Setting up service areas

Note: 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.