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

Now create a database for your fleet using the registration page.

When you get started in the registration process, you have two options:

1. I’m a New Customer — Register for a database as a new Customer.
2. I’m a Partner — Register for a new database for yourself, as a Partner, or on behalf of a Customer.

I’m a New Customer option

If you are registering for a database as a new Customer, you will be prompted to enter the information for the primary contact and organization associated with the database. The primary contact must belong to the same organization associated with the database. Once complete, the primary contact receives a confirmation email. The primary contact is added as a MyAdmin (Reseller Support) Authentication type user to the database.

✱ NOTE: The login process for MyAdmin and SAML users with access to multiple databases prompts you to specify the database you want to access.

I’m a Partner option

If you, the Partner, are registering for a database for yourself or on behalf of a Customer, you will be required to log in using your Partner credentials to proceed.

After signing in, select the account to link with the database, then select one of the following options:

1. Create Database for Customer — Register for a new database on behalf of a Customer.
2. 1. If selected, follow the instructions under the I’m a New Customer option section. Then the primary contact is prompted to set their password if they are not an existing user.
1. Create Internal Database — Register for a new database as a Partner.
2. 2. If selected, enter the database information.

Shortly after completion, you will receive an email confirmation with a link to your database. Follow the link to log in.

✱ NOTE: Remember that the company name entered during registration is your database name. You will use this information when you log in.

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.

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

Device modes

Device mode settings change your device’s mode to either Low power mode or safe mode. These modes are intended for specific use cases, and may impact the functionality of your connected devices.

Low power mode minimizes power use by the GO device by reducing heartbeats to every 23 hours. This mode is useful when you’ve noticed issues with your asset’s battery and want to preserve the battery by using less power, or if the asset won’t be used for a long period of time.

✱ NOTE: Low power mode disables any connected IOX devices when ignition is off.

Safe mode removes the ability of the GO device to interact with the asset. This mode is useful when you need to troubleshoot issues such as potential vehicle interference.

✱ NOTE: ELD users should switch to paper logs when using Listen-only mode.

✱ NOTE: Continuous Data Connection is unaffected by Low power mode. When using Listen-only mode, you must first disable Continuous Data Connection before enabling Listen-only mode.

GO Anywhere

The following settings are available under the Device & Settings tab of the Asset Edit page if your primary device is a part of the GO® Anywhere™device product family.

1. Battery Level - Displays the estimated State of Charge (percent) remaining for the batteries in the device and the Estimated Life Remaining (Days/Months/Years) based on the device’s usage.

If your device is a GO® Anywhere™device (Version 1 or 2), click Show Advanced Settings to see the following settings:

✱ NOTE: All times are in respect to the device’s local time zone.

1. Device mode - Specifies how the GO Anywhere device will communicate. The device can communicate in three ways:
2. 1. Movement: Delayed (Default): The device gathers location data every 30 minutes while on a trip. All trip information is uploaded once per day at 12:00 AM (Midnight).
   2. Movement: Immediate: The device updates its location when movement is detected (Trip Start). The device gathers location data every 30 minutes while on a trip and uploads trip information when the trip ends (stationary for 1 hour or more).
   3. Time: The device updates its location at the time (First Update Time) and frequency you set.

High Frequency Mode (Applicable for all GO Anywhere devices):

To turn on High Frequency Mode, select your device and click Asset options > High Frequency Mode. A pop-up window will give you the option to Turn on High Frequency Updates. This enables the GO Anywhere to sync data every 15 minutes while an asset is in motion, and is automatically turned off after 72 hours.

✱ NOTE: Enabling High Frequency Update will rapidly drain the device battery.

Installation History

Installation History allows you to view information about the devices installed on your fleet.

You can do the following on the Installation History page:

1. Search – Search for a particular asset.
2. Options – Customize the data displayed on the Installation History table by filtering date and assets.
3. Sort by – Organize your results in useful ways, by Serial number, Date, Status, Asset name, License plate, VIN, or Installer name.
4. Report – Download the Standard or Advance reports.
5. Columns – Show or hide columns from the table.

The Installation History table displays by default:

1. Serial number – The serial number of the installed device.
2. Date – The date the service was performed.
3. Service performed – Indicates the type of service performed:
4. 1. Installation (public) – New device was installed in the asset, and the Installer used the public installation tool.
   2. New installation – New device was installed in the asset, and the Installer used the secured (MyAdmin) installation tool.
   3. Removal - The device was removed from the asset.
   4. Swap - The device was swapped for a different device installed on the same asset.
   5. Service - A repair or audit was performed on the asset.
4. Status – Indicates the result of the device installation check (pass or fail).
5. Asset name – The name of the asset associated with the device installation.
6. VIN – The VIN of the asset associated with the device installation.
7. Installer name – The name of the Installer who performed the installation service.
8. Installer company – The company of the Installer who performed the installation.

