Some service companies dispatch technicians based on geographic regions. In the Service Areas window, you can set up a list of the different areas in which your clients are based.
| 1 | Open 3-6 Receivable Clients. |
| 2 | Click the Sales and Marketing tab. |
| 3 | Next to the Area text box, click the detail button. |
| 4 | In the Area# text box, enter the area number. |
| 5 | In the Description text box, enter a brief statement about the area. |
| 6 | Double-click the Dispatch Color text box. |
| 7 | Double-click the color you want to use. |
| 8 | Repeat steps 3–7 for each service area. |
| 9 | On the File menu, click Save. |
Note: Both client records and service receivable records use the same table of service areas.
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Setting up service contract types Entering the service locations for clients |
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.