Welcome to the u-TRAQ Dealer Tutorial

Transcription

Welcome to the u-TRAQ
Dealer Tutorial
Uplink Customer Service
1-888-9UPLINK
[email protected]
© 2010 Uplink Security, LLC. All rights reserved.
Table of Contents
I.
Device Overview – Introduction to u-TRAQ by Uplink
BECOMING A u-TRAQ DEALER
II.
New Dealer Checklist
III.
Create an End-User Service Agreement
IV.
Create an End-User Warranty Agreement
V.
Establish your Sales Pricing
Pages 1-2
Page 3
Page 4
Page 5
Page 6
INSTALLATION TIPS & DEALER WEBSITE FEATURES
VI.
Install the Device
VII. Login to your u-TRAQ Dealer Portal & Helpful Tips
VIII. Dealer Portal Overview
IX.
Create a new Customer
X.
Create/Activate a Device in the Dealer Portal
XI.
Create a User
XII. Edit Dealer Portal Settings
XIII. Dealer Portal Support
XIV. Dealer Portal Helpful Tips
Page 7
Pages 8-9
Page 10
Pages 11 - 13
Pages 14 - 17
Pages 18 - 20
Page 21
Pages 22 - 23
Pages 24 - 25
CUSTOMER GPS TRACKING WEBSITE
XV. Customer Login
XVI. Customer Overview
XVII. Customer History
XVIII. Customer Notifications
XIX. Zone Alert Set-up
XX. Speed Alerts Set-up
XXI. Settings
XXII. Customer Support
Page 26
Page 27
Pages 28 – 29
Page 30
Pages 31 – 33
Page 34
Page 35
Page 36
© 2010 Uplink Security LLC. All rights reserved.
u-TRAQ auto is a small vehicle-powered, real-time GPS tracking device that
simply plugs into the OBD II port found on the bottom edge of the dashboard
of most vehicles manufactured since 1996.
• Installation is simple!
Plug the device into the On-Board Diagnostic (OBD)
port on the vehicle and set up the GPS Tracking
website tool to allow you and your customers access
to 24/7 web services
• Available through your local Security
Products Distributor
• Login to the u-TRAQ Dealer Portal and
Activate the unit
• Complete installation guidelines are included
with the Device and are also available on the
Support Tab of the u-TRAQ Dealer Portal
•
Activation steps are outlined in this presentation
1
u-TRAQ autoPRO is a miniature vehicle powered, real-time GPS tracking
device intended for professional, permanent mounting under the dash with
electrical connections to the vehicle’s power and ignition.
• Cable Harness with Fuse and
Relay are included with the
Device
• Available at your local Security
Parts Distributor
• Complete installation guidelines
are included with the Device and
are also available on the Support
Tab of the u-TRAQ Dealer Portal
•
Activation steps are outlined in this
presentation
2
New Dealer Checklist

Create your Dealer Account

Create and print End-User Service and Warranty Agreements

Establish service rates and sales price

Customize your u-TRAQ website with your company logo

Purchase product from Distributor

Create a demonstration account to familiarize your sales team with the features and functionality
of the Device(s) and GPS Mapping Service

Determine your needs for Administrative Users and support staff

Establish billing and collections procedures

Review and understand the installation and setup guidelines for the
u-TRAQ auto and u-TRAQ autoPRO Devices

