Quality Assurance: Instantly verify installation quality with on-site validation and troubleshooting tools, helping ensure more first-time-right installations and proper device function from day one.

Real-World Asset Visibility: Allow installers to capture real-world context about assets for Fleet Managers. Asset information is visible in MyGeotab and asset information is updated once the installation record is approved.

Universal Compatibility: Confirm installations across all devices within the Geotab ecosystem. Including GO devices, GO Anywhere, IOX devices, and third-party devices.

Comprehensive Service Support: Easily manage new installations, device removals, swaps, and general servicing tasks.

Verifiable Proof of Service: Create clear, verifiable records of work performed.

Seamless Integrations: Access enhanced API functionality and documentation to support integration with third-party installation applications.

MyInstall is a streamlined experience for Installers to seamlessly confirm the successful installation of GO devices, GO Anywhere, and third-party devices; report device removals, and ensure proper setup of connected IOX devices.

1

Access the full installation experience using your preferred login method:

1. MyAdmin and MyGeotab – Go to Installation > Verify an Installation
2. Scan the QR code from the device packaging, then select Install

1. Scan the device serial number (QR or bar code) using your mobile device
2. Click or tap Enter serial number manually, enter the serial number, then click or tap Submit.

3. ✱ NOTE: If you are also removing a non-Geotab device, click or tap on Did you remove an old device? to enter the removed device serial number. For removal of a Geotab device, use the Remove Device option.

4. 

5. MyInstall takes a moment to check the device status.

6. GO device

1. Pass – The device has successfully communicated with the network in the last 24 hours.
2. Fail – The device has not communicated with the network in the last 24 hours.

3. ✱ NOTE: This also applies to third-party devices.

4. GO Anywhere

1. Pass – The device has successfully communicated with the network in the last 75 hours.
2. Fail – The device has not communicated with the network in the last 75 hours.

1. Set up connected IOXs (if applicable). For more information, refer to IOX setup.
2. Add comments in the Device comments field

3. ✱ NOTE: Click or tap on the arrow to show more information such as Database, Last communicated, Last valid GPS record, and more.

4. 

1. Asset name — Enter the vehicle or asset name. This field is mandatory.
2. VIN — Scan or enter the vehicle identification number (VIN). For scanning, select the scan(?) icon beside the field. This field is mandatory.
3. Make, Model, and Year — This information will be autopopulated when you scan or enter a valid VIN. If it is not autopopulated, enter the information manually.

4. ✱ NOTE: For some vehicle makes and models, the autopopulate option might not be possible.

4. License plate — Enter the vehicle license plate.
5. Odometer (GO device only) — Enter the vehicle odometer, and select the measurement unit (km or miles).
6. Engine hours (GO device only) — Enter the vehicle engine hours.
7. Camera ID (GO device only) — Scan or enter the installed camera identification (ID) number.

1. Work order reference — If applicable, enter a work reference number that is associated with the installation.
1. Installation comments — Enter any comments associated with the installation.

2. 

1

Access the full installation experience using your preferred login method:

2

Select Swap.

3

Removed device serial number

Two options are available to enter the device serial number of the removed device:

Installed device serial number

Two options are available to enter the device serial number of the installed device:

MyInstall takes a moment to check the device status.

GO device

✱ NOTE: This also applies to third-party devices.

GO Anywhere

4

Under Check device status, review the information to ensure that they are related to the unit you are adding and removing. You can also do the following:

✱ NOTE: Click or tap on the arrow to show more information such as Database, Last communicated, Last valid GPS record, and more.

5

Click or tap Continue.

6

Under Input asset information, select the relevant Asset type from the dropdown.

7

Enter information about the vehicle or asset where the telematics device was installed.

✱ NOTE: Fields displayed may vary based on the asset and device type.

✱ NOTE: For some vehicle makes and models, the autopopulate option might not be possible.

✱ NOTE: Depending on the camera type, the camera ID number can also be the camera’s International Mobile Equipment Identity (IMEI), or serial number. Select the information icon ⓘ to learn more about your camera’s ID number.

8

Click or tap Continue.

9

Under Submit photos of installation, upload photos of the swap.

✱ NOTE: The number of photos required depends on the device being installed.

! IMPORTANT: Ensure that photos do not capture personally identifiable and confidential information.

10

Review details by clicking or tapping on any section. If needed, update or refresh any captured information. When you are ready to submit, select Finish.

1

From the left menu, select Configurations, then select User Management.

2

Select New user.

3

Select Installer on the User type* dropdown list and enter the Installer’s information, then select Next.

✱ NOTE: The email will be the Installer’s username to log in.

4

Enter your Geotab Account number, then select Next.

5

Select Next under the Roles step.

6

Review the summary, then select Submit.

The new user will receive an email to complete the login setup and reset the password.

1

From the left menu, select Installation, then select Installation Admin.

2

Select Add Installer.

3

Enter the installer’s Email Address, then select OK.

1

Navigate to Configurations, then select User Management from the main menu.

2

Select New user.

3

Select Trusted installer on the User type* dropdown list and enter the Installer’s information, then Select Next.

✱ NOTE: The email will be the Installer’s username to log in.

4

Enter your Geotab Trusted Installer Account number, then select Next.

✱ NOTE: Your Account number is provided by Geotab Field Services.

5

Under the Roles step, select the roles appropriate for the user you are creating, then select Next.

For a Trusted installer user with admin permissions, select GMS-User-Admin.

For a Trusted Installer user without admin permissions, do not select anything.

! IMPORTANT: The GMS-User-Admin role allows the user to:

1. Add other Trusted installer Installer Admin users;
2. Add Installer users;
3. Activate and deactivate users;
4. Force user password changes.

6

Review the summary, then select Submit.

The new user will receive an email to complete the login setup and reset the password.