ZenduWork Implementation Guide

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

Introduction   

This Implementation Guide contains the information to deploy, access, and use ZenduWork. It will step you through these workflows:

1. Planning and Preparation

2. Setup and Deployment

Solution Overview   

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 Geotab enhances its capabilities, providing a robust platform for optimizing routes, managing dispatches, and improving service delivery.

Planning and Preparation  

Requirements and Prerequisites   

1. The Geotab account is setup and the Go devices are installed in the vehicles

Helpful Documentation  

Refer to these documents for helpful user information and points of contact:

1. User Manual - Supervisors

2. User Manual - Drivers

3. Geotab Product Guide

4. How to Install an Add-In

5. Geotab Drive App Manual

Setup and Deployment  

These are the workflows required to implement the solution.

1. Setup the Service Account

2. Reseller Sign Up & Setup

3. Access the add-in

Setup the Service Account  

Follow the steps below to set up the new service account.

1. Log in to MyGeotab and navigate to (1) Administration > (2) Users, and click the (3) Add button.

2. On the New User page, complete the following:

1. User (Email) — use the following convention to enter the new user email:

service-<YourDatabaseName>-zenduiot@zenduit.com

2. Password — create a strong password

3. Force password change on next login —  toggle to No.

4. Security clearance — View Only

5. Data access — select Everything.

6. Click Save.

Reseller Sign Up & Setup

In order to set up your customer account on ZenduIoT, you would first need to sign up as a reseller on ZenduIoT Admin (If you are already a reseller, skip step 1)

Follow the steps below to set up you customer account:

1. Reseller Sign Up (Only for new resellers):

1. Access ZenduIoT Admin Account & Sign Up

2. Enter you details in order to get an account created:

https://www.loom.com/share/27fb653be4384cb79a3b22387e12c346?sid=300b6270-86f7-4f7c-9b72-c1d5987a0713

3. After signing up, you will receive an email with credentials of your account

2. Access you ZenduIoT Admin account with the credentials provided and follow the steps below:

1. Navigate to the companies tab

2. Create a new company account & fill out the details

3. Setup the Geotab Database using service account

4. Save

3. After creating the company, install the add-in manually. Log in to MyGeotab and navigate to (1) Administration > (2) System > (3) System Settings, and select the (4) Add-Ins tab. Click the (5) New Add-In button.

4. Paste the .json code below into the Add-In Configuration window, replacing the sample code that is already there. Click OK.

5. In the System Settings page, toggle Allow unsigned Add-Ins to On and click Save at the top of the page. The Add-In is now installed!

6. On the ZenduIoT admin portal, under the Companies tab, click “Edit” for the company.

7. Enable “Show Beta Version”. Click “OK”.

.Json File for New Service Account  

Paste the .json file below to structure your service account data in step 2 of Install the Solution Add-in.

Access the Add-In  

• Log in to MyGeotab and enable beta option

• Navigate to ZenduWork > Work tab from the side menu.

• Navigate to Jobs tab from the top menu

• Click “+ Create Job” button to get started.