Support Document
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Guide du partenaire pour les services d’installation
Support Document
0 mins to read
Les partenaires peuvent commander des services d’installation auprès de Geotab. Lorsque ces services sont commandés, Geotab travaille avec le partenaire, le client et l’installateur agréé Geotab pour s’assurer que les installations sont effectuées efficacement et conformément aux normes de Geotab. Les rôles et responsabilités du partenaire, du client et de Geotab sont décrits ci-dessous.
How to order Guide
August 2024
Table of contents
Installation services can be ordered from Geotab directly. When these services are ordered, Geotab will work with the Ordering party, Customer, and Geotab Authorized Installer to ensure installations are performed efficiently and in accordance with Geotab's standards. The following sets out the roles and responsibilities of the Ordering party, Customer, and Geotab.
The Ordering party shall:
End Users shall:
Geotab shall:
✱ NOTE: Invoices for installation services are separate from the monthly invoices for recurring services. Install Services will be invoiced after the installations are completed.
! IMPORTANT: Geotab reserves the right to withhold installation services to any party if they fail to fulfill their responsibilities as outlined in this document.
Product Code – SKU | Title | New Description |
INS-GOSTRD | Standard Installation | Installation of a GO device with or without T-harness. Trip fees up to 50 mi/km* are included. |
INS-GOADV | Advanced Installation | Installation of a GO device with T-harness and up to two IOX cables (such as. IOX-NFCREA-DER and IOX-GOTALK). Trip fees up to 50 mi/km are included. |
INS-GOHDWIRE | Hardwired Installation | Installation of a GO device using hardwired connection to ignition and power. Trip fees up to 50 mi/km are included. |
INS-GOSWAP | GO Device Swap | Removal of a defective GO device and installation of a new GO device. The swap needs to occur in the same vehicle and on the same day. It applies to Standard, Advanced and Hardwired Installations. Trip fees up to 50 mi/km are included. |
INS-REMOVAL | GO Device Removal | Removal of a GO device. Applies to Hardwired, Advanced, and Standard Installed devices. The removed device and harness will be returned to the Customer. Trip fees up to 50 mi/km are included. |
INS-NOSHOW | Vehicle No Show | The vehicle was not available at the time and place of the scheduled installation. |
INS-TRIPFEE | Trip Fee | Trip fee per 1 mi/km for installations that require trips over 50 mi/km. |
INS-SERVICE | Installation Service/Repair | Service or repair of an existing GO device or Geotab accessory. Trip fees up to 50 mi/km are included. |
INS-REMOVALNONGO | Competitor Device Removal | Removal of a competitor device before a GO device installation. Can be ordered only in addition to a Standard, Advanced, and/or Hardwired Installation. |
INS-ADDCHARGES | Additional installation charges | Additional miscellaneous charges related to installation activities (such as custom installation work, hotel fees, parking fees, and more). |
INS-CAMERA | One Camera Installation | Installation of one front facing camera solution. Does not include GO device installation. Trip fees up to 50 mi/km are included. |
INS-GORUGGED | GO Rugged Installation | Installation of a GO RUGGED device with any applicable RUGGED harness. Trip fees up to 50 mi/km are included. |
INS-TACHO | Tachograph installation | Installation of a Tachograph solution (GO device, IOX cable, uReader with Tachograph cable). Applies to new or existing Customers with or without a GO device already installed. Trip fees up to 50 miles are included. ✱ NOTE: Installation service INS-TACHO is offered in the UK only. |
All installation services, with the exception of INS-REMOVALNONGO, cover travel for the installers of up to a total of 50 miles/km. For Installation Services orders that require trips over 50 miles/km, the Ordering Party will be charged for extra mileage. Please refer to MyAdmin for pricing per mile/km.
If a vehicle is not available for the scheduled installation, the Customer or Ordering Party must inform Geotab at least one business day before the installation. Failure to do so will result in Vehicle No Show charges applied to the Ordering Party.
The Ordering Party must order the INS-REMOVALNONGO service with an installation service when removal of a competitor device is required before installing a GO device. If the removal service was not ordered, but a competitor device had to be removed before the GO device installation, the Ordering Party will be charged for INS-REMOVALNONGO service. Please refer to MyAdmin for the pricing.
Some additional charges may arise during installation activities. These charges may include, but are not limited to: custom installation work, installer hotel fees, parking fees, and meals. Geotab will advise the Ordering Party before scheduling installations if additional charges are required. The Ordering Party will be responsible for paying these charges.
All cancellations have to be processed through MyAdmin. Cancellations processed at least one business day before the scheduled installation service will incur no charge. Cancellation requests made within one business day are subject to Vehicle No Show charges.
