With Geotab, your entire team will be more productive, responsive and proactive. Here are some of the highlights Geotab has to offer.

Transcription

1 Product Guide Overview Use Cases Getting Started Vehicle Configuration Live Map Vehicle Trips Zones Users Groups Messaging Routing Dispatch Exceptions Auxiliary Rules Drivers NFC Driver ID Reports Vehicle Maintenance System Options Engine Data Software Development Kit (SDK) Hardware Features Software Features What's New 1

2 Overview Introducing Geotab 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. 2

3 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 3

4 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 is 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 4

5 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 List of Compatible Garmin s) which are compatible with the FMI 45 and FMI 15 interface cable. 5

6 Use Cases UPS Telematics Initiative Reduces Fuel Use Published: June , 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 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. 6

7 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. 7

8 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. 8

9 Getting Started 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. 9

10 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 here ou will be asked to fill in your name, address and the device serial number. the next 10

11 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. First steps Geotab will have sent you an confirmation of your installation. Open the 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 11

12 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. Microsoft Internet Explorer 9+ Google Chrome 14+ Mozilla Firefox 4.0+ Apple Safari 5.0+ 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. 12

13 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. 13

14 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 and text messages. (see Reports) 14

15 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.. 15

16 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 Groups in this guide. Installation history This shows a report that extracts the data that was recorded when the installer tested the vehicle at 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. 16

17 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 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 17

18 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. 18

19 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. 19

20 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) 20

21 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. 21

22 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. 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. 22

23 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. 23

24 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. 24

25 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 25

26 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. 26

27 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. 27

28 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. 28

29 Creating a new zone 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. 29

30 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. Note: You can manage your zone types by selecting Types from the top menu. 30

31 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 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. 31

32 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. 32

33 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. 33

34 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. 34

35 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. 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. 35

36 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. 36

37 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. 37

38 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. Note: We are always in the process of adding new languages to our product and we welcome your suggestion in which to add next. 38

39 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. 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. 39

40 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. This screen is composed of three tabs: User (User/Employee settings and assigned groups) Driver (Driver ID settings) Options (User preferences) 40

41 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. 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) 41

42 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) 42

43 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 ed 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. 43

44 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. 44

45 Sending a text message 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 45

46 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 46

47 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. 47

48 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. 48

49 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. 49

50 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. 3. Fleet: Responsive vehicle monitoring Engine issues, battery drain, tracking device tamper detection and more. Managing exceptions 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. 50

51 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. 51

52 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. 52

53 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. 53

54 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 6. Click the + button under Auxiliaries group 54

55 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 Because Aux Rules are grouped, you may need to give users access to report on Aux 55

56 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) 56

57 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: 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 57

58 templates The information included in the 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 58

59 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. 59

60 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 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. Event Typical Car Sports Car F-1 Race Car Large Truck Accelerating > < 0.2 Braking > ~ 0.6 Cornering >

61 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. 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. 61

62 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. 62

63 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. 63

64 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. 64

65 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 ed to you daily, weekly, monthly or on demand. With proactive management, you can create custom rules for your drivers and receive instant updates through 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. 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. 65

66 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 ed 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) Activity (Analyzes the time spent in different zones: At the office, home and customers) Stops (Visualizes the number of stops made) 66

67 Business & Personal Use (Shows driver mileage for business and personal use while intelligently filtering away the drive to and from work) limitations In order to preserve the quality of service when using Geotab there are a number of limitations applied to the number of s 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 s per hour cannot exceed 500 MB The total number of s sent in an hour per rule cannot exceed 500 Note: If an limit is exceeded, any further s will be disabled for 60 minutes. 67

68 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. 68

69 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 69

70 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 sub-menu 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. 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. 70

71 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) 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. 71

72 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. 72

73 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: RESTful HTTP JSON web service Native C# library Native JavaScript library Getting started 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 which includes links to download the latest SDK and samples. Get involved with the community by visiting our forums at 73

74 Hardware features Standard Features De vic e O B D in st al l Opt ima l log gin g Dr iv er ra tin g In cab driver Feedbac k Feedba ck on server rule PTO 3rd party integra tion IOX expan sion Trip stora ge Old touch key N F C k e y G O4 v3 G O miles 2000 miles G O miles Advanced Features D ev ic e System health & diagnosis SDK for 3rd party devices Over the air updates Immobiliza tion Device unplug ged timesta mp School bus G O 4v 3 G O 5 G O 6 Engine Data De vic e Most complete data Ga s en gin e J1708 J1939 diesel Hybrid, EV and alt fuel Secondary Engine Protocol Remote Scan Tool G O4 G O5 G O6 74

75 Communication Options D ev ic e 2G GSM 3G HSPA CDMA Gar min Irid iu m WIF I RF local download G O 4v 3 G O 5 G O 6 Safety & Compliance D ev ic e Accident reconstruction Backup detect Driver rating Hours of Service DVIR IFTA miles G O 4v 3 Garmin (Garmin) G O 5 G O 6 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 75

76 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 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 ( 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 76

