Last updated: January 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

The Fleet Management Application has a variety of options for the default home page – one of these is called the Dashboard. Think of it as a snapshot of what is important in your fleet all in one place.

The Dashboard shows you key events and behaviors across your fleet using easy-to-read graphics. By default, there are some important reports already selected to show you, but you can also pick and choose which ones you want to see. That way, you can customize it to fit exactly what you need.

You can do the following on the Dashboard:

1. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
2. Dashboard – Click this button to view, edit, and hide interactive charts on your Dashboard.

✱ NOTE: This button is available only to newly created databases. These charts are the default charts available.

If you are a new user, you can preview sample data on your Dashboard. These interactive charts are provided to show the types of charts and data that can be gathered and displayed. Once you have your data in the application, these charts will automatically update with your data. To hide sample data, click the Hide sample data button.

Interactive charts

With our interactive charts, you are in control of how you see and interact with your data on your Dashboard. If a chart is interactive, you can select the data on the graph to view the pre-filtered report data in the Fleet Management Application.

Adding charts to your Dashboard

Using chart options

When clicking the ellipsis in a chart, you will see the following options:

1. Download – Download the Interactive chart displayed on the dashboard.
2. Remove from dashboard – Remove the Interactive chart displayed on the dashboard.
3. Edit – Edit the report associated with the Interactive chart displayed on the dashboard.
4. Set up email schedule – Create a schedule for when the dashboard will be emailed to users. Selecting this will take you to the Email report tab on the All Available Reports page.
5. View sample data – Displays sample data on your dashboard.
6. Manage user access – Manage who can view the chart on their dashboard.
7. About this chart – Navigates to the description of the chart.

✱ NOTE: Any chart that runs on rules will display a View or edit rules option. This indicates any rules that were powering the data in the specific chart. You can click the rules to adjust them based on your fleet’s characteristics. Or you can click View all rules to view the built-in rules.

Editing charts

Duplicating charts

Duplicating a chart allows you to take data that already exists and re-configure the data to display specific information you may need in another chart.

Adding a new chart to your dashboard

Creating custom charts

Assets

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

Cameras

The Cameras tab on the Assets page manages all video devices in your database, allowing you to add devices, monitor existing devices, and adjust settings for individual devices.

For more information about video devices, see the Video Management in MyGeotab User Guide.

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 Activity

Explore what activity occurred in a selected area during a specific period of time.

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.

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.

Manually record odometer values

The IFTA report relies on the asset’s odometer history, and in most cases, your Telematics Device Automatically records your odometer value.

For some assets, automatic recording of the odometer reading may not be available because the manufacturer does not provide it, or it is not supported. If unsupported, you can update the odometer in your account by manually entering your asset’s current odometer reading.

To manually record your odometer value, navigate to Assets and select the desired asset from the list to open the Asset page. Enter the new odometer value in the Odometer field and select Save changes from the top menu.

The application retroactively corrects archived (historical) odometer readings based on the most recently entered value (whether manually or automatically recorded). This most recent value is always assumed to be correct and overrides all previous entries or corrections.

Incorrectly entered information can result in inaccurate reports such as:

1. Incorrect copying of or entering of an odometer value might produce negative archived (historical) trip values.
2. When a Telematics Device firmware update introduces automated odometer tracking for an asset whose odometer values were manually, but incorrectly entered, it could produce a jump in the value.
3. If a Telematics Device is moved from one asset to another, but the old asset was not marked as “archived (historical)”, then odometer readings for multiple assets are combined. This could result in sudden jumps or past negative trips.

4. Recommendations:

4. Double-check your manual odometer readings and entries.
5. When permanently transferring your Telematics Device to a new asset, set the previous asset to archived (historical) to preserve your location data, and then create a new asset.

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.

Effortlessly retrieve tachograph and driver card files remotely with our solution, saving you time and money. Analyze real-time data to ensure compliance and avoid regulatory breaches. Our intuitive rulesets help keep your fleet on track, while empowering you to proactively train drivers for optimal compliance. It is compliance made easy, cost-effective, and time-efficient. To access this feature in the Fleet Management Application, navigate to Compliance > Tachograph.

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

Use the Collision Risk (formerly Safety Center) page to manage safety risks, compare asset performance with similar assets in other fleets, and make decisions based on objective safety data, such as predictive collision risk. Refer to the Collision Risk User Guide for more information on using the Risk Analytics page. From the main menu, navigate to Safety > Collision Risk to access the page.

