Automatic purpose overview
Automate purpose is useful when you automatically want to set a purpose for a trip. It is a great way to stay tax compliant and saves your drivers manually adding the purpose in their Driver app. Additionally, filtering trips based on purpose is a great way of getting the data you need when it is time to invoice your customers.
- Geofence areas are managed through the ‘Map’, open the ‘Map’ menu: https://abax.cloud/central/map/
- Your existing geofences are listed in the left-hand banner under the “Geofences” tab.
- The icon will show if notifications are enabled for the geofence and the icon will show if automatic purposes or address override is enabled.
- You can use the free text field to search for a specific geofence, narrow with a filter or scroll through the list.
- Clicking on any geofence will show the area on the map.
- Click the ‘Edit’ button by ‘Automate purpose’ and enter the desired purpose on trips that starts or ends in this area – top tip, we often see that our customers add project numbers or the name of their customer as the automatic purpose to a specific site.
- Click ‘update’ to save.
- Now any time an asset start or stops in this area the purpose will be automatically changed in your reports.