GeoEngine (Customer Map)¶

Last Updated: February 2026

GeoEngine is a geospatial backend that powers the Customer Map — an interactive map view showing customer locations color-coded by activity metrics. It's used by dispatchers for route planning, sales for territory analysis, and managers for geographic oversight.

What GeoEngine Does¶

Customer Map — Visualize all customer locations on an interactive map
Activity heatmap — Color customers by pickup count (yellow → red gradient)
Volume visualization — Size customer markers by total weight collected
Filtering — Apply standard Odoo filters and see results on the map
Geographic analysis — Identify service gaps, cluster patterns, and territory density

Accessing the Customer Map¶

Navigate to Customers & Sales > Customer Map from the main menu.

The map opens centered on the US with three available layers:

Layer	Default	What It Shows
Customer Activity	On	Customer locations colored by pickup count. Yellow = fewer pickups, Red = more pickups. Uses 6 quantile classes.
Customer Volume	Off	Customer locations sized by total actual weight. Larger dots = more material collected.
All Customers	Off	Basic blue dots for all customers (no data coloring).

Toggle layers on/off using the layers panel on the left side of the map.

Using the Map¶

Zoom: Scroll wheel or +/- buttons
Pan: Click and drag the map
Click a customer: Shows a popup with Name, City, Phone, State, Pickup Count, and Total Weight
Filter: Use the standard Odoo search bar above the map — the map updates to show only matching records

Interpreting the Colors¶

The Customer Activity layer uses a quantile classification with 6 classes:

Yellow dots — Customers with fewer pickups (lower activity)
Orange dots — Medium activity
Red dots — High activity customers

This helps identify which areas have the most active customers and where there may be growth opportunities.

Interpreting the Sizes¶

The Customer Volume layer uses proportional symbols:

Small dots — Lower total weight collected
Large dots — Higher total weight collected

Switch between layers to analyze different metrics.

Map Data¶

The map displays customers that meet these criteria:

In the Recycling stage (active customers)
Have valid GPS coordinates (latitude/longitude populated)

Missing from the Map?

If a customer doesn't appear on the map, check that they have a valid address and that their coordinates have been geocoded. The geocoding happens automatically when the address is entered, but addresses with typos may not resolve.

Behind the Scenes¶

GeoEngine is built on PostGIS (PostgreSQL's spatial extension) and uses OpenLayers for map rendering. The module:

Adds a geo_point field to every contact record
Automatically converts latitude/longitude coordinates to map points
Supports spatial queries (find customers within an area, near a route, etc.)
Renders up to 5,000 records at a time on the map

This is primarily infrastructure — the user-facing feature is the Customer Map described above. The technical configuration (layers, raster sources, vector styling) is managed by administrators.

Tips¶

Zoom to Your Region

If you manage a specific territory, zoom into your area and use the map to identify clusters of customers. Dense clusters suggest good candidates for route optimization.

Combine with Filters

Use the search bar to filter by customer tags, regions, or pickup status, then view the results geographically. This is powerful for identifying spatial patterns in your data.

Security¶

Group	Access
GeoEngine User	View the map and customer data (all internal users have this by default)
GeoEngine Admin	Configure map layers, raster sources, and vector styling