When you first create a Fieldd account we automatically create a City and Zone to get you started. From here you can create your own cities and operational zones based on physical addresses or by drawing on the map.
Cities: The city tool is where you can assign the tax rate for your city, town, state or province(s). For our customers operating an interstate or franchise business, this feature is for you as it allows you to change the tax rate depending on each individual place's rates. Note that these locations can operate separately form one another.
Zones: The zone tool is where you can determine your staff’s working zones offered to your customers.
A city can have multiple working zones within it and these zones can be overlapped on the map to create intelligent operational routes to optimize your bookings as well as staff travel patterns.
City (Austin) & with an operation zone (60 minute drive around Austin CBD):
A city ( Austin) with multiple operational zones:
Dividing your zones into smaller zones is a great way to offer full city coverage, while reducing drive time for each worker.
How to create a new City?
Open your account Settings.
Select Service Areas.
Click + City.
You will be prompted to enter a city by searching the city and adding a tax or multiple tax rates
Save.
How to create a new Zone?
Within the Service Area tab
Click the + button to add a zone
Add an address from the Google drop down
Name your zone (This is the name staff will be allocated to)
Decide your travel time within the zone
Build
At this point you will see an editable zone. To edit, drag the zone to suit
Save
Assigning staff to an operational zone?
Click the People icon on the left navigation bar
Click the staff member's name to open their staff card
Select 'Service Area'
Ensure you have added a city and a zone
Save
You can also allow staff to operate over multiple zones. To do this, follow the instructions below.
Toggle “Single" off
Multiple zones will appear
Choose which city and zone your staff member works on and which days of the week
Save
Can I add a worker to more than one zone?
Yes you can.
Does the worker work in a different zone different says of the week? if they work in a different zone, on different days of the week select the option 'Dynamic'
Does the worker work in more than one zone every day? If yes, add more than one zone to the option 'Fixed'
I created Zones but my customers can't book?
If the zone does not have a worker assigned to it your customers will not be able to book a service in that area! If you have more zones than staff then think about modifying your service areas to accommodate the zones.