Add the Geotab® GO9™ Device
Go to Settings (1) > Vehicles tab (2) > Vehicle Tracking (3)
Import Vehicle Tracking Device Data
Importing can be utilized if there are numerous devices being added at once. Click on Import Vehicle Tracking Device Data and complete the spreadsheet linked in the pop-out page (underlined in red below). Save the spreadsheet to your device and then upload the file to this area in Encompass. Then, complete the additional required fields.
Vehicle Tracking Device List
To add individual devices, select Vehicle Tracking Device List.
Click Add New to enter a new device. (Or, to edit any devices already in your list, simply click on the device serial number.)
Enter the serial number for the Geotab® GO9™; it will begin with G9 and be twelve characters long (G9XXXXXXXXXX). Enter the Unit this is assigned to, and then select the Data Plan. Click Save when finished.
In regards to the Data Plan & Vehicle Tracking Plus: Vehicle Tracking Plus includes all of the mapping features of Vehicle Tracking and also provides mileage records that can be used for IFTA and IRP reporting. (Vehicle Tracking is the default selection for the Data Plan.) Vehicle Tracking Plus is an additional charge; reach out to your sales representative to learn more about Vehicle Tracking Plus and any additional charges this would incur.
Note: If you decide to make the switch to Vehicle Tracking Plus, an Encompass admin will need to make the selection on their end.
Administrators will need to provide access to users for vehicle tracking. See User Roles (Permissions) for more information about granting user access.