Welcome to CoPilot!

Thank you for purchasing CoPilot Truck for Geotab. 


CoPilot Truck provides turn-by-turn, voice-guided GPS navigation specifically designed for commercial vehicles. It is enhanced with a collection of web tools that allow you to manage your CoPilot licenses (Account Manager); make sure your fleet is running CoPilot with your company’s preferred settings (FleetPortal); and create custom location content (Content Tools).


This guide is intended to help you install and license CoPilot on your devices running Geotab. Once installed, please refer to our CoPilot user guide for more specifics on how to get the most out of providing your fleet with safe and truck-legal GPS navigation. 


This guide has two main sections:


We’re Here to Help

If you encounter questions at any time during the setup process, please do not hesitate to contact the Support Team at Trimble MAPS, the company that develops CoPilot. You may also request a one-time, live training session with one of our technical experts.


ContactTelephone/EmailHours of Service
Trimble MAPS Support

Phone: 800.377.6453, ext. 2. 


Email: support@trimblemaps.com


Web: support.copilotpro.com


8 a.m. to 5 p.m. EST Monday through Friday, excluding holidays



Geotab and Mobile Device Setup


CONTENTS


Setting up CoPilot for Geotab requires that you complete a few tasks in your company’s MyGeotab portal as well as on the devices that will run CoPilot. 


Requirements for Account Setup

  • To provide the correct settings, and receive trip information, CoPilot needs to know which vehicle, device or driver is using it each time it is launched. For this to happen, you must have already allowed CoPilot to have access to that information by providing your Geotab database ID when you created your CoPilot account. 
  • Similarly, trip information cannot be sent to CoPilot unless you already have your TMS dispatching into Geotab’s system.
  • An add-in (see below) is required if you want to enable auto-login to CoPilot.


Requirements for Device Setup

Geotab Drive, an in-vehicle app for a driver’s phone or mounted tablet that works in conjunction with MyGeotab software, must first be loaded on the device where you want to install CoPilot. It can be downloaded from the Google Play app store. 


CoPilot can be installed on any mobile device running Android 4.1 or higher. CoPilot maps are stored in your mobile device's internal memory or on a memory card, with no need for a constant mobile network connection. As a result, the device must have:

  • At least 400MB of free space to install the CoPilot app itself.
  • Up to another 3GB of free space to install maps for all of North America (Canada + USA). Smaller map subregions are available. (For example, maps of just the Eastern U.S. are 480MB.)


MyGeotab Setup 

There are two workflows required to implement the solution. 

  • Setup the Service Account
  • Install the Add-In


Setup the Service Account

The service account allows Trimble MAPS, the company that develops CoPilot, to access the information it needs to manage your account. Follow the steps below to set up the new service account. 


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




On the New User page, complete the following:

  1. Enter the User (Email) and Password you created when you purchased CoPilot. 
  2. If you did not create a User and Password at the time of purchase, enter it here using the format: service-<YourCompanyName>@trimble.com; and create a strong password. Share this information with the company that sold you CoPilot right away as it is necessary before you can use CoPilot.  
  3. Force password change on next login —  toggle to No.
  4. Security clearance — select View Only.
  5. Data access — select Everything.
  6. Click Save.




Install the CoPilot Add-In

The Add-in provides Geotab Drive with the information it needs to automatically launch CoPilot and to identify which of your vehicles or drivers is using CoPilot on that particular device.

  1. Log in to MyGeotab and navigate to (1) Administration > (2) System (3) System Settings, and click the (4) Add-Ins tab.
  2. Click the (5) New Add-In button.
  3. Paste the .json code below into the Add-In Configuration window, replacing the sample code that is already there. Click OK.





Json File for New Service Account

Paste the .json file below to structure your CoPilot account data.

{
    "name": "CoPilot",
    "supportEmail": "support@trimblemaps.com",
    "version": "0.1",
    "items": [
        {
            "version": "0.1",
            "url": "startCoPilot.html",
            "path": "DriveAppLink/",
            "menuName": {
                "en": "Start CoPilot"
            }
        }
    ],
    "onStartup": true,
    "isSigned": false
}




In the System Settings page, toggle Allow unsigned Add-Ins to On and click Save at the top of the page. Congratulations! The Add-In is installed and you are ready to go!


