ZenduIoT User Guide

ZenduIoT User Guide

Introduction

ZenduIoT integrates both hardware and software components to deliver a comprehensive video telematics solution aimed at boosting fleet safety and efficiency. Through features such as real-time video streaming, event-triggered recordings, and detailed trip analysis, ZenduIoT provides fleet managers with crucial insights into driver behavior and vehicle performance. This solution not only enhances driver performance and reduces accidents but also safeguards against false claims, making ZenduIoT an indispensable tool for contemporary fleet management.

Getting started

Database Setup

Admin Settings for Cameras and Asset Trackers

  1. Setting up Groups

  2. Setting up Users and Roles (Security Clearance)

  3. Setting up Assets

  4. Setting up Rules

  5. Setting up Locations


Admin Settings for Routing and Dispatching

  1. Setting up Groups

  2. Setting up Users and Roles (Security Clearance)

  3. Setting up Assets

  4. Setting up Locations

  5. Setting up Forms

  6. Setting up Products


Admin Settings for Indoor Tracking

  1. Setting up Groups

  2. Setting up Users and Roles (Security Clearance)

  3. Setting up Beacons and Gateways

  4. Setting up Custom Indoor Map and Placing Gateways

  5. Setting up Locations inside Indoor Map

Groups Overview

ZenduIoT's group management functionality is designed to make fleet organization and asset categorization a breeze. This guide outlines how to create and manage groups effectively through the Admin settings.

Why Use Groups?

Groups serve as a fundamental tool in organizing your fleet, especially when dealing with multiple vehicles. You can categorize assets by departments, locations, or asset types, making it easier for reporting and monitoring purposes. For example, you can assess which location has the most equipment in use.

Creating a New Group

  1. To begin, navigate to the Admin settings within your account.
  2. Within Admin settings, you'll find the "Groups" section.
  3. Click on "+ Create Group," which is located on the top right corner of your screen.

 


 

Group Configuration

On this page, you'll need to provide the following information:

  1. Parent Group: Decide if the group you're creating has a Parent Group or a Sub-Group. Parent groups serve as the primary category under which sub-groups can be organized.
  2. Name: Assign a name to your group.
  3. Select an Icon: You can choose an icon that represents your group visually.

 

Once done, click "Save" on the top right corner of the screen.

Remember: Parent Groups are the primary categories under which sub-groups can be added. This allows you to segregate and organize your assets according to your organizational or categorization preferences.

An Illustrative Example of Groups

Let’s take as an example that you have a fleet operating in California In this case, you would create a group for California.

Since this is the highest level of grouping and you are organizing your assets by location, the California group would not have any parent groups.

 

 

However, your California fleet operates in different locations, such as San Francisco and Los Angeles. This is where you would create sub-groups and designate California as the parent group for both.

 

 

You can continue this hierarchy by adding sub-groups to existing sub-groups, allowing for detailed organization.

 

 

 

Furthermore, if you have a dedicated fleet manager in the Los Angeles group and want to restrict their access from viewing other groups, the significance of groups becomes apparent.

By creating groups and sub-groups, you can manage access and privacy based on your fleet's structure and organization.
In summary, ZenduIoT's group management feature streamlines asset organization and privacy control, providing a systematic approach to managing your fleet. Whether it's for categorizing by location, department, or other criteria, groups offer the flexibility to tailor your organization to your unique needs.

Assigning Users and Assets to Groups

Users and Assets can be assigned to Groups either at the time of creation or when editing and being managed. Please see the next sections on User and Asset creation/management.

Security Clearances

This section explores how you can set user access to certain modules by creating and assigning security clearances. By default, the platform provides five security clearances:
  1. Administrator (Full access)
  2. User (Map & Insights access only) 
  3. User No Live View (Map & Insights access only with no ability to livestream) 
  4. Viewer (Map access only with no ability to livestream)
  5. No Access (Usually used for drivers, just to keep them registered in the system)
You can see these default clearances by going to Admin > Users, then clicking on Clearances on the top right corner of the screen. 



If none of the default security clearances fit the permissions that you intend for your user group, you can create a custom security clearance. To create a new security clearance, click on + New in the top right corner of the screen.




