Managing the reaches of your expanding business can be taken care of with the ability to record the areas on a region-basis and tagging your team members with regions they prefer to work in.

Just fill in the regions (and the sub-regions) and link your workforce with their preferences.
With that, you would significantly reduce your time during job assignment when sorting out who is more likely to reach the customer location faster.

This article discusses some of the common activities when adding and managing trades:

  • Add regions
  • Tag your workforce with their preferred regions
  • Assign your workforce based on regions

Add regions

STEP 1 Go to the Settings page.

STEP 2 Open the Regions Manager.

STEP 3 Open the creation wizard to add a region and specify its secondary/sub-category regions to precisely distinguish the working preferences of your technicians.

Tag your workforce with their preferred regions

STEP 1 After you have added regions, go to the Workforce tab and select the team member.

STEP 2 In the Work Regions field, select from the list of regions as were recorded in Settings > Regions tab.

You may also select the Restrict access to assigned work regions option to further enforce this team member to view only jobs and assets that are strictly within the selected regions.

The team member is now tagged with the preferred regions.

Assign your workforce based on regions

STEP 1 After you have added regions and tagged them to your team, select a job to assign to your workforce.

STEP 2 Select from the list of technicians, check the regions specified under them and assign accordingly.

In the example above, the two members of your workforce are from the same region as where the job is.

At any time, you can choose to see the full list of all the members of your workforce irrespective of the region restrictions. Just click IGNORE ASSIGNEE REQUIREMENTS and Assign as usual.

If you want to go back to seeing the filtered suggestions, turn ON the Match Regions filter.

You can also assign technicians based on their trade skills. To know more, read Configure Trades and Apply on Jobs.

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