Welcome to the Account Manager Help Site

This site provides comprehensive documentation to assist you with Account Manager. Here you will find:

  • A User Guide – Use the navigation panel on the left or the search bar at the top right to quickly locate topics.

  • Release Notes – Review updates and changes for each version of Account Manager.

  • Troubleshooting Articles – Find solutions to common issues and contact information for additional support.

Related Help Sites

  • CoPilot 10 – Documentation for CoPilot 10, the in-vehicle navigation application.

  • CoPilot 11 – Explore the documentation for CoPilot 11, the newest version of our advanced in-vehicle navigation solution.

  • RouteReporter – Documentation for RouteReporter, the web-based route compliance application.

  • ContentTools – Documentation for ContentTools, the web-based application for managing and customizing location data.

What is Account Manager?

Account Manager is a web tool that connects your back office to CoPilot. It provides a simple way for fleets of any size to purchase multiple CoPilot software licenses and install them on company devices or distribute them to drivers. It ensures all vehicles—or specific groups—run CoPilot with consistent, company-approved settings and location information. With Account Manager, you can:

  • Assign licenses to specific vehicles, devices, or drivers; transfer apps to new assets as your needs change; and track when your apps are installed and activated.

  • Remotely create and assign vehicle routing profiles, helping CoPilot generate safe and legal routes based on vehicle type. For example, truck profiles avoid low bridges, tight turns, and weight-restricted roads.

  • Assign custom location data created in ContentTools—including custom places, sites, and route modifiers—to specific vehicles or drivers. Places and sites guide drivers to the correct entry and exit points and provide valuable location details. Route modifiers shape CoPilot routes based on your preferences for roads to avoid, favor, or close.

  • Assign sets of maps to specific vehicles or drivers. CoPilot stores map data on the device for fast routing, recalculation, and offline use.

  • Assign CoPilot configurations, including safety alerts, warnings, and driver navigation preferences.

Getting Started

With our Account Manager site, you can quickly get your fleet up-and-running on Trimble apps.

  • Step 1: Contact Trimble sales to purchase as many app licenses as you need.

  • Step 2: Login to Account Manager, view your available licenses, and assign those licenses to individual vehicles, devices or drivers.

  • Step 3: Configure your fleet’s CoPilot app settings.

  • Step 4: Install the apps on your fleet’s devices or send drivers a notification by e-mail that walks them through how to install the apps on their own devices.