Select a parent clearance that you want your new clearance to be based on, and modify any of the permissions depending on the users you intend to assign it to. For example, suppose we wanted to create a variation of the "Administrator" clearance called "Dispatch". The main goal for dispatch is to access the locations of the drivers and their trips, and we want to prevent them from modifying anything else. So, we disable Admin, Assets, and Insights. The settings in this case would look like this:

You can also click into each module to set more specific permissions. Using the same example, let's say we want to disable their access to media footage. Then, we can open the Maps module and disable the following: 
Once done, click "Save" on the top right corner of the screen. Now, you can assign users to your new security clearance.

Locations

Locations are areas defined by the admin user in order to track and receive notifications of when vehicles, drivers, or assets have entered, existed, or stopped in that geographic area.
Locations can be created directly on the map itself or by navigating to the "Locations" tab under the Admin section. This section will cover Location creation on the "Map Overview".

1) Access the Map Overview Screen

On the Map Overview screen, you’ll notice a "Create Location" button. Click on this button to begin setting up your location. 




Once you click on that button, you will be redirected to the screen to create your location.  


 

2) Define the Location Shape 

When prompted, you can choose between two location shapes - a circle or a polygon. For this example, we'll select "polygon." 

 


3) Fine-Tune Location Parameters

After creating the location, you can adjust the transparency on the map. If you mistakenly select an area, you can rectify it by clicking the "Clear" button, allowing you to initiate the location setup process again.

4) Inputting Location Information

On the left side of the screen, you will be asked to input the information for that specific Location you just created.




  1. Name: Assign a name to the location  
  2. Group: Assign the location to any relevant groups you have in your account.  
  3. Tag:  
    1. Customer
    2. Home
    3. Office
    4. Vendor
  4. Address: Search for the exact address you want to display for this location.   
  5. Unit Number: Choose the unit number associated to this location. For example, if you have two offices, you can differentiate them by unit number.  
  6. Notes: Add any additional notes as desired

If you select "Customer" as the Tag type, then additional fields will appear for you to input "Customer Details" associated with this Location. 



  1. Under the "Stop Duration" field, you can select for how long your fleet is allowed to be at that location. If the duration exceeds the defined stop duration limit, it will generate an "Exception" for that vehicle.
  2. The "Customer" tag allows you to get detailed reporting for a specific location. For example, if you’d like to know how many times a customer location has been visited, you can extract that from the reporting by selecting this zone.  

Locations make it easier to manage and monitor your fleet's movements. This feature simplifies location management, ensuring that you can efficiently monitor and receive notifications about your fleet's arrival at key locations.

Rules

Rules play a crucial role in overseeing and maintaining operational standards within your business. They provide a framework for monitoring driver infractions through devices like cameras and trackers, enabling the establishment of safety parameters crucial for ensuring efficient fleet operations, driver safety, and cargo integrity.
Active rules in your account pinpoint driver exceptions or infractions. By setting up these rules, your devices communicate with the system, flagging any violated rule as an exception.

You can later review these exceptions within Asset Details, Map Overview, Advanced Trip Reports, and Insights sections.

Rule Page Overview  

In order to access the Rules in your account, Admin access is required. If you have admin access, navigate to Admin > Rules.



Here you can view:

  • Custom Rules

  • Safety Management

  • Coaching Management


Custom Rules

This section starts empty upon account creation, allowing you to tailor rules to suit your business needs precisely. These rules enable detailed fleet monitoring, notifications, and coaching without affecting security or scoring measures.

Custom Rules are meant for operations only, they don't drive any of your security/safety or scoring measures.

Creating a Custom Rule 

  1. On the Custom Rule page, click on "+ Create Rule"


  1. Fill in the Details

    1. Name

    2. Entities

      1. Select who this applies to.

      2. If you wish for this Rule to apply to a few groups or assets in particular, you can select the ones of your preference. Uncheck "Select All" and proceed to select either the Groups or Drivers you want this rule to be applicable for.



    3. Description

    4. Severity


  1. Rule Conditions

    1. Trigger Range. Select monitoring time: All Times, Company Working Hours, or Custom. 




    2. Rule Source. Choose the device to track this rule. The list will populate with the devices registered in your account.
    3. Rule Type. Select one of the options available in the drop-down menu.


