Users and Contacts are the humans that do work in the application or receive notifications from the application. To view a list of existing Users…
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Category: Setup
Trip Defaults
Information entered as Trip Defaults is used by the optimized assignment process to calculate the best overall cost. For more information read the training about…
View More Trip DefaultsEdit My Profile
To view the User Profile, from the top menu bar click Hello then Edit My Profile; the form displays the current profile settings. Click OK to save changes. Plan Tenant…
View More Edit My ProfileHello – Other Menu Items
To access the other menu items, from the top menu bar click Hello then one of the following menu items: Change Password To change your…
View More Hello – Other Menu ItemsAlert Triggers
Alert processing consists of creating and maintaining Triggers, and managing the Alerts created by events causing the execution of the Triggers. Triggers To view existing…
View More Alert TriggersAdmin Groups
Admin Groups are an optional feature that can be used to assign Trips, Vehicles, Workers and Locations into groups for reporting purposes. Admin Groups should…
View More Admin GroupsLocation Categories
Location categories are an optional feature that can be used to segregate customer locations into groups for reporting purposes. To view existing Location Categories, from…
View More Location CategoriesLocations
The Locations are facilities or places of business which are the stops visited on Trips. To view existing Locations, from the top menu bar click…
View More LocationsUpload Locations
Locations are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from…
View More Upload LocationsVehicles
The Vehicles are the most important element of the system, after all it is the vehicles that we are tracking and monitoring on the dashboard.…
View More VehiclesUpload Vehicles
Vehicles are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from…
View More Upload VehiclesWorkers
To view a list of existing Workers, from the top menu bar click Resources then Workers; the form displays a list of current Workers. New…
View More WorkersUpload Workers
Workers are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from…
View More Upload WorkersGPS Units
To view existing GPS Units, from the top menu bar click Resources then GPS Units; the form displays a list of current GPS Units. New GPS Units are…
View More GPS UnitsUpload GPS Units
How To Replace A GPS Unit For A Vehicle
GPS units may need to be replaced. This may be done only a by a user with TenantAdmin authority. To do this:
View More How To Replace A GPS Unit For A VehicleHow To Transfer A GPS Unit
GPS units may be transferred from one tenant to another by a user with TenantAdmin authority. To do this:
View More How To Transfer A GPS UnitJob Defaults
Upload Jobs
Jobs are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from…
View More Upload JobsUpload Jobs and Locations
Jobs and Locations are uploaded together using a comma separated value (CSV) file. The CSV file can be created using a text editor or by…
View More Upload Jobs and LocationsHow Do I Export Location Geofence Data?
At times, there may be a need to download geographic data for your Locations. There are two types of download: The output format is compatible…
View More How Do I Export Location Geofence Data?