Configure Equipment Telematics Connection for United Rentals

 In Beta

This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

Background

In the company's Equipment tool settings, you can connect your United Rentals account so that equipment telematics data can be viewed in the Equipment tool in Procore. You can choose to automatically import your equipment records through the telematics connection to show in the Equipment tool, or you can manually add your equipment records and link them to telematics.

Things to Consider

  • Required User Permissions

  • Telematics information updates if the equipment record in your Procore and equipment vendor accounts have the same serial number.

  • Procore currently supports telematics connections with the following equipment vendors:

    • Caterpillar

    • John Deere

    • Samsara

    • United Rentals

Prerequisites

You can choose to automatically import your equipment records through the telematics connection to show in the Equipment tool, or you can manually add your equipment records and link them to telematics. If you want to manually add and link equipment, import or add your equipment first: Prepare and Import Equipment OR Create an Equipment Record.

Prerequisites

  1. Navigate to the company's Equipment tool.

  2. Click the configure settings icon-settings-gear-grey3.png icon.

  3. Click the Telematics Connections tab.

  4. Locate United Rentals and click Connect.

  5. Optional: Mark the checkbox to 'Import Equipment' from your United Rentals account.

  6. Click Connect.

  7. Enter your United Rentals Account ID, as provided by your United Rentals point of contact.

  8. Click Connect.

  9. Exit the settings menu and navigate back to the Equipment Registry.

  10. Connect your equipment records.

    • Equipment Imported through the Telematics Connection

      1. If you chose to import your equipment, click Review Issues in the banner.
        company-equipment-review-imported-equipment.png

      2. Update any required fields by selecting the option from the drop-down menu.
        company-equipment-map-imported-equipment.png
        OR
        Bulk Update Equipment

        1. Mark the checkboxes for the equipment records.

        2. Click Edit.

        3. Select the field(s) to apply to all selected equipment records.

        4. Click Save.

      3. Click Add to Registry.

    • Manually Added Equipment

      1. If you chose to manually add your equipment, navigate back to the equipment list.

      2. Hover over the equipment record and click the edit icon-edit2.png icon.

      3. In the 'Information' tab, select the Telematics Provider.

      4. Enter the Telematics Provider ID.

      5. Click Save.

See Also

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