Mobile Device Setup

If you do not already have Geotab Drive installed on your devices, you will need it to install it before you are able to run CoPilot. It can be downloaded from Play or iTunes app stores.


The CoPilot application can then be installed using one of two options: 

  • Leverage the Play app store’s standard mechanism for downloading the CoPilot application. This is the most flexible approach, and we suggest leaving on the Android configuration to automatically apply app updates, which simplifies future upgrades.
  • Leverage your MDM (Mobile Device Management) solution provider to distribute the CoPilot APK, which is available for download from the Play store. In this case, the automatic app update configuration should be turned off.  


CoPilot Web Tools Setup

Each instance of CoPilot on your devices needs to be assigned a license before it can be activated. This is done through a web tool called Account Manager. After you have assigned licenses in Account Manager, we highly recommend selecting CoPilot settings for your fleet using our FleetPortal web tool. 


Two other web tools, Content Tools for custom location content, and RouteReporter (separate license required) for route compliance data are also available. While they can help enhance navigation, they are not required to get your fleet up and running with CoPilot. They can be updated at any time.


Please follow the instructions below to get started. 


CONTENTS


Step 1: Set Up Your Company Account

Once your CoPilot account has been set up through Trimble MAPS, you will receive a welcome email with information about how to log in to Account Manager. Account Manager is where you will assign your CoPilot licenses to company devices or drivers’ personal devices and keep track of your licenses over time. 

  • If you are a new Trimble MAPS customer, you will be prompted to create a password. 
  • If you are an existing Trimble MAPS (formerly ALK Technologies) customer, you will be able to log in using your email address and existing password for CoPilot.  


After you log in to the Account Manager, you will be taken to the Dashboard. On the Dashboard, you can view information about your app licenses, including the number of licenses you own, how many you have left to distribute to vehicles or drivers, and when they expire.




From the Dashboard, you can also toggle to the other two Account Manager views, Users and My Account, by clicking on the icons on the left side of your screen. 




Users Screen

In Account Manager, you should see all of your users retrieved directly from Geotab under the Users panel. Users are often vehicles, identified by a Vehicle ID, but could also be mobile devices or drivers, depending on how you set up your account when you purchased CoPilot. Regardless of setup, you will be assigning CoPilot licenses to your users in Account Manager.


Your fleet’s information from Geotab will be synced with the Account Manager every hour. If it is not there, there may be a problem with the setup of your Service Account. Contact the company that sold you CoPilot to be sure you are using the correct User (Email) and Password. 


The screen capture below highlights the main features on the Users screen.




  1. Check boxes to select multiple users. Checking the top box selects all users.
  2. Assign, Unassign, or Invite multiple users at the same time. These buttons only appear if you have checked at least one user. (No. 1 above.)
  3. Search for users by name or email or select the group of users you want to view in the Users panel: All users, users with CoPilot Truck with ActiveTraffic licenses, users with MileOn licenses, or users who are Uninvited or Unassigned licenses.
  4. Export your list of users in a .CSV file.
  5. Invite or Re-Send an invite via email for a user to download and install the app.


My Account Screen

The My Account screen is where you can manage Account Settings and select Account Admins—the people who will be able to use the Account Manager. 


  1. Your company information, including your Company ID assigned by Trimble MAPS.
  2. Whether you are assigning your licenses to Vehicles, Drivers or Mobile Devices. This is set at the time that you purchased your licenses.
  3. A toggle to set whether to Allow Drivers to create Trips on MileOn or only use trips sent to them by a fleet administrator. (Requires separate MileOn app)
  4. A toggle to set whether to share anonymized location and route information with Trimble MAPS to help improve the future accuracy or maps, routing and ETA calculations. (Available in CoPilot 10.19 and Higher)
  5. A toggle to set whether to share trip data with Trimble MAPS Support in the event that they need to investigate any routing issues. (Available in CoPilot 10.19 and Higher)
  6. The way you want to identify your users in the Account Manager. Options may include Email, Inventory ID, Phone, Driver ID/Employee ID, and Vehicle ID. (The choices available depend on whether you are assigning licenses to vehicles,mobile devices or drivers.)
  7. Add a new Account Admin.
  8. Delete an existing Account Admin.


