Route4Me Geofence Triggered Alerts and Forms (Notes)
When your drivers and remote team members are out in the field, they may need to capture different types of valuable actionable intelligence that is crucial to the operation of your business. With Route4Me’s mobile apps, your field employees can add notes with stop statuses, and custom descriptions to your route stops. Moreover, they can also attach photos, videos, audio recordings, and even captured signatures to your routes (learn more: Android, iOS). However, since most drivers have to visit multiple destinations to complete their routes, it can be inconvenient and time-consuming to manually find each destination on their routes and manually add notes. In addition to that, if you factor in various human factors, some team members can simply forget to add notes to customers’ addresses due to a high work pace and overall business. With Route4Me, you can set up geofence triggered alerts and forms that will automatically prompt your field employees to add notes to their routes upon entering the geofences set around each route stop that they visit. Once enabled, each time any driver enters the geofence set around any route stop, Route4Me will detect it, activate a sound notification on the driver’s device, and automatically open the “Add Note” screen for the corresponding stop. After that, the driver will have to fill out the note’s contents and attach it to the route stop in order to be able to mark this stop as Visited and Departed. Route4Me’s geofencing is implemented on the client-side, allowing to trigger geofences even without internet connection and then synchronize all captured data once the connection is restored (learn more).
Next, add the geofence triggered alert variable as custom data to the preferred route stops. To do so, first, click on the preferred stop to open its menu and then click on the “Add Custom Data” button. To learn more about Route4Me’s Custom Data, visit this page.
After that, input the variable “custom_trigger_open_notes_dialog” into the “Field Name” field and then input “TRUE” into the “Field Content” field to enable the variable. To apply the changes and finish, click on the “Add Custom Data” button accordingly.
Once the variable is added and enabled for the corresponding route stop, it can be managed in the “Custom Data” section of the stop’s menu. NOTE: To disable the variable, either delete it or change its value to “FALSE”.
To add the same geofence triggered alert to all stops on the route, first, click on the gear icon next to the corresponding variable in the “Custom Data” section of the stop’s menu and then select “Apply to All” accordingly.
Once the geofence triggered notes alert is enabled for the given route stop, when the assigned field employee enters the geofence set around this route stop, the “Add Note” screen will automatically pop up on the user’s Android Route Planner with the corresponding notification and sound alert. After that, this team member will have to fill out the note’s contents before proceeding. To learn more about adjusting your Route4Me Geofencing Settings, visit this page.
Only after the assigned team member adds the opened note to the corresponding route stop and closes the note’s screen, this team member will be able to mark the stop as “Visited” and “Departed.” To learn more about enabling geofences and geofence activities on the interactive map, visit this page.