Geofence Triggered Alerts & Forms

Route4Me allows you to set up alerts and forms that are triggered when a driver enters a geofenced area. Setting up geofence triggered forms is a useful feature that can improve the routing process of both drivers and dispatchers, as it helps to improve the accuracy of information regarding the actual routing activity, as well as simplify drivers’ tasks when they are out running their routes.

 

Most drivers have to visit multiple destinations while driving their routes and it can be quite time-consuming to find each entered destination on the route and add notes, signatures and other files to the stop manually each time. Route4Me can detect whenever a driver enters a geofenced destination of a route and activate a voice notification; then the app will automatically open the “Add Note” screen. The driver just has to save the note and proceed to visit the next destination. The whole geofencing logic is implemented on the client side and works even if the user enters an area without the internet connection. All the data (added notes and edited custom data) is saved locally on the driver’s mobile device and gets synchronized with Route4Me’s server once the internet connection is restored. After the synchronization, the manager of the driver can view and edit the synchronized data using the Route4Me Website.

 

Setting Up Geofence Triggered Alerts for Adding Notes

Geofence alerts and forms get triggered whenever a driver enters a geofenced area. Drivers don’t receive geofence notifications by default. To enable this feature, the route planner needs to define a specific custom data field in the Route Editor for each destination. The custom field can be added to your route addresses either by adding a corresponding column in the spreadsheet file used for planning the route or manually for each address in Route Editor after the route has been planned.

Check a sample file containing the custom column below:
geofence_activities_route.xlsx

 

To set up a geofence triggered alert for adding notes, first, go to your Routes List from the navigation menu.

Route4Me's Geofence Triggered Alerts & Forms

 

Select the route for which you want to set up the geofence triggered alert for adding notes.

Route4Me's Geofence Triggered Alerts & Forms

 

Next, select an address from the destinations list on the left side. In the address menu, click add “Custom Data” at the top of the screen.

Route4Me's Geofence Triggered Alerts & Forms

 

Type in “custom_trigger_open_notes_dialog” in the “Field Name” box and “TRUE” in the “Field Content” box. Click “Add Custom Data” to finish.

Route4Me's Geofence Triggered Alerts & Forms

 

If you want the drivers to receive geofence triggered alerts for each stop they visit, you need to define this custom field for each destination on the route.
To do so, in the menu of the address for which you have already set up the geofence triggered notification, scroll down to the “Custom Data” section.
Click the gear icon next to the custom field, then select “Apply to All.” This action will set up geofence triggered alerts for all destination on the route.

Geofence Triggered Alerts & Forms

 

Click confirm when prompted.

Route4Me's Geofence Triggered Alerts & Forms

 

Now, whenever a driver enters a geofenced area, Route4Me will detect it and first, activate a voice notification, then the app will open the “Add Note” screen automatically. The driver cannot close the “Add Note” screen without adding data to the note. This feature ensures that whenever the “Add Note” screen opens upon entering a geofenced area, the driver has to add a note to proceed driving the route. You can learn more about adding notes to a stop from a mobile device here.

Route4Me's Geofence Triggered Alerts & Forms

Geofence notifications are received only one time per route destination. If a route repeats the same destination multiple times, the address will be marked as a different destination each time.

Notifications won’t be triggered if the recorded speed of a driver is over three mph, to avoid any distractions during driving.

 

Using Geofence Triggered Alerts for Adding and Modifying Custom Data

Besides from adding notes, some drivers also need to edit custom data fields while out in the filed. To make their job easier and secure that each destination is properly documented, Route4Me allows modifying editable custom data fields on the “Add Note” screen, so that drivers don’t have to open a separate screen to edit custom data while driving their routes.

Adding Custom Fields is a similar process to setting up geofence triggers. First, open the route for which you want to set up the geofence triggered alert for adding custom data. Next, select an address from the destinations list. In the address menu, click “Add Custom Data” at the top of the screen.

Route4Me's Geofence Triggered Alerts & Forms

 

Type in the name of the field and its value, then click “Add Custom Data.”

Route4Me's Geofence Triggered Alerts & Forms

 

Now, whenever a driver enters a geofenced area, Route4Me will detect it and first, activate a voice notification, then the mobile app will open the “Add Note” screen where the driver can modify the Custom Data field. You can learn more about adding notes from a mobile device here.

Route4Me's Geofence Triggered Alerts & Forms

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