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 admin console: https://web.onsightapp.com
- Click on ‘Setup’
- Click on ‘Configuration’
- Scroll down to ‘Max Check-In Distance’ and make your changes.
- Click on ‘Save’.
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.