This article outlines how to add a service region or edit an existing service region.


TABLE OF CONTENTS


Finding the Service Regions Page

  • The Service Regions page can be found under the settings menu.
  • Click Settings and then click Service Regions to reach the page.



Adding a Service Region


  • To add a new service region, click on the Add Service Region button near the top of the page.



  • The Add Region modal will appear. Click on the Pentagon icon to begin drawing a region.



  • Click on the map to add points. They will automatically connect to form sections, which you can use to build a region within which you are willing to provide work.
  • Connect your last point to your first to close the region and complete the creation process.
  • Give the region a name. Be sure to use something that will be obvious at a glance, such as "Chicago" or "Cook County".
  • Click Save to add the region, or Cancel to discard it.


Editing a Service Region

  • To edit an existing service region, click on the Region Name. The map will populate with the clicked region, and you will be able to click an Edit Region button



  • The Add Region modal will appear pre-populated with the information of the region you are editing.
  • Here you can change the boundaries of a region, re-draw it completely, 



  • Click the Pencil icon to highlight the points used to create the service region.



  • 'You can drag the points to re-position them however you choose.
  • This is a great way to enlarge or shrink the area of your service region as needed.
  • Note that if you reposition a single point, two new ones will appear between that point and the two directly connected to it.



  • If you wish, you can use these new points to further define your service region in more complex shapes. 
  • This is ideal if you want your region to be town, county, or neighborhood specific.
  • If you wish to completely re-draw the service region, click the Trash Can icon and choose Clear All.



  • When you have completed your changes, click the Update button to save them.
  • Click Cancel to close to modal without saving any changes.


Assigned Users

  • You can assign your employees/users to specific service regions based on where they work or which work orders you them to be responsible for.
  • Add or remove a service region's assigned users by clicking the Assigned Users button after selecting a service region to edit.



  • Use the down arrow to find users to add to the region. 
  • Click the + sign when a user has been selected to add them to the service region.



  • You can toggle if a user being added is On-Site. This means they will reliably be within the service region making contact with residents.
  • Use the Trash Can icon to delete assigned users from a service region


Why Would I Need Multiple Service Regions?

  • You might only need one service region to cover the area in which you are willing to work. However, you might need multiple regions for a variety of reasons, such as:
    • You have satellite offices with areas of operation that do not overlap
    • You are willing to work in some counties or neighborhoods but not others.
    • Your business operates in multiple states.
    • You are licensed to perform specific work (electrical for example) in some areas but not others.
    • You wish to assign specific employees work in specific geographic areas.
    • You want a way to track volume of work or profitability by region.
  • For these reasons and more, setting up multiple service regions may benefit you and your operational management.