Step by Step:

The application is designed to automatically assign customers to the most efficient quadrant and route based on their postal code to reduce travel time and expenses.


Set up quadrants and routes

Step 1: Create quadrant - A quadrant is a service area or zone. In this step you only name the quadrants.

Step 2: Assign postal codes to a quadrant - Once you've named the quadrants, use the Service Quadrant Post Codes screen (Administration > Service and Delivery > General Setup > Quadrant Postal Codes) to add postal codes to quadrants.

Step 3: Create the routes - Use routes to group one or more quadrants together.


Create a new quadrant name

Step 1: Open the Quadrants tab (Administration > Service and Delivery > General Setup > Quadrant Names).

Step 2: Click Add. The New Service Quadrant screen appears.

Step 3: Quadrant Name - Input the name of the new quadrant. For example, Zone 1, Zone 2, Vancouver, or Portland.

Step 4: Click OK when complete.

Step 5: Once you create the quadrants, use the Service Quadrant Post Codes screen (Administration > Service and Delivery > General Setup > Quadrant Postal Codes) to add postal codes to the quadrant.

 - (optional) Update the Tech Skills Matrix. The new quadrant is automatically added to every tech.


Security Permissions Required

Category

Function

Administration-Service & Delivery

Can Access Service/Delivery Tree Branch