Q: Does geofencing work for assigning a customer to a route in the POS?
A: No, it’s only for the customer portal for now. Adding it to the POS may be a future improvement.
Q: Will new delivery customers get added to routes as regular route customers?
A: No. They will be added as will call customers.
Q: Will setting up geofencing change anything for customers already on a route?
A: No. Geofencing has no effect on customers already on a route. It will apply to new route customers only.
Ex: If you turn on geofencing and there’s a customer on Route 1 but they live in the geofenced area for Route 2 they will still only be able to schedule on Route 1 because that’s their assigned route.
Q: Should I turn on geofencing in Settings before I finish drawing my geofences and assigning my routes?
A: If you don’t geofence your routes before you turn on Geofencing it will tell new customers that they cannot schedule even if they live in an area you service.
Q: Do I need to geofence all of my routes?
A: No, you can just set it for the routes you want customers to be able to add themselves to / schedule on.
Ex: If you have a hotel route that normal customers should not be scheduled on you would not make a geofence for that route.
Q: What happens when I turn on geofencing and a customer not on a route schedules a pick-up?
A: SMRT will look at the geofences you’ve drawn and the routes assigned to them and automatically assign the customer to the correct route.
If a customer lives outside a geofenced area or you haven’t drawn a geofence for a route and the customer lives in that area, they will not be able to schedule a pickup.
Q: What if I have different brands?
A: If you have brands with different customer-facing domains, use the brand drop-down in geofencing, then make and assign the routes for that brand to that geofence. You can make and assign geofences for the same areas in each brand - you just need to assign the subroute for that brand to the correct brand’s geofence.
Q: What if I have lockers?
A: Locker route settings override the geofences. You don’t need to draw a geofence for a single address where there is a locker bank and a locker route.
Q: What if I have one route that runs in different areas on different days of the week and I have it configured by using regular-by-appointment for customers depending on where they live?
A: Geofencing won’t work properly in this case. You can only have one geofence per route and one route per geofence. Here are your options if you have all customers assigned to one route and you service different areas each day:
Make a subroute for the M-TH customers and then link that subroute to a specific geofence.
Repeat for each specific area that has different days. You can use the master route for one of the areas.
Alternatively, you can separate the route into multiple routes that aren’t subroutes.
Q: What if I accidentally create overlapping dots when I’m drawing a zone or click too often?
A: You might get locked out of saving the geofence. Just reload and draw the geofence again.
Q: What does “Unassigned” route selection mean and what does it do?
A: This exists so you can unassign a route from a geofence. If you accidentally assign route 1 to geofence 2, you need to unassign that route before assigning it to a different geofence.