Geofencing Auto-Complete can automatically start and complete orders based on when you arrive at and leave an order location. In this article, you’ll learn how to set up Geofencing Auto-Complete and use it in the OptimoRoute Driver app.
| Who can use this feature | |
|---|---|
| Pro and Custom plans | |
| Users that have administrator privileges and drivers with early access | |
| All regions | |
Getting access to this feature
This feature is currently available upon request. Please reach out to support to get this feature enabled.
What is Geofencing Auto-Complete?
Geofencing Auto-Complete helps drivers complete stops without tapping “Complete” in the OptimoRoute Driver app.
Geofencing creates a virtual boundary around each stop. When a driver enters that area, OptimoRoute detects their arrival. When the driver leaves, OptimoRoute can automatically complete the stop.
This touchless stop completion is especially useful for reducing manual steps for drivers and helps dispatchers stay up to date on driver activity.
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Geofencing requires the 2.23.11 or later version of the OptimoRoute Driver app. |
Enabling and disabling geofencing
Admins must enable Geofencing Auto-Complete before drivers can use it in the OptimoRoute Driver app.
- Go to "Administration→Settings→Driver app"
- Select “Configuration” from the left menu
- In the “Geofencing” section, use the checkbox to enable or disable service auto start/complete
- Click "Save"
You can also allow drivers to turn geofencing on or off in their own Driver app. Enable this option if drivers should be able to choose whether they use Geofencing Auto-Complete.
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By default, Geofencing Auto-Complete can automatically start and complete orders.
If you only want one of these actions to happen automatically, you can set geofencing to:
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Using geofencing in the driver app
Once geofencing is enabled, the OptimoRoute Driver app can automatically start and complete service as you arrive at and leave stops.
Service start
When the OptimoRoute Driver app detects that you have entered the geofenced area for an order, it starts a countdown timer. The timer identifies the order by its Order ID or stop number.
During the countdown, you can cancel the automatic start if you do not want to begin service yet.
If you do not cancel it, service starts automatically when the countdown ends.
Service complete
Service on an order will complete when the driver app detects that you have left the geofenced area for that order. The driver app will then also alert you with a count-down timer that the order is completing.
Proof of delivery
If Proof of Delivery (POD) is enabled and any POD fields are required, the POD form opens automatically before the order is completed.
If no POD fields are required, the form does not open automatically. Drivers can still open the POD form from the order in their to-do list or completed orders list in the OptimoRoute Driver app.
Grouped orders at a location
Geofencing also works when multiple orders are grouped at the same location. These orders will all start at the same time, and when the driver leaves the area, all grouped orders are completed at the same time.
Turn geofencing on or off in the Driver app
If dispatchers allow drivers to control geofencing, Geofencing Auto-Complete is turned on for drivers by default. Drivers can then turn it off or back on in the OptimoRoute Driver app.
- Open the OptimoRoute Driver app
- Tap “Settings” in the bottom-right corner
- Find the “Geofencing” section
Turn “Auto start/complete orders” on or off.
Your changes are saved and applied automatically.
Reporting
Geofencing records service times, how orders were started and completed, and location details. Dispatchers can review this information in the “Live” dashboard and the "Planned vs. Actual" report.
Service durations
Geofencing automatically records service start and end times. You can view these times in your planned vs actual report, and on the live dashboard.
Started and Completed By
Dispatchers can see whether an order was started or completed manually by the driver or automatically by geofencing.
The “Started by” and “Completed by” columns show whether each action was performed:
- By the driver manually
- By geofencing automatically
To add these columns:
- Go to the “Analytics” or “Live” tab
- In the table header, click an arrow to open the column menu.
- Select “Columns.”
- Select “Started by” and “Completed by.”
Planned vs. actual location distance
In the "Planned vs. Actual" report, dispatchers can see how far the actual service start and end locations were from the planned location.
- Go to “Analytics.”
- Click on the "Planned vs. Actual" report from the left menu
- In the table header, click an arrow to open the column menu.
- Select “Columns → Actuals.”
- Select "Distance to Location at Actual Start" and "Distance to Location at Actual End"
When you export the Planned vs. Actual report, you can also include the latitude and longitude for the actual start and end locations.