This guide walks you through creating a geofence, assigning it to a job, attaching employees, and ensuring the right permissions are enabled so geofencing works smoothly.
🧭 Step-by-Step Workflow
1. Navigate to Geofences
From the Job Center in the left-hand navigation, click Geofences.
2. Create a New Geofence
Click Create New Geofence.
Zoom in on the map to the area of interest — this helps the search tool find addresses faster.
3. Search & Define the Geofence
Type in the address of the location.
Give your geofence a name.
A default circle (~300 yards in diameter) will be created.
You can:
Adjust radius by dragging
Change shape to a rectangle or custom
Leave 100-yard buffer zones around buildings to account for GPS drift
📱 Pro Tip: GPS signals can bounce — especially near roads or buildings. You can temporarily disable the geofence to allow a punch-in, then use the tracking history to re-adjust.
4. Save the Geofence
Once your geofence is shaped properly, click Save.
👥 Assigning the Geofence to a Job
5. Create a New Job
In the Jobs area, create a new job entry.
Enter a name (e.g., "Geofence – Warehouse 1")
Dates: Back date the Start Date and check the box for Ongoing
Skip budget if not needed
6. Add a Default Task
⚠️ Even If you're not job-costing, add a placeholder task so the job functions properly.
7. Assign Employees
Select the employees you want to associate with this geofenced job.
You can assign all, or select individuals.
8. Attach the Geofence
Under the Geofence section in the job form, choose your newly created geofence.
You can assign multiple geofences to a job, or one geofence per job.
🔒 Enabling Geofence Restrictions by Role
9. Access Organization Settings
Click your Company Name > Organization Settings > Roles.
10. Create or Edit a Role
For example, edit or create a Mobile App Role.
Enable permissions for:
Mobile App Access
Geofence Restrictions
11. Configure Geofence Enforcement Rules
You can enforce geofence location for:
⏱️ Punch In / Punch Out
🍽️ Meal Start / Meal End
🔁 Job Switching (if using job costing)
🚨 Important: Punch-In/Meal restrictions are strict: if outside a geofence, the punch will be blocked.
ℹ️ Punch-out restrictions work differently: if outside a geofence, the punch will be allowed, but the employee will be forced to submit a correction. Their last known time in a geofence will be attached to the note automatically.
➕ Assigning Employees Later
You can also assign jobs/geofences by:
Editing the employee's profile → Jobs tab
Or updating assignments in the Manage Jobs area