User Guide

0 mins to read

Nov 08, 2022

Introduction

MyInstall allows Installers to verify device installations and report device removals. You can also learn about MyInstall by watching the How to Use MyInstall video.

If you are a Public Installer, use myinstallpub.geotab.com to access MyInstall. You can access this page without credentials. If you are a Geotab Authorized Installer or Reseller Installer, you can access MyInstall through MyAdmin or using the direct link myadmin.geotab.com/myinstall/services/.

NOTE: The public version of MyInstall has limited options that only allow users to check the device installation status and enter vehicle information.

NOTE: If you wish to become a Geotab Authorized Installer, visit the Become an installer page.

Prerequisites

To use MyInstall, you need:

  • A mobile device with a data plan;
  • Your MyInstall/MyAdmin login information (for Reseller and Authorized Installers);
  • The GO device serial number;
  • The vehicle information (name, license plate, VIN, make, model, year); and
  • A work order information (for Authorized Installers performing a job for Geotab).

Before using MyInstall, make sure that all Geotab equipment is installed, including GO device, harness, and IOX cables. Turn the engine on and ensure that the GO device's red and green LEDs are on.

If the installation used IOX-AUXM or IOX-ANALOG cables, all required internal and external vehicle telemetry points need to be connected and triggered.

NOTE: Telemetry triggering must be done within two minutes of hearing six beeps from the GO device.

MyInstall Menu

On the MyInstall menu, you can:

  • Perform Installation Services;
  • Review available Work Orders (for Geotab Authorized Installers);
  • Run Installation Reports; and
  • Access Installation Guides.

Installation Services

On the Installation Services screen, you can:

  • Test a New Installation;
  • Remove Devices;
  • Swap Devices (coming soon); and
  • Service Devices (coming soon).

New Installation

Authorized Installers and Reseller Installers

1

Log in to myadmin.geotab.com/myinstall/services/. From the MyInstall left menu, select Installation Services.

2

Tap the New installation button.

3

The Work order section is only available to Authorized Installers that have work orders assigned to them by Geotab. In the Work order section, select the work order and services associated with this installation. If there is no Work Order to associate the installation with, select Unassigned installation - no work order. Tap Next.

4

In the Device serial number section, enter the 12-digit alphanumeric serial number or tap the barcode icon to scan the GO device barcode with your mobile device camera.

If you removed an old device from the vehicle to install a new device, and want to record the serial number, select Click here if you removed an old device and enter the device serial number. Tap Validate.

Check the Partner account, Partner name, and Customer database information to ensure that they are related to the unit you are testing. Tap Next.

5

In the Device status section, wait for the device status to display as PASS or FAIL.

The PASS status indicates the device has successfully communicated with the network in the last 24 hours. The FAIL status indicates the device has not communicated with the network in the last 24 hours.

You can troubleshoot the installation and click Refresh to validate it again. If troubleshooting does not help, you can submit the failed result if desired. Tap Next.

6

The Connected equipment section displays information about equipment detected by the device, listing the associated Harness, IOX Cables, and Auxiliary port. Add comments if needed. Tap Next.

NOTE: If you installed IOX-AUXM or IOX-ANALOG cables and want MyInstall to capture the auxiliary ports, you must trigger connected telemetry points in the vehicle within two minutes of hearing six beeps from the GO device.

7

In the Vehicle information section, enter information about the vehicle where the GO device was installed. You must manually enter information in the required Vehicle name field. For the remaining fields, you have the option to manually enter the information or use the search option — located beside the VIN field — to auto-populate the fields based on the VIN number. Enter any Installation comments, if needed. Tap Next.

NOTE: For the VIN field, you can enter the VIN number or tap the barcode icon to scan the VIN barcode with your mobile device. To scan a VIN barcode, use the sticker on the door jamb. If it does not work, try turning off screen auto-rotation on your mobile device settings.

! IMPORTANT: In the License plate field, the license plate number cannot be longer than 20 characters or include special characters (?, <>, (), @, !). Letters, numbers, and select special characters (-, _) are valid.

! IMPORTANT: In the Year field, the year must be after 1900 or before 2032, and cannot be a negative value.

! IMPORTANT: In the Odometer field, the odometer value cannot be a negative value, and the measurement unit (Km or Miles) must be specified.

NOTE: For some vehicle makes and models, the auto-populate option might not be possible.

8

In the Installation photos section, you can upload up to four installation images on this screen. Use the camera to take a photo, or select one from your photo gallery, and you have the option to enter a description for each photo. Ensure that photos do not capture personally identifiable and confidential information.

9

Before finishing your installation, you can review details by tapping any section. If needed, update or refresh any captured information. When you are ready to submit, tap Finish installation.

10

If you want to perform a new installation check, tap New Installation, or tap Exit to return to the Installation Services menu. If you want to perform a new installation check for the same work order, tap Next installation in work order.

Public Installers

1

Go to myinstallpub.geotab.com.

2

In the Installer Information section, enter the Installer name and Installer company. Tap Next.

3

In the Device serial number section, enter the 12-digit alphanumeric serial number or tap the barcode icon to scan the GO device barcode with your mobile device camera.

If you removed an old device from the vehicle to install a new device, and want to record the serial number, select Click here if you removed an old device and enter the device serial number. Tap Validate.

4

In the Device status section, wait for the Device status to display a PASS or FAIL label. The PASS status indicates that the device has successfully communicated with the network in the last 24 hours. The FAIL status indicates that the device has not communicated with the network in the last 24 hours.

