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Product Guide — The MyGeotab User Guide
A comprehensive guide to the Telematics Fleet Management Application and the available tools for managing and understanding the data sent by the GO device. This resource offers an in-depth examination of the features available on the MyGeotab platform and is updated to document each new release.

User Guide

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Last updated: May 2026

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Introduction

The Telematics Fleet Management Application offers a robust suite of tools for managing and understanding the data sent by the Telematics Device.

Setting up your database

Hardware Installation

To prepare for, perform and verify your hardware installation, read and follow the Telematics Device Installation & Warnings guide carefully. Additionally, visit Limitations of Use prior to installation.

Software Setup

Our help content is moving! To learn more about setting up databases in MyGeotab, see the Database setup help article.

Getting started

When you log in to your database for the first time, you have the opportunity to enter information about your role to help customize your experience. This helps the application present relevant information and options to you right from the start.

Using the onboarding experience

Our help content is moving! To learn more about user onboarding in MyGeotab, see the New user onboarding help article.

User Options

Our help content is moving! To learn more about user options in MyGeotab, see the User options help article.

Beta features

Our help content is moving! To learn more about beta features in MyGeotab, see the Beta features help article.

Log out

Click the Log out option from the User Options dropdown to log out of the Fleet Management Application.

Log out and remove account

Click the Log out and remove account option from the User Options dropdown to log out of the Fleet Management Application and permanently remove your account.

Dashboard

Our help content is moving! To learn more about the Dashboard in MyGeotab, see the Dashboard help article.

Assets

Our help content is moving! To learn more about assets in MyGeotab, see the Assets help articles.

Cameras

Our help content is moving! To learn more about cameras in MyGeotab, see the Camera management help articles..

Device modes

Our help content is moving! To learn more about device modes in MyGeotab, see the Device modes help article.

GO Anywhere

Our help content is moving! To learn more about GO Anywhere device settings in MyGeotab, see the GO Anywhere device settings help article.

Installation History

Our help content is moving! To learn more about the Installation History feature in MyGeotab, see the Installation history help article.

Installation Pending Changes

Our help content is moving! To learn more about the Installation pending changes feature in MyGeotab, see the Installation pending changes help article.

Map

Our help content is moving! To learn more about the Map in MyGeotab, see the Map help articles.

Sharing asset locations

Our help content is moving! To learn more about sharing asset locations in MyGeotab, see the Sharing asset locations help article.

Area of Activity

Our help content is moving! To learn more about sharing asset locations in MyGeotab, see the Area activity help article.

Productivity

Trips History

Our help content is moving! To learn more about trips in MyGeotab, see the Trips help articles.

The Trips Summary report

Our help content is moving! To learn more about the Activity and Trips Summary report in MyGeotab, see the Activity and Trips Summary report help article.

Understanding trips and idling time

Our help content is moving! To learn more about idling time in MyGeotab, see the Idling time help article.

Basic Routing

Our help content is moving! To learn more about routes in MyGeotab, see the Routes help articles.

Advanced Routing (subscription only)

Route

Use Routing & Optimization – Route to craft daily routes tailored to your business needs, offering a range of optimization profiles to choose from. Whether you aim to cut drive time or ensure punctual arrivals, the Route module helps you boost your financial goals.

Dispatch

Use Routing & Optimization – Dispatch as a Resource to access and update your assigned appointments, proactively manage daily schedules and support Resources in the field with real-time updates, dynamic metrics, and quick adjustments.

Territory

Use Routing & Optimization – Territory to view a map of your data, making it easy to manage and enhance your territory. It helps you allocate Resources efficiently, cut costs, and identify growth opportunities.

Mobile

Use Routing & Optimization - Mobile to manage your assigned appointments for the day, contact your customers, add notes, and more.

Optimization Admin

Use Routing & Optimization – Admin to set up Appointment Scheduling, Routing, Dispatch, Territory, and Mobile features. Its user-friendly dashboard provides various configuration options like order types, Resources, schedules, branches, advanced scheduling rotations, and more.

Public Works

The Public works solution simplifies your fleet management by monitoring the effectiveness of public service operations. The solution can help with driving down costs, monitoring operational status and levels of service, promote operator safety, improve citizen satisfaction, and allow you to gain insight into asset location.

For more information about Public Works, refer to the Public Works user guide. To access this feature in the Fleet Management Application, navigate to Productivity > Public Works.

Citizen Insights

Use Citizen Insights to get visibility into publicly-facing services such as road service status for snow plows, salt spreaders, waste management, and street sweepers. State, Provincial, and local governments can use Citizen Insights to make this information available to the public, allowing them to better plan their travel by identifying and avoiding certain areas which have not yet been serviced.

For more information about Citizen Insights, refer to the Citizen Insights user guide. To access this feature in the Fleet Management Application, navigate to Productivity > Public Works > Citizen Insights.

Zones

Our help content is moving! To learn more about zones in MyGeotab, see the Zones help articles.

Zone Visits

Our help content is moving! To learn more about the Zones Visits report in MyGeotab, see the Zone Visits report help article.

Linked Assets

Our help content is moving! To learn more about linking assets in MyGeotab, see the Linked Assets help article.

You can also refer to the Linked Assets User Guide for more information.

Driver Congregation

Our help content is moving! To learn more about the Driver Congregation report in MyGeotab, see the Driver Congregation report help article.

Compliance

HOS (North American only)

Refer to the Administrator’s Guide to the Drive App for more information on viewing and using HOS reports. To access this feature in the Fleet Management Application, navigate to Compliance > HOS.