Start selling GPS Tracking Services
3
End-User Service Agreements
• All End-Users of the u-TRAQ service must be under an
End-User Service Agreement distributed by their Dealer.
– This Agreement outlines the terms and conditions of product and
service being provided by the Alarm Dealer to all customers.
• Uplink has provided an example of an End-User Service
Agreement under the Support tab in the u-TRAQ Dealer
Portal.
4
End-User Warranty Agreements
• All End-Users of the u-TRAQ service must sign an End-User
Warranty Agreement distributed by their Dealer.
– This Agreement outlines the warranty terms and conditions of product
provided by the Alarm Dealer to all customers.
• Uplink has provided an example of an End-User Warranty
Agreement under the Support tab in the u-TRAQ Dealer
Portal.
5
Establish Your Sales Price
Establish your service
rates. It’s simple! You
have total flexibility to:
Basic Tracking
Service Plan
Typically Used
For
Sample Service Plans
Advanced Tracking
Service Plan
Customers requiring infrequent spot Customers requiring small fleet
locating
management or comprehensive
tracking
Features
– Establish your
product sales price
– Create your service
plan rates
– You bill your
customers
* A typical rate set by a Dealer
Locate Now
Click to locate from an internet enabled
device (computer or cell phone)
Location reporting every 5 minutes
while engine is on
Track Now
Request reporting for one hour period
with location tracking every five
minutes
Locate Now
Click to locate from an internet enabled
device (computer or cell phone)
Engine On and Off reporting
Engine On and Off reporting
Daily Heartbeat
Daily Heartbeat
Email notifications for up to three userdefined Alert Zones
Email notification for up to three userdefined Alert Zones
Email notification for One user-defined
Speed Alert
Email notification for One user-defined
Speed Alert
60 days history
60 days history
Dealer Cost = $6.45/month
Dealer Cost = $13.45/month
End-user Rate* = $14.95/month
End-user Rate* = $25.95/month
6
Installation of u-TRAQ auto or autoPro Device
1. Before installing your u-TRAQ auto or autoPRO device,
you will want to write down your IMEI # located on the
front of the device.
2. Locate the On-Board Diagnostics (OBD) port on your
vehicle. It is usually on the driver’s side under the dash.
3. Remove the OBD port’s cover (if attached) and insert
the tracking unit with the label facing up. For fastest
results, keep the door of the vehicle open until the “G”
LED lights up, indicating a GPS connection. *This could take from
four to twenty minutes. The engine does not have to be running.
4. Wait an additional five minutes, then login to the
tracking website.
* NOTE: Refer to the installation manual included with the u-TRAQ autoPRO device.
7
u-TRAQ Dealer Portal – Login Page
You will be directed to
your company’s u-TRAQ
Dealer Portal login page.
Bookmark this page for
easy access to your
Dealer Portal.
Enter your login
credentials you provided
during the signup
process and the Press
the Sign In button.
8
u-TRAQ Helpful Tips
Follow these steps to ensure successful Customer Setup
and GPS Device Activation