Viewing installation history

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)

Access Advanced Routing to save on costs through automation while enhancing fleet optimization. This ensures that your Resource is at the right location, at the right time. Gain better insights into your day-to-day operations by easily managing branches, order types, groups, patterns, and calendars. Utilize this tool to effortlessly create routes, dispatch resources, and plan ahead for optimal resource allocation. To access this feature in the Fleet Management Application, navigate to Productivity > Advanced Routing.

! IMPORTANT: Advanced Routing is subscription based. Reach out to your Partner to learn more.

Optimization Center

Use the Optimization Center to view and launch the following Advanced Routing modules:

1. Administration – Set up the initial configuration needed for all other modules, such as Order Types and Groups, Resources and their schedules, Branches, and more
2. Territory – Get a geographic visualization of orders, with the ability to create and modify territories, which can then be assigned to Resources to be referenced during the planning process within the Route module.
3. Route – Create optimized daily plans of scheduled orders and make order assignment edits, or view and compare plans.
4. Dispatch – Monitor and dispatch the current day’s scheduled orders, while also proactively supporting Resources and customers in real-time.
5. Mobile – As a Resource, view your current day's assigned orders, update their status, and communicate with Dispatch users. See Routing & Optimization — Mobile for details.

✱ NOTE: This is accessible through the Mobile App and Drive App.

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

Linked Assets provides a record of all eligible assets that are, or have been, on a trip together. This allows you to view current and historical links, sortable by date and asset, and with a link to view the paired trip. To access Linked Assets, navigate to the main menu > Productivity > Linked Assets.

✱ NOTE: Linked Assets will only appear on databases that have asset tracking devices deployed. If a database has only vehicle-based assets (GO or OEM connections) it will not appear as there will be no assets to pair.

You can do the following on the Linked Assets page:

1. Search – Search for assets based on Name, VIN, or serial number.
2. Link type – Indicates the link types.
3. 1. Manual – These assets have been linked using the Drive App. For more information, refer to the Manual linking section.
   2. Automatic – These assets have been linked by the automated system. To learn more, refer to the Automatic linking section.
3. Link status – Indicates the status of the links.
4. 1. Active –Indicates assets that are linked.
   2. Complete – Indicates a completed trip between the linked assets.

5. ✱ NOTE: Assets can complete multiple completed trips and each will have their own record.

4. Date range – Indicates the date.

The Linked Assets table displays the following:

1. Asset – Indicates the asset name.
2. Linked asset – Indicates the linked trailer or other assets.
3. Link start time – Indicates the time the asset and linked asset are linked.

4. ✱ NOTE: There may be some differences between the start time of the corresponding trip.

4. Link end time – Indicates the time the asset and linked asset end their link.

5. ✱ NOTE: There may be some differences between the end time of the corresponding trip.

5. Link type – Indicates the link types.
6. Link status – Indicates the status of the links.
7. Trip link – Provides access to the active or completed trip in the Trips History.

Understanding link types

There are two types of links: Automatic links and Manual links.

Automatic link

An Automatic link is a service that works in the background to pair all eligible assets in the same database. No user action is required to enable this linking.

Automatic links can occur for either a vehicle with a trailer, or a vehicle with other non-vehicle assets, however, all assets must use tracking devices reporting into the same database. Vehicles must be tracked using either a Telematics Device or an OEM connection. The trailer or non-vehicle assets can be tracked using any Asset Tracking device that has a minimum reporting frequency of 15 minutes.

Manual link

A Manual link is used through the Drive App and allows a tractor and trailer to be linked, for purposes of Electronic Log compliance.

✱ NOTE: The Automatic and Manual links are distinct – if two assets are manually linked using the Drive App, they will not be eligible for the Automatic link.

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)

Keeping track of drivers' Hours of Service (HOS) involves checking if they are following the rules and ensuring they are not overworking. You can easily see which drivers are free for dispatch and how much time they have left before they need to rest. Plus, you can keep an eye on drivers who might be nearing their limits and need a gentle reminder to take a break.

The Fleet Management application supports most current HOS regulations. Depending on where your business operates, you can select the ruleset that applies to your drivers.