 

  1. Trigger Actions. In this section, you can edit the Trigger Actions if the Rule is violated (and marked as an Exception). Choose between:

  1. Save video to Cloud 

  2. Save Snapshots. Select the length of the Snapshot to be sent.


  1. Send Event Notification.

    1. Under Event Type, choose the type of notification to be sent.



    2. Select who the email will be sent to. You can select for it to be sent only to the driver, or a custom email address.



    3. If you selected Custom, proceed to check the users that should receive a notification. The list will be populated with the users previously registered in your account.

    4. Edit the message you want to send every time the rule is violated.



  2. Send for Review/Coaching. This will send an email notification to the selected users. Choose between sending the notifications immediately or daily.


 

Once you have customized the Rule according to your preferences, click Save.

 

Safety Management

We have custom rules that are created within the safety management section. The main purpose for this is that we want you to have the ability to separate business and operational rules from safety rules.

In this section, you will be able to define which Rules will drive the Scoring and Safety section of your Insights.

The driver safety score is determined by a combination of key factors, including predefined risk factors such as speeding, the count and frequency of behavior occurrences, and user-defined rule severity. The safety score will be reflected in safety insights. Assigned supervisors can use coaching tools to lower driver risk and improve safety scores.

When navigating the Safety Management Rules, you will see a set of default Rules previously set up in the system.



These General Safety Rules can be customized according to your preference and the needs of your business.

  1. Turn the Rule on/off by clicking on the toggle button next to the title



  1. Customize the severity of every Rule



  1. Use the quick actions on the right of the Rule to

    1. Save Video to Cloud

    2. Send Email/SMS text

    3. Edit the Rule in more detail

If you click on the Edit Rule button, it will take to the screen where you're able to edit the rule in more detail.



Please note that Details and Rule Conditions can't be edited for the General Safety Rules as they are the default Rules created in the system.

Custom Rules Under Safety Management 

After you have created your Custom Rules and personalized your Safety Management Rules (added by default in the system), you can now import your Custom Rules into your Safety Scoring.

  1. Under Safety Management, scroll down to Custom Safety Rules.
  2. Click on "+ Rule"



  3. Select the Rule you want to include and click Save.

This Custom Rule will now be under your Severity Configuration.



 

Coaching Management

Coaching Management allows you to review the infractions of your rules and provide the driver with the proper coaching and feedback to avoid these instances in the future.

Rules for Review and Coaching  

In this section you can select which one of your Rules will go to a Needs Coaching status, instead of a Needs Review/Coaching Status. This comes in handy for the Insights > Exceptions page in your account.



Managed Video Review Service

If you have this added to your subscription, it shows which Rules are being sent to the team of professionals that review the infractions on your behalf.



Coach Assignment

In this section you can assign supervisors to your drivers. Select which users are responsible for those drivers.

  1. Click on the Unassigned Drivers.



  1. This will display the menu to assign Coaches to Drivers.

  2. Proceed to select the Coach, assign the relevant Drivers and click on Save.

 


Users Overview

At the core of any business are its people, and ZenduIoT ensures that every key stakeholder can access your fleet management tool accordingly. The Users module is a crucial tool for your business, allowing you to manage and grant access to the right individuals effectively. Let's explore the User Overview screen and learn how to navigate its features.

User Screen Overview

To get started, go to the Admin option located at the bottom of the left menu on your screen. This will show the User menu, where you can see all the users currently added to the system..
This screen offers an overview of user details, including First and Last Name, Username, Phone Number, Security Level, Groups the user belongs to, and their last login activity.

Filters and Custom Views

Right next to the search bar, where you can type in the name of a user and look them up directly, you’ll see a filter button.

By clicking here, you’ll be able to filter your users according to:

  1. Username
  2. First & Last name
  3. Phone number
  4. Security
  5. Measurements
  6. Groups



Next to the filter button, you’ll find the Views options.




Views come in handy when you want to choose how Users are displayed on this main overview screen. You can either use the Default View that includes all users, or a Custom view.

To create a custom view, click on “+ New Custom View”.


