactive in keeping your fuel costs down by managing
driver behaviors such as excessive speeding, idling and detecting engine issues as before
they become costly problems.
Listed below are all the built in fleet related exceptions which Geotab offers.
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Auxiliary Rules
Overview
Auxiliary rules allow you to manage connected external input devices and sensors to
the Geotab GO Device through a familiar rule based approach. These rules integrate
seamlessly with the live map and are displayed in real time.
Note: Auxiliary Rules were formerly known as Auxiliary Groups.
As an example, assume your Geotab GO Device has auxiliary 1 connected to your driver
side door and is activated whenever it is opened. In MyGeotab, you would now configure
an auxiliary rule named “Door Open” in the place of “Aux1” for the corresponding vehicle.
What’s changed from 5.6?
In MyGeotab 5.7, Auxiliary Groups have been removed in favour of using Auxiliary Rules.
Rules are a much more flexible way to represent an “auxiliary group” for usability and
reporting processes. It is possible to view broken auxiliary rules from the map, trips
history and exceptions report. This change will not affect any device settings or rules that
utilize auxiliaries, these will continue to function as they have.
During the upgrade process from 5.6 to 5.7 any auxiliary groups that were assigned to
one or more devices will be automatically converted to auxiliary rules.
Creating an auxiliary rule
Grouping Auxiliaries
Generally we want to keep Auxiliary Groups in a separate Group tree from that of
location, vehicle category, etc. For this reason we will group all auxiliaries in their own
branch under Entire Organization.
1. If you already have a parent group for Auxiliaries skip to step 4
2. Navigate to Rules & Groups from the left hand side menu, then select Groups from the
sub-menu
3. Click the “+” button connected to the Entire Organization group
4. Name the group “Auxiliaries” and click save
5. Next we will create our auxiliary group, click the Auxiliary branch
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6. Click the “+” button under Auxiliaries group
7. Name the group as required, for this example we will use “Salt Truck”, click save
Auxiliary Rules
Navigate to Rules & Groups from the left hand side menu, then select Rules from the
sub-menu.
1. Select Add from the top menu to begin creating a new auxiliary rule
2. Give your auxiliary rule a meaningful name and description such as “Salter”
3. Select the Groups “Salt Truck” group
4. Click the Conditions tab to specify how the rule will behave
5. Select the connected auxiliary port from the More menu
6. Select True for the value from the opened Condition Value Selection then click Add to
associate the new rule with this auxiliary input
7. Add any additional conditions you would require such as the ignition being on,
minimum duration or vehicle speed
8. Create the new rule by selecting Save
Note: Your new rule applies to future data. If you would like to apply the auxiliary rule
to historic information, you must first reprocess your historical data.
Apply Auxiliary Rule to Vehicles
Navigate to Vehicles from the left hand side menu.
1. Select one or more vehicles from the list to add the aux rule to
2. Select the “Groups” tab
3. Select the “Salt Truck” group from the “Groups” control
4. Save the vehicle(s)
User Access
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Because Aux Rules are grouped, you may need to give users access to report on Aux
rules. Note that given a user access to an Aux group in their “Data Scope” may result in
them getting access to vehicles you do not want them to see. For this reason you can
give a user access to the aux group in their reporting scope. This will give them access
to see the exception on the map and report on these exceptions.
If the users in question have Entire Organization data scope, skip this step.
1. Navigate to Users from the left hand side menu
2. Select the user(s) you want to see aux rule exceptions
3. Under “Additionally allow reporting by these groups:” select the aux group you would
like the user to report against. For example the “Salt Truck” group we set up in the
above steps
4. Save the user(s)
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Auxiliary rule reports
After an auxiliary rule has been broken by a vehicle or driver, it will be available in your
exception reports.
1. Select Rules & Groups from the left hand side menu, then select Exceptions from the
sub-menu.
2. Select which Device, Driver or Group to report on and select the appropriate time and
date range from the Filter.
3. Select the Options button, the Select Exception Rules window is now displayed.
4. From the Select All Rules drop down menu, select Select Particular Rules.
5. Select the auxiliary rules to report on and close the Select Exception Rules window.
6. Select Apply to run your report using the filter you created
Note: To view a summarized version which includes duration totals and the total number of
incidents select the Summarized button from the top menu.
