Quick Start Guide

This guide will show you how to set up your fleet account and use it for managing your fleet. 

Step 1: Install the OBD-II Device 

Once you’ve received the OBD-II devices, install these in your vehicles physically and on the app/portal. 

There are two methods available for app-based installation, and you could choose either of them: 

  • Using the FleetMobile App
  • Using the Fleet Web Portal

Step 2: Set up the basic features on the Fleet web app 

Using your Fleet account login details, sign-in on the web application and set up the following core features for your account (listed below). 

Recommended browser: Chrome


  • Roles 

Roles give controlled access to users utilizing the web application. Using Roles, you can define exactly what users can see and do in the web application.

The following roles are present in your account by default:

  • Default Role (provides full access to the admin features on both web and mobile apps)
  • Driver Role (provides access to the driver features on the mobile app only)

You can set up additional roles to grant relevant access to users. 

Creating a Role

To create a role:

  1. Click on Add Role. 

  2. Enter a Role Name.

  3. Enter a Description.
  4. Go to each section and check off what the role can manage or do:
    1. Go to the Admin section and select which permissions the role should have (view, edit, create, or deactivate permissions).
    2. Go to the Reports section and select which reports the role should have access to.
  5. Select Submit

  • Groups

Groups are used to organize vehicles into segments such as locations or job types. Users can be set up to only see the groups that you want them to see. 

The ‘Default Group’ would be present in your account by default. You can also create new groups and then assign vehicles to these groups. 

Creating a Group

To create a Group:

  1. Select Add Group.

  2. Enter the Group Name.

  3. Select a Group Administrator from the dropdown to identify who will head the Group.
    1. Note: Group Administrators can only view the vehicles in their Groups.
  4. Select the appropriate tracking settings from the Config dropdown.
  5. Under Parent Group, you can either choose the Default Group or any other Group as the parent group of the one being created.
  6. Select Submit.

  • Users 

Users are people in your organization that use the web application for tracking vehicles and reporting on performance and productivity. 

You can set up all the fleet managers/admins in your organization using the Create User option under Users.

Creating a User

To create a user:

  1. Select Add User.

  2. Enter the user’s name, phone number, and email address.

  3. Create a password for the user. 
  4. Assign the appropriate role from the dropdown.
  5. Assign the user to a Group.
  6. Select Add User.

  • Drivers

Lists all the Drivers in your account. You can add or update driver details such as their first and last names, phone numbers, email addresses, etc.

When the OBD II devices are added to your account for the first time, there are default vehicle and driver profiles created (one for each device), with the device serial number as their placeholder names. You can edit these default driver names by typing over the placeholder device serial numbers. This is an important step, as it helps you identify drivers when tracking details such as drivers’ scores, trips, etc.

If you choose to use Driver Rewards, please enter an email address for each of your drivers.

  • Vehicles

Displays all the Vehicles in your fleet. Use this feature to add or update vehicle details such as the vehicle’s name, group, associated driver, etc. 

When your OBD II devices are added to your account for the first time, there are default vehicle and driver profiles created (one for each device), with the device serial number as their placeholder names. You can edit these default vehicle names by typing over the placeholder device serial number. This is an important step, as it helps you identify vehicles when tracking these on Live Maps and various other Reports.


Step 3: Add Alerts (if needed) and update existing Alert thresholds

Alerts are used to set up notifications (via email, web and mobile apps) that are sent out to fleet managers or/and drivers when events such as hard braking, speeding, idling, low battery, etc. occur. 

Alerts allows you to configure notifications for 26 event types (depending on your subscription).

Fleet comes with the following alerts set up by default:

  • Hard Braking
  • Idling
  • Speeding
  • Low Battery
  • Stop Alert
  • Device Plugged/Unplugged
  • Not Tracking 

You can choose to add more alerts, edit or disable existing ones depending on the needs of your business.

Adding an Alert

To add an alert notification:

  1. Select Add Alert.
  2. Select the Alert Type.
  3. Enter the Alert Name.
  4. Specify the alert parameters.
  5. Set the reminder frequency.
  6. Toggle the Alert Notification to On.
  7. Specify the Group the alert applies to.
  8. Specify the recipients of the notification. For example, group admins get the alerts for their groups if the ‘Group Admin’ box is checked.
  9. Select Add Alert.

Updating Configuration of an Alert

To change the alert parameters:

  1. Select the pencil icon on the left hand side of the screen.
  2. Update the alert with your desired parameter(s). 
  3. Select Update Alert.

Once you have your OBD II devices installed and are ready to start monitoring alerts, please ensure that you: 

  1. Check and update the thresholds of the default alerts to match your business requirements.
  2. Turn on Alert Notifications for the alerts you wish to be notified (via email, web and mobile apps) about.

Please ensure that you check and update the thresholds of the default alerts to match your business requirements. Also, remember to turn on the Alert Notification option, should you wish to receive alert notifications via email/web/mobile app.


Step 4: Schedule Reports (optional)

Use Scheduled Reports to set up reports to run automatically at certain time intervals. This allows users to get valuable information delivered to their Inbox. Reports are delivered via email in PDF or Excel format.

You can set up Scheduled Reports for most of the reports available in the Fleet.

To schedule a report: 

1. Log in to the Fleet web application.

2. Navigate to any of the desired reports (Idling report, in this case) and click on Schedule.

3. Fill out the form with appropriate details.

a. Enter a name for the report.

b. Select the Report Format (PDF or XLSX) in which you want to receive the report. 

c. Select the Groups/Vehicles to be included in the report.

d. Select the required Vehicles Tag and Drivers Tag.

e. Click Next to proceed further.

f. Select the recipient(s) to whom you wish to send the report.

g. Tick the Show Driver in the list checkbox if you wish to send the report to drivers as well. 

e. Enter CC addresses if any. 

f. Set the Report Run Frequency and date range of the report. 

g. Set the report Expiration timestamp.  

5. Click the Schedule button.