Getting Started with Fleet Management

The Fleet Management Module provides you the ability to manage Fleet operations and displays information such as Drivers and Fleet Assets. Revenova TMS customers can conduct both Brokerage and Fleet Management tasks in one place.

Fleet Management requires an API connection to your ELD provider. To help with this connection, the Fleet Management Module has prebuilt integrations with a wide range of ELD providers to allow you to establish that connection effortlessly. See the Fleet Integrations Setup for more information.

Fleet Management Overview

The Fleet Management Console allows you to complete four primary functions.

Function	Description
Fleet Management	Manage your fleet of drivers and assets, and prepare them for trip assignments: Create and see multiple list views of Drivers, Fleet Assets, and Loads with specific filters, all in one place. View the Map and Calendar to view the location and availability of Drivers, Fleet Assets, and Loads. Assign Drivers to a Fleet Asset for long-term pairing, as well as message Drivers.
Trip Planning	Create and manage your trip assignments, and monitor trip events: Create Trip Plans to manage the movement of Drivers, Fleet Assets, and Loads. View lists of Trip Plans by status or record. Create and apply Trip Plan Templates for complex recurring trips. Create and view Trip Events from integrations when changes to a Load in a Trip Plan occur.
Trip Building	Create and manage complex LTL freight movements for a Fleet: Split a Customer Load into several Carrier Loads. Consolidate Carrier Loads and add them to Trip Plans to increase efficiency.
Appointment Setting	Manage trip appointments for your fleet: Create Appointment Setting views to view Trip Plans containing Loads that require appointment actions. Manage appointments by location and the Trip Plan Leg that requires actions.
Equipment Management	Manage your Fleet Assets and view their location history: Create and manage Equipment Pools of Fleet Assets by location. Monitor, plan, and spot Fleet Assets in multiple locations with the map and search filters.

Fleet Management Setup

Set up the User Permissions, the Chatter Feed Tracking, and configure settings in TMS Admin for Fleet Management.

User Permissions

Go to the User records to assign the appropriate permissions for each Fleet Management user. Complete the following steps to do so:

Add the Fleet Permissions field to the User page layout, if not already included on the page:
1. From Setup → Object Manager, select the User object.
2. Select the User Page Layouts tab, the User Layout.
3. Add the Fleet Permissions field to the page layout.
4. Click Save.
Provide the appropriate Fleet Permissions to each Fleet Management user:
1. From Setup → Users, select the User record and select Edit.
2. In the Additional Information section, use the arrow buttons to move the appropriate permissions from Available to Chosen for the Fleet Permissions field:
  - Fleet Management - (Read Only or Read/Write)
  - Trip Planning - (Read Only or Read/Write)
  - Appointment Scheduling - (Read Only or Read/Write)
  - Equipment Management - (Read Only or Read/Write)
3. Click Save.

Note: The Read Only permission removes the top banner buttons from the Fleet Management Console. To restrict additional information, set user permissions accordingly.

Optional Chatter Feed Tracking

Note: Skip this optional setup step if it was completed in the initial TMS installation.

Enable the Chatter features across Fleet Management by setting up Feed Tracking.

Go to Setup → Feed Tracking.
For each of the following objects, check the Enable Feed Tracking box and select Save:
- Driver
- Fleet Asset
- Load
- Trip Plan

TMS Admin Configuration

Set the following fields in TMS Admin → Configuration when setting up Fleet Management for the first time. For more information about each field, see the TMS Admin Fleet Management article.

Fleet Management Enabled: Check this box to enable Fleet Management in your org.
Fleet Management Default ELD Provider: Set the default ELD provider for Fleet Asset and Driver records when the ELD Brand field is not populated during creation.
Fleet Management Job: Select FleetManagementJob2 if you plan to use Catena to connect your ELD providers or FleetManagementJob3 if you plan to use a direct integration with Samsara.
Only one Fleet Apex Job can run at a time. See the Fleet Integrations Setup section for more information on connecting ELD providers.

Note: FleetManagementJob is deprecated. Samsara integration users should use FleetManagementJob3.