Step 2: Assign CoPilot Licenses to Users

  1. Select the users whom you'd like to assign licenses by checking the box next to their names.
  2. After checking more than one user, buttons that allow you to Assign, Un-Assign or Invite multiple users at the same time will appear at the top of the Users panel. 
  3. Click Assign and choose the application you would like to assign to those users on your company account. (In this case, CoPilot Truck with ActiveTraffic.)
  4.  The Assign Users dialog will confirm these assignments. 
  5.  Click Assign to continue. 


For more information, please see our Account Manager user guide


Step 3: Set Up CoPilot Web Tools (Recommended)

Trimble MAPS offers web tools that enhance CoPilot by making sure your fleet is operating with consistent vehicle settings for routing and custom location content. You will be notified at the time of your CoPilot purchase if you have access to these optional tools. They can be accessed with the same login information you use with the Account Manager. 


You will receive separate "Welcome" emails with links to these tools:

  • 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 or drivers. 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. Content is shared with CoPilot via settings in FleetPortal.
  • RouteReporter: RouteReporter provides visibility of your fleet’s planned and post-trip routing activity. You can easily view and analyze data from vehicles in the field over a specified time, helping to ensure true route compliance and measure driver performance. 


Step 4: Configure Your Fleet with FleetPortal  (Recommended)

FleetPortal is the first web tool you will need to set up. It ensures all of your vehicles—or specific groupings of vehicles—are running CoPilot with the same settings. (Otherwise, settings need to be entered individually on each device running CoPilot.) You can access FleetPortal with the same username/email address and password you use to log in to Account Manager.


In FleetPortal, you create CoPilot settings and assign them to groups of vehicles  or drivers. The first time you log in to FleetPortal, we recommend the following steps:


  • Click the Company Administration button on the top right-hand side of the screen. You should see that the vehicles, devices or drivers in the Account Manager were automatically imported into FleetPortal. They will also be organized into the same vehicle groups that exist in Geotab. You may want to create a single group or multiple groups based on types of vehicles, business units, locations, etc. 
  • Create and assign Vehicle Routing Profiles to vehicle or driver groups. A Vehicle Routing Profile contains the settings that tell CoPilot how to create the best routes for your specific vehicles and preferences. 
  • Create and assign Configuration Profiles to vehicle groups. Configuration Profile settings allow you to monitor the driver's compliance with a route (if you are separately licensed for route compliance), and limit the changes a driver can make to the settings on his or her CoPilot app.


Working with Content Tools

Custom content created in Content Tools can also be assigned to vehicle groups in FleetPortal. You can:


For more information, please see our FleetPortal user guide


Viewing Route Compliance in RouteReporter (Requires Additional License)

The groups you create in FleetPortal, will also be pulled into RouteReporter if you are licensed for route compliance. RouteReporter uses GPS location information from CoPilot to compare your driver’s actual route with his or her planned route. Planned routes are routes generated by CoPilot or sent in to CoPilot from another application. 


For more information, please see our RouteReporter user guide.


Step 5: Add Custom Content in Content Tools (Optional)

(This step is not necessary to get your fleet up and running on CoPilot and can be done at a later time.)


Content Tools allows you to create custom map content that can be used with CoPilot. Custom content includes:


PlacesCustom 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 ModifiersRoute 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.


ClosuresRoad 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 is synced with CoPilot through FleetPortal. The sync occurs every time CoPilot is launched on a device, or every six hours, as long as the device has an internet connection. 


For more information, please see our Content Tools user guide.


Step 6: Navigate with CoPilot

With CoPilot installed on your Geotab devices, your drivers are ready to navigate!  


To launch CoPilot, a driver simply needs to tap the Start CoPilot button in Geotab Drive, assuming the add-in is in place. 



  • If CoPilot is in the background of the device, the button will pull CoPilot to the foreground.
  • If CoPilot was closed, the button will launch CoPilot, login and bring it to the foreground.


The add-in also automatically updates CoPilot for licensing, reporting, and configuration purposes whenever the active driver or vehicle changes in the Geotab Drive app. 


For more information on navigating with CoPilot, please see our CoPilot user guide.