Auxiliary rule notifications
When auxiliary rules are broken you can have automatic notifications sent out to inform
fleet managers. A notification can be displayed in the following ways:
●Email to one or more people
●An alert displayed on Geotab
●The driver can be alerted by an audible in vehicle alarm
●Third-party systems can use additional means such as SMS
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Email templates
The information included in the email notifications is fully customizable using simple to
use templates.
Examples of customizing the notifications sent out are:
●Compact version for mobile devices to conserve data usage on mobile data plans
●Include a contact phone number for emergency situations
●Offer a web link to a map containing directions to a service station when engine
failure is detected
Note: there may be a minor delay between when data is sent from the vehicle to when the server
sends a notification depending on the type of notification and exception being handled.
Advanced notifications
You can further customize the conditions which need to be met to send a notification by
using the advanced editor. You can combine multiple conditions together to specify exact
business cases such as:
●Dangerous driving detected from engine measurements
●Seat belt use when in motion
●Arrival and departure of zones outside normal working hours
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Drivers
Overview
Geotab is designed with next-generation safety technology allowing you to gain incredible
insight into your driver’s on-road behavior using informative management reports.
Risk and safety scores are assigned to individual drivers and are based on various key
indicators such as speeding, seat belt usage, harsh braking, sharp corner turns, over
acceleration and after-hours vehicle use. You will easily enhance your fleet’s safety with
real time risk and safety reporting.
Detecting speeding
Compare your driver’s speed with the posted road speed for local city driving, or within
specific zones such as schools or other low speed residential areas. Easily watch changes
in style depending on the environmental conditions.
Navigate to the real time sped graph by selecting Drivers from the left hand side options
menu. Then, select Speed Profile to display the real time graph.
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Customers who use the hosted version of Geotab have access to real world posted road
speeds. This allows street level accurate notifications to be sent when driver’s exceed
local speed limits. Posted speed limit data comes from two sources:
●NAVTEQ Maps
●Open Street Maps (OSM)
Note: Posted road speed is only available to customers who use the hosted version of Geotab and
is supported in the U.S. and Canada.
Posted road speeds can change frequently and may contain inaccuracies. You can update
the posted road speed of any road by clicking on a road from the live map. A menu will
appear, select Update posted road speed to change the value.
Geotab shares the changes you make to posted road speeds with all customers. That
way, everyone benefits from each others changes. On a monthly basis, Geotab will send
the latest posted road speeds to OpenStreetMaps, where they will make them available
to everyone else on the Internet.
Note: Due to the possible inaccuracies caused by road construction or other hazards. We
recommend that posted speed limits be used as part of a larger safety strategy.
For the latest coverage maps from the above data sources see http://goo.gl/W0xxj7.
Vehicle acceleration
Geotab offers the ability to set exception rules for excessive driving behaviors such as
harsh acceleration, harsh braking and harsh cornering. Depending on the type of vehicle
the rule is applied to, use the table below as a guideline for the average g-force exertions
typical to that vehicle. In most cases, the default values found in Geotab are suitable, but
are highly customizable.
EventTypical CarSports CarF-1 Race CarLarge Truck
Accelerating0.3 - 0.5> 0.91.7< 0.2
Braking0.8 - 1.0> 1.32~ 0.6
Cornering0.6 - 1.0> 2.53
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NFC Driver ID
Overview
Geotab has incorporated the latest in RFID technologies - Near Field Communications
(NFC) - to deliver driver identification for personnel that switch between vehicles. Driver
ID allows fleet managers to have a full view into their driver activities regardless of the
vehicle they are currently driving. This allows running reports, rules and exceptions by
driver or vehicle. Driver ID can be combined vehicle immobilization wherein a valid Driver
ID keyfob must be touched to the reader before the vehicle will start.
Understanding drivers
When using Geotab, a Driver is special type of user account that is configured by your
administrator. A driver can be issued a physical driver key (NFC or GO key) which is then
used to identify that specific driver when in a vehicle.
Driver keys
When a driver enters a vehicle, they use their Driver ID keyfob to associate their user
account with that vehicle. When using NFC, this process is performed by tapping the
Driver ID keyfob on your equipped vehicle’s driver identification reader.
●NFC:
Driver identification is done by tapping their key (or tag) to the Geotab NFC IOX
reader. Each key has a visible unique serial number which is associated with a user
account.
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●GO key:
Legacy driver identification which is inserted to the reader. GO keys are designed for
Geotab GO2 and GO4 devices and do not have a visible serial number.