 

On the "Custom View" screen, you can select the columns of the information that you want to display.


 

Start by naming your new custom view. Click on the "edit" icon (pencil) right next to the title.



Now choose the columns you want to display on your "Custom View".

 

Last but not least, select if you want to share it with other users or keep the view just for you.



 If you choose “Selected Users” it will show a drop-down list of all users in your organization.

 

Once done, click on "Save" at the top right corner of your screen.

Adding a User

In order to add a new user, click on "+ Create User" at the top right corner of the Admin User Overview screen.

Proceed to fill in the required information for your user.


 

  1. Username (must be the same as the email address)
  2. Groups the user will be a part of and have access to
  3. First Name
  4. Last Name
  5. Employee ID
  6. Email
  7. Measurements (choose between Metric or Imperial systems).
  8. Security: choose between different clearance levels of access to the platform. You can also choose for them to have no access.

 

If you would like this user to access the platform, click on the “Send Login Email” option at the bottom of the screen to make sure they receive a set of credentials to access their account. They will be provided a system generated password which can be changed after the initial sign in.


Under Profile Details, you’ll be able to assign the user type:

  1. General User
  2. Driver
  3. Passenger (e.g., for a private driving business or private school bus company).
  4. Technician (commonly used when a business transports professionals to multiple locations).


Assets Overview

Efficiently organizing and managing your assets is streamlined through the intuitive assets interface within our platform. Here's a comprehensive guide on navigating and utilizing the Asset module and the Asset Overview.


Asset Screen Overview

Click on "Assets" module on the left-side menu to view all registered assets in your account.

On this page you can see an overview of your assets details, including:

  1. Name of the asset

  2. Driver assigned

  3. Last location recorded

  4. Last time it communicated

  5. Camera Status

  6. Groups the asset has been assigned to

  7. Oldest recording from the device within the asset

  8. Last (or latest) recording

  9. Recording health status

Additionally, you can search for a particular asset by Name key fields (Asset Name, Driver, Last Location, Groups, Third Party Telematics Serial, VIN).



Filters and Custom Views

On the right of the search bar, you will find the filter button. Use this to filter the list of assets in your account.


Next to the filter button, you will find the Views options.


  • Default Views - Predefined by the system.

  • Views by Me - Custom views created by you (either private or shared with others).

  • Views by Others - Custom views created by other users that have been shared with you.

In order to create a Custom View, simply click on "+ New Custom View" and this will prompt the following screen:



Start by naming your Asset view




Choose the columns you want to display




Select if you want this view to be private or if you want to share it with others


 

Adding a New Asset

Click on "+ Create Device" at the top-right corner to add a new asset.



You will be asked to fill out the following information for your new asset.

  1. Details

  2. Settings

  3. Financial

  4. Share

  5. Comments

Details




On this screen you will enter required details such as:

  1. Name of the asset or device

  2. Groups this device will be added to

The optional details to be filled out are:

  1. Asset Icon

  1. Selecting a Driver. The list will be populated with the drivers registered in your account.

  2. Manufacturer

  3. Model

  4. Color

  5. Year

  6. VIN

  7. License Plate

  8. Status

  1. Odometer - Enter the amount of Miles or Kilometers this asset currently has traveled.

  2. Engine hours - How many engine hours the asset has run.

  3. Skills Tag - Enter a particular skills tag that has been set up by the admin to associate with the asset

  4. Upload Photo - You can add a picture of the asset for visual reference.

 

Settings

This is where you will fill out further information about the device.



 

  1. Device Serial - Enter the serial number for the vehicle or asset.

  2. Tracker Type - Choose between the different types of trackers available in the system.

  3. Third Party Telematics Serial - If this asset or device is linked to another tracker, this is where you can relate the two. (Example: Camera with a Geotab Device)

 

Financial

In the Financials tab, you can easily enter and manage all relevant financial data for your device. This feature allows you to generate detailed reports and gain valuable insights into the financial aspects of your fleet management operations.


Purchase Details:
Under this section you will be able to keep track of the Purchase Details such as vendor, date, price, registration location, in service date, etc.


General Settings:

The only two elements on this page that are required to be filled out are the General Settings.

