Trip Logbook

Translating Tax Compliance Into a Usable Product

Role
Role

Lead product designer

(End-to-end)

Team
Team

Tax & Assets Compliance, Legal & Privacy, EMEA solutions

Timeline
Timeline

May 2026 → Aug 2026

Impact
Impact

$3M ARR retained
~1500 EU accounts (Projected)

Overview

Designing under audit

Trip Logbook is Geotab's replacement for the trip-registration experience used by Dutch fleets. To move customers off the legacy platform without losing the required certifications, the new experience had to satisfy 100+ audit requirements, protect private trip data, and work across web and mobile. I led the design from mapping the requirements to the shipped product.

Problem

Every Dutch customer migrating off their platform would lose certification the day they migrate.

Every Dutch customer migrating off their platform would lose certification the day they migrate.

Dutch fleets moving off their legacy platform needed a certified replacement since a trip register in the Netherlands serves as legal tax evidence. Underneath that business case I found the real design problem that our users rely on the same record but they each need it for a different purpose.

Research

What qualifies as certified?

I needed to figure out what a certifiable product actually requires and used our internal AI to help with research

I needed to figure out what a certifiable product actually requires and used our internal AI to help with research

01 Scorecarding

Setting the certification baseline

I started by mapping where each provider stood across the Dutch and German markets.

Claude-code Geotab Anthropic

~/trip-logbook The prompt I used

Review the current Driver Logbook experience alongside the certification requirements. Map the existing workflows, product limitations, and known gaps. Separate what is already supported from what requires redesign or a new capability.

Output:

Provider

Keurmerk (NL)

Keurmerk (NL)

Fahrtenbuch (DE)

Fahrtenbuch (DE)

Coverage

Coverage

Geotab

Not certified

Add-in only

Partial

Verizon Connect

Certified

Not certified

NL only

Webfleet

Certified

Certified

NL + DE

Provider

Keurmerk (NL)

Fahrtenbuch (DE)

Coverage

Geotab

Not certified

Add-in only

Partial

Verizon Connect

Certified

Not certified

NL only

Webfleet

Certified

Certified

NL + DE

Key insights

WebFleet is the only competitor that handles both markets natively. This gave us a useful benchmark for what a broader EU solution would need to support.

Strategy

The immediate priority was supporting customers moving from the existing platform. Longer term, the product needed to scale across additional EU markets.

02 Main themes

What customers need from a certified logbook

Then I looked at why customers buy certified logbooks in the first place. It gave me these 4 patterns which became the product principles.

Claude-code Geotab Anthropic

~/trip-logbook The prompt I used

Compare how certified trip-logbook products handle classification, privacy, editing, manual entry, and audit export. Focus on recurring UX patterns and user expectations rather than copying interfaces.

Output:

01

Privacy is a market expectation

Drivers need private trips to stay private while fleet managers still have access to the information required for reporting. Privacy needed to be built into the trip experience not as an additional setting.

02

Automation reduces effort

03

Certification creates trust

04

Rules vary by market

01

Privacy is a market expectation

Drivers need private trips to stay private while fleet managers still have access to the information required for reporting. Privacy needed to be built into the trip experience not as an additional setting.

02

Automation reduces effort

03

Certification creates trust

04

Rules vary by market

03 Auditing

Auditing our existing system

Geotab already had an add-in with tax-agency certification, so before designing anything new I audited its 13 components to separate what to keep from what to rebuild. As a result, I found that the existing add-in was driver facing only, being phased out, and short of the Dutch requirements.

Claude-code Geotab Anthropic

~/trip-logbook The prompt I used

Evaluate each part of the current Driver Logbook add-in by user, purpose, interaction pattern, and technical constraint. Classify each capability as: retain, improve, retire, or build new. Explain the rationale using the requirements and current product behaviour.

Output:

Component

Status

Trip categorization workflow

Deprecate

Three category types

Keep

Add-in architecture

Deprecate

Trip detail edibility

Fix

7-day revision logging

Fix

Trip categorization report

Fix

Component

Status

Driver-only interface

Build new

Private trip GPS masking

Build new

XAR audit file export

Build new

Mixed-nature trip splitting

Build new

Manual trip entry

Build new

Exception view for unclassified trips

Build new

Configurable regional rules

Build new
Decisions

How requirements shaped the product

Field research changed the direction of the product. Instead of designing around an assumed driver workflow, I used the evidence to redefine who the MVP was primarily for, what had to stay in scope, and where privacy needed to be solved.

How might we…

How might we…

EARLY DIRECTION

Driver-led classification

Drivers would primarily use the mobile app to review and classify their trips.

MVP scope

Manual trip entry and mixed-trip splitting were initially planned for a later phase.

V1

Later

Privacy approach

Private-trip GPS would be hidden within the new Trip Logbook experience.

REVISED MVP

Admin-first web

Drivers would primarily use the mobile app to review and classify their trips.

Certification actions included

Manual entry and mixed-trip handling stayed in scope

Manual

Mixed

Audit

Platform-level privacy

Private-trip protection had to follow the data across surfaces

Design

Bringing the certified experience together

The final design brings certification into familiar Geotab workflows, the web experience gives fleet managers one place to review, correct, and export trip records, while driver-facing interactions stay focused on consent, classification, and privacy.

Setting privacy expectations before the first trip

The first driver interaction establishes consent and privacy before any trip is recorded. The flow introduces the logbook, captures the end-user agreement, keeps optional profiling consent off by default, and gives drivers direct access to the required privacy information.

The first driver interaction establishes consent and privacy before any trip is recorded. The flow introduces the logbook, captures the end-user agreement, keeps optional profiling consent off by default, and gives drivers direct access to the required privacy information.

The first driver interaction establishes consent and privacy before any trip is recorded. The flow introduces the logbook, captures the end-user agreement, keeps optional profiling consent off by default, and gives drivers direct access to the required privacy information.

Error prevention without losing history

Corrections cannot overwrite the original record. Each edit is appended to the history with a required reason and manual entries must account for odometer gaps between known trips. The extra input preserves traceability without adding an approval queue.

Corrections cannot overwrite the original record. Each edit is appended to the history with a required reason and manual entries must account for odometer gaps between known trips. The extra input preserves traceability without adding an approval queue.

Corrections cannot overwrite the original record. Each edit is appended to the history with a required reason and manual entries must account for odometer gaps between known trips. The extra input preserves traceability without adding an approval queue.

How might we…

How might we…

Making audit export a guided workflow

The XAR file is the formal audit record, so export is treated as a guided task rather than a generic download. Fleet managers choose the reporting period, vehicles, and drivers, then receive clear generation, success, and download states.

The XAR file is the formal audit record, so export is treated as a guided task rather than a generic download. Fleet managers choose the reporting period, vehicles, and drivers, then receive clear generation, success, and download states.

The XAR file is the formal audit record, so export is treated as a guided task rather than a generic download. Fleet managers choose the reporting period, vehicles, and drivers, then receive clear generation, success, and download states.

Tradeoffs

How the scope changed overtime

The scope changed three times: after field research, after the audit-prep session, and after engineering estimates exposed the cost of the platform work. Each change forced us to separate what certification truly required from what could wait.

How might we…

How might we…