Using driver identification
When a driver enters a vehicle equipped with a driver identification system they should
first use their driver key to identify themselves before starting the engine. If they do
not first identify themselves, an audible sound will remind them that identification is
required.
The identified driver will then be associated with that vehicle for the duration of a single
trip, or until another driver identifies themselves.
If a driver attempts to use their driver key before it is assigned to their user account an
exception will be generated letting you know that an unassigned key has been used to
identify a driver in a vehicle.
Note: Your account must first have the driver identification feature enabled.
Configuring drivers
To create a new driver navigate to Administration from the left hand side menu, then
select Users from the sub-menu. Select a user from the list which you would like to
denote as a driver, then select the Driver tab.
Use the On/Off switch to make this user a driver.
From the options shown, select the type of driver keys you are using, either NFC or GO
key (USB). Enter the serial number in the field given, or if using GO keys you may use
the assign key utility.
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GO key assignment
The Assign Key wizard can be used with the GO key reader to prepare a GO key and
automatically assign its serial number to a driver’s user account.
Manually assigning drivers to vehicles
Performing the assignment yourself of drivers to vehicles is useful when you are not
using vehicles equipped with driver identification systems. Additionally, if there is a
conflict between driver keys and vehicles you can easily make the manual correction.
Follow these steps assign your drivers to vehicles.
1. Navigate to the Map from the left hand side menu.
2. Select a vehicle, then from the options that are displayed select Assign driver.
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3. A small window is displayed, select the driver by name from the drop down list.
4. If this driver will be the default driver, use the Yes/No switch to automatically
associate them with this vehicle in the future. When finished, select Apply changes.
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Reports
Overview
Understanding your fleet behaviors is made simple with Geotab. Report on activities such
as deliveries per driver, average fuel consumption, drivers who speed and most often late
to arrive and early to depart. There are over 30 standard reports to choose from and the
ability create limitless custom reports using Microsoft Excel. Reports can be downloaded
to your computer in Adobe PDF or Microsoft Excel to further examine and work with the
data.
Schedule your reports to be emailed to you daily, weekly, monthly or on demand. With
proactive management, you can create custom rules for your drivers and receive instant
updates through email and more.
Running reports
Navigate to Administration in the left hand side menu. Select Custom Reports from the
sub-menu. A new window is displayed with a list of reports you can run.
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You can assign a report to be part of your dashboard when you first sign in by selecting it
from the list and then selecting Enable Dashboard. To customize a report, select it from
the list and then select Edit in Excel to make changes.
Customizing reports
Using Excel to create custom reports allows for limitless options for analyzing your fleet
and driver behavior. Using Microsoft Excel, you can include fleet metrics, charts, formulas
and even match your organizations color scheme for customer facing reports. The
following options are available for customizing reports:
●Make changes to templates using Microsoft Excel
●Configure user level access to individual reports
●Set custom reports as a dashboard
●Control how often a dashboard is automatically refreshed
●Schedule reports to be emailed to users
Dashboards
Geotab has many different options for what you will initially see when signing in. One
of those options is the dashboard; a graphical view of your reports all on one page. The
dashboard is meant to highlight critical events and behaviors throughout your entire
fleet at a single glance. The reports displayed are up to you and can be customized using
Microsoft Excel.
List below are the built in dashboards which help establish insights to your fleet.
●Driver Score (Rates your drivers based on speeding, after hours driving and excessive
idling)
●Idle Time (Compares time spent idling as a percentage of the total driving time)
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●Activity (Analyzes the time spent in different zones: At the office, home and
customers)
●Stops (Visualizes the number of stops made)
●Business & Personal Use (Shows driver mileage for business and personal use while
intelligently filtering away the drive to and from work)
Email limitations
In order to preserve the quality of service when using Geotab there are a number of
limitations applied to the number of emails which can be sent at a time, and the size of
each individual message.
●Attachments cannot not exceed 10 MB
●The total data usage of emails per hour cannot exceed 500 MB
●The total number of emails sent in an hour per rule cannot exceed 500
Note: If an email limit is exceeded, any further emails will be disabled for 60 minutes.
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Vehicle Maintenance
Overview
You can easily prioritize the repairs for your vehicles based on active diagnostic faults
using in-depth engine health information. By focusing on proactive vehicle maintenance,
your fleet will begin saving on costly vehicle repairs by detecting issues early and
preventing them from developing in to larger problems.