Log Data & Collisions

Use the Log Data & Collisions page to view all data logged by one or more Telematics Devices for a particular asset or assets. From the main menu, navigate to Safety > Log Data & Collisions to access the page.

You can do the following on the Log Data & Collisions page:

1. Search – Search for a particular asset.
2. Options – Displays the following Display Options:
3. 1. Date Period – Select the date period for which you would like data to display.
   2. Include archived (historical) data – Enable to view historical data.
   3. Assets – Select specific assets, or select all.

1. Sort by – Select to sort the data that displays in the table by Vehicle and date/time, Reason and date/time, or Record type and date/time.
2. Report – Download the Standard or Advanced Log Data and Collisions reports.

Viewing logged data and collisions

From the Options dropdown, select your desired options. Then select Apply changes.

The logged data displays as a list, separated by asset. Each row under the asset name may display:

1. Logged on – Indicates the date and time the log was created.
2. Record Value – Absolute value of the record that was logged.
3. GPS Coordinates – Indicates the asset’s GPS coordinates when the log was created.
4. Record type – The record that was logged. For example: GPS, engine status, debug, MIME, or others.
5. Reason for the record – Each record type can be logged for various use cases. This field highlights why a particular record was logged.
6. String representation of binary data – The string representation of the data was that logged. Available for MIME record type only.

Showing on the map

Select the location icon beside each log to navigate to the Trips History page and view the trip for that log on the map. Refer to Viewing the Trips History report for more information on an asset’s trip.

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

Use the Faults page to view any faults detected by the asset or Telematics Device for the date range you select. To access this feature in the Fleet Management Application, navigate to Maintenance > Faults.

✱ NOTE: A new Faults page experience is now in Beta. You can learn more about the new page using the Faults (Beta) User Guide.

Measurements

Use the Measurements page to view the direct signals available from a particular asset, as well as key graphical information about the events. View measurements to analyze the raw data of all the signals the Telematics Device captures. To access this feature in the Fleet Management Application, navigate to Maintenance > Measurements.

You can do the following on the Measurements page:

1. Options – Displays the following Display Options:
2. 1. Date Period – Select the date period for which you would like data to display.
   2. Include archived (historical) data – Enable to view historical data.
   3. Assets – Select specific assets, or select all.
   4. Diagnostics – Select the faults you would like to view.
2. Group by – Sort the signal list by Diagnostic or Date.

3. ✱ NOTE: This only sorts data by asset.

3. Report – Download the Standard and Advance reports.

Viewing measurements

Work Order Management

Use Work Order Management for all your maintenance needs in one place. This is designed to streamline fleet maintenance by combining the existing Maintenance Reminders, Upcoming Maintenance, and Maintenance Records. From the main menu, navigate to Maintenance > Work Order Management to access the page.

✱ NOTE: The Legacy Maintenance Center, accessible through Beta Features, will be fully discontinued on January 29, 2025. The Work Order Management page will be accessible to customers by mid February 2025.

Fuel and Energy

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

Use EV Charge Monitoring to ensure EVs are charged and ready for their next job. You can identify and resolve charging problems such as plug in failure, driver error, vehicle malfunction, charge station malfunction, charge station software scheduling problem, or any problem that would prevent a vehicle from getting charged. This page also helps you understand which vehicles are ready now, and which will be ready later, so your staff can make informed dispatch decisions, and manage a queue of vehicles waiting to charge.

You can do the following on the EV Charge Monitoring page:

1. Search – Search for a particular asset by name, VIN, or serial number.
2. Groups – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
3. Filters – Open advanced filters including asset types, specific charging states, state of charge values, or power values.

4. Summary cards

5. Use the summary cards to quickly view assets in different charging states.

6. 

7. Select a card to filter the table. Depending on the situation of your assets, you may see the following cards:

8. 1. EV Charging Rule Exceptions – Vehicles that have violated an EV charging rule in the past 24 hours. To view this information, you must enable one or more EV charging rules:
   2. 1. EV Low Charge
      2. EV Done Charging
      3. EV Enters Charging Zone with Low Charge
      4. EV Exits Charging Zone with Low Charge
      5. EV Stopped in Charging Zone and Not Charging
   2. Full Charge – Vehicles with state of charge of at least 90%.
   3. Low Charge – Vehicles with state of charge of 30% or less.
   4. Charging – Vehicles currently charging.
   5. Not Charging – Vehicles not currently charging.