Detail how you measure the utilization for the device and the volume units used when entering fuel for the device.




Lifecycle:

Detail information about the service life in months & meter, the estimated resale value and details if you plan to sell or already sold the device.




Warranty and Loan/Lease:
If the vehicle you purchased has any type of warranty, this is the place to enter that information.

Under Loan/Lease you can detail information about the Loan or Lease process for further analysis of the terms of the agreement. This section allows you to keep granular details of your asset for further reference and reporting purposes.




Share

Within our platform you have the option to share the device with your clients/customers using the platform. Simply enter the name of the customer in the search bar and proceed to share. Assets can only be shared once the device has been created.

To do so, you must complete the "Create Asset" process and go back to your asset list (If Asset not added yet).

Once the Asset is created, navigate to the "Share" option on the menu at the top of the asset overview.


Click on the Share button at the top-right corner of the screen.

Choose between Public and Private share.



Enter the details and proceed to share.


Comments

In this section, you or any other user with access to this asset/device will be able to add comments relevant to this particular asset/device. This will be visible to all users with access to this asset/device.

 


Our platform facilitates meticulous asset management, ensuring precise tracking and insights for your fleet management needs.


Software Platform Overview

Maps Module

The "Maps" tab in ZenduIoT offers a comprehensive visual representation of your fleet's current and historical locations. Utilizing interactive maps, fleet managers can track vehicle positions in real-time, review past routes, and analyze geographic data. This feature enhances operational efficiency by providing insights into vehicle movements, optimizing route planning, and facilitating quick response to incidents or deviations. With customizable views and detailed vehicle status updates overlaid on the map, the "Maps" tab serves as a pivotal tool for monitoring fleet activities and ensuring enhanced operational control.

Maps > Overview

In the map overview, assets will be accessible via the assets list as well as by being selected on the map. When an asset is selected, you will be able to view the information relating to that particular asset.




Maps > Trips

The Trips tab in the Maps module allows you to review trips details by Customer, Vehicle, or Job.



Maps > Proximity

The Proximity Tab in the Maps module lets you search for vehicles located within a specific radius of a given address.


Insights Module

The "Insights" module in ZenduIoT delivers a deep dive into your fleet's performance through detailed data analysis. By leveraging comprehensive metrics and interactive reports, fleet managers can track key performance indicators, uncover trends, and identify areas for improvement. This feature enhances decision-making by providing actionable intelligence, optimizing operations, and facilitating proactive management.

Insights > Safety 

The Safety Overview within the Insights module serves as a vital tool for monitoring safety performance and driver scoring across various levels—Driver, Supervisor, Vehicle, and Group. Its primary objective is to assess safe driving practices while identifying and evaluating any potential risks within the established safety parameters of the system.

Monitoring Safety Performance

  • The Safety module facilitates the tracking of safety infractions and offers insights into coaching drivers to rectify these behaviors.

  • Setting up comprehensive Safety Management Rules is the initial step in ensuring the accuracy and relevance of the data displayed within the Safety Overview page.

 

 

The page provides a comprehensive summary, separately detailing information for Drivers and Vehicles. It includes metrics such as:

  • Total Incidents for Review

  • Total Incidents Coached

  • Total Incidents

  • Average Days to Coach

  • Safety Performance

  • Coaching Performance

  • Risk Factors

The left menu allows users to choose whether they want to view data for all Drivers or Vehicles collectively (as a group), or opt for specific Driver or Vehicle insights. The corresponding scores for each driver/vehicle are also displayed next to their names.



The search bar enables users to quickly locate and display data for specific vehicles or drivers. Upon selecting a particular vehicle or driver, the respective data will appear in the same column underneath. Selecting a particular individual or vehicle will provide relevant in-depth insights.

.



Insights > Exceptions 

The Exceptions section allows for a comprehensive review and coaching of infractions tied to established Rules within your account. It facilitates filtering, search, and categorization of exceptions, enabling detailed examination and coaching.

By default, all of the infractions committed, that are tied to any of the Rules you have previously set up in your account, will come into the Exceptions queue under a Needs Review status.



