How to Set-up a Fleet Administratorsm Customer Site

A Customer Site allows you to overlay particular latitude and longitude information over our mapping software that will then let you report back on events that occur within that area. For example, should you want to know the amount of time spent on a site for billing or productivity purposes, the Customer Site reporting and functionality allows you to pull up a report associated with this. Any event that occurs within that allocated Customer Site area is recorded such as an ignition on/off event or a timed event.

Note: The amount of Customer Sites that one wishes to set up is unlimited.

How to set up a Customer Site:
  1. Search the location that you wish the customer site to be (or just select the vehicle if you want to put a customer site there) and right click on the mouse. This can also be done from the "Replay a Day" screen.


  2. Select "Add Site" and fill in the following table.


  3. Click "OK".
  4. The customer site will appear as a blue box on the screen.
  5. Customer Sites can also be added by clicking the following button at the bottom of the map.


  6. To adjust the customer site and make changes, right click on the blue box (when the cursor changes to a hand). The following box will appear:


  7. Click on "Edit Properties" to change the name, etc.
  8. Click on "Redraw on Map" to alter the location.

Notes:
  1. A customer site name can only be changed if there is no history already allocated to that site name.
  2. Can only delete a customer site that does not already have historic information against it.
IMPORTANT: If the Fleet Administrator software application is open when you do this, then you need to log out and log back in for the customer site to register.