Even the simplest vehicle repairs can become a drain on your bottom line. Prevent
vehicle misuse with Geotab’s industry leading GO Device. Send immediate alerts to your
drivers to notify them of their driving behavior.
Insurance discounts
Did you know that Geotab’s fleet management system can help you lower your insurance
rates? Insurance premiums can increase as a result of accidents, speeding tickets, and
other unexpected incidents. A growing number of insurance providers offer usage based
discounts, contact your insurance provider today to find out if you qualify.
Maintenance reminders
Remembering when to perform oil changes, rotate your tires and other minor automotive
services can be completely automated using accurate GPS tracking to monitor the usage
of your fleet. You can create recurring reminders that will let you know when a vehicle is
due for service.
Navigate to Engine & Maintenance from the left hand side menu. Select Maintenance
Reminders from the sub-menu, your maintenance reminders will be listed. Select
Advanced and a new screen will allow you to configure your reminders.
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To create a new reminder select Setup Reminders, a new screen list all your existing
reminder rules. When creating your new rule, choose from the following criteria to notify
you or others:
●A duration of time has elapsed
●The vehicle has been driven a certain mileage
●The vehicle’s engine has been operating for a certain period of time
●A specific date has been reached
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Recording Completed Maintenance
Recording that you have completed the maintenance service is optional. The
reminders you have set will still continue even you do not record the outcome.
The reminder schedule is not linked to your actual completed dates. If you wish to
change your next reminder, you must change the reminder rule.
To record the completed maintenance, navigate to Engine & Maintenance from
the left hand side menu. Select Maintenance Reminders from the sub-menu,
and your maintenance reminders will be listed. Select Advanced and a new
maintenance screen will appear.
Select the vehicle/rule combination for which you want to record completed
maintenance, using the menu on the left side. Click Show Reminders. You will
see a list of the selected vehicle(s) in the box on the right. Click on the desired
vehicle’s reminder (there may be several reminders). The Event History screen is
displayed.
Click on the maintenance event which was completed. You will now see the event.
Click Edit Event. Do not change the device or the reminder rule. Just update
with your known information. For example, the exact date and odometer reading
when an oil change was performed.
System Options
Overview
Geotab offers an intuitive and flexible interface to manage your fleet. For system
administrators, there are a number of preferences available which can be applied to your
entire fleet of vehicles and the users who manage them.
Changing system options
Navigate to Administration from the left hand side menu. Select System from the submenu and a number of options will be displayed:
●System settings:
Details about your organization and some default settings for all vehicles. Change
your default map provider, or create custom maps.
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●Audit log:
Lists notable events which occurred. This report is useful for tracking changes to your
account when multiple users have administration access.
●Performance report:
Used to diagnose the performance of the Geotab system.
●Clear, Import & Export Data:
Database administration options to move and backup your entire database.
●Keys & RF:
Used to create and read legacy touch keys, configured radio downloaders for legacy
installation types using radio frequency passive tracking.
Engine Data
Overview
Your Geotab GO Device is designed to collect and respond to status information in your
vehicle. The port which it is installed in is traditionally used for on-board diagnostics from
the vehicle’s manufacturer.
Your Geotab GO Device responds to changes in your vehicle to the following areas:
●Engine RPM
●Battery voltage
●Engine warning light on (MIL)
●Seatbelt usage
●Odometer
●Engine hours (PTO)
●Emission faults
●Vehicle identification number (VIN)
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Please be aware that due to differences in vehicle manufacturers, the actual engine
information available in your vehicles may vary. Geotab is consistently expanding the
number of supported vehicles and features and regularly distributes firmware updates as
necessary.
Note: If when installing your Geotab GO Device you experience issues such as power loss, the
vehicle stalls or engine lights are displayed you may have an incompatible vehicle. Please remove
the Geotab GO Device and contact your authorized Geotab reseller.
Understanding your vehicle
Authorized Geotab resellers have access to a proprietary tool which is used to
automatically discover the available engine information for your vehicle. This is done
by providing Geotab your vehicle identification number which is usually located on your
dashboard.
In order to determine whether a vehicle is driving, stationary or turned off, the system
uses patented technology to examine vehicle battery voltage, movement by use of
accelerometer, GPS location and available engine status information. This allows the
system to be used in vehicles that do not include an engine bus, in new electric or hybrid
vehicles, commercial vans and large trucks.
