Setting up service areas
This feature is 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:
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1
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Open 11-2 Work Orders/Invoices/Credits. |
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2
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Click the Location tab. |
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3
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On the right side of the window, next to the Service Area drop-down list box, click the detail button. |
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4
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In the Area# cell, enter the area number. |
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5
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In the Description cell, enter a brief statement about the area. |
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6
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Double-click the Dispatch Color cell. |
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7
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Double-click the color you want to use. |
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8
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Repeat steps 4-7 for each service area. |
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9
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On the File menu, click [Save]. |
Note: Both client records and service receivable records use the same table of service areas.