How to create a Geofence?

The quickest way to learn is to watch the training video. Alternatively, you can follow the steps below.

 

  1. Go to the Activity screen and click on the Geofences tab.
    geofences tab
  2. Zoom or pan the map to the area you would like to geofence.
  3. Click on the Draw Geofence tool.
    geofence button
    The mouse will change from an arrow to an arrow with a point.
  4. To define the geofence perimeter, click once then release the mouse, move the mouse to the next place and click and release the mouse again.
    geofence
  5. Continue clicking, releasing and moving the mouse around until you are ready to close the geofence. Complex geofences may require many points.
  6. Double click to close the geofence.
    Save New Geofence screen will appear. Enter Name and select what Types you would like applied to the geofence e.g. Customer Site, Off-Road Area etc. Select Notification Setup and add Recipients if required.

    geofence window2
  7. Click Save to finish.

 

Types:

You can assign a type to your geofence which will give it a certain attribute.

Some geofence types will count towards the "Site Visits" in the Daily Activity Report and the Fleet Summary Report. These are:

  • Customer Site
  • Staff Site
  • Supplier Site
  • Depot

View more information about geofences.