What you’ll do
Add every yard, plant, and jobsite you dispatch to or from. Each site needs lat/long and a geofence (a virtual boundary that tells Tread when a truck arrives or leaves).Before you start
- A list of sites with name, address, and (if known) lat/long.
- Decide whether each site uses a circle or polygon geofence — circles are the default, polygons give tighter accuracy at large or oddly-shaped sites.
- Polygon shape data exported from another system (KML, GeoJSON) if you want to import existing boundaries.
Walkthrough
1
Open Sites
Click Create Site.
2
Enter the address
Type the address. Tread reverse-geocodes it to lat/long and drops a pin on the map. Adjust the pin if the geocoded result is off.
3
Draw or accept the geofence
Tread defaults to a circle around the pin. Resize it if needed. To use a polygon, click Polygon and trace the boundary, or import a KML/GeoJSON file from your records.
4
Tag the site type
Mark as Plant, Yard, or Job site, etc. The type drives reporting and dispatch defaults.
5
Add contacts (optional)
Add a name and phone number for anyone at the site dispatchers or drivers may need to reach — a yard foreman, a gate attendant.
6
Share with connected companies (optional)
Toggle Share with Connected Companies to let a connected Customer or Vendor view and select this site — useful for a shared yard or a customer-owned pit.
7
Save and repeat
Sites care added once. Job sites can be added on the fly during dispatch — but pre-loading the recurring ones speeds up order entry.