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Current vehicle support
Use the following charts as a guide as the compatibility of your vehicles with certain
features. For the most up to date information please contact your authorized Geotab
reseller.
Vehicle odometer
In most cases, your Geotab GO Device automatically records your odometer value.
The IFTA report relies on the odometer history.
For some vehicles, automatic recording of odometer reading may not be available
because the manufacturer does not provide it, or its not yet supported. If not, you can
update the odometer in your Geotab account by manually entering your vehicle’s current
odometer reading.
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Geotab retroactively corrects historical odometer readings based on the most recently
entered value (whether manually entered, or automatically recorded). This most recent
value is always assumed to be correct and overrides all previous entries or corrections.
Incorrectly entered information can result in inaccurate reports:
●Incorrectly copying or entering an odometer value might produce negative historical
trip values
●When a GO Device firmware update introduces automated odometer tracking for a
vehicle whose odometer values were previously manually entered, but incorrect, it
could produce a “jump” in the value
●If a GO Device is moved from one vehicle to another, but the old vehicle was not
marked as “historic”, then odometer readings for multiple vehicles are combined. This
could result in sudden “jumps” or past negative trips.
●Recommendations:
●Double check your manual odometer readings and entry
●When permanently transferring your Geotab Go Device to a new vehicle, set the
previous vehicle to “historic”, to preserve your location data and create a new vehicle.
Software Development Kit (SDK)
Overview
Geotab recognizes that when you’ve invested significant time and money in your IT
infrastructure you want to get the most out of it. You can integrate your fleet telematics
data into your own software by leveraging our easy to use software development kit
(SDK).
With the Geotab SDK you can create new reports, schedule data requests to import to
your own software or even build entire applications centered around your own fleet. You
will be able to get started quickly and find help when you need it easily with dedicated
and responsive support channels which assist you along the way.
Supported platforms
Whether you are building a web, mobile or desktop application with the Geotab SDK,
there are many options for programming languages to use. The Geotab SDK is available
in the following ways:
●HTTP JSON web service
●Native C# library
●Native JavaScript library
Getting started
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Start developing today using our comprehensive getting started guides, sample projects,
database schemas and more. Get involved, ask questions and have them answered by
dedicated support staff focused only on Geotab products.
Read the Geotab SDK documentation at http://goo.gl/CFpUD which includes links to
download the latest SDK and samples. Get involved with the community by visiting our
forums at http://goo.gl/LdgWY1.
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Hardware features
Standard Features
De
vic
e
GO
4v
3
GO
5
GO
6
O
B
D
in
st
all
Opti
mal
log
gin
g
✓✓✓✓✓
✓✓✓✓✓
✓✓✓✓✓✓✓
Advanced Features
De
vic
e
GO
4v
3
System
health &
diagnosis
✓✓✓✓✓✓
Dr
iv
er
ra
tin
g
SDK for
3rd party
devices
In cab
driver
Feedbac
k
Over
the air
updates
Feedb
ack on
server
rule
PTO 3rd
party
integrat
ion
Immobilizati
on
IOX
expans
ion
Device
unplu
gged
timesta
mp
Trip
storag
e
2000
miles
2000
miles
2000
miles
Old
touch
key
✓
School bus
NF
C
ke
y
✓
GO
5
GO
6
Engine Data
De
vic
e
GO
4
GO
5
GO
6
Most
complete
data
✓ ✓✓
✓✓ ✓ ✓✓✓
G
as
en
gin
e
J1708 J1939
diesel
Hybrid, EV and alt
fuel
Secondary Engine
Protocol
Remote Scan
Tool
✓✓✓✓✓✓
✓✓✓✓✓✓
✓✓✓✓✓✓
Communication Options
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De
vic
e
2G
GSM
3G
HSPA
CDMAGar
min
Iridi
um
WIF
I
RF local
download
GO
4v
3
GO
5
GO
6
✓✓✓✓✓✓✓
✓
✓✓✓✓✓✓
Safety & Compliance
De
vic
e
GO
4v
3
GO
5
GO
6
Accident
reconstruction
✓✓✓
✓✓✓✓
✓✓✓✓✓✓
Backup
detect
Driver ratingHours of
Service
Garmin
DVIRIFTA miles
✓
(Garmin)
✓
✓ Coming soon
✓ Available
●OBD install
Device can optionally be installed into OBD port
○
Used by mechanics to detect engine fault codes and vehicle measurements.
