Creating Jobs and Geofences

Step 1. Create a Job in Smart Asset

Navigate to Lists in the left-hand menu, then select Jobs in the center pane. Next, click +Add Job in the top right-hand corner of the screen.

On the Details tab, enter the following information 

• Job ID - ID number your organization uses if applicable.
• Job Name - Name of the job e.g. Costco Maintenance, City Apartments.
• Branch - Branch that services the job.
• Barcode - Optional. Used in conjunction with TimeScape or Shop and Mechanic products. 
• Status -  Defaults to Active.
• Type - Job Type e.g. Maintenance, Enhancement, Snow Removal, Irrigation.
• Yard Job - Is a location where your equipment is regularly stored or serviced, not a client location.  
• Hourly Cost – The total cost of performing a job per hour, including labor, fuel, and materials. For example, if you have a crew of four employees earning $15 per hour each, your labor cost alone is $60 per hour. Add the cost of fuel, parts, and other job-related expenses to calculate your total hourly cost.
• Account Manager - Optional field that shows the employee responsible for the Job or Account. 

Next, navigate to the Address Tab and enter the job address and client contact details if desired.

Once you have finished click on Create at the bottom left of the page. 

Step 2. Create a Job Geofence

After the Job has been created, Navigate to Lists, Job Geofences, and Filter to "Missing" 

Select the job you just created from the list and click on "Get GPS".  Select the corrected address from the list.

By default, a red circular geofence will appear on the map after you select the address. 

If you would like to create a custom polygon instead, click Re-draw Geofence and place connecting points around your facility or job location.

Tip: Click the Map View drop-down menu in the top left-hand corner of the map to switch between views, such as Grayscale or Satellite. When drawing your geofence, create approximately a 10-foot buffer around the job site to help minimize GPS drift.

After you have connected all the points, a dialog box will appear confirming that the geofence is valid and does not overlap with any existing geofences. Click Save.

Step 3. Verify the Job Geofence

If you use the Dashcam & Telematics module, verify the geofence has been created in both modules by clicking on the Dashcam & Telematics button.

Next, click Locations at the top of the page and search for the geofence you just created to verify that it appears in the list.