Geofences
This page is for the Operations App. For the Classic Operations App please see Geofencing (Classic Operations App).
Geofencing in the Operations App allows users to set a geofence radius in miles for drivers, customers, order types, business units, or globally, that can raise an alert to the driver and attach status codes to the order or stop to indicate the status update occurred outside of the geofence. See Driver App Geofencing for more information on how geofencing works in the Driver App.
Geofencing rules only apply to customers that have the "Outside Geofence" status code enabled.
Users must have the "Geofencing" permission under the "Maintenance Functions" enabled to view this section. See Users for how to add a new user permission.
To get to the Geofencing section, go to Maintenance > Geofences.
Field Name | Description |
|---|---|
Type |
|
ID | Geofencing ID that is auto-assigned. |
Type ID | ID number for the corresponding "Type". Not available if the "Type" is set to "Global". |
Type Name | Name associated with type and ID. |
Geofence Radius (miles) | Distance in miles allowed before geofencing alerts and status codes are enabled. Fractions of miles are accepted values (0.5, 0.25, etc.). |
Cached GPS Grace Time (Minutes) | Grace time in minutes that GPS data will be cached. The default value is 0. Max time allowed is 60 minutes. See How to Set Up a GPS Grace Time for the Driver App. |
Priority | Priority level when there are overlapping criteria. If 2 priority values are the same, the lowest "Geofence Radius (miles)" value will be used. Example: Different Priority A driver is picking up an order for a customer, and two different Geofencing configurations apply. The applicable settings differ in "Geofence Radius (miles)" and "Priority". Since the customer has "Priority" set to 2 and the driver a "Priority" of 1, the "Geofence Radius (miles)" set for the driver will be used. Example: Same PriorityA driver is picking up an order for a customer and multiple different Geofencing settings apply, with differing "Geofence Radius (miles)" and the same "Priority" level. Since the customer "Geofence Radius (miles)" is set to "5" and the driver has it set to "1", the "Geofence Radius (miles)" set for the driver will be used. |
How to Create a New Geofencing Rule
Go to Maintenance > Geofences.
Click the + button in the top right.
How to Edit a Geofencing Rule
Go to Maintenance > Geofences.
Click the geofencing rule you would like to edit or click the action menu at the end of the row and select Edit.
Quick Tip: You can open 2 edit forms by selecting the checkboxes of the geofence rules and clicking the edit pencil icon in the top right.
How to Delete a Geofencing Rule
Go to Maintenance > Geofences.
Check the checkbox of the geofencing rule(s) you would like to delete.
Click the delete button in the top right.
"Outside Geofence" Status Code
Geofencing uses the "Outside Geofence" status code. See Status Codes for more information.
Enable Geofencing for All Customers
Go to Maintenance > Status Codes.
Click the Enable All Customers icon for the “Outside Geofence” status code.
Enable Geofencing for Specific Customers
From the Classic Operations App, go to Maintenance > Customers.
Select the customer(s) who will be using geofencing.
Click the Status Code tab.
Check "Outside Geofence".
Click the Save button.
Allow/Disallow All Drivers to Edit the "Outside Geofence" Status Code
When Mobile Display is enabled, drivers may be able to edit the status code in the Driver App. When Mobile Display is disabled, drivers will not be able to see or edit/delete the "Outside Geofence" status code in the Driver App. See Status Codes.
"Outside Geofence" in the Client Portal
When Internet Display is enabled, Client Portal users can see the status code in the Track Order and Route Tracking sections of the Client Portal. See Track Order and/or Route Tracking.
Example of Outside Geofence Status Code in Track Order