This article explains how to change the maximum distance that your sales reps are allowed to be from a customer location when they check in at that customer. This is known as geo-fencing.
The default maximum distance that your reps are allowed to be when they check into a customer location is 5,000 m.
You can change the distance by following these steps:
- Log in to the Onsight web console at https://sales.onsightapp.com.
- Click on ‘Settings’ from the left-hand side menu.
- Click on the ‘Configuration’ menu item.
- Click the ‘Edit’ button.
- Scroll down to the ‘Check-in settings’ section.
- Type a new number into the ‘Max check-in distance’ field.
- Click the ‘Save’ button.
If you want to let your sales rep check in at any location for all customers, then keep the ‘Max check-in Distance’ at 0 (zero) metres.
If you want to let your sales rep check in at any location for a specific customer, then don’t allocate a specific GPS location for that customer.
Related articles:
How does GPS tracking and customer check-in work?
How do I manage customers’ GPS coordinates in the admin console?
How do I view check-in and check-out data?