We have created this Getting Started Guide for companies that will be using the Trimble MAPS Account Manager to administer their fleet's licenses for CoPilot Truck with ActiveTraffic, MileOn, or both.
Many sections of this guide link to other pages within the Trimble MAPS Support Center so that you can read more about a topic. At the top of each page, you will see a Submit Ticket button. If you run into any problems, you can submit a ticket to our Technical Support team. They will reach out to you for assistance.
In this article:
Step 1: Adding and Inviting Users
Step 2: Verifying Users
Step 3: Using Web Tools with CoPilot
Step 4: Getting Started with FleetPortal
Step 6: Driver Training
You bought multiple app licenses, what's next?
After you have completed your purchase, you will receive an email from email@example.com that will invite you to log in to the Account Manager. The Account Manager is where you will assign CoPilot and MileOn licenses to your assets*, and re-distribute those licenses as your devices or your staffing change over time. (*Assets are usually company-owned devices. However, the Account Manager can be used to provide CoPilot directly to drivers for use on their personal devices.)
Once you’re logged in to the Account Manager, you’re ready to start adding users—the first step in getting the apps installed on your devices.
Users can be entered into the Account Manager one at a time or downloaded "in bulk" via a .csv file from a spreadsheet program. The process takes two steps: You add information about an asset, and then you either:
- Install CoPilot or MileOn on a company device, logging in with the information you have entered for that particular asset, or
- Invite a driver to join the company account in order to download and install CoPilot or MileOn on his or her device. The driver will receive installation instructions via email.
Read more about Adding Users.
In the Account Manager, you can confirm whether an asset has installed an app by checking for the Activated tag in the row next to the asset's information. (If the asset has not installed the app, that column will read Assigned.)
Once the apps are installed on your devices, your drivers are ready to start using them. Your next steps:
- If you signed up at the time of purchase to use Trimble MAPS web tools with CoPilot, continue with the next steps below in this guide.
- If you are not using web tools with CoPilot, you can skip ahead to our information about training drivers.
Using Web Tools with CoPilot
Trimble MAPS offers web tools that can enhance CoPilot by making sure your fleet is operating with consistent vehicle settings for routing, as well as custom location content. You will be notified at the time of your CoPilot license purchases if you have access to these optional tools. These tools can be accessed with the same login information you use with the Account Manager.
- FleetPortal: FleetPortal allows you to remotely create CoPilot vehicle settings, such as Vehicle Routing Profiles, and then assign those settings to specific groups of vehicles. FleetPortal data is generally maintained by a fleet administrator.
- Content Tools: Content Tools allows you to create, manage and share custom location and routing content with CoPilot. A company can assign one or more administrators to monitor the content as well as individual contributors to add to it.
- MapSure: MapSure allows you to submit edits, such as new or corrected information about streets. The Trimble MAPS data team will check your edits against official sources and include all improvements in future map data updates.
Getting Started with FleetPortal
FleetPortal is a way to ensure all of your vehicles—or specific groupings of vehicles—are running CoPilot with the same settings. Once you add CoPilot users with the Account Manager, they will immediately be imported into FleetPortal as your list of vehicles. You can access FleetPortal using the same login as you use for the Account Manager.
- Create groups of vehicles running CoPilot. You may want to create a single group or multiple groups based on types of vehicles, business units, locations, etc.
- Create and assign Configuration Profiles to vehicle groups. Configuration Profile settings allow you to monitor the driver's compliance with a route (if you are licensed for route compliance), and limit the changes a driver can make to the settings on his or her CoPilot app.
- Create and assign Vehicle Routing Profiles to vehicle groups. Vehicle Routing Profiles are the settings that tell CoPilot how create the best routes for your specific vehicles and preferences.
Working with Content Tools
Custom content created in Content Tools can also be assigned to vehicle groups in FleetPortal. You can:
To learn more about how to use FleetPortal, please view:
Getting Started with Content Tools
Content Tools allows you to create custom map content that can be used with CoPilot. This content includes:
Places—Custom Places are your own named locations on the map—from important business locations to rest and fuel stops for drivers. They allow you to route to a location by name, and they contain important information about that location such as its address, coordinates, a unique company/customer ID and general notes about the location.
Route Modifiers—Route Modifiers are road segments you want CoPilot to avoid or favor when generating a route.
- Avoid: An avoided road segment is effectively treated as if it were closed unless no other road can be used for the route or if the total trip distance would be unacceptably inefficient.
- Favor: A favored road segment will be used in a route unless it is not practical to do so.
Closures—Road Closures are temporary restrictions for specific road segments. They cause a road segment to be avoided when generating a route in CoPilot.
Sites—A Site is a boundary polygon drawn on the map around a custom Place. With this polygon in place, you can add specific entrances and exits (Gates) to the location for precise last-mile routing. You can also specify a Gate Path a vehicle should take when approaching the Site and provide notes about the Site the driver can read in CoPilot as he or she approaches the entry gate.
Once created and saved in Content Tools, this content in synced with CoPilot through FleetPortal. The sync occurs every time CoPilot is launched on a device, or every six hours, as long as the device has an internet connection.
Content Tools resources
To learn more about how to use Content Tools, please view:
The MileOn and CoPilot apps are built to be easy to use, and we have many resources available to help you quickly get drivers up and running on the apps.