○
Located somewhere accessible to the driver - sometimes by the drivers feet.
○
Gets power from this port and because is self contained doesn't require any
○
installation.
In some cases the positioning of the port can interfere with the driver and thus
○
an extension harness must be used.
●Optimal logging
Patent pending algorithm to improve accuracy and reduce costs
○
Most accurate mileage and track on a map
○
Fast GPS latch by having the GPS always know where the satellites are
○
●Driver rating
Accelerometer analysis and speed used to look at the drivers safe driving
○
practices
●In cab driver feedback
Device can beep at driver for violations like speeding, over revving or over
○
idling
●Feedback on server rule
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Supports having a rule on the server that when violated can be set to buzz at
○
the driver or send a message to their Garmin
●PTO 3rd party integration
RS232 serial port used to integrate with 3rd party devices that send serial data
○
IOs are inputs that read whether a circuit is grounded or left disconnected or
○
alternatively whether it is switched to 12V.
●IOX expansion
IO eXpander used to plug in as many cables for different purposes into the GO
○
device. There are many different cables available including
Garmin
○
4 IO’s & serial or Hours of Service
○
WIFI
○
RFID key
○
●Trip storage
This is the amount of data recorded even if the vehicle is out of range and does
○
not download its data
●Old touch key
Support of older touch keys that require plugging into a mounted receptacle.
○
●NFC Tag
Geotab supports driver identification using an RFID (http://en.wikipedia.org/
○
wiki/Radio-frequency_identification) touch key tag
●System health & diagnosis
Devices wake up periodically and do a self diagnosis and communicate with the
○
server to confirm that are fully functional
●SDK for 3rd party devices
3rd Parties with devices like weigh scales can integrate through a free SDK
○
Geotab has an open protocol that any 3rd party can send serial data to the GO
○
device. That data is automatically sent to the Checkmate database and tagged
with location and date and time
●Over the air updates
Software in these units can be updated remotely adding new functionality or
○
giving new features
●Immobilization
Units can be wired to inhibit the starting of a vehicle. This can be useful for
○
theft deterrence or for enforcing driver identification
●Device unplugged timestamp
The device detects unauthorised unplugging or tampering and stores location
○
and data time of any event.
●School bus
There is advanced support for newer school buses where the data about
○
flashing lights and arm down are only available on the engine bus
●Most complete data
Geotab technology extracts the most amount of useful engine data from the
○
widest variety of engines. Support for more vehicles and kinds of information
are being added all the time
and odometer reading is automatically extracted out of the vehicle and made
available in reports
Check Engine light is detected and shown in Checkmate
○
Engine measurements including battery voltage, oil pressure and temperature,
○
fuel level and any engine fault codes describing maintenance attention issues
are extracted
●Gas engine
Supports old and new gas engines
○
Supports ISO 15765 (CAN bus on all new European and North American
○
vehicles)
Supports ISO 14230 KWP2000 (older vehicles mostly European and Asian
○
manufacturers)
Supports ISO 9141-2 (older vehicles mostly Chrysler, European, and Asian
○
vehicles)
Supports SAE J1850 PWM (older Ford vehicles)
○
Supports SAE J1850 VPW (older General Motors vehicles)
○
●J1708 J1939 diesel
Supports old and new diesel engines
○
Supports SAE J1708 (older diesel vehicles)
○
Supports SAE J1939 (replacement for J1708 for diesel vehicles)
○
●Hybrid, electric vehicle and alternate fuel vehicles
Special support for analysing performance of the new hybrid and alternative
○
fuel vehicles. Partners of Geotab analyse and consult around this data
●Secondary Engine Protocol
Newer devices can communicate using two protocol for engines that require it.
○
This is needed for some newer vehicles to get all the data that the engine
○
computer has like seatbelt and VIN
Support for extra GM information
○
●Remote Scan Tool
This allows Geotab support to remotely communicate directly with the engine
○
computer. This is useful for adding support for new vehicle types remotely and
troubleshooting any issues
●2G/GSM
Support for older GSM 2G networks. This is the most common network
○
everywhere in the world
●3G/HSPA
Some network carriers eg AT&T don’t allow new GSM devices on their network.
○
A 3G or HSPA version of the device is available for these networks. The 3G
version will run on GSM networks.
