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Setting up service contract types
Entering the service locations for clients
Setting up client service areas based on regions
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.
To set up a list of client service areas:
- Open 3-6 Receivable Clients.
- Click the Sales and Marketing tab.
- For each service area:
- Next to the Area text box, click the detail button.
- In the Area# text box, enter the area number.
- In the Description text box, enter a brief statement about the area.
- Double-click the Dispatch Color text box.
- Double-click the color you want to use.
- Click > .
Note: Both client records and service receivable records use the same table of service areas.