ZenduOne Work Setup on Geotab

Written By Shubham Mishra

Overview

GoZen provides 14 years of expertise in developing customer-centric solutions within the Geotab ecosystem, focusing on innovation and consultation. Deep experience has led to numerous custom apps and integrations designed to empower Geotab resellers and customers. Specialization includes enhancing fleet management with AI-driven fleet cameras, comprehensive tracking solutions (asset and indoor tracking), and advanced middleware services for seamless integrations. Commitment to excellence makes GoZen a trusted partner in the Geotab community, continuously delivering solutions that drive efficiency and safety.

Solution Overview

ZenduOne Work is a comprehensive work and dispatch solution designed to streamline job management and enhance fleet operations efficiency. By enabling creation and dispatch of jobs directly to drivers, complete with forms for proof of delivery, ZenduOne Work facilitates seamless communication and operational flow between fleet managers and on-ground teams. Integration with Geotab enhances capabilities, providing a robust platform for optimizing routes, managing dispatches, and improving service delivery.

Planning and Preparation

Requirements and Prerequisites

  • Geotab account setup and Go devices installed in vehicles

Helpful Documentation

Reference documents for user information and contact points:

  1. User Manual - Supervisors: https://workdrive.zohoexternal.com/external/3c59dd70a268db3f8b59347b4dc4a18d34ffa943667604285c0cf2adb6c5d7ee

  2. User Manual - Drivers: https://workdrive.zohoexternal.com/external/b878ace9658a9f82be257435afab5526b8d9895e8c20ea56373fa523123de65a

  3. Geotab Product Guide: https://docs.google.com/document/d/14GNbMq_ZKSUpkmSdJ8ws-DyO4P_HmTYOIu3k52f7KKY/edit#heading=h.lx59cxj0nhcp

  4. How to Install an Add-In: https://community.geotab.com/s/knowledge-article-ra?language=en_US&solutionid=221222144336360

  5. Geotab Drive App Manual: http://goo.gl/IbyARS

Setup and Deployment

Implementation Workflows

  1. Setup the Service Account

  2. Reseller Sign Up & Setup

  3. Access the add-in

Setup the Service Account

Step 1: Create New User in MyGeotab

  1. Log in to MyGeotab and navigate to Administration > Users, click Add button

  2. Complete New User page with following details:

    • User (Email): Use convention service-<YourDatabaseName>-zenduiot@zenduit.com

    • Password: Create strong password

    • Force password change on next login: Toggle to No

    • Security clearance: View Only

    • Data access: Select Everything

  3. Click Save

Reseller Sign Up & Setup

New Reseller Registration

For setting up customer account on ZenduONE, first sign up as reseller on ZenduONE Admin (existing resellers skip step 1).

Step 1: Reseller Sign Up (New Resellers Only)

  1. Access ZenduONE Admin Account: https://traxadmin.zenduit.com/login.html#/

  2. Enter registration details:

  1. Receive email with account credentials after signup

Step 2: Customer Account Setup

  1. Access ZenduONE Admin account with provided credentials

  2. Navigate to companies tab

  3. Create new company account and fill out details

  4. Setup Geotab Database using service account

  5. Save configuration

Step 3: Manual Add-In Installation

  1. Log in to MyGeotab and navigate to Administration > System > System Settings

  2. Select Add-Ins tab

  3. Click New Add-In button

  4. Paste JSON configuration code below into Add-In Configuration window, replacing sample code

  5. Click OK

  6. In System Settings page, toggle "Allow unsigned Add-Ins" to On

  7. Click Save at top of page

JSON Configuration File

{
   "name": "ZenduWork",
   "supportEmail": "servicedesk@zenduit.com",
   "version": "1.0",
   "items": [
       {
            "url": "https://trax.zenduit.com/trax.html",
            "path": "ZenduCAM",
            "menuName": {
                "en": "ZenduWork"
            },
            "icon": "https://storage.googleapis.com/zenduit-icons/ZenduWork.svg"
       }
   ],
   "isSigned": false 
}

Step 4: Enable Beta Version

  1. On ZenduONE admin portal, under Companies tab, click "Edit" for the company

  2. Enable "Show Beta Version"

  3. Click "OK"

Access the Add-In

Accessing ZenduOne Work

  1. Log in to MyGeotab and enable beta option

  2. Navigate to ZenduOne Work > Work tab from side menu

  3. Navigate to Jobs tab from top menu

  4. Click "+ Create Job" button to get started