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Increase customer satisfaction with MyGeotab

Last updated on November 21, 2023 in Fleet Optimization by Frankie Van Puyenbroeck |  2 minute read

Learn how to improve customer satisfaction by optimizing your routing using reports in MyGeotab.

At Geotab, we know that keeping customers happy is one of the most important parts of running a business. If you see your drivers spend more time driving than working, that means it's taking longer for them to reach your customers. When this happens, your fuel costs will be higher, maintenance costs will be more frequent, and you’ll make less profit. 


So how can you shorten travel time and not only meet, but exceed customer expectations? To optimize your routing and increase customer satisfaction, you need to start with observing your drivers’ data. The following reports will help you determine how to dispatch drivers and what to look out for.

Use the quadrant method for driving routes

To help improve customer satisfaction using MyGeotab reporting, the ultimate goal is to cut down the distance that your vehicles are driving. 


Some reports that can help with this include:

  • Trip History report: Designed to track miles/kilometers driven (total distance throughout workday) and drive duration.
  • Customer Visits reports: Aimed at recording and reporting on time of arrival, stop duration and departure time.

You can use the data gathered in these reports to create quadrants for your area of business and assign a driver to each quadrant. This will prevent drivers from crossing paths throughout the day to reach your customers, increase the number of customers they are able to reach, and reduce total distance driven, per customer, per vehicle.

Set up vehicle routes for quick dispatching

Now that you know where you want your drivers to go, you can set your routes and dispatch a driver to that route via the Geotab Drive app


To create a route in MyGeotab, you can follow the below steps: 

  1. Go to "Productivity" on the left-hand toolbar of your database.
  2. Click "Basic Routing" and select "Routes" from the dropdown list.
  3. Select "Add Route" from the top navigation bar of the Routes screen.
  4. Add waypoints on the map by clicking your start and finish locations, including any other necessary stops.
  5. Review the route shown in black on your screen.
  6. Click "Save" on the top navigation bar.
  7. Add a description on the next screen, if desired.
  8. Choose "Optimize" to automatically rearrange your stops to achieve the shortest distance, and least amount of late time based on the location, time-windows and duration.
  9. Click the "Save" button again to complete saving the route you just built.

NOTE: Any waypoints you have determined for the route will become zones on your map.

Actual vs. Planned: Where can you improve? 

The Actual vs. Planned route tool will help you analyze the performance for all of your routes against your route plans. To do this, go to Productivity on the left hand toolbar of your database, then click Basic Routing, and then select the Planned vs Actual route report from the dropdown list. 


You can look into time or distance deviations from plans, identify performance trends over time, and drill down into particular route histories. You can export data into a CSV file for further analysis if you wish to go further.

Making the most of Live Sharing

If you want your customers to be able to see where your drivers are along their routes, live sharing can be done the most efficiently through the MyGeotab SDK (Software Development Kit). You can also integrate an embedded version of MyGeotab into your own web application using this tool. Geotab is also currently developing a new live sharing feature for release in a future MyGeotab update.


This is perfect for providing a website to your customers with insight as to where their deliveries are and when they will arrive. You have control over which features appear on the embedded MyGeotab to create a seamless integration between your software and Geotab.


See also: Getting to know the MyGeotab SDK

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Geotab's blog posts are intended to provide information and encourage discussion on topics of interest to the telematics community at large. Geotab is not providing technical, professional or legal advice through these blog posts. While every effort has been made to ensure the information in this blog post is timely and accurate, errors and omissions may occur, and the information presented here may become out-of-date with the passage of time.

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