Create and Set Up Sites in the TruckIT Portal

Step 1: Open the Sites Screen

Go to Sites. From Projects and Sites, select Sites to see your company’s existing locations.

Step 2: Add a New Site

2. Set the location. Enter an address, longitude/latitude, or drop a pin on the map — whichever gives your team the most accurate location.

Step 3: Add a Zone

1. Click Add Zone. Give it a clear alert zone name — this is what shows up in notifications, so use language your team will recognize.

2. Draw the zone. Click points on the map to outline the actual work area, closing the shape by clicking your first point again. Drag any point afterward to adjust it.

Note: polygon zones are more accurate than radius zones — draw around the real work area instead of relying on a fixed radius from the address point.

Step 4: Finish and Save

1. Add notes (optional). Include anything drivers need — gate or scalehouse instructions, safety reminders, contact info, or directions.

2. Set the site type. Choose the type that matches how the location is used — pickup, drop-off, jobsite, yard, pit, quarry, plant, mill, or dump.

3. Add tags and save. Apply tags if applicable, review the details, and click Save.

Editing or Archiving a Site

To edit a site later, open Sites, click the site, and select Edit in the top-right to make changes. To retire one you no longer use, open it and click Archive instead.

Tip: archive inactive sites instead of leaving them in the list — it keeps the Sites screen easy to search without losing the site’s historical records.

What Happens Next

With the site saved, it’s ready to be used on projects. Drivers will see the correct workflow prompts based on its site type, and get zone-based notifications as they enter or exit the work area.

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