Let's discover more about them!
Geographical Areas are set up against Customers, Sites and Engineers, these are a great way to help when scheduling work, they are also known as Sales Areas.
You can filter by Geographical Area when issuing a job. This function allows you to view the area about your Customers and Sites, comparing it with the areas assigned to Engineers thus displaying only those that match.
Let's get Started!
Creating a Geographical Area
You can create new Geographical Areas within the Customer or Site records. These can also be managed via Engineers.
Within the Customer record, set up a new Geographical Area.
Click on the ellipses (...)
Click on the +Add button to add a new Geographical area or select one that has previously been set up.
Complete the Area name and Description as required.
Click Save.
From the Site record, the process is the same as the Customer.
Click on the ellipses (...)
Engineer Areas Covered
You can set geographical areas by managing an engineer record.
Go to the Systems Setting cog and select Engineers.
Then, select the Engineer record and click the Edit icon via the Action Tray.
Scroll down to the Skills and Area Covered section and expand the section.
You will find Geographical Areas on the right-hand side. This area has a list of all the current locations saved.
To create a new one:
Click on the +Add button.
Add the new Geographical Area by giving it an area code and description.
When you are happy, click on the Action Tray and click the tick to Save.
Edit or remove a Geographical Area.
So, in the system, you can also remove any Geographical areas created.
To do this, you have to:
Navigate to any Customer, Site or Engineer record and click Edit.
Once you are in, scroll down to the Skills and Area Covered section.
Select the locations you want to remove.
Once you have made your selection, click the delete icon via the Action Tray.
System
Filter Engineer by Geographical Area
Use this checkbox to allow filtering.
Scheduling and Issuing Jobs based on Geographic Area/s
From the scheduler, you can also schedule and issue jobs according to an engineer's set location.
Across the top of the diary, click the My Engineers button.
You can change the Search Criteria and Enter a keyword based on the Geographic Areas you have set up in Service Geeni.
Select the Geographic Area.
Finally, Select Engineer/s from that area and click Select to confirm.
Congrats! You have allocated an engineer to a job based on their geographic area.