Fleet Management Email: Enter the email address to send errors to from the running Fleet Management Job selected.
Fleet Management Default Carrier: Set the default Carrier Account for new Fleet Asset and Driver records when the Company/Division field is not populated during creation. New Contact records associated with a Driver set this as the Account Name.

Set the remaining fields as necessary. Select Save to save the updated settings.

Additional Setup

Create and configure the Fleet Email Loop to send and receive Driver confirmations once you begin creating Trip Plans.
Create Docks and Equipment Pool records in the Shipper/Consignee (Customer) Transportation Profile as needed.
Create or update Zones with the Fleet box checked to manage Fleet operations using Zones.

If you plan to generate state reports for IFTA reporting, see the IFTA Mileage and Tax Reporting article for setup instructions.

Fleet Objects List

Set the appropriate CRUD access for each Fleet-specific object for each profile or permission set listed in the following table.

Account ELD	Load Involved
Checklist Item	Persistent Page
Complex Datatable View	Persistent Page Complex Datatable
Dock	Person Involved
Driver	Service Item Master
Driver Assignment	Service Order
Driver Log	Service Order Item
Driver Log Entry	Service Order Template
Equipment Pool	Service Order Template Item
Fleet Asset	Trip Event
Fleet Calendar Entry	Trip Plan
Fuel Card	Trip Plan Driver
Fuel Card Advance	Trip Plan Leg
Fuel Card Transaction	Trip Plan Leg Accessorial
Fuel Card Transaction Line Item	Trip Plan Leg Asset
Incident	Trip Plan Segment
Inspection Report	Trip Plan State Report
Inspection Report Template	Vehicle Involved
Insepction Report Template Item	Violation

Fleet Integrations Setup

Recommended Fleet Integrations Setup
Before configuring the integrations for TMS, follow these recommended steps for bringing ELD data into Revenova TMS:
Reach out to your ELD provider to get an ELD test account or sandbox. This will allow you to test the end-to-end process without impacting your operations.
Ensure that the driver and vehicle data in your ELD system is accurate and up-to-date. Revenova will use that information to create Drivers and Fleet Assets in the TMS, so it’s important that the data is cleansed and prepared for import.
Connect with a Revenova representative to complete the Trimble Maps integration setup.

Configure any applicable integrations for Fleet Management in the TMS:

Catena ELD Aggregator (formerly Axle) or Samsara (direct integration)
Trimble Maps
Comdata Fuel Cards
Border Connect

Warning: The Catena and Samsara integration cannot be both enabled at the same time due to the Fleet Management Job 2 (Catena) and Fleet Management Job 3 (Samsara) Apex Jobs.

ELD Provider API Creation Field Mapping

The following tables illustrate what fields are inserted (or populated) for each object from the ELD provider to Revenova TMS when running the appropriate Fleet Management Job for the first time.

See the Catena ELD Aggregator article for more information about what fields are also updated after the TMS record is created or what fields the TMS updates in the ELD provider environment.

Orgs using the Samsara integration directly with the TMS should see the Catena - Samsara Reference article for an in-depth review of which fields are populated in the TMS.

Disclaimer: The TMS makes calls to Catena’s endpoints, and in turn Catena makes API calls to your ELD provider. However, depending on your ELD provider, some fields are not passed through Catena to the TMS. The following tables illustrate all the possible fields that may be inserted from your ELD provider into Revenova TMS.

Fleet Asset

The fields inserted (I) by your ELD provider are populated in the newly created Fleet Asset record in the TMS. The TMS sets the Status field to Available when the vehicle is active in the ELD provider and the Type field to Tractor for these new records.

TMS Admin Note: Fleet Assets are created in the TMS based on the status received from the ELD provider and the Sync Active Fleet Assets Only field in the Fleet Management section of TMS Admin → Configuration.
When this field is checked, only Fleet Assets set as Active in the ELD provider environment will have new records created in the TMS.

