Software Training

Need some help on getting the most out of your fleet management software by Geotab? No problem. The below videos are an excellent resource for learning about all the useful features of the Geotab Checkmate 5.6 software. If you need further assistance after watching these videos, please contact our technical support. We’re always happy to help.

 

You can also visit the Geotab Knowledge Center for more software information.

What’s New in Geotab Checkmate 5.7

Part 1 (Dashboards, Mapping, Reporting, Users & Drivers)

Learn more about using all the new features in the latest release of Geotab’s Checkmate 5.7.

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Part 2 (Trip History, Risk Management, Engine Data

Learn more about using all the new features in the latest release of Geotab’s Checkmate 5.7.

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General How-To’s (Geotab Checkmate 5.6)

General Overview – 1 Hour

This video gives you a good starting point for using the latest version of Geotab’s web-based fleet management software.

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HOW-TO Configure Settings

Watch this video for configuring language settings, measurement system (imperial, metric), time zones, users, and more.

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HOW-TO Add New Vehicles

Showing you how to add vehicles through the vehicles tab within the Geotab software.

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HOW-TO use Maps, & Breadcrumb Trails

Showing you how to find the vehicles in your fleet and their respective information, access trip history and activity report, and learn how to use the new breadcrumb trail feature.

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HOW-TO Convert MPH to KPH

Generally for Canadian customers who may see their application of Checkmate reporting to them onscreen in Miles per Hour instead of Kilometers can find the answer here.

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HOW-TO Create Zones

If you need to create defined areas/zones, such as for customer zone, headquarters zones, or an employee’s home. This then later gives you a quick and easy picture of where your drivers have been in the trip history reports.

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HOW-TO Create Routes

For more information on building routes – or series of stops, watch this video. This lets you build a route for your drivers to go from A to B to C, and so on.

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HOW-TO Edit Routes

This video shows you how to add a new stop to existing route, or to edit the route itself.

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HOW-TO Create Rules

This video shows you how to add rules for your drivers, such as for idling, speeding, harsh braking, etc. You can set threshold settings, which will activate a beeper notification from the tracking device itself to the driver. So if a driver goes a set X number of miles over a speed limit, they will receive a warning beep until they decrease down to an acceptable level.

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HOW-TO Manage Rules

How to edit and manage rules you’ve created.

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HOW-TO Print Reports

Showing you how to navigate to reports to send or print them. In this example we show you how to navigate to the Trips History report & how to print it off in Excel.

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Other Tutorials (Geotab Checkmate 5.6)

Speed Limit Report – How to Know if Drivers Are Speeding

Showing you how to know and be alerted of drivers exceeding local posted speed limits out in the field. Also shows you how to configure the beeper system which allows you to set in-vehicle beep volume and frequencies for when rules are broken to give on-the-spot “Driver Feedback”.

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Red Alert Icon – What it Means & How to Interpret

If you get a red alert indicating engine failure or issue, this video will show you how to check fault details about the vehicle. You will then be able to see specific points of failure about the engine for when the vehicle is taken to the mechanic, you will know precisely what is wrong.

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Alerts for When Drivers Enter or Exit a Zone (Geofences)

How to know when drives enter or exit a specified zone, and when an alert should be sent to you.

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Troubleshooting

Communication Issues with a Garmin Navigator

If your Garmin Navigator is not received communications from the GPS tracking device, follow the steps in this video to upgrade your Garmin software.

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