In this article, you will learn how to manage multiple service areas in Workiz.
Between booking jobs in areas your company actually serves, and then assigning those jobs to the right field techs who service that area, the life of a new dispatcher can be difficult. Workiz aims to fix that with service areas.
This add-on makes booking new jobs easy for dispatchers, never letting them wonder whether your company should take the job, or if anybody on your team is capable of completing the job based on where they're located.
Enabling service areas add-on
In order to start using service areas, you will need to enable the add-on from the Marketplace first.
From the navigation bar, select the Marketplace
Under Add-ons, find Service areas and select Learn more
Turn the toggle switch above Feature not active ON (green)
Creating a service area
From the navigation bar, select Settings > Settings
Under Job Settings, select Service areas
Select Add Service area
Complete the Add new service area fields:
Name: Enter the name for the service area you are creating
Service center zip code: Enter a zip code at the center of the service area you are creating
Mile radius: Enter the mile radius that you want to apply to the zip code you entered in Step 4b
Color: Choose a color for the service area you are creating
Default tax: Choose a tax rate for this service area
Creating an advanced service area
Workiz also allows you to take more granular control of the service areas you are creating by pinpointing exact spots on a map.
To create an advanced service area, turn the toggle switch under Advanced area select to ON
In the Enter a location field above the map, enter the name of the city you want to create a service area in
Draw your map:
Select the Draw a shape button to begin drawing your map
Hover your cursor over one of the edges of your service area on the map, and click to drop a boundary point
Move your cursor to another edge of the service area on the map, and click again to drop another boundary point
Continue dropping boundary points until you have closed off and created the shape that matches your desired service area
Booking jobs in service areas
Once you have service areas set up, Workiz will automatically categorize new jobs into those areas.
If you enter a new job that doesn’t fit into one of the predefined service areas you created, Workiz will provide you with the distance between this service address and your nearest service areas.
Better yet, Workiz will also notify dispatchers of what field techs can be assigned to specific jobs based on the service areas they were assigned to.
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