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.

Risk Management

Use the Risk Management page to run reports and compare driving behavior across assets, drivers, and groups. From the main menu, navigate to Safety > Risk Management to access the page.

You can do the following on the Risk Management page:

1. Search name – Enter an asset’s name to find it in the results table.
2. Options – Displays the following Display Options:
3. 1. Date Period – Select the date period for which you would like data to display.
   2. Exception rules – Select the Exception rules you want to add to your comparison table. You can choose up to six rules.
   3. View by – Choose to view the results by Vehicle or Driver.
   4. Hide zero distance rows – Select Yes to exclude assets that did not move during the selected date range.
   5. Run report by – Select to run the results by Individual vehicles or drivers or select specific groups.
   6. Include dismissed events – Select Yes to include dismissed events in the report.
3. Reports – Select a report to download based on the selected exception rules.
4. Gear icon– Show or hide columns from the table.

Run and download the following built-in reports based on the exception rules you choose to enable:

1. Advanced Risk Management Report – Compares driving behavior in terms of distance, average speed, stops, idling, after hours trips, and more.
2. Asset Utilization Report – Displays the most and least utilized vehicles by days driven, drive time, and distance driven for a specified date period.
3. Basic Driver Score (last week) – Calculates events and assigns demerits for speeding, idling, or driving after hours.
4. Default Risk Management Report – Compares driving behavior in terms of distance, average speed, idling, after hours trips, and more.
5. Driver Safety Scorecard – Displays drivers or vehicles that need training with certain behaviors, particularly aggressive driving, seat belt usage, and speeding.
6. Fleet Distance Trend – Displays the fleet's daily mileage over a one-week period. Use it to analyze metrics such idling and fuel usage, or evaluate new driving policy.
7. Fleet Utilization – Displays the fleet’s distance traveled. Use it to review which vehicles are being driven the furthest between your set time frames.
8. Idling Violations – Displays a view of Idling Duration and the Idling Percentage, which looks at the relationship between idling duration and total engine hours.
9. Number of Stops (yesterday) – Displays where the drivers spend most of their time.
10. Seat Belt Violations – Displays a view of Seat belt exception events and the Seat belt percentage, which looks at the relationship between the distance traveled while not wearing a seat belt and the total distance traveled across the date range.
11. Speeding Violations – Displays speeding exceptions and the speeding percentage.

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.

You can do the following on the Faults page:

1. Filter – 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 select assets that are archived in the asset drop down list.
   3. Assets – Select specific assets, or select all.
   4. Diagnostics – Select the faults you would like to view.
   5. Source – Select where the fault data is gathered, either the Engine, Telematics Device, or All sources.
   6. Protocol – Select the communication protocol on the asset’s Controller Area Network (CAN).

   7. ✱ NOTE: Filtering for the Protocol helps reduce the time taken to gather data.

   7. Show dismissed faults – Enable to view dismissed faults.
2. Sort by – Select to sort the data that displays in the table by Fault Code, Description, Times Logged, Source, or Severity.

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

3. Report – Download the Summary or Details reports.
4. Dismiss faults – Select a fault from the table, then select Dismiss faults to remove.
5. Columns – Show or hide columns from the table

Viewing faults

From the Filter dropdown, select your desired filters. Then click Apply changes.

The Faults table displays:

1. Fault Code – Indicates the code associated with the fault provided.

2. ✱ NOTE: Each Electronic Control Unit (ECU) has its own fault code.

2. Description – Describes the fault.
3. Current Status – Indicates the current status of the fault. Click the row to view all statuses. Active faults are persistent faults that display, whereas Pending faults are inconclusive.
4. Times Logged – Indicates the number of times the fault was captured. Click the times logged to view each time the status updated.
5. Source – Indicates the source of the fault.

6. ✱ NOTE: This comes from either the Engine or the telematics device.

6. Protocol – Indicates the Protocol of the source. This could be from J1939, OBD2, J1708 and more.
7. Advanced Details – Displays the messaging that comes from the source.
8. Selection – Allows you to select specific faults.
9. Severity – Indicates if the fault needs to be actioned.
10. Controller – Indicates which Controller the data is coming from.

! IMPORTANT: Dismissing faults does not clear the faults from the asset, only removes the faults from the table.

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)

The Fuel Transactions (Beta) page is an integrated solution designed to provide clear, reliable fuel data and mismatch detection. It aims to streamline fuel management, reduce losses, and offer clear insights into a fleet’s fuel purchases with a single, unified experience. It includes automated flagging of potential mismatches with fuel types, tank sizes and locations.

