Working with 11-Service Receivables > 11-2 Work Orders, Invoices, & Credits > Service Routes and Contracts > Setting up service areas

Setting up service areas

Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.

Some service companies dispatch technicians based on geographic regions. You can assign a service area to a record. On 11-3 Dispatch Board, Sage 100 Contractor uses the color of the service area assigned to the record.

To set up service areas:

1 Open 11-2 Work Orders/Invoices/Credits.
2 Click the Location tab.
3 On the right side of the window, next to the Service Area drop-down list box, click the detail button.
4 In the Area# cell, enter the area number.
5 In the Description cell, enter a brief statement about the area.
6 Double-click the Dispatch Color cell.
7 Double-click the color you want to use.
8 Repeat steps 4-7 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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More resources

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.

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