Optimize’s My Transport Planner extends the value of Geotab telematics by turning vehicle and location data into optimised, executable plans for daily operations. Designed for fleet and service teams managing real-world complexity, the solution enables organisations to move beyond visibility and reporting into automated, data-driven decision-making.

How it works with Geotab

My Transport Planner integrates directly with Geotab to streamline setup, planning, and daily execution. Vehicles equipped with Geotab devices are automatically imported into Optimize, with key information such as vehicle identity and live location synchronised in real time. This provides a fast, low-friction starting point for planning using trusted telematics data.

To accurately reflect the realities of each operation, additional operational detail can be layered alongside Geotab data. This may include vehicle carrying capacity, specialist equipment or attributes (such as tail lifts, cranes, or moffett mounts), driver skills, certifications, and shift patterns. Enriching vehicle and driver profiles in this way enables the automatic assignment of the right jobs to the right resources, reducing manual effort and improving utilisation.

Jobs and tasks can be created directly within My Transport Planner, imported in bulk, or automatically pushed via API from source systems such as order management, TMS, or field service platforms. This ensures planning is always based on the latest demand, without the need for duplicate data entry.

Using live and historical Geotab location data, routes and schedules can be optimised either in advance or adjusted during the day to reflect real operating conditions. As routes are executed, vehicles remain visible on the live map, supporting real-time monitoring, accurate ETAs, and consistent service delivery.

Why it matters

By combining Geotab’s real-time telematics with Optimize’s AI-driven planning engine and enriched operational data, organisations can automate complex planning decisions that would otherwise rely on spreadsheets or manual judgement. This leads to improved utilisation, lower operating costs, and more reliable service outcomes — while also reducing unnecessary mileage, fuel consumption, and associated emissions.

The integration fits naturally into existing workflows, providing a connected view from planning through to execution, and enabling organisations to scale efficiently as operational complexity, volume, and service expectations grow.