Enabling the feature

In order to access the Fuel Transactions feature, you’ll first need to enable the feature for your database on your Profile page.

1. Click the Profile icon in the top menu and select Profile.
2. Navigate to the Beta Features tab.
3. Toggle the Fuel Transactions page item to On.
4. Click Save.

Fuel transaction assignment

Fuel transactions are assigned in one of two ways: by asset or by driver. You can adjust which assignment method you want to use by setting your preferences.

Asset-based matching

Asset-based matching is designed for fleets that use fuel cards assigned to vehicles. In order to accurately assign fuel transactions to the correct asset, you’ll need to keep your asset information consistent across MyGeotab and your fuel card provider’s web portal.

MyGeotab prioritizes matching fuel transactions to assets using the following information in sequential order:

1. Vehicle Identification Number (VIN)
2. Serial Number
3. License Plate
4. Description

We strongly advise using the VIN and ensuring it matches exactly between MyGeotab and the fuel card provider's web portal for precise transaction assignment.

Driver-based matching

Driver-based matching is designed for fleets that use fuel cards carried by drivers who operate multiple vehicles. In order to accurately assign fuel transactions to the correct driver, you will need to keep the names consistent between MyGeotab and your fuel card provider’s web portal.

MyGeotab matches fuel transactions to drivers by using the cardholder name in your fuel card provider web portal, and the driver name in MyGeotab. The two names must match exactly for successful transaction assignment to a driver in MyGeotab.

Once the transaction is matched using the exact name, the system will look for the asset that was assigned to the driver at the time of the fuel transaction. If there was no asset assigned to the driver at the time of transaction, the Asset column will display ‘--’.

Setting your preferences

Before you can begin using the Fuel Transactions feature, you need to set your preferences.

1. Navigate to Fuel and Energy > Fuel Transactions in the main menu.
2. Click Preferences at the top of the page to open the Settings panel.
3. Select your assignment preferences:
4. 1. Select Asset if your fuel cards stay with the vehicle, potentially used by multiple drivers.
   2. Select Driver if your fuel cards are distributed by drivers who may operate more than one vehicle.

Fuel transaction management

Viewing fuel transactions

You can view your fuel transactions and manage mismatches

1. Navigate to Fuel and Energy > Fuel Transactions in the main menu.
2. Set the date period for which you want to view transactions using the date picker at the top of the page.

3. NOTE: The date picker automatically sets to the previous week.

3. Filter the page by specific groups using the Groups dropdown and click Apply.
4. Review your transactions in the list.

Downloading the Fuel Transactions report

You can download your fuel transactions in a single, convenient report directly on the Fuel Transactions page.

1. Navigate to Fuel and Energy > Fuel Transactions in the main menu.
2. Set the date period for which you want to view transactions using the date picker at the top of the page.

3. NOTE: The date picker automatically sets to the previous week.

3. Filter the page by specific groups using the Groups dropdown and click Apply.
4. Click Reports > Standard.

Your report will be automatically prepared for you. To access it, navigate to Reports > My Reports in the main menu.

Potential issues

The Potential issues column of the Fuel Transactions table identifies mismatches between the fuel transaction record and vehicle’s telemetry data. The total number of each type of mismatch is displayed on the cards at the top of the page. Click each card to automatically filter the table for each type of mismatch.

The following mismatches are detected by the system:

Unassigned records

When MyGeotab cannot find a matching asset or driver (dependent on your matching preferences) based on the information provided on the fuel transaction record, the Fuel Transaction table displays Not assigned under the Assigned asset or Assigned driver column. The total number of unassigned records is displayed on the Not assigned card at the top of the page.

These records may be assigned to an asset or a driver (depending on your matching preferences) by clicking the Not assigned pill within MyGeotab.

However, fleet managers can minimize the number of unassigned records by ensuring that the asset or the cardholder details on the fuel card provider’s web portal and in MyGeotab are an exact match.

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

Use the Work Hours feature to organize the schedule for your fleet. To view or set up work hours, navigate to People > Work Hours.

You can do the following on the Work Hours page:

1. Search – Search for a particular schedule.
2. + Work hours – Add work hours.
3. Sort by: Name – Sort the work hours that display on the page by Name, alphabetically.

4. Adding work hours

5. 1	Navigate to People > Work Hours.
   2	From the Work Hours page, click + Work hours
   3	Add a Name for the schedule you are creating.
   4	Select the Holiday group ID that may align with your work hours.
   5	Click Add work time and enter the work hours for your fleet.
   6	Click Save.

