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 5: Getting Started with Content Tools

Step 6: Driver Training




You bought multiple app licenses, what's next?

After you have completed your purchase, you will receive an email from accountmanager@trimblemaps.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.


Adding and Inviting Users  

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 invite the asset to join the company account in order to download and install CoPilot or MileOn. 


The invitation process triggers an email message, sent to the asset. It includes instructions on how to download and install CoPilot or MileOn on that particular device. 


Read more about Adding Users.


Verifying 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 have a Re-Send button. Click it to send a new invitation email. 



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 in this guide.
  • If you are not using CoPilot with web tools, 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 data. You will be notified at the time of your license purchase if you have access to these optional tools. These tools can be accessed with the same login information that you use with the Account Manager. 


Tools include:

  • 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.


In FleetPortal, you Create CoPilot settings and Assign them to groups of vehicles (users), generally in the following sequence:

  1. 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. 
  2. Create and assign Configuration Profiles to vehicle groups. Configuration Profile settings allow you to monitor the driver's compliance with a route, and limit the changes a driver can make to the settings on his or her CoPilot. 
  3. 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 (see below) can also be assigned to vehicle groups in FleetPortal. You can:

  1. Assign Route Modifiers
  2. Assign Custom Places


FleetPortal Resources

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 every time it 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:


Driver Training

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.


CoPilot

 

MileOn