77 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 Vehicles VIN ( 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 (CAN bus on all new European and North American vehicles) Supports ISO KWP2000 (older vehicles mostly European and Asian manufacturers) Supports ISO (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 77

78 messaging and dispatch 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 property carrying interstate compliance with HOS regulations ( regulations/administration/fmcsr/fmcsrruletext.aspx?reg=395.15) DVIR US Department of Transportation regulations see g= IFTA miles The product supports these requirements. See this link Firmware release notes for GO Devices Device Release Notes for Q ( RF (passive) devices 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 78

79 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) 79

80 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. 4. Remove everything except the content of the second term. As an example, you would keep the following: IsValueLessThan[value=50%]( FilterStatusDataByDiagnostic[diagnostic=DiagnosticFuelLevelId] ): 80

81 When finished, you should have a rule which looks similar to the following: 81

82 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 / 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) 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 82

83 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 can be sent when the vehicle engine warning light is on - vehicle needs maintenance can be sent when employee leaves their car lights on or the battery is going to fail 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 Fault code knowledgebase Optional integration with Asset Management System to provide repair data Best repair practices Data provides repair information Reduced unneeded parts expense 83

84 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: Driver Vehicle Inspection Report: g= IFTA Fuel Tax reporting: Tax Mile Accuracy and Private Property Mileage Exclusion 84

85 What s New February 2014 Allow immediate downloading of Excel or PDF reports (before view is ready) Radio downloader management now in HTML (ClickOnce removed) Allow multi-editing of more than 500 vehicles at a time Allow non- based user names Layout improvements when showing zone names and addresses in trips list Allow vehicle serial number to be included in ed notifications Search for driver by NFC key number Allow user to chose desired time format, for example 3:24pm vs 15:24 Filter exceptions by time as well as date November 2013 Speed significantly improved for many operations, including trips, zones, most reports, click once and general map use. Improved stability and thousands of small bug fixes Login New Login screen allows easy access for single user database as well as multiple database access for Resellers. Dashboards Dashboards can easily be rearranged or removed. Maps Support for map types Google Maps, Bing, OSM and custom ESRI maps. Trips List can be viewed in full screen mode (hiding trips on the side). Web maps have improved menus and tooltips and cleaner labels and markers. Maps have live status window, showing current activity such as address, driving or stopped, distance from location and exceptions and allows sorting. Great for dispatch. Maps support searching by, showing and changing drivers. Web maps support showing vehicle colors based on their groups. This is great for Garmin statuses for dispatch. Reports New view reports capability and simpler basic reports. New improved default reports. Improved Fuel Usage Report. New web based Customer visits report. User & Drivers Users and Drivers now combined - allowing users to login using their phones or in-vehicle tablets to Geotab Drive. 85

86 Zones Ability to apply settings to multiple devices, zones New powerful import zone feature allowing setup by step corrections. NFC Identification Support for NFC identification with screen to capture serial number. Geotab Drive Android App or Web page for smartphone or tablet Designed for drivers and focused around the driver V1 has DVIR (Driver Vehicle Inspection Reporting), Trailers, HOS (Hours of Service Support) & Shipments And More. Hours of Service support for Garmin (DVIR coming). Significant IFTA speed improvements New import and export database function. s link once export completed. Better universal filter support - including groups editor. Simplified default user makes it easier for new users to be comfortable with the system. Administrators can now enforce different password policies. Translations improved for French and Spanish, including new guides. New improved API and great documentation for 3rd parties to use the MyGeotab data and to integrate to other systems. New web based administration for security clearances. New UI for remaining ClickOnce forms. Links can be ed and bookmarked taking a user directly to a feature or map. Improved support for using MyGeotab from tablets and mobile devices. Menu will get out of the way and pages will adapt to the smaller screen where possible. Device page shows plan info and the attached devices. The product is now more secure by automatically switching to SSL for a secure connection for all customers (not optional). Auxiliary Groups are now Auxiliary Rules November 2012 ClickOnce download speed dramatically improved. Focus on performance throughout the system. Vehicles selected in trips history are automatically chosen when clicking summary - making it easy to see the summarised info for vehicles. Vehicles list will remember filter after editing and returning, making day to day editing easier. Exceptions that are mostly meant for reporting can now be set to be hidden on the map. When viewing a trip with these exceptions, they won't appear in the legend or 86

87 as a color on the trip. This reduces clutter and makes important exceptions visible. Improve the creating of new zone workflow. Click to create and you directly go to Zone Editor, ready to enter name and tweak other details. Optimized the layout and information in trips info list: including a new button to quickly toggle between common map sizes (shown below is the new condensed trips list when in large map mode): 87

88 Garmin Hours of Service BETA support. Map context menu on vehicles: Historic trips show star for customer stops Historic trips shows address in tooltip: 88

89 Page through more than 500 zones: Fixed rendering issue in map legend. Printing of turn by turn directions for routes. Click on Trip and go to the Accident and Log Details for that trip. Auto scroll to the trip you select. If you make a selection in a very long list of trips, it will ensure that selected trip scrolls into view. 89