Fleet Pro Onboarding Part 1: Set up Device, Vehicle and Drivers
Device Setup
Devices within the ADMIN tab is a listing of all devices in your account. This includes Devices, Beacons, External Devices, Sensors, and SafetyCams.
Order processing and fulfillment personnel use this to create devices in your account at the point of shipment and to ensure that your web portal is ready for your use. As such, you cannot make any changes to Devices; we provide this information for tracking and transparency.
The total count of each device type in your account is visible on the top right-hand side within each page.
Vehicle Setup
Navigate to the Vehicles page within ADMIN to view, add, and update vehicle information.
You can adjust one or more of these fields:
- Make, Model and Year of manufacture
- VIN - a 17-digit, unique code assigned to the vehicle by the manufacturer
- This typically updates automatically. However, you have the option to enter it manually if needed.
- Initial Odometer
- When updating a vehicle, you can define only the Initial Odometer reading. This is automatically stored as the Current Odometer reading. When the vehicle adds more miles, the Current Odometer automatically updates accordingly.
- Type of Ownership
- Company owned, Employee owned, Leased or Rented
- Type of Vehicle
- Type of Fuel
To add a vehicle:
- Select Add Vehicle at the top of the page.
- Edit any of the fields as you see fit.
- Select Submit.
Driver Setup
The Drivers tab displays all the drivers in your fleet.
From here, you can create or update driver profiles as well as modify associations between vehicles and drivers. You can modify the driver’s name, phone number, email address, time zone and role in the system.
When we add a GPS Tracking device to your account, we automatically create a placeholder vehicle and driver for the device. You can then proceed to pair with a different vehicle and associate the appropriate driver to the vehicle. You can manually associate drivers with vehicles in the Portal, or use Beacons, or the driver can associate himself with a vehicle through the Fleet Mobile app.
The Fleet Mobile app pairs a driver with a vehicle using the Bluetooth in their mobile phone.
The drivers can also review their scores and the trips they’ve completed, tag their trips as personal or business, view location information, and more from within the app.