6. Holidays

7. Use the Holidays feature to identify the days of the year your users are not working due to holidays. To view or set up holidays, navigate to People > Holidays.

8. You can do the following on the Work Holidays page:

4. Search – Search for a particular holiday.
5. + Holiday – Add work holidays.
6. Sort by: Name – Sort the work holidays that display on the page by Name, alphabetically.

Adding work holidays

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

Use the Support feature to address any issues, questions, or concerns with the Fleet Management Application. Depending on your needs, there are many avenues of support offered. Use these methods of support to resolve issues and prevent downtime, give valuable feedback, and contribute to the success and growth of the application. To access this feature, navigate to the main menu > Support.

Send Feedback to Geotab

Live Chat

Use Live Chat to either chat with our English-speaking AI-powered Virtual Agent, or with one of our Support agents if the Virtual Agent is not able to help.

Starting a conversation with Live Chat

Help

Use the Help feature to find quick resources and information when trying to solve any issues on your own. To access this, navigate to the main menu > Support > Help.

In-App Help

Advanced Support

Open a Support Ticket

1. Search name – Search for a particular support ticket.
2. Add support ticket – Create a support ticket
3. Sort by – Organize your results in useful ways, by Title, Date, or by Status.
4. Show – Display Active or All tickets.

Adding a Support Ticket

✱ NOTE: You can select your ticket from the Support Ticket list, and click Solve ticket if you have discovered a resolution before a Support Agent reaches out to you.

Open a Training Ticket

You can do the following on the Open a Training Ticket page:

1. Search name – Search for a particular training ticket.
2. Add training ticket – Create a training ticket.

3. ✱ NOTE: Please allow 24-48 business hours for your dedicated Training Specialist to contact you to schedule training and discuss your request.

3. Sort by – Organize your results in useful ways, by Title, Date, or by Status.
4. Show – Display Active or All tickets.

To view the status of a training request, click the ticket link on the Training Tickets page. You can add additional comments or training interests to the ticket at any time.

Adding a Training Ticket

Please allow 24 to 48 business hours for your dedicated Training Specialist to contact you via email to schedule the training and discuss your request.

To view the status of your training request, click the ticket link on the Training Tickets page. You can also add additional comments or training interests to the ticket and save your changes.

To filter the view of training tickets, use the Show: All dropdown menu to display either All or Active tickets.

External Links

Community

Use the Community to connect with other community members and experts — including other users, Partners, developers, and in-house experts. Here you can learn how to solve your problems, share your knowledge, learn about SDKs, and get the most from the Fleet Management Application. To access this feature, navigate to the main menu > Support > Help > Community.

Additional Training

Use the Additional Training feature to access Geotab Academy, a dedicated learning platform that provides enhanced courses, hands-on tutorials and customized learning tracks to help you stay up-to-date on training content. To access this feature, navigate to the main menu > Support > Help > Additional Training.

Known Issues

Use the Known Issues page to view issues that have been brought up regarding the Fleet Management Application and Telematics Devices. On this page, you can view the date issues were last updated as well as their status. To access this feature, navigate to the main menu > Support > What’s New > Known Issues.

Product Guide

Use the Product Guide to learn more about the Fleet Management Application. The Product Guide is the default homepage for new users. To access this feature, navigate to the main menu > Support > Help > Product Guide.

Contact Information

Use the information provided on the Contact Information page if the other available options for support do not suit your needs. Use this page to find information on how to contact your Partner. To access this feature, navigate to the main menu > Support > Contact Information.

What’s New

Use the What’s New feature to learn more about any updates, issues, or improvements that are being made to the Fleet Management Application. To access this feature, navigate to the main menu > Support > What’s New.

Updates Blog

Use the Updates Blog to learn more about major feature updates to the Fleet Management Application. The What’s New blog is released monthly and contains information that may impact your user experience. You can also find previous blog posts on this page as well. To access this feature, navigate to the main menu > Support > What’s New > Updates Blog.

Release Notes

Use the Release Notes to learn about recent changes and new features in the application. This convenient resource is updated weekly and contains a complete list of any changes or enhancements to the application, including detailed information on major features. To access this feature, navigate to the main menu > Support > What’s New > Release Notes.

About

Use the About page to learn more about the End User Agreement when using the Fleet Management Application. To access this feature, navigate to the main menu > Support > About.

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.