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How To Set Up Projects & Geofences

Effortlessly track time, costs, and activity on your job sites by setting up Projects & Geofences in Workyard.

Yesenia Quintana avatar
Written by Yesenia Quintana
Updated over a week ago

Why Set Up Projects & Geofences?

πŸ“Š Track Time & Costs
Assign time to specific projects to generate detailed cost and labor reports.

πŸ“ Monitor Employee Entries & Exits
Geofences create a real-time audit trail of actual on-site arrivals and departures.

⏰ Auto-Detect Arrivals
Employees entering a geofence receive automatic clock-in reminders.

πŸš— Track Mileage & Travel Time
Driving time is auto-assigned to the arrival project, making travel reports accurate.

πŸ“Ž Collect Notes, Photos & Documents
Field teams can attach info directly to time cards or tasks.


βœ… How to Create a Project with a Geofence

  1. Open the Project Hub
     ‒ Log in to Workyard
     ‒ Click Project Hub in the left-hand menu
     ‒ Select + Project

  2. Enter Project Details
     ‒ Add project name, customer, and location
     ‒ If there’s no formal address, enter GPS coordinates in decimal format (e.g. 34.052235, -118.243683)
     ‒ You can add multiple locations to a single project

  3. Optional Setup
     ‒ Assign Cost Codes
     ‒ Add Project Managers to monitor activity

  4. Save the Project
     ‒ Click Add Project


    πŸ“₯ How to Import Projects in Bulk

    1. Go to the Project Hub

    2. Click + Project

    3. Select Import Projects

    4. Choose:
       ‒ Integration– select integration option where you can source importing customer / jobs from
       ‒ Spreadsheet Upload – use a spreadsheet to import a bulk list

    For QuickBooks Online Accounts

    Learn about turning on auto importing for QuickBooks Online. This auto imports job you create from QuickBooks Online to Workyard every 15-30 minutes.


    πŸ”— Related Articles


    πŸ’¬ Need Help?

    Message us via the Help icon in Workyard or email us at hello@workyard.com

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