If the device has not communicated, you can troubleshoot the installation, then click Refresh to validate again. If troubleshooting does not help, you can submit the failed result if desired. Tap Next.

5

In the Vehicle information section, this screen allows you to enter information about the vehicle where you installed the GO device. You must manually enter information in the required Vehicle name field. For the remaining fields, you have the option to manually enter the information or use the search option — located beside the VIN field — to auto-populate the fields based on the VIN number. Enter any Installation comments, if needed. Tap Next.

NOTE: For the VIN field, you can enter the VIN number or tap the barcode icon to scan the VIN barcode with your mobile device. To scan a VIN barcode, use the sticker on the door jamb. If it does not work, try turning off auto rotate on your mobile-device settings.

NOTE: If you enter the Odometer value, you must select the measurement unit: Km or Miles.

NOTE: For some vehicle makes and models, the auto-populate option might not be possible.

Select the checkbox to indicate that you have read and agree to Geotab’s Privacy Policy, then click Finish installation. The Finish installation button will only be highlighted after you read and agree to the Privacy Policy.

Remove Device

Authorized Installers and Reseller Installers

1

Log in to myadmin.geotab.com/myinstall/services/. From the MyInstall left menu, select Installation Services.

2

Tap the Remove device button. The page refreshes to display the Remove device page.

3

In the Device serial number section, enter the 12-digit alphanumeric serial number or tap the barcode icon to scan the GO device barcode with your mobile device camera. To scan the barcode, use the serial number sticker included in the box or the sticker that is attached to the top of the box.

NOTE: Scanning the serial number barcode from the GO device itself might not work.

4

Tap Validate.

Check the Partner account, Partner name, and Customer database information to ensure that they are related to the unit you are testing.

5

Tap Next.

6

In the Vehicle information section, enter information about the vehicle that the GO device was removed from. You must manually enter information in the required Vehicle name field. For the remaining fields, you have the option to manually enter the information or use the search option — located beside the VIN field — to auto-populate the fields based on the VIN number.

NOTE: For the VIN field, you can enter the VIN number or tap the barcode icon to scan the VIN barcode with your mobile device. To scan a VIN barcode, use the sticker on the door jamb. If it does not work, try turning off auto rotate on your mobile-device settings.

NOTE: For some vehicle makes and models, the auto-populate option might not be possible.

7

Tap Next.

8

In the Installation photos section, you can upload up to four device removal photos, and you have the option to provide descriptions for each photo. You can use the camera to take a photo or select photos from your gallery.

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

9

Review the information and make any changes, if needed.

10

Tap Finish installation.

Work Orders

NOTE: Work Orders section is applicable to Geotab Authorized Installers only.

On the Work Orders page, you can view the work orders that are assigned to your account. To find a specific work order, use the search bar by typing a company name or address. You can filter the Work Orders to view them in a specific order (such as newest to oldest or A to Z) by tapping the Filter button.

You can select a work order to view additional information. The screen displays the name of the work order, the company address, the company contact name and telephone number, and the installation details. If you tap the address, a new prompt will ask if you want to open Maps on your device. If you tap the telephone number, you can start a call on your device.

To start a new installation, select the desired work order and tap Start Install. You can follow the steps listed in the section above to complete the installation test.

Installation Reports

On the Installation Reports page, you can view details of the installations you test. The main page displays a list of installations with the respective serial number, date and time of installation, device status and vehicle name. You can view more information by tapping the serial number.

User Settings Menu

You can access the User Settings menu by tapping your profile picture in the upper right corner. On the Preferences page, you can choose the Language of MyInstall and turn Notifications on or off. On the Subscriptions page, you can select which notifications you want to receive. On the Change Password page, you can change the password of your MyInstall account. You can tap Logout to leave MyInstall.

Creating MyInstall Credentials

Reseller Installers

The Reseller is responsible for creating Reseller Installer users. When an Installer user is created, the Installer receives an email to confirm the setup and reset the password.

How to create Reseller Installer users

1

From the left menu, select Admin and click User Admin.

2

Click the + New button.

3

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

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

4

Enter your Geotab Account number. Click Next.

5

Click Next on the Roles page.

6

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

How to add an existing Installer to a Reseller Account

1

From the left menu, select Admin and click Installer Admin.

2

Click Add Installer.

3

Enter the installer’s Email Address. Click OK.

Authorized Installers

Geotab Field Services is responsible for creating the Initial Installer Admin user. When this user is created, the Installer Admin receives an email to confirm the setup and reset the password. To create additional MyInstall credentials for technicians, the Administrator should follow the instructions below.

Types of MyInstall Users

There are two types of MyInstall users:

  • Installer Admin user, and
  • Installer user.

The main role of the Installer Admin user is to create and manage company installer credentials. The Installer Admin user can:

  • Create other Installer Admin users;
  • Create Installer users;
  • Activate and deactivate users;
  • Force user password changes;
  • Access the MyInstall tool; and
  • Access the Geotab Support Helpdesk.

The main role of the Installer user is to access MyInstall and perform installation checks.

How to create Installer Admin users and Installer users

1

From the left menu, select Admin and click User Admin.

2

Click the + New button.

3

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

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

4

Enter your Geotab Account number. Click Next.

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

5

Select the roles appropriate for the user you are creating.

For Installer Admin user, select GMS-User-Admin and Users-InstallAdmin.

For Installer user, select only Users-InstallAdmin.

Click Next.

6

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

scroll-up