How Would I Use Areas?

Modified on Sat, 12 Nov, 2022 at 6:06 PM

An Area is often defined as a geographic region or sub-region within your overall service area. Many companies define Areas by zip/post codes, town names or N, S, E, W of a city center for the area they service. Some clients also use it to group regions managed by different team members. However, you have the ability to customize Areas for your company.

Areas are used to help you do the following:

Identify clients in different geographical Areas or those managed by specific team members.
Filter your Schedule by client area.
Filter your Schedule by staff area.
Assign areas to staff so that you can view your schedule by Staff Area.
Assign areas to clients so that you can view your schedule by Client Area.
Invoice by Client Area.
Segment Revenue by Area in most of the Reports.
View and email your clients by Area Type.

Tip: Areas are a filter option in many of the Reports. You can also filter the Schedule by Area, Invoices by Area and filter Client Searches by Area.

Note: You can also set Staff to a Staff Area.

How Would I Use Areas?

Navigation: Admin > Supporting Data > Areas

Case Use:

Your business is located in a rural area, so staff have to drive far to visit clients.
The center of your service area is Willow Creek.
You have clients on the NE side of the river so it makes sense for one staff member to care for them, and another group of clients on the SW side of the river.
So you create an "Area" called "NE Willow Creek" and one called "SW Willow Creek", you tag all clients that live in each area with the proper Area as well as the staff. You will see their Area on the Schedule and in their Client Account, so you can easily group new service requests from clients in that area to a staff member in that area.