Manage your clients, site locations, and check-in zones in one place - so field visits are always logged at the right location.
Clients & Sites is where administrators keep track of everyone and everywhere your field team visits. Add and manage client records, maintain site and store locations, and set up geofences (virtual boundaries around a location that field employees must be within to check in). This keeps client details organized and makes sure visit check-ins happen where they should.
Clients & Sites has three tabs:
Clients - your client and dealer records
Sites - stores, offices, and other locations your field team visits
Geofences - standalone check-in zones
How to Access Clients & Sites
Log in to the Admin Panel.
Go to Field Tracking → Clients & Sites.
Clients
The Clients tab shows all your client records, with summary cards at the top showing the total number of clients, and how many are active and inactive.
How to Add a Client
Go to Field Tracking → Clients & Sites → Clients.
Click Add Client.
Fill in the client details (see below).
Click Save.
To add several clients at once, use Bulk Add Clients.
Available Actions
Add Client - create a new client record
Bulk Add Clients - add multiple clients at once
Import/Export Dealers - import dealer records from a file, or export them
List/Map View - switch between a table of clients and a map showing their locations
Search and Filters - find clients by name, contact, or city, and filter by category or status
Edit/Delete - update or remove a client record
Client Details
Name - the client or dealer name
Category - the client’s category
Contact - the client’s contact details
City - the city the client is in
Visibility - which employees can see and access this client
Geofence - the radius around the client’s location within which employees can check in
Status - Active or Inactive
Sites
The Sites tab is where you manage the physical locations your field team visits, such as stores, offices, or other work sites. Sites can also be used as stops in Route Plans and as locations in Task Templates.
How to Add a Site
Go to Field Tracking → Clients & Sites → Sites.
Click Add Site.
Fill in the site details (see below).
Click Save.
To add several sites at once, use Bulk Add Sites.
Available Actions
Add Site - create a new site record
Bulk Add Sites - add multiple sites at once
Search and Filters - find and filter site records
Edit/Delete - update or remove a site record
Site Details
Name - the site’s name
Type - the kind of site, such as a store or office
Tier - the site’s classification, for example by importance or size
Contact - the site’s contact details
Address - where the site is located
Visibility - which employees can see and access this site
Geofence - the radius around the site within which employees can check in
Status - Active or Inactive
Geofences
The Geofences tab is where you create standalone geofences - check-in zones around a specific location that aren’t tied to a client or site. Field employees can check in only when they’re within the geofence’s boundary.
How to Add a Geofence
Go to Field Tracking → Clients & Sites → Geofences.
Click Add Geofence.
Fill in the geofence details (see below).
Click Save.
To add several geofences at once, use Bulk Add Geofences.
Available Actions
Add Geofence - create a new geofence
Bulk Add Geofences - add multiple geofences at once
Edit/Delete - update or remove a geofence
Geofence Details
Name - the geofence’s name
Tier - the geofence’s classification
Address - the location the geofence is centred on
Radius - how far the boundary extends from the location
Coordinates - the exact latitude and longitude of the location
Status - Active or Inactive
Why it helps
All client, site, and location details in one place
Geofences make sure check-ins happen at the right location
Control which employees can see which clients and sites
See your clients on a map to plan visits more easily
Add clients, sites, and geofences in bulk to get set up quickly