●CDMA
Support for CDMA 1xRTT is also available for CDMA networks like Sprint and
○
Verizon
●Garmin
Through a Garmin cable, a garmin can be attached to a GO device allowing
○
messaging and dispatch
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●Iridium
Satellite system allowing coverage anywhere in the world
○
Works with GSM/3G/WIFI/CDMA when it has coverage but allows pinging, stop
○
detect and panic when out of cell coverage
Additional hardware and a monthly charge required
○
●WIFI
Devices that can use a wifi network or hotspot to enable live tracking or
○
uploading when connecting at the office
●RF local download
900 Mhz radio is used to upload data for vehicles when they return back to the
○
office in range of a special downloader that plugs into the network. The range is
around 1000ft
●Accident reconstruction
The device records in second by second resolution the last 100 seconds of
○
position and speed data for detailed analysis of what happened in an accident
The force being applied to the vehicle in any direction is recorded. This allows
○
forensic look at when brakes were applied, where and when an impact occurred
and from what direction. Also when the device detects that a possible accident
has occurred, it automatically sends this detail to the server for analysis.
●Backup detect
Sophisticated software can usually detect when the vehicle is being backed up
○
or reversed and when it is moving forward. This is communicated to Checkmate
●Driver rating
The accelerometer is automatically calibrated to figure out the difference
○
between hard braking, aggressive acceleration and dangerous cornering or lane
changes. This is communicated to Checkmate
●Hours of Service
These devices can have an Hours of Service screen added. This enables US
○
FMCSA 395.15 property carrying interstate compliance with HOS regulations
(http://www.fmcsa.dot.gov/rules-regulations/administration/fmcsr/fmcsrruletext.aspx?
reg=395.15)
●DVIR
US Department of Transportation regulations see http://www.fmcsa.dot.gov/
●IFTA miles
The product supports these requirements. See this linkhttp://en.wikipedia.org/
○
wiki/International_Fuel_Tax_Agreement.
Firmware release notes for GO Devices
Device Release Notes for Q3 2012 (http://goo.gl/xN4GQ)
RF (passive) devices
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Even though it is much more useful to have tracking done live, the GO4v3 product
line supports downloading data without the use of a cellular or paid for link. The data is
buffered and stored in the vehicle for the entire day's journey for a vehicle and then
downloaded through a downloader located at the customer's offices. The range of this
downloading varies but is typically 1000 ft. The downloaders are connected to an
Ethernet network and configured using Geotab.
Mobile support
Geotab supports most modern smartphones such as iOS, Andrioid and BlackBerry. Our
maps have been optimized for touch interaction and support panning, zooming and taps.
Upgrading from previous versions
Upgrading from a previous version of Geotab to 5.6 is mostly an automatic process.
There are some major improvements to some features in version 5.6 which add manual
steps that you may need to perform if you have some more advanced configurations.
Please read the next few sub-sections carefully to check whether you will need to perform
additional configuration after upgrading.
Generic engine rules
As of the July 2012 firmware update for Geotab GO Devices, the vehicle will now use a
generic engine ruleset for engine diagnostics. Previously, diagnostics were specific to
every type of engine source, for example, fuel level for both J1708 and J1939. Now,
there are generic and aggregated diagnostics which makes creating rules and generating
reports for a fleet with multiple engine types much easier.
Exception rules created with specific engine types will no longer create exceptions after
the firmware has been upgraded. Follow these steps to re-enable exception reporting.
1. Check whether any rules on our account utilize an engine type (if they have a name
with an engine source type in parentheses as shown below)
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2. Add a generic diagnostic by using the Add Engine button then add it to the conditions.
3. Open the advanced rule conditions by selecting the script icon.
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4. Remove everything except the content of the second term. As an example, you would
keep the following: IsValueLessThan[value=50%](
FilterStatusDataByDiagnostic[diagnostic=DiagnosticFuelLevelId] ):
When finished, you should have a rule which looks similar to the following:
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Software Features
Overview
Learn how businesses use Geotab to control costs through saving time and costs of
operating their fleets. Here are a few recent examples of our customers who take full
advantage of what we offer.
Safety
●Setup exceptions for dangerous driving
speeding against posted speed limits
○
harsh brake
○
dangerous lane changes/ aggressive driving
○
after hours use
○
driving with no seatbelt
○
●Limiting backing up (and ensuring backing first)
●Seatbelts are used much less than expected by monitoring compliance can go from
80% to 99.8% (large fleet case study)
●Notify the driver by buzzing in the vehicle
●Driver safety scorecard
●Who to email / alert in case of accident -setup a procedure when accident happens.
