Hi Team, I have set up a process for a client so that when a defect is reported, a work request is created. This workflow works, but in the sense that the work request is created, but no information regarding what the defect is comes across. I would assume the work request would populate some information regarding the defect that triggered it.

Defect Recorded Auto Creating Work Request - Missing Data

Hi Team, I am after some insight as to why the Geotab app (not Geotab drive) keeps logging me out and why can't I stay logged in like Instagram, Facebook, Spotify etc. I have a client that is extremely frustrated by this

Geotab App (Manager App) Keeps logging me out

The problemWhen onboarding a new asset — say a mower joins the fleet — the admin currently has to:Create the asset manuallyAssign every relevant group one by one (Mowers, Tractor &amp; Mower Monitoring, Speed Rules, PTO Tracking, Zone Monitoring, etc.)Hope they didn't miss anyFor databases with complex group structures, a single asset type might need 10–15+ group assignments. Multiply that across dozens of new assets per year, across multiple asset types (mowers, light vehicles, trucks, trailers, plant equipment), and you've got a slow, repetitive process that's practically designed to produce errors.The real cost isn't the admin time — it's the silent downstream failures. A missed group means exception rules don't fire, reports show gaps, and nobody notices until a client asks why their speeding alerts stopped working for a particular unit. By that point, you've lost weeks of data coverage.The proposal: template assetsIntroduce template assets as a native feature in MyGeotab under Admin &gt; Assets. The concept is simple:Admins define templates for each asset type in their database (e.g. "Mower", "Light vehicle", "Rigid truck", "Trailer")Each template stores a set of pre-assigned groups that every asset of that type should belong toWhen creating a new asset, the admin selects a template from a dropdown — all groups are applied instantlyTemplates are editable — when fleet requirements change, update the template and optionally propagate changes to existing assets created from itA database could have as many templates as needed. The template selection would sit right in the existing asset creation workflow — no extra screens, no complexity.Why this mattersEliminates user error. Group assignments are the single biggest source of silent configuration mistakes in fleet databases. Templates remove the human element entirely.Scales with complexity. The more groups a database has, the more valuable templates become. Large fleets with sophisticated exception rule structures benefit the most.Faster onboarding. What currently takes 5–10 minutes of careful clicking per asset becomes a 30-second workflow.Consistency across admins. When multiple people manage a database, templates ensure everyone configures assets the same way — no more "I didn't know that group existed."Exception reporting integrity. Every asset gets full rule coverage from day one. No more discovering data gaps weeks later.What templates could include (future scope)Starting with group assignments alone would deliver massive value, but the concept naturally extends to:Default notification contacts per asset typeCustom device parameter defaults (fuel tank capacity, odometer factor, etc.)Zone assignmentsDefault dashboard or report configurationsWho benefitsThis is particularly valuable for:Resellers and partners managing large client portfolios — we'd love the ability to define and push templates across multiple databasesCouncil and government fleets with strict compliance requirements and complex group hierarchiesAny fleet with diverse asset types where each type has a distinct set of monitoring rules  069Pd000010ddKUIAY.svg


Feature request: Template assets for streamlined fleet onboarding to MyGeotab

Hi Team, I am trying to delete the default inspection lists however i have filled an inspection for an asset. This is preventing me from deleting the inspection list. I can not delete the associated inspection. There doesnt seem to be an option. any ideas here? Kind regards,Owen

How do i delete an asset inspection

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Hi Team, I have set up a process for a client so that when a defect is reported, a work request is created. This workflow works, but in the sense that the work request is created, but no information regarding what the defect is comes across. I would assume the work request would populate some information regarding the defect that triggered it.

Hi Team, I am after some insight as to why the Geotab app (not Geotab drive) keeps logging me out and why can't I stay logged in like Instagram, Facebook, Spotify etc. I have a client that is extremely frustrated by this

The problemWhen onboarding a new asset — say a mower joins the fleet — the admin currently has to:<ol><li>Create the asset manually</li><li>Assign every relevant group one by one (Mowers, Tractor &amp; Mower Monitoring, Speed Rules, PTO Tracking, Zone Monitoring, etc.)</li><li>Hope they didn't miss any</li></ol>For databases with complex group structures, a single asset type might need 10–15+ group assignments. Multiply that across dozens of new assets per year, across multiple asset types (mowers, light vehicles, trucks, trailers, plant equipment), and you've got a slow, repetitive process that's practically designed to produce errors.The real cost isn't the admin time — it's the silent downstream failures. A missed group means exception rules don't fire, reports show gaps, and nobody notices until a client asks why their speeding alerts stopped working for a particular unit. By that point, you've lost weeks of data coverage.The proposal: template assetsIntroduce template assets as a native feature in MyGeotab under Admin &gt; Assets. The concept is simple:<ul><li>Admins define templates for each asset type in their database (e.g. "Mower", "Light vehicle", "Rigid truck", "Trailer")</li><li>Each template stores a set of pre-assigned groups that every asset of that type should belong to</li><li>When creating a new asset, the admin selects a template from a dropdown — all groups are applied instantly</li><li>Templates are editable — when fleet requirements change, update the template and optionally propagate changes to existing assets created from it</li></ul>A database could have as many templates as needed. The template selection would sit right in the existing asset creation workflow — no extra screens, no complexity.Why this matters<ul><li>Eliminates user error. Group assignments are the single biggest source of silent configuration mistakes in fleet databases. Templates remove the human element entirely.</li><li>Scales with complexity. The more groups a database has, the more valuable templates become. Large fleets with sophisticated exception rule structures benefit the most.</li><li>Faster onboarding. What currently takes 5–10 minutes of careful clicking per asset becomes a 30-second workflow.</li><li>Consistency across admins. When multiple people manage a database, templates ensure everyone configures assets the same way — no more "I didn't know that group existed."</li><li>Exception reporting integrity. Every asset gets full rule coverage from day one. No more discovering data gaps weeks later.</li></ul>What templates could include (future scope)Starting with group assignments alone would deliver massive value, but the concept naturally extends to:<ul><li>Default notification contacts per asset type</li><li>Custom device parameter defaults (fuel tank capacity, odometer factor, etc.)</li><li>Zone assignments</li><li>Default dashboard or report configurations</li></ul>Who benefitsThis is particularly valuable for:<ul><li>Resellers and partners managing large client portfolios — we'd love the ability to define and push templates across multiple databases</li><li>Council and government fleets with strict compliance requirements and complex group hierarchies</li><li>Any fleet with diverse asset types where each type has a distinct set of monitoring rules</li></ul> <a href="/forum/plugins/gcs-uploads/files/069Pd000010ddKUIAY.svg" target="_blank"> 069Pd000010ddKUIAY.svg</a>

Hi Team, I am trying to delete the default inspection lists however i have filled an inspection for an asset. This is preventing me from deleting the inspection list. I can not delete the associated inspection. There doesnt seem to be an option. any ideas here? Kind regards,Owen

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Defect Recorded Auto Creating Work Request - Missing Data

Geotab App (Manager App) Keeps logging me out

Feature request: Template assets for streamlined fleet onboarding to MyGeotab