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CrewChief App Setup for Geotab

Geotab Users

Instructions on how to enable the CrewChief with an existing Geotab account. If you do not already have a Geotab account, submit a contact form to learn more.

Downloadable pdf

Geotab Marketplace – Order Now

To enable CrewChief in Geotab, visit Marketplace Order Now. Log into your Geotab account and select Marketplace on the left menu. Search for CrewChief in the marketplace and click Order Now. CrewChief will automatically be installed in the left menu.

If the Marketplace left menu is not visible, contact your Geotab reseller.

Once the add-in is installed, you will see CrewChief in the Add-Ins menu. The various submenus correspond to data collected in the mobile app.
Note: To receive weather alerts in the mobile app, the Critical Weather add-in is required.

 

Geotab Marketplace Order Now CrewChief Field Service App Menu-2

Connecting App Users to Your Geotab Account

The next step is to determine which drivers or employees will be using the CrewChief app. Employees in the office can use CrewChief as a timeclock from a phone. In the future kiosk mode will enable a single tablet to be used as a time clock for multiple employees in an office, warehouse, or job site.

The user’s email is the unique identifier. Users must be added to Geotab to login into the app.  You do not need to give them permission to access the Geotab portal for them to use CrewChief.

Once configured in Geotab, the driver will login using the same email and password established for him in Geotab. If a password is not preset, the user can use the password reset function on the CrewChief app to login for the first time.

Password Requirements

The user must adhere to the password requirements setup in the MyGeotab account. The requirements can be customized so be sure CrewChief users know the complexity requirements. 

Note: It is a good idea to create an introductory email for employees explaining the process and with links to the app markets for Android and iOS. In the introduction email, you can explain how

 

Scan to Get the CrewChief Mobile App

CrewChief App Market QR codes