On this page, you can manage the following:

  1. Use the search bar to look for specific infractions or rules violated.

  2. Adjust the time frame from which you want to view exceptions



  3. Filter the list according to the type of exception.



  4. Filter the exceptions according to different criteria such as the following:



  5. Select existing views or create a new custom view.

 

Review and Coach Exceptions in Detail

Exceptions have four statuses by which they can be categorized:

  1. Needs Review. It hasn't been viewed yet and no actions have been taking. This is the default status under which exceptions will display once they've been recorded.

  2. Reviewed. Once the exception has been viewed and the video has been played.

  3. Needs Coaching. Once tags have been added, it will change to a Needs Coaching status.

  4. Dismissed. Once the coaching summary has been added and the Exception has been marked as coached, it will go under the Dismissed queue.

 

In order to review an Exception, simply click on the title and it will display the detailed view.



On this page the following information will be displayed:

  1. Video recording (if available)



  1. Speed Information



  1. Map overview of the route the driver took and the event details on the right.



  1. Vehicle Incident History



  1. Tags and Comments. Tags can be added from this bottom menu or directly after playing the video.



Once you have played the video, you will be prompted to select tags and add coaching.

From the drop-down menu you can select the tag that aligns best with the exception you are reviewing. This counts as a coaching tag for the violation committed.

 

When selecting Add Coaching, you will be redirected to a different page to input the details of the coaching.



The video recording will be displayed once more for your review.

At the top, you should enter the tag of this exception.



Below the video recording, you will find the Coaching Behavior Summary. In this section, you should input the comments or summary about the coaching session. This step is vital to mark the Exception as Coached.



Once you've completed these steps, mark the Exception as Coached. You will receive a notification at the top of your screen once it's successfully completed.



Please remember that Vehicles need to have a driver assigned for an Exception to be marked as coached and reviewed.

Insights > Device Health 

This section offers a snapshot of crucial device data, including Communication Failures, Recording Health, and Data Usage. It alerts users to devices not communicating or recording properly, offering insights for prompt attention and action.

 Top Communication Failures 

The list will be populated with all the devices that have not been communicating for more than three days. This is with the purpose to draw your attention to them in order to review their functionality in more detail.

In the chart you will view the data:

  • Communicating

  • Not Installed. Devices that have never communicated with the system.

  • Offline

  • Offline for 3 days

 

 Recording Health 

Any device that has not been recording properly for a certain period of time will show up on this list. In this example all devices are recording correctly.

 Top Data Usage 

What was the top data usage from the devices that include data SIMs purchased directly from our company. If you purchase the SIM card with your own provider, we can unfortunately not track this data.

This data is also divided in brackets on the chart.

  • 0-500MB

  • 500MB - 1GB

  • 1-2GB

  • 2GB+

The Insights feature is a robust tool offering comprehensive fleet data analysis, encompassing safety monitoring, exception handling, and device health insights—empowering proactive fleet management for optimal performance.


Work Module

ZenduWork is a comprehensive work and dispatch solution designed to streamline job management and enhance the efficiency of fleet operations. By enabling the creation and dispatch of jobs directly to drivers, complete with forms for proof of delivery, ZenduWork facilitates seamless communication and operational flow between fleet managers and their on-the-ground teams. The solution's integration with telematic hardware enhances its capabilities, providing a robust platform for optimizing routes, managing dispatches, and improving service delivery.


Work > Overview

The Work Overview displays the progress of all assigned jobs, including their status and difference. You can click into each record to view more details about each job, and search/filter as needed.
Note: Unassigned jobs will not appear here. Check the Jobs tab to see all jobs, regardless of whether they have been assigned.

Work > Jobs

The Jobs tab in the Work module is where jobs are created and dispatched to drivers. To create a job, click + Create Job in the top right corner.

Fill out the Job name, Job ref # (optional), Due Date, and assign a Work Form to this job. The driver must complete this form when they reach their stop(s) in order to complete their work order.
For more information on forms, see the Forms module section in this document.
Next, add stops that the driver must visit for this job. To select a location for your stop(s), you can either of the following:
  1. Search for an existing location in the "Search Location" search bar 
  2. Select an existing location directly on the map 

Note: When creating a job, you can only select locations that already exist. To create a new location, go to Admin > Locations as outlined in an earlier section. 

