Upload Your Logo Video Coming Soon This video walks you thru the steps to customize your application with your company’s logo. Logos can...
Update Company Info Learn how to update all of your companies info such as address, phone number, and the contact name and email...
Password Reset There are two ways to reset your password. using the Forgot Password link at the sign in page, or manually...
Changing the Color Scheme Choose color schemes to completely customize the look of your app. Keep in mind that any changes you make here...
Assign a license Optional add-on services, such as GPS Tracking, may be available based on your company’s subscription options. Add-on services must be...
Update user information To access the web or mobile app, a user’s account must be active. You can activate and deactivate users as...
Add a user picture Assigning a picture to a user will help you identify your users. Images must be a JPG or PNG, have...
Creating a group Groups help keep you organized so you can find the information you need, when you need it. Create groups for...
Assign a user to a group The group view feature allows you to control which users can view group data in the web application. If a...
Creating sub-groups You may find it useful to create sub-groups within a larger group. For example, you might create groups for job...
Delete a group If you delete a group, the users that were in it are automatically moved to the “No Groups Assigned” group.
Create a vehicle ***Video coming soon*** Create a vehicle record for every vehicle in your fleet. You can activate and deactivate vehicles and...
Assigning a device to a vehicle In order for a vehicle’s location and status information to be visible on the live view, the vehicle must be...
Assign a vehicle to a user ***Video coming soon*** By linking a user with a vehicle, you can combine data provided by the vehicle with information...
Add a module The Find modules tab features the Module library. Here, you can search for and view pre-built modules in any industry....
Edit a Module Choose Edit module to change the module name, description and icon. Your changes will display on devices running your application.
Change the mobile layout Design how your modules will display on handsets or other devices. Choose from two (2) layout styles: Tiles layout or...
Search for a module Go to the Industry-specific modules section and choose See modules to view module samples within an industry category. Samples are...
Importing Geofences Use File import to upload your existing data from an external file. By using your existing data, you can avoid...
Change the Name of a Module The Module name will appear on devices running your app, so it’s important to choose a name that clearly identifies the...
Change Module Icon Use Module icon to select an image for the module. Pick an option from the image library or upload your own....
Ad Hoc Reports The new Ad-hoc Reports tool allows you to define the data you would like to report on and export based...
In-app Customer Feedback We have added the ability for customers to send product feedback. Clients will have the ability to enter a note...
User Import Use File import to upload your existing data from an external file. By using your existing data, you can avoid...
Editing Ad-Hoc Report Data We have enhanced our Ad Hoc Reports with the ability to open up the form details. Users are now able...
User Roles User roles determine which areas of the app the user has access to. Administrators have access to all areas of...
Setting up API Integration This tutorial will show you how to correctly set you your API credentials, as well as request your API key....
Why use API Integration Application Programming Interface, or API, is a software intermediary that allows two applications to talk to each other. API’s...
Marketplace Customers will now be able to access the new Marketplace section, where solutions will showcase: Systems integrations with third-party applications...
Spanish Forms now available We are proud to announce that Forms are now available in Spanish. Please see the videos below for an update...
Deactivating and Deleting a User There is a big difference between “deactivating” and “deleting” a user. When a user is deleted, this also includes any...