Install the GPS Device in the Customer’s Vehicle

Create a Customer Account in the Dealer Portal

Activate the Device in the Dealer Portal

Assign the Device to the correct Customer

Provide the Customer with the login and password established during
the setup process
9
u-TRAQ Dealer Portal – Overview Page
From the Overview page you can:
1. Create Customers
2. Activate new GPS Devices
3. Create or edit User information
10
u-TRAQ Dealer Portal – Create New Customer
Select “Create New” from the
Customers section.
11
u-TRAQ Dealer Portal – Create New Customer
Enter the Customer’s name or Company name.
“Customer Reference” field is for Dealer’s use only.
Enter the Customer’s Address, City, State and Zip.
Enter the Customer’s First and Last Name.
Write down the Email/Login and Password that is entered and
provide it to the Customer. The password must include a
minimum of six characters.
Note: The Customer will be able to change their password.
Admin User box must be selected to grant
administrative privileges.
Press Save Button.
12
u-TRAQ Dealer Portal – Verify New Customer
You will be directed back to the Customer’s
page, with a confirmation for the successful
creation of a new Customer.
13
u-TRAQ Dealer Portal – Create/Activate GPS Device
Select “Create New” from the GPS
Devices section.
NOTE: You must create a Customer
prior to activating new GPS units.
14
u-TRAQ Dealer Portal – Create/Activate GPS Device
Follow the steps listed on
this page to properly
activate a GPS Device.
1. Name and/or number of the vehicle in which the GPS device is located.
2. The IMEI is located both on the GPS Device and the box in which it was stored.
3. Assign the GPS Device to the correct Customer using the drop down menu.
4. Select the correct Service Plan.
5. Make sure the Device is properly installed.
6. Press the “Activate” Button.
15
u-TRAQ Dealer Portal – Device Activation
Display screen while device is being activated.
NOTE: The Activation Process my take as long as 20 minutes.
16
u-TRAQ Dealer Portal – Activation Confirmation
Device Activation Confirmation page.
This page is automatically generated upon
successful Device Activation.
Device and Customer information is
displayed here. You may choose to edit the
Device, view the Customer information, or
delete the Device from these links.
17
u-TRAQ Dealer Portal – Create Users
Follow the steps listed on
this page to properly
create new Users.
1. Press “Create New User.”
You can Search, View, Edit, and Delete
Customer information from this page as well.
18
1. Complete all information for the new User.
2. Select the Admin User box to give Customer
Administrative rights. If the User is assigned to your Dealer
accounts, they will be able to create new Customers, Users
and add Devices. Admin users for the end-user will only
be able to create a new User for their account.
3. Select the correct Customer from the drop down menu.
4. Press “Save.”
19
Confirmation for the creation of a New User.
Columns show:
• User Name
• Assigned Customer
• Email (login)
• Last login date
• Date created
• Administrative privileges for assigned
Customer
You can also select to edit and delete Users from this screen.
20
u-TRAQ Dealer Portal - Settings
Add a logo to your u-TRAQ Dealer and
Customer websites.
Change the color theme – default setting is blue.
21
u-TRAQ Dealer Portal - Support
The u-TRAQ Dealer Portal gives you access to
download and print:
• Promotional materials
• View FAQs
• Dealer Billing
• Sample Agreements
• Vehicles with OBD Communications Issues
• Installation Manuals
22
u-TRAQ Dealer Portal - Support
Customer Support
• u-TRAQ Dealers must provide all support for their Customers and Users.
• Dealers’ Customers or Users should not be referred elsewhere for support.
Dealer Support
• u-TRAQ Dealers must set up new Devices and Customers using the u-TRAQ Dealer
website and the online tools provided.
• Please train your staff to properly install, activate and provide support on all u-TRAQ
devices you sell.
23
u-TRAQ Dealer Portal – Helpful Tips
•
We recommend that you create Customers for all Devices, including Devices for
internal use.
•
For example, you could create a Customer “Dealer Ops” for your service vehicles.
•
You could create a Customer “Dealer Demos” for sales demo units.
•
Users assigned to these Customers will only be able to view the Devices assigned to
that Customer.
•
Also, we suggest you DO NOT use the same email address more than once for User
logins.
•
If you ever want to assign a Device to the Dealer/Customer, the master
administrative customer can get to the mapping website by logging into your dealer
portal, then clicking “Exit Dealer Admin" in the upper right corner of the screen.
24
u-TRAQ Dealer Portal – Helpful Tips
To view the GPS Tracking website for
Customers assigned to a Dealer’s
Master login, select “Exit Dealer
Admin” in the upper right corner of
any screen.
25
u-TRAQ Customer Website – Login Page
Provide your Customers with the proper website address to
login to the u-TRAQ Customer website. This is the website
address you created during the Dealer enrollment process.
Instruct Customers to
bookmark this page for
easy access to your
Customer GPS tracking
website.
Customers Enter their
login credentials and the
Press the Sign In button.
26
u-TRAQ Customer Website – Overview Page
After logging in,
Customers will be
directed to the
“Overview” page.
From this page,
Customers can view
current vehicle status
and location, select to
locate or track
vehicles, based on
service plans, and
navigate the GPS
tracking website.
27
u-TRAQ Customer Website – History Page
Select the “History” Button.
Customers can:
• Change Device Name
• View Detail History
• View Service Plan Details
• Locate Now
• Track Now (Basic Plan only)
NOTE: Customers will view all Devices assigned to their login permissions.
28
u-TRAQ Customer Website – History Page
View Detail History
View predefined Reports
NOTE: Dependent upon
Service Plan Selected.
Export data to Excel file
for easy management
and archival purposes.
29
u-TRAQ Customer Website – Notifications Page
Customer can configure Notification settings to send email messages and record history
for:
• Zone Alerts
• Speed Alerts
• Low Battery
The notification will include the location and time of the event. Once configured,
notifications are sent to a maximum of three email addresses. This can include text
message notifications and/or email notifications.
30
u-TRAQ Customer Website – Zone Alert Set-Up
Click “Add new zone” link.
31
Follow the step by step
instructions on this page to
configure Zone Alerts.
32
To receive email messages or text messages for Zone
Alerts, click the box next to the appropriate email address.
You may enter 3 additional email addresses to receive
notifications.
Cell phone email addresses for popular carriers are provided.
Save changes.
33
u-TRAQ Customer Website – Speed Alerts
Select the Speed limit from the drop down menu.
To receive email messages or text messages for Speed
Alerts, click the box next to the appropriate email address.
You may enter additional email or cell phone email
addresses to receive notifications.
Cell phone email addresses for popular carriers are provided.
Save changes.
34
u-TRAQ Customer Website – Settings Page
Customer can configure Time Zone Settings and
manage general User information.
35
u-TRAQ Customer Website – Support Page
Provides your Customers with your
contact information for any
Customer Support needs.
36

Welcome to the u-TRAQ Dealer Tutorial

Transcription

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