Creating and Editing Origin Location Geofences

Table of Contents

Click on a topic below to jump to that section.

• Creating/Editing a radius geofence
• Creating/Editing a polygon geofence
• Viewing Geofences When Tracking
• Viewing Geofences in the Delivery Tracker

Summary

Users with the Location Manager role can choose between two geofence types when creating and editing origin locations: Radius or Polygon.

A Radius geofence, the default value for new or existing locations, allows you to create a circular boundary around a specific point (an address or specific latitude/longitude coordinates), essentially drawing a virtual circle. A radius geofence is useful when targeting a general area around a specific point.

A Polygon geofence allows you to define a more complex area by connecting multiple points to create a custom shape that may better fit the exact boundaries of a location, making it more precise than a simple radius geofence. A polygon geofence is ideal for targeting a specific building, a complex property boundary, or when you need to exclude certain areas within a larger region.

NOTE: Origin locations that were created prior to this release will retain their radius-based geofence unless and until a polygon geofence is added.

How to create and/or edit an origin geofence

See How

Read How

Creating/Editing a radius geofence

To draw a radius geofence around a specific location:

1. Choose the origin you wish to edit on the LOCATION screen. 
2. Click the Geofence tab on top of the origin view. From this view you can view / manage the geofences for the origin.
3. Select the Radius button to the left of the map. A circle will be drawn around the entered address (on the Contact Info tab).
4. Click and slide the Geofence Radius slider to the left or right to decrease or increase the size of the circle. Or enter the size of the radius in meters.
5. Click and drag the map pin to move the geofence. NOTE: The pin will remain at the center of the circle as it is moved.
6. Click SAVE to save your radius geofence.

Creating/Editing a polygon geofence

To draw a polygon geofence around a specific location:

1. Choose the origin you wish to edit on the LOCATION screen. 
2. Click the Geofence tab on top of the origin view. From this view you can view / manage the geofences for the origin.
3. Select the Polygon button to the left of the map.
4. The START DRAWING button will appear above the map. Click the button then click on the map to place the first point of your geofence on the map. NOTE: you will be able to move and/or delete any points at any step in the drawing process. Continue to click on the map where you would like to place each additional point of the geofence.
5. Add as many points as you need to create the shape of your geofence that’s required by the location. Click and drag any point to change the shape of your geofence. Click and drag anywhere inside the geofence to move the location of the drawn geofence around your location pin. You can also click and drag the pin to change the origin location coordinates within the drawn geofence.
6. You can delete any points along the geofence boundary by right-clicking on a point and selecting Delete from the shortcut menu that appears.
7. Click SAVE to save your polygon geofence.

Viewing Geofences When Tracking

Polygon geofences appear on the map when tracking punched-in haulers from the DISPATCH and TRACK screens.

Viewing Geofences in the Delivery Tracker

Destinations with polygonal geofences will also appear on the Delivered screen of the Delivery Tracker with completed loads displayed related to that geofence.