This guide will show you how to set up your Azuga account and use it for managing your fleet.
For additional help, check out the On-Demand Training webinar.
Step 1: Install the OBD-II Device
Once you’ve received the OBD-II devices from Azuga, install these in your vehicles physically and on the Azuga app.
There are two methods available for app-based installation, and you could choose either of them:
Using the Azuga FleetMobile App
Using the Azuga Fleet Web App
Both the physical and app-based device installation instructions are explained in detail in the OBD-II Installation Guide
Step 2: Set up the basic features on Azuga web app
Using your Azuga account login details, sign-in on the Azuga web application and set up the following core features for your account (listed below).
Azuga web app link: apps.azuga.com
Recommended browser: Chrome
Roles give controlled access to users utilizing the web application. Using Roles, you can define exactly what users can see and do in the web application.
The following roles are present in your account by default:
Default Role (provides full access to the admin features on both Azuga web and mobile apps)
Driver Role (provides access to the driver features on the Azuga mobile app only)
You can set up additional roles to grant relevant access to users.
Groups are used to organize vehicles into segments such as locations or job types. Users can be set up to only see the groups that you want them to see.
The ‘Default Group’ would be present in your account by default. You can also create new groups and then assign vehicles to these groups.
Users are people in your organization that use the Azuga web application for tracking vehicles and reporting on performance and productivity.
You can set up all the fleet managers/admins in your organization using the Create User option under Users.
Lists all the Drivers in your account. You can add or update driver details such as their first and last names, phone numbers, email addresses, etc.
When the OBD II devices are added to your account for the first time, there are default vehicle and driver profiles created (one for each device), with the device serial number as their placeholder names. You can edit these default driver names by typing over the placeholder device serial numbers. This is an important step, as it helps you identify drivers when tracking details such as drivers’ scores, trips, etc.
If you choose to use Azuga Driver Rewards, please enter an email address for each of your drivers.
Displays all the Vehicles in your fleet. Use this feature to add or update vehicle details such as the vehicle’s name, group, associated driver, etc.
When your OBD II devices are added to your account for the first time, there are default vehicle and driver profiles created (one for each device), with the device serial number as their placeholder names. You can edit these default vehicle names by typing over the placeholder device serial number. This is an important step, as it helps you identify vehicles when tracking these on Live Maps and various other Reports.
Step 3: Add Alerts (if needed) and update existing Alert thresholds
Alerts are used to set up notifications (via email, web and mobile apps) that are sent out to fleet managers or/and drivers when events such as hard braking, speeding, idling, low battery, etc. occur.
Alerts allows you to configure notifications for 26 event types (depending on your subscription).
Azuga comes with the following alerts set up by default:
You can choose to add more alerts, edit or disable existing ones depending on the needs of your business.
Once you have your OBD II devices installed and are ready to start monitoring alerts, please ensure that you:
Check and update the thresholds of the default alerts to match your business requirements.
Turn on Alert Notifications for the alerts you wish to be notified (via email, web and mobile apps) about.
Please ensure that you check and update the thresholds of the default alerts to match your business requirements. Also, remember to turn on the Alert Notification option, should you wish to receive alert notifications via email/web/mobile app.
Step 4: Schedule Reports (optional)
Use Scheduled Reports to set up reports to run automatically at certain time intervals. This allows users to get valuable information delivered to their Inbox. Reports are delivered via email in PDF or Excel format.
You can set up Scheduled Reports for most of the reports available in Azuga.
Step 5: Install and login on Azuga FleetMobile app (optional)
The Azuga FleetMobile (AFM) is an app that can be used by fleet managers and drivers. It lets drivers view their safety scores, compete with other drivers, receive rewards on their phone and view vehicle data. Fleet managers can use the same to track and manage their fleet while in the field.
The “Azuga FleetMobile” app is available on App Store (for iOS) and Play Store (for Android). For step-by-step instructions on AFM installation and setup, please refer to the AFM Quick Start Guide.