What you’ll do
Review the company-wide defaults on Settings → Configuration. Each configuration is independent — set them in any order, and change any of them later with its Edit button.
Before you start
- Operations agreement on how long a truck must sit inside a geofence before it counts as on-site.
- A list of units of measure (UoM) you bill in.
The configurations
Auto Order Completion
Toggle whether Tread automatically completes active orders at 12am when their start time was before 4pm.
Geofence Creation
The default geofence for every new Site: the Auto Geofence Type (Circle) and the Radius (ft). Tread auto-creates that geofence around each Site you add. The default radius is customizable — size it to cover the whole yard or plant entrance.
Geofence Timer
Default Geofence Delay (seconds) — how long a truck must stay inside a geofence before Tread marks it on-site. Start at 60 seconds; raise it for busy yards where trucks pass through.
The default date format for the company.
Default Onsite Minutes
Default Pickup Onsite (mins) and Default Dropoff Onsite (mins) — the default onsite duration for new orders.
Allowed Units of Measure
The units available when creating or editing orders — toggle on only the UoMs your billing actually uses. At least one unit must stay selected.
Quote PDF Terms
The default terms that print on every quote PDF. Override them on a specific project when a quote needs different terms.
Verify
- Create a test order — only the allowed UoMs appear, and the pickup and dropoff onsite minutes prefill.
- Add a new Site — a circle geofence with your default radius appears around it.
- Open a quote’s PDF — your terms print on it, and dates follow your chosen format.
Common mistakes
Setting Geofence Timer too low at busy yards. A 10-second timer marks every passing truck as on-site, inflating dwell time and triggering false on-site events. Start at 60 seconds and tune down only if dispatchers report missed arrivals.
Setting the geofence radius too small. If the circle doesn’t cover where trucks actually stop, GPS pings never land inside it and arrivals go missing. Size the radius to the real footprint of the site.
