Geotab Consultant

A Geotab consultant from GeoSoft starts with the MyGeotab database you already have. The work product is a written plan: which rules to keep, which groups to rebuild, and which other system should receive the data. Code comes after that plan is agreed.

What we look at

We sign in with a clearance you provide and read the live setup. The review covers vehicles that have stopped reporting, driver names that appear twice, rules that email the whole office, zones that no longer match the yards you use, and reports nobody opens. We also list the systems that should see Geotab data, such as dispatch, payroll, or maintenance, and the fields those systems actually need.

What you receive

• A short list of rules to turn off, edit, or add, tied to the exception someone on your team will handle.
• A group and clearance sketch so dispatch, safety, and management do not all see the same vehicles.
• The integrations worth building first, and the ones that can wait.
• The order of work for the first month, including what your staff will do and what GeoSoft will do.

When a consultant is the right first call

Call for a consultant when the fleet is already on Geotab and the database has grown messy, or when you are about to connect Geotab to another system and want the data cleaned up first. If you already know the screen or the feed you need built, start with Geotab development instead.

The plan is reviewed with you on a call. After you accept it, the same notes are what a Geotab developer builds from. To ask for a planning engagement, use the quote form or call (905) 426-1784.