Using Vehicle & User Tags to segment your account

Tags are a really flexible way to associate vehicles or drivers in dynamic groups.

 

Ideas for Using Tags

Tags can be used however you'd like...

  • Breaking up your fleet into different offices/locations (most common)
  • Grouping by usage...sales vs. delivery
  • Assigning vehicles to dispatchers
  • Flagging "high risk" drivers so you can monitor behavior results for a subset of your fleet

Yes, multiple tags can be applied to the same vehicle or user.

 

How Tags are Used in Zubie

Live Map: 

  • Map Icons are color coded based on Tag Colors
  • Vehicles can be Filtered to view one or more sets of tags

Dashboard:

  • Vehicle OR Driver Dashboards can be filtered by Tags.  

 

Setting Up Tags

 

Creating Tags

1) Go to Settings > Vehicle & User Tags to create new tags.

2) Click + icon.

3) Give each tag a Name, Category and a Color.  The color is used in Live Map and other parts of Zubie to color code vehicles.

 

Associating Vehicles to Tags

Add Tags to Vehicles individually or in bulk.

Bulk Assignment:

1) Go to Settings > Vehicles.

2) Put a checkmark next to which vehicles you want to tag.

3) Click the Tag dropdown and choose a Tag to apply.

 

Individual Assignment:

You can select tags from any Edit Vehicle Settings screen (Settings > Vehicles > Select a Vehicle and Edit icon).

 

Associating Users to Tags

Add Tags to Users individually or in bulk.

Bulk Assignment:

1) Go to Settings > Users.

2) Put a checkmark next to which users you want to tag.

3) Click the Tag dropdown and choose a Tag to apply.

 

Individual Assignment:

You can select tags from any User Settings screen (Settings > Users> Select a User and Edit icon).

 

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