9. EV Charge Monitoring table

10. The EV Charge Monitoring table displays:

11. 1. Asset Name – Indicates the name of the asset.
    2. Charging status – Indicates whether the vehicle is currently charging.
    3. EV charging exceptions – A list of exceptions to EV charging rules that have occurred in the last 24 hours. Click the exception counter to view details of the exceptions.
    4. State of Charge – Indicates the battery charge level (%)
    5. Charging power – Indicates the power entering the battery (kW)
    6. Charge complete time – Indicates the date / time when we estimate the battery State of Charge will reach 90%

12. ✱ NOTE: Complete time may not be available for all vehicles. Complete time depends on:

13. 1. Charging status (vehicle must be charging)
    2. Charging power (vehicle must have positive power into the battery)
    3. Battery capacity (vehicle must have enough driving/charging historical data to generate an estimate of battery capacity)
    4. Time to Charge Complete security clearance (the user's security clearance must include access to the Time to Charge Complete API)
4. Remaining range – Predicted remaining driving range, based on remaining battery charge and recent driving history.
5. 1. This column requires the View EV Performance Data permission to be viewed.
   2. Each asset requires at least 1 month of driving history to have an estimated range.
5. Location – Current EV location.

✱ NOTE: Click the Gear icon to show or hide columns from the table.

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.

To access EV Performance, navigate to Sustainability > EV Performance from the main menu.

On the EV Performance page you can:

1. Search for assets – Find specific EV assets by name, VIN, or serial number
2. Filter by group – Display data by Built-in Groups or User Groups.
3. Select Powertrain types – Display insights by powertrain type. The default display includes both Battery electric and Plug-In hybrid electric vehicles.

Summary cards for fleet-wide trends

The summary cards display the average usable battery capacity and range capability for the selected assets (using group filters and search function discussed above).

EV Performance table

The EV Performance table displays the most recent data available for:

1. Asset Name – Indicates the name of the asset.
2. Make, Model, Year – Indicates the make, model, and year of the asset.
3. State of health – Indicates the current health of the battery compared to the original battery capacity (%) when new.
4. 1. Calculated as: Usable Battery Capacity / Original Battery Capacity
1. Usable battery capacity – The amount of energy the EV battery can store.
2. Range capability – Indicates the estimated distance a vehicle can travel on full charge.
3. 2. Range Capability values are displayed in the form XX +/- YY.
   3. XX is the "most likely" range capability for this vehicle, based on its recent driving history.
   4. There is a 90% probability that the true range capability lies between XX-YY and XX+YY.

For more information, see the EV Reporting and Monitoring User Guide. The guide outlines the calculation methods for usable battery capacity, state of health, and range capability, and clarifies the reasons for null values.

Details Panel

The Details Panel provides an in-depth view of an electric asset. It displays key information including Asset information, Battery health, and Range Performance, which is shown in a chart that tracks the change in range capability over the past 12 months. Range Performance is useful for assessing seasonal range variation.

To access the Details Panel:

1. Navigate to Sustainability > EV Performance in the main menu.
2. Click on any part of an asset's row in the table to open its Details Panel.

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

The Telematics Device works with the Fleet Management Application and the Drive App to allow seamless two-way text message communication between the web and the driver. Messages sent to drivers display as alerts and can be answered using single tap responses, or text messages to accept new jobs and tasks. To access the Messages page, navigate to the top menu and click the Messages icon.

Refer to the Administrator’s Guide to the Drive App to learn more about using Messages.

Sending a message

Notifications

Use the Notifications page to view any notifications you have gotten while using the Fleet Management Application. To access this feature in the Fleet Management Application, navigate to the top menu and click the Bell icon.

You can do the following on the Notifications page:

1. Search – Search for a particular notification.
2. Notification types – Filter the table by Messages or Notifications.
3. Show/hide dismissed – Show any previously dismissed notifications.
4. Sort by – Organize your results in useful ways, by Time or by Machine name.
5. Dismiss all – Dismiss all notifications.
6. Refresh – Refresh the page.
7. Show – Show notifications by type: All, Notifications, or Messages.
8. Reports– Download the Standard or Advanced copies of the Notifications.

Reviewing notifications on the Notifications page

Setting up notifications

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

The Marketplace allows you to purchase and install third-party apps within the application. The Marketplace page displays a list of software Add-Ins, hardware Add-Ons, mobile applications, and integrated software solutions for a specific partner account. To navigate to the Marketplace page, from the main menu go to Marketplace.

✱ NOTE: The Marketplace also includes additional product-related documentation and resources.

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.