Wintac

Wintac INTEGRATION

Connecting RFV to Wintac Data

Davisware will handle this setup, but we will explain how this is linked.

Below is the RFV Interface (GOF Module) under Business Options. It consists of 5 fields:

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Company Code – This is your company code. We will authenticate your vehicles by using this code.

Pin – This is an encrypted Pin to link your company to our RFV server.

RFV(GOF) Server ‐ This is the web address where your Wintac Data will be sent to. This is our RFV Server.

User ID and Password – Login for RFV Server

If this information is not filled in, there is no successful connection to RFV from Wintac. Please contact Wintac Support for assistance with this setup.

Setting up Wintac Vehicles

The first step to follow is to set up your vehicles in Wintac under Vehicle Manager.

Your vehicles will be tied to a GPS unit and also linked to the technicians so the system knows where to send Service Orders.

First, we suggest you create a list of all your vehicles and their designated drivers so it is easier to look at your fleet. Note the Make, Model and Year of the vehicles.

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When creating new vehicles, please fill in the recommended fields below:

Vehicle Information:

• The Year of the Vehicle.
  
• Make of the Vehicle.
  
• Model of the Vehicle.
  
• GPS LABEL Is VERY Important. This is how the Vehicle will be assigned to the GPS unit. In RFV, the Vehicle Code must match your GPS Label in Wintac.
  
• Tech is another important field. This will link the employee to the vehicle. You will select your technician’s code to link the Driver to the vehicle. You can browse your technicians in RFV.
  

After all this is done, please click FINISH.

NOTE – We highly recommend that on your list of vehicles, you write down the Wintac Tech Name as it will be used in later steps.

Now, repeat this process for your other vehicles.

Setting up Wintac Vehicles – EMPLOYEE LINK

Now that you have created the Vehicles, it’s time to link the Employees to the correct Vehicles.
1. Navigate to the Setup > Employees > Employees.

2. Find your first employee and double-click to edit their properties. Now click the DEFAULTS Tab and under Vehicle, select the vehicle that the employee is assigned to.

It is extremely important that this information matches with the vehicle and primary driver in Fleet Maintenance correctly.

You have completed the Wintac setup. Now we have one more item to cover in the RFV Application. Please login to https://rfv.davisware.com to continue.

Assigning the GPS Device to Technician

In RemoteFieldView, navigate to ADMINISTRATION  DEVICE MAINTENANCE.

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Find the first device to edit and expand the device’s properties and click EDIT.

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Under the field called TECH CODE. Enter the Vision Employee Number to complete the integration. Click OK.

Repeat the steps for the remaining vehicles.