Below is an example of what these fields might look like:

If you have added three or more stops, you can click the "Optimize Route" button in the bottom right corner to find the most efficient path that reaches all stops. 

After adding all stops, click "Next" in the top right corner to proceed to the next page. Here, you can see all drivers in the vicinity, and you can select a driver to assign this job.

To proceed, you can assign a driver or choose to temporarily leave it unassigned. Now, your new job should now appear in the Jobs tab. If you assigned a driver to your job, the driver will be notified about their job details through their phone.

Work > Order

The Order tab in the Work module shows all of the orders placed by customers on the marketplace. You can assign these orders to existing jobs from the Jobs tab, or you can create new routes for them using the button in the top right corner. 

Products Module

The Products module within our ZenduIoT solution serves as the central repository for managing parts and inventory, essential components consumed across various modules. This comprehensive module not only facilitates efficient inventory management but also ensures seamless integration with other operational modules, enhancing productivity and accuracy throughout the workflow. By providing robust tools for tracking, updating, and utilizing product data, our platform empowers businesses to streamline processes and optimize resource allocation effectively.

Forms Module

The Forms module in our ZenduIoT solution empowers users to create customized forms tailored to their specific operational needs, particularly in the context of deliveries and dispatching. This versatile tool enables businesses to design and deploy forms seamlessly, ensuring that every aspect of their logistics and dispatch processes aligns precisely with operational requirements. From capturing essential data fields to integrating with other modules for streamlined workflows, our platform provides a flexible and user-friendly interface for generating, managing, and utilizing forms effectively. By facilitating the creation of tailored documentation, businesses can enhance efficiency, accuracy, and compliance across their entire delivery and dispatch operations.

Forms > Templates

The Templates tab in the Forms module is where form templates are shown and created. By default, the platform has a Pickup form and a Delivery form. When creating a job in the Work module, a form template from this tab will be assigned to the job. Drivers will need to complete the assigned form in order to complete their job.
For more information on jobs, see Work > Jobs above. 

Creating a Form
To create a new form, click + Create Form in the top right corner.

In the modal, you can choose to create a new form from scratch, or build your form from the existing templates. 

Fill out the Form Name, Description, Add Entities, and select tags for this form. Then, drag and drop fields from the left panel into the Mobile Form Template to build your form. 

The preview of your form will appear on the right side -- this is what the driver will see when they open the form on their phone. 

When finished, click Save, and your form will appear in the Templates tab. 

Sending a Task
Normally, forms are assigned when jobs are created in the Work module, but you can also send tasks directly to drivers from the Forms module. To send a task, click the Send Task button in the top right corner.

Then, select the form you would like to send, select the driver(s) or group(s) you want to send it to, choose the address where the form needs to be completed (optional), and add a note (optional). For example, your fields might look something like this:

When finished, hit Send, and your form will be sent to the selected driver(s)/group(s). 

Forms > Submissions

The Submissions tab in the Forms module displays all forms that have been submitted. By default, all submitted forms are displayed, but you can also filter the submissions by form using the left panel.

You can also send tasks directly from this tab as well -- refer to the instructions in Forms > Templates for more information on how to send a task. 

Additional Modules

Support

Our support module is dedicated to ensuring seamless customer service interactions. Here, customers can easily access support forms to submit their requests, inquiries, and issues. This user-friendly interface streamlines the process of seeking assistance, empowering customers to efficiently communicate their needs. Whether it's troubleshooting, guidance, or general inquiries, our platform prioritizes responsiveness and effectiveness in addressing customer concerns. By providing a centralized hub for support interactions, we enhance customer satisfaction and foster long-term relationships built on trust and reliability.


Give Feedback

Our 'Give Feedback' button activates a versatile widget designed to foster continuous improvement and user engagement within ZenduIoT. This interactive tool not only keeps users informed about the latest product updates and enhancements but also provides a seamless avenue for submitting feedback, feature requests, and support tickets. By integrating real-time updates with a user-friendly feedback submission area, our platform empowers users to contribute directly to its evolution. This collaborative approach ensures that every user's voice is heard, facilitating ongoing enhancements that align closely with user needs and preferences.





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