Zones and Customer Visits in Geotab

Zones are virtual perimeters you draw around real-world places that matter to your fleet, such as your yard, customer locations, supplier sites or even entire states. Once zones are in place, MyGeotab can report on them, use them in rules and show the zone name instead of a street address.

The Customer Visits report is now called the Zone Visits report in MyGeotab. It shows which zones your vehicles and drivers stopped in, how often they visited and how long they stayed, so you can see customer activity without matching street addresses by hand.

For every visit you get the zone name, the time of arrival, the visit duration and the time of departure. A location icon next to the zone name opens Trips History so you can see exactly where the vehicle was during that stop and the details of the trip.

Go to Productivity, then Zones, and select + Zone. Click points on the map to outline the area, close the shape by clicking your starting point, then name the zone and choose its settings. Click Save and the zone is available right away.

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

Yes. You can view zone visits by asset or by driver, and filter by group, date range and zone type. The report is available as a summary for the big picture or as a details view for every individual visit.

No. The report covers stops inside a zone and does not list times when a vehicle simply passes through. If you want to know when a vehicle enters or leaves a zone, set up a zone rule and a notification instead.

All of the relevant zones appear in the report for that stop, so you do not lose visibility when customer sites, yards or service areas share the same ground.

Yes. You can build rules around zones and be notified when a vehicle enters or exits one. Many fleets use a departure alert to see how far along the work is or to know when to prepare the next shipment.

Yes. For example, you can set a coffee shop as a zone and be notified if a vehicle spends more than five minutes there. The same approach works for customer sites that regularly run over the time you planned for.

Yes. You can create zones that are off limits and build rules around them, so you are notified when a vehicle goes somewhere it should not.

Arrival time, time on site and departure time for each customer give you a record that supports your invoices and helps resolve disputes about whether a visit happened. For more detail, read our guide to proof of service with GPS tracking.

Knowing how long your crews spend at each customer and how many times they have visited helps you price work more accurately, spot jobs that regularly run long and plan realistic schedules.

Yes. Geotab suggests using visit data to divide your service area into quadrants and assign a driver to each one. That keeps drivers from crossing paths, lets them reach more customers and reduces the total distance driven per customer and per vehicle.

Yes. You can dispatch a vehicle to a location by sending the zone to your driver through the Geotab Drive app.

Yes. When you create or edit a zone, the Publish to groups setting lets you apply it to specific assets and drivers. The default is your company group, which covers everyone in the database.

Yes. You can set an end date on any zone, which suits short-term job sites, seasonal locations or one-off projects.

Editing a zone’s shape or type can affect event data for your vehicles, and you will need to reprocess your data to apply the new setup to rules that depend on zones. If you delete a zone, reports that used to show its name will show the street address instead, where available.

Yes. You can download the report, view it in your browser or prepare a PDF from the Report menu in MyGeotab. Larger reports can take a little time to generate, and you can check their status under My Reports.