/
/
Move Geotab devices to a new plan, checked and confirmed
For Geotab operations teams who change device billing plans and cannot afford mistakes.
On this page
Connector
Connect Geotab MyAdmin, pick your AI tool and paste the prompt.
The problem
Bulk plan changes land devices on the wrong plan
Changing a Geotab device plan by hand means checking each device, skipping terminated ones and making sure a scheduled request will not undo the change. Done in bulk without those checks, the bill is wrong next month.
Without PopdockAI
- Check each device contract one by one
- Remove terminated devices from the list
- Look for scheduled requests that could override
- Find the wrong plan on next month's bill
With PopdockAI
- Each contract is read, dropping missing and terminated devices
- Devices already on the target plan are skipped
- Pending auto requests that could override are listed
- One change after you confirm, with contracts read back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Move device(s) {device-serials} to device plan ID {new-plan-id}, applying promo code {promo-code} if given. These tools change live MyAdmin data. Never call a write tool before the user has explicitly confirmed the exact values in this conversation.
**Step 1: Current state**
For each serial, call `geotab-myadmin-get-device-contract` with device-serial = the serial. Record current device plan, device-plan-id, database and terminated flag. Drop any serial that is not found or is terminated, and say why.
**Step 2: Check for conflicts**
For each remaining serial, call `geotab-myadmin-get-device-contract-auto-request` with device-serial = the serial and active = true. A pending request may override this change; list any you find.
**Step 3: Confirm**
Show a table: serial, current plan, current plan ID, new plan ID, promo code. Ask the user to confirm. Stop if they do not.
**Step 4: Change**
* One serial: call `geotab-myadmin-change-device-billing-plan` once with serial-no, device-plan-id = {new-plan-id}, promo-code if given.
* Several: call `geotab-myadmin-change-device-billing-plan-bulk` once with serial-nos as a JSON array, device-plan-id = {new-plan-id}.
**Step 5: Verify**
Call `geotab-myadmin-get-device-contract` again for each serial and report the device plan now shown. Report the tool's result as returned.
**Rules & Guidelines:**
* Call the write tool once. If it fails, report the error and stop; do not retry with different values.
* If a serial already has device-plan-id = {new-plan-id}, skip it.
**Validation:**
* If no serial survives Step 1, stop without writing.Who it's for
One answer, three teams that use it
Reseller billing teams
Move a customer to a new plan safely
A table of current and new plans with conflicts flagged, before anything is changed.
Move Geotab devices G9D5E6F7A8B9 and G9E6F7A8B9C1 to device plan 14.
Account managers
Apply an upgrade with a promo code
Change the plan and apply the promo code in one confirmed step.
Upgrade the three Contoso Geotab devices G9F7A8B9C1D2, G9A8B9C1D2E3 and G9B9C1D2E3F4 to plan 22 with promo code UPGRADE25.
Reseller operations
Avoid changes being undone
Pending auto requests are listed, so a scheduled change does not reverse your work.
Before moving G9C1D2E3F4A5 to plan 9, check for any pending plan changes on it.
How it works
What PopdockAI does when you ask
You give the serials, the new plan and any promo code, and your AI assistant checks every device first. Nothing changes until you confirm the table of current and new plans.
01
Ask
You give the serials, the new plan ID and any promo code.
02
Check
It reads each contract and looks for pending plan changes.
03
Confirm
You review current and new plans and say yes.
04
Change
It makes the change once and reads the contracts back.
What PopdockAI provides
The tools behind the answer
Ready made tools for Geotab MyAdmin and one secure connection to your AI tool. No code, no exports.
geotab-myadmin-get-device-contract
geotab-myadmin-get-device-contract-auto-request
geotab-myadmin-change-device-billing-plan
geotab-myadmin-change-device-billing-plan-bulk
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
The right plan on every device, first time
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

.webp)
