FLEETMATICS REVEAL FIELD APP

USER GUIDE

KEEP YOUR DRIVERS IN TOUCH WITH THE OFFICE AND

THEIR OWN PERFORMANCE

The Fleetmatics REVEAL Field App is designed to make life easier for your drivers and

technicians by leveraging their smartphone or mobile device as a tool to manage their

vehicle assignment, daily stops and performance against your company benchmarks.

This guide will take you through the steps needed by your administrator to enable the

field app for each driver and ensure the specific features you want to use are showing

on their devices. It also takes you through the screens that your drivers will see and how

they should operate the app.

FLEETMATICS REVEAL FIELD APP

ADMINISTRATIVE SET-UP IN REVEAL

Enabling the Field App Features in Your REVEAL Account

Driver App can be enabled by specific settings within the Account Preferences section of your

account. This will allow admin users to manage which of the key features your drivers will see

on the “Today” screen of the Field App (Vehicle Assignment, Stops, Scorecard). These can also

be turned on/off on the driver’s app under Display Settings.

Please note: this is controlled on an Account Level, it cannot be adjusted by driver.

You can manage the metrics that are displayed on your drivers’ Scorecards within the Admin

section’s Mobile Scorecard Management. The “Hero” metric will control what is displayed on

the “Today” screen under “Scorecard” shown below. This will also be at the top of the

Scorecard screen on the Field App.

Enabling the Field App for your Drivers

To allow access for a driver, select “Enable Mobile Access” on the Driver Modal as shown below.

This must be done for each driver that should have access to this app. Please note that on the

Mobile Options tab, you can select the “Email Password Reset” button to have a link sent to the

driver to reset their password.

USING THE REVEAL FIELD APP

Below are simple instructions to share with your drivers and technicians using the app.

Logging In

Drivers utilize the username and password set up in the admin steps. Your driver selects your account’s Region (North America, Europe, Asia-Pacific)

Drivers must accept the Terms and Conditions to proceed

The Field App will use the driver’s current GPS Location to check their proximity to vehicles

within your account

If GPS is turned off on the driver’s phone or tablet, it will prompt them to enable Location

Services

The Field App will check the driver’s history and nearby vehicles. It will then display a list of

nearby, currently and recently assigned vehicles

Assigning to a Vehicle

Based on comparing the GPS location of the driver and vehicles within your account, the Field

App will check for nearby vehicles up to 1,000 meters

If available, up to 10 vehicles will be displayed

If 500+ vehicles are in your Fleet, the app will not provide a list based on proximity (drivers

should search for their vehicle and manually assign themselves)

Vehicle Assignment Section

A driver can manually search for nearby, known or past assigned vehicles (Recent and

Nearby vehicles will be displayed)

Drivers can un-assign from a vehicle by selecting the red dot next to the vehicle name

Drivers can download your account’s vehicle list from REVEAL, which will allow them to

search for vehicles to assign to. The full list of your account’s vehicles will then be displayed

in this section.

If a driver travels 200 meters away from their assigned vehicle, a prompt will appear asking

if they want to stay connected to the vehicle

Drivers can retroactively assign themselves to a vehicle for any trip segment or specific

time in the past 24 hours if the driver is not near to their currently assigned vehicle or not

assigned to any vehicle. In these cases the driver will be presented with a list of other

vehicles to select, and the chance to backdate their assignment.

Please Note: there’s no audile reminder if the driver does not make a vehicle assignment.

Sending and Viewing Stops within REVEAL

The Field App receives stops that are sent from the Driver Dispatch window inside the Live

Map screen of REVEAL.

The Driver Dispatch window lets you create stops and reorder them on a driver by driver

basis

Visibility of the Driver Dispatch window can be controlled within the Admin section under

“Manage Roles and Permissions” in REVEAL (the Driver Dispatch window is located in the

Live Map section)

Users can import stops using the upload template, these can be uploaded on a driver

by driver basis (up to 1,000 stops at one time)

You can also create Work Orders and Stops manually (Work Orders can be created if

your account has a Work Order Integration in place)

Users can Edit, Delete or Close stops by selecting the downward facing arrow on the

right-hand side of the individual stop

Users cannot “drag and drop” Stops from one driver to another, but you can drag and

rearrange stops within an individual driver’s stop list (by selecting the bar on the left-

hand side of the stop and moving the stop up or down within the list)

You can choose to add or hide Columns of Data in the Driver Dispatch Window

Field App Stops are visible on a map within the Driver Dispatch Window’s Map View

Viewing and Navigating Stops Inside the Field App

Drivers can view stops and update the status of their stops within the Field App

When drivers receive stops on the Field App, they can update the status:

Drivers are able to “Complete”, “Refuse” or mark stops as “In Progress” by swiping left

across the stop. The “In Progress” status can be used when a driver first arrives to a

stop location, but the stop is not yet completed.

Stops displayed in the stops list will be categorized as follows:

Today- current stops with an expected start date of today, or no start date

Outstanding- current stops with an expected start date in the past

Tomorrow - current stops with an expected start date of the next day

Future stops beyond the next day are not displayed on the Field App

Drivers will have a limited, read-only view of their stop history in the History section

Drivers can receive Push Notifications 4 hours prior to the stop’s scheduled start time

Drivers can tap their stops to access further details. From here a driver can access:

Turn by Turn Navigation- drivers can get directions using the navigation app of

their choice

Map View- drivers are able to view their stops on the Map

Using the Driver Scorecard

Drivers can view their own performance metrics within the Scorecard section of the Field App

One metric will be selected as the “hero” metric, which is displayed on the Today page as

well as at the top of the Scorecard page

Drivers can tap on any metric to access more details including a leaderboard view of

themselves ranked against drivers in their primary group (this is anonymized for privacy

reasons)

The current week’s activity will be displayed for each of the metrics selected (Monday-Sunday)

A driver’s benchmarks are based on selections made within “My Fleetmatics” in REVEAL

Changing the Field App Settings

Drivers can view the following from the Settings section:

Terms and Conditions and the Privacy Policy

Download/Refresh the Vehicle List on the App

View Diagnostic Data (such as vehicle assignment, see below)

Upload Dropped Items- this would be used in the event that server calls from the App to the

Reveal backend had failed. A driver can manually push any changes to the server stored on the

Field App (vehicle assignment changes, stop updates or when we have a true offline/out of

coverage situation).

Adjust Display Settings, which enables drivers to select the items that they would like to display

on their Today page (Show Stops, Vehicle Assignment and Scorecard)

Reset Configuration- this will update changes made by users on REVEAL. For example, when a

user adds or removes scorecard metrics, changes the hero metric or turns app features

on/off. The app user does not need to log out and in again to see the effects of those changes.