Service Areas are a required part of Smart Scheduling. They represent geographical areas served by a technician. The Smart Scheduler will consider the technician for jobs at Customer Locations within the Service Areas to which he or she is assigned.
Things to note:
Technicians will not receive jobs from the Smart Scheduler unless they are assigned to at least one Service Area
Technicians will not be sent to jobs outside their Service Areas
Jobs that do not fall inside at least one Service Area will not be serviced by the Smart Scheduler
Service Areas can overlap
There are two ways to create Service Areas: via the map view in the Scheduler Settings area, or upload via the FieldAware API.
To get up and running, it’s fine to create a simple rectangular Service Area as shown below.
Make sure to make the rectangle big enough to cover the whole territory served by the business.
For businesses with more complex requirements, detailed Service Areas might be needed.
The boundary might follow ZIP codes, county or state lines, etc. These can be drawn on the map or uploaded via the FieldAware API.
Assigning Technicians to Service Areas
Technicians must be assigned to Service Areas. This is done via the User Record, as shown in Fig. 7. Technicians can be assigned to more than one Service Area.
Note: The Smart Scheduler automatically detects the Service Area(s) in which jobs are located. It is not necessary to assign Customer Locations to Service Areas.
