FieldInsight as a regions functionality. Regions allow you to group suburbs/areas together and allocate staff to it. Eg: Western, Eastern, Northern, CBD, Southern.
This works really well if you have staff that live all over the city and makes sense from an allocation perspective not to send a tech from the west all the way to the outer east if you have a tech whom lives in that area.
To add regions
Navigate to Settings > Customer > Regions
2. To add a new Region, in your list of Regions > Click on +Region
Then type a name for your region (Eg: Eastern Suburbs) and click Create.
3. Type in a post code by clicking on +Postcode
For eg: Let's say we want to put Kensington, so we'll take 2033 as an example here.
Once entered, it will show on the regions section like this - and the system automatically detects the area based on the Postcode and shows it on the map.
4. You can also add areas by clicking on the map.
5. Once you click on Add > The region is automatically saved.
6. To add more simply follow the above steps or to remove a region > simply click on the red X icon next to its name.
You can now add staff to the appropriate region via the Staff tab.
Under Settings > go to Business > Staff > Active > then select the staff you wish to add to the region
Remember to click on Save staff at the bottom of the page.