Fleet Quick Start Guide

Get Up and Running Quickly By Following These Simple Steps

This page is designed for new users who aren't sure where to begin, and describes the initial steps you should complete when configuring your account for the first time, focusing on the setup of your fleet rather than on your account settings. This typically means creating a base 'HQ' marker (or assigning other markers to a marker category that allows depots), creating accounts for your drivers, associating vehicles and drivers with your base marker, and then associating vehicles and drivers with one another.

Once you have finished these configuration steps, you will be able to perform basic fleet management and reporting tasks. You should also feel more comfortable navigating around this tool and its main screens. This guide can also be used as a helpful checklist reminder for more experienced users.

Fleet Overview

Your 'fleet' in this tool is a virtual representation of your actual real-world fleet: that typically means a collection of vehicles like trucks and vans, the employees who drive or work on these vehicles, and the various locations of your depots and customers. You already have a good idea of what your actual fleet looks like, and your account should already include some or all of your vehicles (shown on the Vehicles screen by clicking Main > Vehicles from the menu to the left of your screen), but before you can manage your new virtual fleet, you will need to perform some basic configuration tasks, such as specifying a location such as a main depot or head office as your base 'marker'; assigning your vehicles to this base location; and then creating driver accounts and assigning these drivers to your vehicles.

Once these tasks have been completed, you can create additional markers at other important locations, such as at your customer sites. Markers are used to identify actual physical locations (generally street addresses, but also accepted as free-form areas and locations) that are important to your business.

Step 1: Create a Base Marker

Typically, the first thing you will do when setting up your account is to create a 'marker' at your main yard or depot. This is the location where your vehicles are normally based when they aren't out driving, and where they start their days. If your drivers take their vehicles home at night, you can also create markers at their homes to allow a work day to start or end there.

You can create markers from the Map screen (Home > Map) by clicking the Go To button (the magnifying glass) on the map toolbar in the upper left corner (the icon that looks like a magnifying glass). In the dialog box that opens, type the street address of your home depot and then click the arrow button to the right of the text field.

When the address is found and shown, click it from the list and the map zooms and centers at the location, where a blue map marker is shown on the map. If your home base doesn't have a street address, or the tools couldn't find it, you can also create a marker by clicking the Markers button on the map toolbar and then clicking anywhere on the map (zoom in and out of the map with the scroll wheel, and pan it around by dragging the map with your left mouse button).

Click the Create a marker here menu text above the map marker icon. The 'Enter New Marker Details' dialog box opens. In the dialog box, type a suitable name for the marker, like 'Home' or 'HQ' into the top field, and then choose 'HQ' from the 'Primary Category' menu. Any markers where a vehicle is based typically use this special category of 'HQ'. If you choose another category that has not been explicitly configured to include depot markers (from the Marker Categories screen), you cannot assign a vehicle to the marker. Click the Create button next and your marker is ready to be used.

Step 2: Assign a Vehicle to the Base Marker

Now that you have created an HQ marker to represent your home base, you can go back to the Vehicles screen (Main > Vehicles) and assign a vehicle to this marker. This assignment of a vehicle to a marker tells the fleet management system that this marker location is where the vehicle is based.

On the Vehicles screen click the vehicle's name, and then click Edit Vehicle in the menu that opens.

In the dialog box that then opens, look at the bottom of the Overview tab for the 'Base Marker' option. Open the 'Base Marker' dropdown box and then click the name of the HQ marker you just created. Click the Save button. Your vehicle is now based at the new marker, but we don't have a driver to assign to the vehicle yet. We will do that next.

Step 3: Create a Driver Account

Click the Drivers option from the Main section of the left menu to open the Drivers screen. Click the Add button in the upper left corner of the screen and the 'Add New Driver' dialog box opens.

Enter the name of the driver in the Details tab, and then open the 'Based At' dropdown menu at the bottom of the tab and choose your new HQ marker. Normally only HQ markers are shown on this list: markers of all other categories are hidden. The driver's name and the name of the marker the driver is based at are the only required fields on this tab, so we will leave the others empty for now. Click the Save button and the dialog box closes.

Your new driver is shown on the Drivers screen. As both the driver and the vehicle are now assigned to the same HQ category marker, the fleet management tool will let us assign the driver to the vehicle. This is done from the Vehicles screen (Main > Vehicles).

Step 4: Assign the Driver to the Vehicle

On the Vehicles screen (Main > Vehicles), locate the vehicle you want to assign a driver to. This must be one of the vehicles you previously assigned to your new HQ category marker. Click the vehicle's name, and then click Assign Driver in the menu that opens. The 'Vehicle Driver Assigner' dialog box opens.

Click the 'Driver' dropdown menu and then select the name of your new driver. Click the OK button. The driver and the vehicle are now assigned to one another, and both are based at the same HQ marker.

Start Using the Fleet Management Tool

Now that you have configured a base marker, a vehicle and a driver, when you sign into the fleet management system you can can see at a glance exactly where that vehicle and driver are, and how far they have driven over the previous week, on the Home screen (Main > Home). You can also run various reports on the vehicle and driver without any more configuration, and use the history system to see exactly where the vehicle has traveled, how fast it was driven, and the locations it stopped at.

Repeat the steps above if you have more vehicles and drivers to configure. If you have many other drivers and vehicles, you can also create different fleets and teams that they can belong to from the Fleets & Teams screen (Main > Fleets & Teams). If you have the Verizon Connect® Response™ system, you can create new jobs at customer locations and assign them to your drivers and vehicles. Even if you don't have this feature, you can create routes between locations from the Map screen (Main > Map) by clicking the Routing button on the map toolbar and adding locations by clicking on the map, or between named markers, or between drivers using their names, and then send these turn-by-turn routing instructions to your drivers.

If you want to create additional accounts, or you want drivers or supervisors to be able to log into the platform themselves, you will need to create 'Subuser' accounts from the Subusers screen (Tasks > Subusers). You can also assign subuser accounts to specific driver accounts if you plan to use a mobile app such as Verizon Connect® WorkPlan™. Your drivers will use this account to sign into the app on their phone or tablet and receive their day's job details, as well as showing them their own driving performance (speeding, harsh braking and acceleration events, and so on).

Seek More Help

The main Fleet help system includes detailed instructions for performing all of the tasks offered by this fleet management tool. In the platform itself, use the main menu system to the left to navigate through the help system and use the search tool to find more information about its many features, or visit https://help.verizonconnect.com.

If you need additional support, you can also contact us by email or telephone for help, to lodge a support ticket, or to request more training.