Once the new Fleet Asset records are inserted into the TMS, you can later:

Update vehicles’ Fleet Asset Name and License Plate Number from the TMS to the ELD provider
Get the latest vehicle locations from the ELD provider

TMS Field	ELD Provider	Revenova TMS
Company/Division		TMS sets this to Fleet Management Default Carrier, if any.
ELD Brand	I	If null, TMS sets this to Fleet Management Default ELD Provider.
ELD ID	I
ELD Serial Number	I
Fleet Asset Name	I
License Plate Number	I
Status		If active, TMS sets this to Available. If inactive, TMS sets this to Out of Service.
Type		TMS sets this to Tractor
Vehicle Make	I
Vehicle Model	I
VIN	I
Year	I

Driver

The fields inserted (I) by the ELD Provider are populated in the newly created Driver record in the TMS. Any Drivers (and their associated Contact records) that don’t exist in the TMS are created as well.

TMS Admin Note: Fleet Assets are created in the TMS based on the status received from the ELD provider and the Sync Active Drivers Only field in the Fleet Management section of TMS Admin → Configuration.
When this field is checked, only Drivers set as Active in the ELD provider environment will have records created in the TMS.

Once the new Driver records are inserted along with their new associated Contact records into the TMS for the first time, you can later:

Create new Driver records in the TMS and send them to the ELD provider
Update the Driver records in the TMS and send them to the ELD provider
Get the Hours of Service (HOS) availability from the ELD provider
Get HOS Logs from the ELD provider

Field	ELD Provider	Revenova TMS
Activation Status		If active, TMS sets this to Available. If inactive, TMS sets this to Deactivated.
CDL #	I
CDL Country	I
CDL State/Province	I
Company/Division		TMS sets this to Fleet Management Default Carrier, if any.
Confirmation Method		TMS sets this to Email
Contact		TMS creates a new Contact record
Cycle Override	I
Drivers License Country	I
Driver Name	I
Driver Ruleset Override		TMS sets this to Checked
ELD Brand	I	If null, TMS sets this to Fleet Management Default ELD Provider.
ELD Enabled		TMS sets this to Checked
ELD ID	I
Phone	I
Rest Break Override	I
Restart Override	I
Status		TMS sets this to Available
Timezone	I
*Type		TMS sets this to either Employee or Independent Contractor
Username	I

*See the Fleet Management Job 2 documentation for information on how the TMS sets the value (Employee or Independent Contractor) for the Driver Type field.

Contact

Note: If a newly created Driver has the same name as an existing Contact record, that Driver is paired to the existing Contact record.

The Driver Phone and Email fields are populated from the existing Contact record. Both Phone and Email fields match for the paired Driver and Contact record.

The following table illustrates the fields populated for new Contact records created alongside Driver records.

Field	ELD Provider	Revenova TMS
Account Name		TMS sets this to the Fleet Management Default Carrier value, if any.
Citizenship Country		TMS sets this to the default value of the Citizenship Country field.
Mailing Address		TMS sets this to the Default Country/Territory in Setup → State and Country/Territory Picklists.
Name	I
Phone	I
Transportation Role		TMS sets this to Driver

Fleet Apex Jobs

There are three Fleet Management Jobs that each run continuously to keep the TMS and your ELD provider information in sync every 15 minutes:

FleetManagementJob: Deprecated. Samsara integration users should use FleetManagementJob3.
FleetManagementJob2: Catena integration users should use this to sync their ELD providers’ data with TMS.
FleetManagementJob3: A faster and efficient version of the original FleetManagementJob for Samsara integration users. Sync Samsara data with TMS using this Apex job.

Depending on the selected value of the Fleet Management Job field in TMS Admin Configuration, that job will have the Status “Not Running or Scheduled,” while the other Fleet Management Jobs will have the Status “Not Applicable” in the Job Monitor LWC.

Once all setup steps have been completed, run the appropriate Fleet Management Job in the Batch Process Monitor by opening the drop-down and selecting the Run Now action.

If errors occur while the job is running, those error messages are sent to the email address provided in Fleet Management Email in TMS Admin Configuration.

Next Steps

Now that the data between your ELD providers and Revenova TMS is in sync, start managing your fleet operations in the TMS by creating Fleet Management Console Views.