Overview
Installation Instructions
Expose the Fleet Management application (grouping of tabs) to appropriate users. Create your own Fleet management tab grouping as needed.
Provide access to the Dispatch Console tab as needed.
Install Samsara ELD devices in all Fleet Asset tractors/trucks.
Install Samsara Driver Phone Application on all driver smart phones.
From the Samsara Management Application:
Add all driver documents using the names defined in the Customer Invoice Documents table.
Add the following required field to all driver document types:
Is Proof of Delivery (“Yes” or “No”)
Configure your web hook for push alerts.
Configure your push alert types and thresholds.
From Settings → Fleet → Driver App review setup parameters.
From Settings → Fleet → Dispatch review setup parameters.
Create the Fleet Management default carrier that all/many Fleet loads and drivers will be associated with.
Create stored rates for the default carrier for all Fleet lanes.
Set the Fleet Loads Only field correctly for all stored rates.
From TMS Admin → Configuration set the Fleet Management configuration parameters appropriately.
Enter Samsara credentials from TMS Admin → Credentials.
Provide CRUD access to the new tabs, tables, and fields described above.
Add the Account ELD related list to shipper/consignee account page layout(s).
Add the Fleet Assignment related list to fleet-related load page layout(s).
If a current Samsara customers, from TMS Admin → Configuration click on the ELD Location Download button to sync all current ELD locations with accounts (via the creation of Account ELD records). Wait for the process to complete and then spot-check Account ELD records with Samsara locations.
If you pre-load Driver records makes sure the CDL # and CDL State/Province fields are correct (and the same as on Samsara if an existing Samsara customer).
If you pre-load Fleet Asset records make sure the VIN field is correct (and the same as on Samsara if an existing Samsara customer).
Start the Fleet Management Job.
After letting the job run for [total shipping location account records/1000 * 15 minutes], manually populate the Timezone field on all accounts where the value is Unknown.
If you change the geofence of a Samsara location from Circle to Polygon using the Samsara application, first change the Geofence Type field to Polygon on the related Account ELD record(s). Polygon geofence accounts are NOT updated from TMS → Samsara as the creation of the polygon on Samsara changes the underlying latitude/longitude data for the address.