Introduction

Geoforce’s partnership model spans planning, certified installation, configuration, enablement, success management, and continuous support for rugged field operations. This guide documents each step, the roles involved, the tools used, and the deliverables you should expect after purchase, with links to the relevant Geoforce resources for verification and deeper reference (Installation & Deployment, Training & Support, Customer Success, Knowledge Center).

Pre‑deployment planning

Plan for safety, connectivity, and data outcomes before hardware touches the field.

• Scope and site readiness

• Define assets (powered/non‑powered/vehicles), hazardous locations (Zone 0/ATEX/IECEx), and mounting constraints. See device certifications and durability for GT/AT/GO/VT families (GT1, GT2h, GT2s, AT4, GO9, VT1).

• Select connectivity (satellite, cellular, or hybrid) by coverage and reporting needs (Satellite vs Cellular guide).

• Engineering assessment and bill of materials

• Choose device SKUs, mounting kits (e.g., weldable bezel), and power strategy (solar hybrid, battery, hardwired) with lifecycle targets up to 8–10 years where applicable (GT2s spec, Solar trackers).

• Data model and outcomes

• Define asset hierarchy, groups, geofences, maintenance and certification schedules (Compliance Manager), and rental workflows (Rental Manager) for audit‑ready reporting (Connected Software, Compliance Manager, Rental Manager).

• Integration design

• Confirm systems of record and data exchange (ERP/TMS/RTMS) using Geoforce’s GraphQL APIs and integration services (Developer APIs, Integrations & Customizations).

Certified installation and activation

Geoforce offers “train‑the‑trainer” or on‑site certified technician installation with pre‑deployment planning and device QA (Installation & Deployment).

• On‑site activities

• Mount devices, verify sky view or cellular RSSI, validate ignition/run‑time taps (if applicable), and perform first‑report verification in the platform.

• Use the Mobile Field Tool for device health check, swaps, firmware/config updates, and asset assignment.

• Quality and ruggedness

• Hardware is fully sealed (IP68/IP69K) and HALT‑tested for shock/temperature/salt fog; Zone 0 devices for explosive atmospheres are available (Device testing & HALT, Why Zone 0).

Platform configuration

• Asset and location model: create asset records, groups, and contextual map layers; configure geofences for sites, wells, yards, and routes (Track & Trace).

• Alerts & policies: motion/after‑hours, geofence ingress/egress, non‑reporting, maintenance/certification due, utilization thresholds (Enhanced Analytics & Dashboards).

• Use‑case modules: enable Rental Manager for days‑on‑site invoice verification and Compliance Manager for inspections/certifications.

• Vehicles & safety: enable advanced vehicle tracking, ELD/HOS/DVIR, driver scorecards, and (optional) video telematics (Advanced Vehicle Tracking, ELD/HOS, Driver Scorecard, Dash Cams).

Training and enablement

• Delivery options: live onboarding, refresher sessions, and self‑serve resources in the Knowledge Center with videos, guides, and install documentation.

• Curricula by role: installers (Mobile Field Tool/device basics), dispatch/ops (geofences, service verification), finance (billing audits/days‑on‑site), compliance (certifications), and managers (analytics and KPIs) (Training & Support).

Success plans and adoption

Customer Success Managers lead proactive reviews to drive ROI and adoption.

• Cadence and goals: agree measurable KPIs (utilization, days‑on‑site verified, idle reduction, compliance status, theft recoveries) and quarterly plan.

• Value tracking: use built‑in dashboards and the Geoforce ROI framework to quantify savings from increased utilization, recovered assets, faster invoicing, and fewer disputes (Enhanced Analytics, ROI & Business Justification).

Support commitments (SLA) and channels

• Availability: 24/7 help desk with typical response within about one hour; hardware replacement coordinated if an issue cannot be resolved remotely (Training & Support).

• Channels: ticketing via help site/in‑app chat, phone/email, and CSM escalation (Customer Success, Contact).

• Warranty: standard one‑year hardware warranty with optional extension; see terms for coverage details (FAQs, Terms).

Field technician dispatch

When on‑site assistance is needed, Geoforce deploys certified field service technicians.

• Workflow: remote triage → scope & parts → scheduling → on‑site remediation → post‑visit QA in platform (Installation & Deployment, How We Prioritize Field Operations).

Device replacement and RMA

• Triggers: DOA, non‑recoverable failure, physical damage beyond repair.

• Process: support case approval → shipment and RMA label → device swap captured with the Mobile Field Tool to preserve asset history → return defective unit.

• Coverage: warranty and out‑of‑warranty options per Terms and FAQs.

Security, privacy, and compliance

• Data handling and access: role‑based access, data export via APIs, and processing consistent with Geoforce’s privacy policy (Privacy Policy).

• Regulatory: ELD/HOS/DVIR support for eligible fleets; intrinsic safety options for hazardous sites (ELD/HOS, Why Zone 0).

Knowledge Center and self‑service resources

• What’s included: device install guides, platform feature how‑tos, FAQs, and troubleshooting trees; plus app downloads and product literature (Knowledge Center, Downloads, App suite).

KPIs to monitor

• First 30 days: device reporting health, geofence coverage, user logins, ticket close times, and first invoice audits via days‑on‑site.

• Quarterly: utilization by asset class, idle time, maintenance compliance, theft/loss prevention stats, billing dispute rate, and ROI trend (Asset Utilization, Service Verification).

Integration playbook

• APIs and data model: pull assets/devices, locations, engine hours, utilization, and compliance status via GraphQL; push context (jobsites, wells/rigs, customers) to enrich reports (Developer APIs).

• Common patterns: ERP work‑order linkage, RTMS synchronization for rentals, BI warehouse feeds, and alert webhooks (Integrations & Customizations).

Reliability and durability considerations

For extreme environments, select hardware with intrinsic safety and long service life.

• Durability: IP68/IP69K sealing, MIL‑STD testing, and HALT validation (Device testing & HALT).

• Power longevity: solar‑hybrid or extended‑life designs targeting multi‑year deployments (GT2s spec, Solar trackers).

Roles, tools, and deliverables (at a glance)

Where to get help

• Start here: Training & Support and the Knowledge Center

• Deployment help: Installation & Deployment

• Program management: Customer Success

• Technical integrations: Developer APIs, Integrations

• Contact: regional phone/email and offices on the Contact page