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:

  1. Open 3-6 Receivable Clients.
  2. Click the Sales and Marketing tab.
  3. For each service area:
    1. Next to the Area text box, click the detail button.
    2. In the Area# text box, enter the area number.
    3. In the Description text box, enter a brief statement about the area.
    4. Double-click the Dispatch Color text box.
    5. Double-click the color you want to use.
  4. Click File > Save.

Note: Both client records and service receivable records use the same table of service areas.