! IMPORTANT: Before ordering installation services, ensure that you have all relevant vehicle information. You will be required to enter the vehicle’s VIN, Vehicle name, Make, Model, and Year for each service.
To place orders, click Store on the MyAdmin menu. The Store page displays a list of products and product categories that you can browse through to place an order. Promoted products are displayed at the top of the page. To find the list of Installation Services that are available, select Services > Installation from the product categories menu.
On the list of Installation Services, enter a quantity for the desired service in the Quantity field for the desired service and click Cart to add it to your cart. You can also click More Info to see additional details regarding the service (e.g. harness requirements).
✱ NOTE: Installation services may be included in the same order as devices, but can also be ordered separately.
After you have added the services you want to order to the cart, click the Shopping Cart icon located next to the username in the banner, or click View Cart.
✱ NOTE: The Shopping Cart icon displays the number of products and not the total quantity of items.
On the Cart page, review the products in your cart and make any necessary changes. Click Remove to remove a product from the cart or modify the value displayed in the Quantity field to change the quantity of installation services required.
To continue adding services to your order, click Return to Store, or click Proceed to checkout to begin the checkout process.
To complete your order, provide the necessary order, shipping, and product information on the Checkout page.
Under the Order Information tab, enter the following information. Complete optional fields as needed.
Purchase Order | A unique purchase order or RMA number is required. Use an RMA number to receive a free replacement product(s), shipped for free with a prepaid return label for the defective product. ✱ NOTE: Prepaid labels are currently only available in the U.S., Canada, and Mexico but will soon be available in other countries. |
My Reference | Information you can use to identify an order (e.g. location, Customer Name, etc.). |
GO Device Plan | All devices in one order must be on the same plan. |
Schedule shipping | The Requested Delivery Date is a reference date used by Geotab to better accommodate the needs for deliveries in the future. It is not a guarantee and used for reference only. |
General comments for packing slip | Add comments for the Sales team, especially if ordering something that is not in the price list (e.g. Beta products). |
Comments for Geotab | Add comments for Geotab. These comments are not visible to Customers. |
Add Cc email address | Copy an additional email recipient on order-related emails. Enter the email address then click Add. Repeat for each additional email address. For more information about email notifications, please see the Emails by MyAdmin guide. |
Under the Shipping Information tab, select the shipping location and assign a contact to the devices.
For the Assign to field, click Select, and then either toggle Same as Ship To contact to On or use the search bar to select your desired contact. The Same as Ship To contact toggle gives you the option to copy the Ship to contact information to the Assign to field.
To add a new address or new contact information, click New in the Ship to or Assign to field and enter the required information in the popup window. To edit shipping contact information, click Edit under the desired contact.
Click Next to go to the Product Information tab.
✱ NOTE: The Ship to option is not displayed if you are ordering Installation Services only. In this case, use the search bar to select the Assign to address and click Next to go to the Product Information tab.
Review the products and quantity of items in your order on the Product Information tab. In the Promo Code field, enter an applicable promo code, or click Edit Cart to add more products.
Under the Services tab, enter the following information. Complete optional fields as needed.
Use shipping contact information / Use assigned to address | If the installation included on this order will be installed at the same address selected within the Shipping Information section, select Yes. If the address is not the same, select No and use the panel on the right side to either select a contact with the right address or enter a new address by clicking Add new address. |
Select vehicle(s) availability window | Select the option that best aligns with the availability of the vehicle for installation. |
Comments | Enter any additional information that you would like the Field Services team or Installer to be aware of. |
Under the Vehicle Info tab, add information about the vehicle in which the product will be installed. The table displays the Make, Model, Year, VIN, and Vehicle Name. To add vehicle information, click on the table.
If you order different installation services, vehicle information for those services will be added in the separate tables.
If you need to enter vehicle information for a large number of vehicles, use the bulk upload feature. Download the template, update it with the vehicle information and upload it by clicking on Upload.
✱ NOTE: You are required to add information for the same number of vehicles as there are Installation Services in your cart. For example, if the cart includes two Installation Services, you need to add information for two vehicles.
Under the Complete Order tab, select one of the following options:
✱ NOTE: Items in your cart are not removed when the order is canceled; however, you will need to re-enter your Purchase Order/RMA# and restart the checkout process.
After you place the order, MyAdmin confirms whether Geotab has received the order. If the system encounters an error when processing the order, please contact Geotab Support.
You will receive an email when your order is confirmed and accepted. If the order is incomplete, our Order Team will contact you. If the order is being shipped, the email displays a shipping address in the Ship Location field. For more information about email notifications, please see Emails by MyAdmin. If the order is being picked up at a warehouse, the email displays Local Pickup next to Ship Location.