User Guide

How to Create a New Person

1. Select the + sign.

2. Add Person details.

(a) Input name.

(b) Upload a photo.

(c) Select Contact Info and choose the applicable contact person. The Contact must be created before you can successfully save the new Person.

(d) Select Labels

(e) Change Icon.

(f) Add an Email address or phone number for messaging purposes

(g) Save.

Knowledge Base
Quick Start User Guide
– v4 Quick Start Guide
General Information
Get in contact with us
V4 User Guides
Address Search
– How to Complete an Address Search
Admin
– How to create a new contact
– How to Modify or Delete a Contact
– System of Units (Measurements/Date and Time)
– How to Create a New User
– User Permissions
– How to Modify or Delete a User
– How to Create a New User Group
– How to Modify or Delete a User Group
– How to Modify User Preferences
– How to Modify a User Password
– Advanced Search Options/Search Expression Patterns
– How to Activate/Deactive, Modify or Delete a Notification Schedule
– How to Add or Remove a User to an Existing User Group
– How to Export a List of Users or Contacts
Advanced Search Options
– Advanced search options
– Keyboard shortcuts
Assets
– How to create an asset
– How to modify or delete an asset
Behaviours and notifications
– How to Setup Speeding Notifications
– How to Setup Place Entry, Exit and Linger Notifications
– How to Setup Place Entry Exit and Linger Notifications for Specific Labels
– How to Setup Idling Notifications
– How to Setup Hard Braking/Hard Acceleration/Harsh Turn Notifications
– How to Setup Out-of-Date Notifications
– Only Show Behaviours in Use Display Option
Dispatch
– Introduction to Dispatch
– How to Create Tasks using Dispatch
Labels
– How to Create a New Label
– How to Modify a Label
– How to Delete a Label
– How to Assign or Remove Labels
Maintenance
– How to Create a Maintenance Schedule
– How to Delete a Maintenance Schedule
– How to Create a Maintenance Job
– How to Download Maintenance Jobs to Excel
– Maintenance Sorting Options
– How to Update Maintenance Schedules Per Asset
Map Options
– How to Change Map Options
– How to Collapse the Menu and Show More Map
– How to Follow This or View Assets on a Separate Browser Tab
Mobile App
– How to Clock In/Out and Select a Vehicle
People
– How to Create a New Person
– How to Modify or Delete a Person
Places
– How to Create a New Place (Zone/Location)
– How to Modify or Delete a Place
– How to Find the Closest Asset to a Place
– How to Find the Closest Place to an Asset
Reports
– How to create a Report Template
– How to Modify or Delete a Report Template
– How to run a report using a Report Template
– How to Create a Scheduled Report
– How to Download a Report to Excel
– How to Archive or Delete a Report
– How to Run a Report by Selecting an Asset from the Map
– How to Email Report Results to Users or Assets
Status Tags
– Default Status Tags and What They Mean
– How to Delete a Status Tag
Vehicles
– How to Create a New Vehicle
– How to Modify or Delete a Vehicle