Zones and Customer Visits in Geotab

Zones and Customer Visits in Geotab

Your fleet returns to the same places again and again: the yard, customer sites, supplier docks, regular job sites. Zones in Geotab let you draw a virtual boundary around each one, so your tracking data shows customer and location names instead of a list of street addresses.

With zones in place, MyGeotab can tell you which ones your vehicles stopped at, how often they went and how long they stayed. That information powers the Zone Visits report, which many fleets still call the Customer Visits report.

What are zones?

A zone is a virtual perimeter around a real-world place you care about. It can be as small as a single customer’s property or as large as an entire state, and it is not limited to customer sites. Yards, supplier locations and restricted areas all work too.

To create one, click points on the map to outline the area, then name it and pick a few settings:

  • Publish to groups: Apply the zone to certain vehicles and drivers, or to your whole company.
  • Zone type: Sort zones into categories, such as customers and yards, to filter reports later.
  • Visible on the map: Choose whether the zone shows on the map.
  • Stops inside the zone: Choose whether stops are marked within the zone.
  • End date: Set an expiry for temporary zones, such as a short-term job site.
zones

Got a long customer list? Import it

There is no need to draw every zone by hand. MyGeotab accepts a CSV spreadsheet with coordinates, addresses or polygons. Once you upload it, you will see which zones passed and which did not, and you can export the problem rows, fix them and try again.

The Zone Visits (Customer Visits) report

This report lists the zones your vehicles and drivers stopped in, how many times they visited and how long each visit lasted. Each row includes:

  • Zone name, so you see the customer instead of an address
  • Time of arrival
  • Visit duration
  • Time of departure

Click the location icon beside a zone name to jump to Trips History and see where the vehicle was during that stop, along with the trip details.

Run it by vehicle or by driver, narrow it by group, date range and zone type, and choose a summary for the big picture or a detailed view of every visit. You can download the report or open it in your browser, and MyGeotab can also email reports on a schedule.

Keep in mind: the report is based on stops. A vehicle that merely drives through a zone will not appear. When a stop happens where zones overlap, each of those zones is listed.

Ways to put zones to work

Document service

Arrival time, time on site and departure time for each customer create a record you can use to back up invoices and resolve “you were never here” disputes. Read more in our guide to proof of service with GPS tracking.

Know what jobs really cost

When you can see how long crews spend at each customer and how often they return, pricing gets more accurate and slow jobs become easy to spot.

Plan tighter routes

Visit data shows where drivers go and how long each stop takes. Geotab recommends using it to split your territory into quadrants and assign one driver to each, which cuts overlap and total miles driven.

Get notified at the right moments

Create rules that alert you when a vehicle enters or leaves a zone. Many fleets ask for a heads-up when a truck leaves a customer’s location so they can gauge progress or get the next shipment ready. You can also be alerted when a vehicle sits in a zone longer than expected, such as more than five minutes at a coffee shop you have marked as a zone.

Protect restricted areas

Zones can mark places vehicles should stay out of, with rules that flag any visit.

Send drivers where they need to go

Share a zone with a driver through the Geotab Drive app to dispatch them to that location.

How it works

  1. Build your zones. Draw them on the map or upload a customer list.
  2. Track automatically. Geotab GO devices record trips and stops, and the system matches those stops to your zones.
  3. Open the Zone Visits report. In MyGeotab, go to Productivity, then Zones, then Zone Visits.
  4. Add rules and alerts for arrivals, departures and long stays.

Want to Learn More?

Have questions about setting up Geotab zones, tracking customer visits, or automating location alerts? Our team is ready to help. Contact us today to discover how custom zones can optimize your routes, hold drivers accountable, and streamline your customer service reporting.

Frequently asked questions

What are zones in Geotab?

Zones are virtual boundaries you draw around real places that matter to your fleet, including your yard, customer sites, supplier locations and even whole states. After you set them up, MyGeotab can report on them, build rules around them and display the zone name in place of a street address.

What is the Customer Visits report?

MyGeotab now calls it the Zone Visits report. It shows which zones your vehicles and drivers stopped in, how many times they went and how long they stayed, so you do not have to match street addresses to customers by hand.

What details does the Zone Visits report include?

Each visit lists the zone name, arrival time, visit duration and departure time. The location icon next to the zone name takes you to Trips History, where you can see where the vehicle was during that stop and review the trip.

How do I create a zone in MyGeotab?

Open Productivity, then Zones, and select + Zone. Click points on the map to trace the area and click your starting point to close the shape. Name the zone, choose its settings and click Save. It is available immediately.

Can I upload a list of customer locations instead of drawing zones one at a time?

Yes. MyGeotab imports zones in bulk from a CSV file using coordinates, addresses or polygons. After the upload, you will see how many zones are valid and how many are not, and you can export the invalid ones to correct before importing again.

Can I view visits by driver rather than by vehicle?

Yes. The report can be run by asset or by driver, and filtered by group, date range and zone type. Choose a summary view for an overview or the details view to see each individual visit.

Does the report include vehicles that pass through a zone without stopping?

No. Zone Visits only covers stops inside a zone, not drive-throughs. To know when a vehicle enters or exits a zone, create a zone rule with a notification.

What if a vehicle stops where two zones overlap?

Every zone that applies to the stop shows up in the report, so you keep full visibility even when customer sites, yards or service areas share the same ground.

Can I get notified when a vehicle arrives at or leaves a customer?

Yes. Build rules around your zones and you will be alerted when a vehicle enters or exits one. Many fleets use departure alerts to gauge how far along a job is or to know when to get the next shipment ready.

Can I be alerted when a vehicle stays in a zone too long?

Yes. For example, you can mark a coffee shop as a zone and get an alert if a vehicle is there for more than five minutes. The same idea works for customer sites that often run past the time you planned.

Can I use zones to keep vehicles out of certain places?

Yes. You can create off-limits zones and set up rules around them, so you are notified if a vehicle goes somewhere it should not.

How do zones help document that service was performed?

Arrival, time on site and departure for each customer form a record that supports your invoices and helps settle questions about whether a visit took place. Our guide to proof of service with GPS tracking has more detail.

How does customer visit data help with job costing and scheduling?

When you know how long crews spend at each customer and how many times they return, you can price jobs more accurately, catch work that regularly runs long and build schedules that reflect reality.

Can zones help me plan better routes?

Yes. Geotab suggests using visit data to divide your territory into quadrants and giving each driver one. Drivers stop crossing paths, reach more customers and drive fewer total miles per customer and per vehicle.

Can I send a zone to a driver as a destination?

Yes. Share the zone with your driver through the Geotab Drive app to dispatch them to that location.

Can I choose which vehicles and drivers a zone applies to?

Yes. The Publish to groups setting lets you assign a zone to specific vehicles and drivers when you create or edit it. By default it applies to your company group, which includes everyone in your database.

Can zones be temporary?

Yes. Give a zone an end date and it will expire on its own, which works well for short-term job sites, seasonal locations and one-time projects.

What happens to my reports if I change or delete a zone?

Changing a zone’s shape or type can affect event data for your vehicles, and you will need to reprocess your data to apply the update to any rules that rely on zones. If you delete a zone, reports that used to show its name will show the street address instead, when one is available.

Can I download or email the Zone Visits report?

Yes. Use the Report menu in MyGeotab to download the report, open it in your browser or prepare a PDF. Large reports can take a few minutes, and you can check progress under My Reports.

0