Set up and use zonesLast updated on 03/22/2022

• You can set a zone to include one or more ZIP Codes or cities.

• You can use wildcards to add multiple ZIP Code with only one entry. For example, add the wildcard ZIP Code 912* to include all ZIP Codes that begin with 912 to the zone.

• Although you can use cities with zones, you'll get better, more accurate results if you use only ZIP Codes when assigning regions to zones.

• A ZIP Code can only belong to one zone at a time.

• Creating or editing a zone does not automatically apply it to existing locations. After you create or edit a zone, you will need to set the zone to existing locations.

• Technicians can only be assigned to one Main Zone at once. If you want your technicians to be assigned to multiple zones at once, add them from the All Zones menu.

• Optionally, you can configure your Dispatch Board so that each technician's color is determined by the zone they are currently in rather than their assigned zone.

When you create a new zone, you can set its color, name, and each region that the zone supports. If you already divide your business into service areas, you can create them here. You can also name each zone by the city that it services, and add each ZIP Code within the city limits. To add a new zone:

1. Go to the navigation bar and click the Settings icon. In the side panel, click Operations > Zones.

2. Click Add.

3. Enter selections for:

   1. Color—The color of the zone. You see the color of zones on the Dispatch Board and Schedule:

   2. Name—The name of the zone.

   3. ZIP Codes—Each ZIP code that you want to include in the zone,

   4. Business Units—Each BU you want to include in the zone. BUs can be assigned to more than one zone at once.

   5. Service Days Enabled—Whether or not you want this zone to operate only on certain days.Note: Service Days is not compatible with technician timeslots. For more on technician timeslots, see Adjustable Capacity Planning.

4. When finished, click Save.

1. Go to the navigation bar and click Settings. In the side panel, click Operations > Zones.

2. Click Edit for the zone that you would like to change.

3. When you're done making your changes, click Save.

If you service a large territory and only go to particular zones on specific days of the week, you can assign days of the week to zones.

1. Go to the navigation bar and click Settings. In the side panel, click Operations > Zones.

2. Click Edit for the zone to which you would like to assign days of the week.

3. Check Service Days Enabled.

4. Click Service Days, and select service days the zone works during.

   Note: If you enable Service Days but don't select any days of the week, no day of the week is set as the preferred day. CSRs will see a warning whenever they book a job within that zone.

5. When finished, click Save.

Booking a job in a zone with preferred days

After you have set up preferred days within a zone, anywhere a job can be booked, CSRs will see the preferred days for the zone highlighted in blue in the date picker.

If a CSR tries to book a job for a location on a day that is not assigned to that zone, they see an alert, but are able to book the job.

You can remove a zone by deactivating it. Any ZIP Codes or cities in the deactivated zone are not reassigned to your other zones.

1. Go to the navigation bar and click Settings. In the side panel, click Operations > Zones.

2. Click Edit for the zone that you would like to delete.

3. Click Deactivate next to the Save and Cancel buttons.

4. When prompted, click OK to confirm your deactivation.

1. Go to the navigation bar and click Settings. In the side panel, click Operations > Zones.

2. Click Set Zones.

3. When prompted, click Yes to confirm.

You can assign each of your technicians to one Main Zone. You can also assign additional zones to technicians with the All Zones dropdown.

1. Go to the navigation bar and click Settings. In the side panel, click People > Technicians.

2. Click Edit for the technician you would like to assign to a zone.

3. For Main Zone, select a primary zone to assign to the technician.

4. If a technician does work for other zones, add each of them in All Zones.

5. When finished, click Save.

• See Add or edit employee or technician profiles

• See Dispatching