Creating a Zone

You can create new zones A user-defined geographic territory. Zones enable you to strategically associate teams of employees in a particular zone with customers in the same zone to facilitate easy and efficient dispatching. from the Zone Manager.

  1. Select Tools > Lists > Zone Management or press CTRL+F6. The Zone Manager dialog box appears.

  2. Click New Zone or select Edit > New Zone. A new line appears in the zone list.

  3. Type a name for the zone in the Zone field.

Tip:
It is usually a good idea to make your Zone name as short as possible. A shorter name will be able to be more easily deciphered if you use the Short Dispatch Job Line Format, which only displays the Zone's first five letters on the Dispatch Board. (See the Defining Dispatch Board Options section for more.) For example, if one of your zones covers Northeast Houston, you could use the zone name "NEHou".

  1. If necessary, select a zone price A method of controlling the pricing of products and services based on location. group for the zone from the Zone Pricing drop-down list. For more on Zone Pricing, see the Using Zone Pricing section.

  2. Deselect the Active check box if you do not want this zone to appear on the zone drop-down lists throughout ServiceCEO.

Note:
The Active check box for each zone is selected by default, meaning that it will appear on all customer and/or employee records. Deselecting the Active check box for existing list items will remove the list item for future records but keep it for those customer and/or employee records that are already using this item.

  1. Edit or define a zone's description by typing a short definition in the appropriate Description field.

  2. Click Close. The Optional Updates dialog box appears. See the Optional Updates section, above.

Back to: The Zone Manager

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