Onboarding an AccuGPS Enterprise Customer

AccuGPS Enterprise customers are already active on the AccuGPS platform at i.accugps.com and need to have their GPS units transferred to the Enterprise platform.

1.0 You Will Need

The AccuGPS login credentials used at i.accugps.com.

The company name and address.

Discuss the following options with the user:

  • Proper business name
  • How many starting/ending locations?
  • If multiple, do they need admin groups?
  • How many vehicles?

2. 0 Verify AccuGPS Login

Browse to i.accugps.com and login using the supplied login credentials.

If the login credentials are not correct, report this issue to AccuGPS.

3.0 Create the Tenant

Login to accugps.me as an administrator.

On the Support menu, click on Tenants.

Click the New Tenant link.

Create the tenant using the AccuGPS login and the password Ent2024!.

Set ServiceLevel to Basic and Partner to AccuGPS.

Set the Geocoding Vendor to Google and the Reverse Geocoding Vendors to Walzik.

Set the Maximum Vehicles to 100.

In the Options tab, check Vehicle Based Trips and Enable Automatic Location Accounts.

In the Reports tab, check Daily Activity, GPS Unit List, Vehicle List, Vehicle Utilization, Fuel Tax Detail and Fuel Tax Summary.

Click OK to save the tenant.

For the tenant just created, click on the GPS Platforms link.

Select AccuGPS from the list and click OK.

On the tenant just created, click on the Edit link.

In the AccuGPS field, click on the Configure link.

Set the AccuGPS login name and the AccuGPS password. This is NOT the password used for accessing the Enterprise platform.

Clock OK to close the configuration form and OK to close the tenant edit form.

Click Logout.

4.0 Configure the Tenant

Login as the newly created tenant.

4.1 Configure the Tenant Profile

From the Hello menu, click on the Edit My Profile.

In the Trip List tab, check Show Trip Code, Show Vehicle Description, and Rotating Trip Colors.

Click OK to close the form

4.2 Configure the User Authorization

The first user is always the tenant administrator.

In the Resources menu, click on the Users and Contacts link.

Click Edit for the only user in the list.

Check the Enable Video box and click the Set Defaults button.

Click OK to close the form.

Click the Close button.

4.3 Create the Default Trip Start/End Location

Click on the Locations menu, then click on the New Location link.

Enter the location name, address, city, state and ZIP Code.

Check the Is Facility box.

Click on the Geocode From Address button.

Click OK to close the form.

Click Close button.

4.4 Configure the Trip Defaults

On the Plans menu, click on Trip Defaults.

Select the default start/end location as the Origin Location and Destination Location.

Click OK to close the form.

4.5 Configure GPS Unit Types

On the Resources menu, click on the GPS Unit Types link.

Click on the New GPS Unit link. Select AccuGPS OBD and check Default Primary Tracking, then Click OK.

Click on the New GPS Unit link. Select DVCR AI Dash and check Default Primary Tracking and Default Primary Camera, set Camera1 to Front and Camera2 to Cab, then Click OK.

Click on the New GPS Unit link. Select DVCR TK Dual and check Default Primary Tracking and Default Primary Camera, set Camera1 to Front and Camera2 to Cab, then Click OK.

Then click the Close button.

4.6 Transfer GPS Units from AccuGPS

In the Resources menu, click on the GPS Units link.

Click the Transfer from AccuGPS link.

When the form opens, click on the Transfer button.

The GPS units transferred will be shown on the form.

Click the Close button to close the form.

Verify that the GPS units have been transferred by their appearance in the list.

Click the Close button to close the GPS Unit list.

4.7 Create the Daily Template Plan

On the Plans menu, click on the Template Plans link.

If there are any vehicles that should not appear on the daily trip list, delete them, by clicking on the Trips link, and then clicking on Edit and Delete to remove the vehicle.

Click the Create Daily Plan link.

Select today’s date.

Click OK to close the form.

Click Close to close the Template Plans form.

4.8 Verify the Daily Plan

Click on the Recent Plans icon.

For today’s plan, click on the Go To link.

Verify that all trips appear in the trip list.

4.9 Verify Reports

Run Vehicle report.

Run GpsUnit report.