Auto retrieve
○
Reconstruction from data
○
●Detect distracted driving – big issue
Productivity
●Import customers using the built in wizard or use the SDK to sync customers in
Checkmate from another system automatically.
●Use groups for different customer types. That way reports will group and categorize
automatically.
●Get minutes per customer visit or minutes spent visiting by category.
●In an actual case study, a large company using Geotab saves 3% on labour by
monitoring how much time was done doing their customers’ deliveries.
●Report the number of customer visited by driver per day
●Manage the time employees are at the office. Paid time vs. personal time (lunch and
break abuse)
●Look at the total time each day employees spend driving slowly or idling (ie caught in
traffic)
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●Graphically monitor days trips with exceptions. In an actual case study, a large
company using Geotab saved more than 2% of their mileage by avoiding bad driver
decisions like bad routing or unnecessary stops
●In an actual case study, a large company using Geotab reduced the supervisor
headcount from 30:1 to 50:1 by using Checkmate as a tool to manage driver activity
●Setup allowed time at stops and through routing get planned routes vs. actual activity
●Setup allowed travel times and compare planned vs. actual
●Dispatch Overlap
●Excess Miles – Best route taken? Off Area Mileage?
●Segmented Analysis of Work Day
Fleet
●A fuel saving calculator spreadsheet is available to show the fuel saving by managing
using Geotab
●High CO ratio detected by engine computer indicates vehicles wasting fuel and
needing a service
●Fuel is saved by limiting idling – buzz in cab and exception rule. Accurate fuel and
CO2 measurement during idle time
●Enhanced idle time measurement
Begin of Trip Idle Time (actionable)
○
End of Trip Idle Time (actionable)
○
Expected/Planned Idle Time per Route (Traffic Delays) (not really actionable but
○
knowing this will tell you the best that can be obtained)
●Miles per gallon and mpg compared against peers
●Mileage Reduction
●Email can be sent when the vehicle engine warning light is on - vehicle needs
maintenance
●Email can be sent when employee leaves their car lights on or the battery is going to
fail
●Email can be sent when the alternator fails
●Use Checkmate to setup service intervals, tire rotation and even lease expiring.
●Service intervals are based off odo readings taken automatically from vehicle or by
total engine hours (better metric for maintenance)
●Checkmate automatically makes available accurate odo and vin for every vehicle in
Checkmate
●The watchdog report is used to identify failed or tampered units
●An advanced user can use the vehicle engine codes to identify exactly what is wrong
with a vehicle without even needing a diagnostic scan tool.
●For asset utilization, Checkmate can tell what percentage of vehicles are not being
driven over time and by region. In an actual case study, a large company using
Geotab reduced their unutilized assets to 4% from a the industry standard of 10% or
more.
●Prioritized engine fault codes
Ability to filter out noise or un-actionable events
○
Optional integration with Asset Management System to open work orders
○
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●Fault code knowledgebase
Optional integration with Asset Management System to provide repair data
○
●Best repair practices
Data provides repair information
○
Reduced unneeded parts expense
○
●Condition exceptions and threshold alerts based on like vehicles (peers)
●Scheduled component (brakes, starter, filters, alternator, etc.) maintenance based on:
Ignition Cycles
○
Hours
○
Miles
○
●Grade Component (brakes, starter, filters, lubrication, etc.) wear based on driving
Habits (jack rabbit starts, harsh braking, etc. cause accelerated wear)
●Measurement of repair effectiveness. Was condition fixed the first time? Has a direct
correlation to breakdowns.
●Breakdown analysis. Breakdowns vs. vehicle data. Could breakdown have been
prevented?
●Provide mechanic with vehicle location. Reduces vehicle obtain time.
Dispatch
●Find address or customer by customer name
●Find vehicles closest to the address or customer
●Click to send message to Garmin GPS in the vehicle to dispatch to that location and
navigate the driver there
●Routes can be set up and driver dispatched to a route with automatic navigation to all
destinations
●Statuses can be used by the driver in the Garmin to alert dispatcher as to availability
●Many reports to look at time spent driving, stopped etc.
●Sustainability and Regulatory
●Hours of Service regulations: http://en.wikipedia.org/wiki/Hours_of_service