Time Card Report

Our help content is moving! To learn more about the Time Card report in MyGeotab, see the Time Card report help article.

IFTA Report

Our help content is moving! To learn more about the IFTA report in MyGeotab, see the IFTA report help article.

Clean Truck Check Program (California only)

Ensure timely compliance California Air Resource Board’s (CARB) emissions standards for heavy vehicles operating in the state of California, without costly downtime to perform manual submissions from a mechanic. Vehicles enrolled in the Clean Truck Check Program can automatically submit emissions reports 90 days before the compliance deadline and retry in the event of failed scans.

To access this feature in the Fleet Management Application, navigate to Compliance > Clean Truck Check. Refer to the CARB Clean Truck User Guide for further details and implementation.

Tachograph (Europe only)

Use the Tachograph Solution if you are operating in Europe or dealing with Heavy-Duty assets over 3.5 tons. Our Tachograph Solution within the Fleet Management Application ensures you stay compliant with regulations. Simply use it to manage your records effortlessly.

Refer to the Tachograph implementation guide document to find all the steps for activation/pre-deployment, deployment and ongoing supervision when tachograph is present in any of your assets.

Safety

Collision Risk

Our help content is moving! To learn more about the Collision Risk feature in MyGeotab, see the Collision Risk suite of help articles.

Log Data & Collisions

Our help content is moving! To learn more about Log Data & Collisions in MyGeotab, see the Log Data & Collisions overview help article.

Speed Profile

Our help content is moving! To learn more about the Speed Profile report in MyGeotab, see the Speeding reports help article.

Maintenance

Asset Inspection

Our help content is moving! To learn more about asset inspections in MyGeotab, see the Asset inspections help article.

Faults

Our help content is moving! To learn more about faults in MyGeotab, see the Faults overview help article.

Measurements

Our help content is moving! To learn more about measurements in MyGeotab, see the Measurements help article.

Work Order Management

Our help content is moving! To learn more about Work Order Management in MyGeotab, see the Work Order Management suite of help articles.

Fuel and Energy

Our help content is moving! To learn more about fuel and energy reporting in MyGeotab, see the Fuel and Energy Usage reports help article.

Fuel Transactions (Beta)

Our help content is moving! To learn more about the Fuel Transactions feature in MyGeotab, see the Fuel Transactions help article.

EV Charge Monitoring

Our help content is moving! To learn more about EV Charge Monitoring in MyGeotab, see the EV Charge Monitoring overview help article.

Sustainability

Sustainability Overview

Use the Sustainability Overview to review sustainability trends focused on entire fleets or groups. Make decisions based on objective energy and fuel data, in an effort to reduce environmental impact. Refer to the Sustainability Overview User Guide for more information.

EV Performance

EV Performance helps you understand how your electric vehicles (EVs) are performing in real-world conditions. It provides key data on battery capacity and degradation, which helps you estimate each vehicle's service life and resale value. EV Performance uses recent driving data to estimate a vehicle's realistic range, going beyond manufacturer claims. For more information, see the EV Reporting and Monitoring User Guide.

People

Users & Drivers

Our help content is moving! To learn more about users and drivers in MyGeotab, see the User management help article.

Archived user accounts

Our help content is moving! To learn more about archived user accounts in MyGeotab, see the Archived user accounts help article.

User data access

Our help content is moving! To learn more about data access in MyGeotab, see the Data access help article.

Clearances

Our help content is moving! To learn more about clearances in MyGeotab, see the Security clearances help article.

Work Hours

Our help content is moving! To learn more about work hours in MyGeotab, see the Work hours help article.

Geotab Ace

The tool provides a chat interface with your telematics data. Using generative AI technology, it transforms your questions into precise queries that seek out the requested information from appropriate tables, ensuring an efficient and insightful response. Depending on the complexity of the question, the response time can vary from seconds to a couple of minutes for questions that require deeper analysis of data. Refer to the Geotab Ace User Guide for more detailed information on using Geotab Ace.

Messages

Our help content is moving! To learn more about messages in MyGeotab, see the Messaging in MyGeotab help article.

Notifications

Our help content is moving! To learn more about notifications in MyGeotab, see the Notifications help article.

Video Recordings

The Video Recordings page is the centralized location for all recordings from your video devices. For more information on using video devices and managing your recordings, see the Video Management in MyGeotab User Guide.

Reports

Our help content is moving! To learn more about report management in MyGeotab, see the Managing reports help articles.

Groups & Rules

Groups

Our help content is moving! To learn more about groups in MyGeotab, see the Groups help articles.

Rules

Our help content is moving! To learn more about rules in MyGeotab, see the Rules help articles.

Exceptions

Our help content is moving! To learn more about Exceptions in MyGeotab, see the Exceptions help article.

Reprocessing data

Our help content is moving! To learn more about reprocessing data in MyGeotab, see the Data reprocessing help article.

Marketplace

Our help content is moving! To learn more about the Marketplace in MyGeotab, see the Marketplace help article.

Support

Our help content is moving! To learn more about your options for support in MyGeotab, see the Support options help article.

System Settings

Our help content is moving! To learn more about System Settings in MyGeotab, see the System Settings help article.

Data purge

Our help content is moving! To learn more about the data purge feature in MyGeotab, see the Data purge help article.

Audit Log

Our help content is moving! To learn more about the Audit Log in MyGeotab, see the Audit Log help article.

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