How to create a new service territory and overlay a service territory on Zuper Web App?

Create a new service territory:

Service Territory is more like a location range from which a team of employees works on jobs within that territory.  You can create a new territory, edit or delete a territory. 

Navigation: Settings --> Other Settings --> Service Territory

1. Select the "Settings" module from the left panel, and under the "Other Settings," select "Service Territory."

2. Select "+ New Territory" to add the new region. 

3. Enter the following details to create a new service territory:

i) Territory Name - Enter the name of the region.

ii) Territory Color - Choose a unique color for the region. 

iii) Territory Description - Enter the description of the region. 

iv) Assign to teams - Choose the teams for the region. 

v) Territory Type:

   a. Zipcodes - Enter the list of Zipcodes. 

   b. Geo-radius - Mention the radius from the location. 

   c. Geo-fence - You can draw or map the region on the map. 

Select the "Save Service Territory" button to create a new region. 

4. Click the "Create" button to confirm the region creation. 

5. A new service territory is created successfully. 

6. You can "Edit Service Territory" or "Deactivate Territory" by selecting the buttons. 

Overlay Service Territory

You can overlay a service territory that you already created from the settings. 

Navigation: Maps --> Settings --> Overlay Service Territory

1. Select the "Maps" module from the left panel, and under the settings, choose "Overlay Service Territory."

The service territories are the range of local locations where employees can start the service for the day. You can track the jobs from the map for a particular region created. 

• Related Articles

• How to create a new service territory in the Zuper web app?

  Zuper’s Service Territory simplifies planning and managing service regions, especially when dealing with large geographic areas. By dividing and controlling regions, you can ensure that your teams are strategically allocated to handle jobs within ...

• How to create & manage Service Tasks?

  Our Zuper’s new feature, Service Tasks, helps the field executives complete each service task mapped to the jobs. Service tasks are used to create process steps, or checklists, for the field technician to follow when completing a work order and can ...

• How to create a new Job in the V2 Zuper Web App?

  Our new feature allows you to create customized jobs for specific organizations or customers, ensuring that business-to-business related work orders are efficiently created with all the necessary details and properties. This feature is especially ...

• How to create a new AR (Account Receivable) invoice in the Zuper web app

  An invoice is an accounting document that a field service business sends to its clients to request payment for the services rendered. Navigation: Accounting --> Invoices --> + New Invoice 1. Select the “Invoices” icon from the left navigation menu ...

• Detailed overview of users, scheduler, and map layouts in dispatch board

  In addition to the dispatcher queue, the dispatch board includes several other interconnected layouts: Users, Scheduler and Map. These layouts work together seamlessly to provide a comprehensive view of operations and enhance the efficiency of task ...