Regions and Route Optimization

Regions represent the physical locations where properties are located. Properties in similar locations should be assigned to the same color-coded Region. Each property needs an assigned region. This will make visually filtering and scheduling tasks a snap on the Master and Scheduling Calendar.    

Tip: Go to Scheduling Calander Help Page to view how regions are used to visually schedule staff.

Add Regions

  1. Go to Setup --> Regions; Add Region  

Regions represent the physical locations your properties are in. For example, if your properties are all in one building your regions might be top floor and ground floor.  If you are in a coastal town your regions might be Beach, Highland Ridge, and Swamp.

Tip: Open the Regions page in a new tab so you can listen to the Regions Help Video and work simultaneously. Businesses with less than 20 properties should have a maximum of 3-4 regions. Businesses with more than 50 properties can group Regions into Region Groups.

  1. Select a color for each region from the color pallet provided or in the Find More Here link to see more color options. 

Tip: When choosing Region colors avoid reds and yellows and colors that are too bright or too light. The Region color will also be indicated in a small circle on the Staff Dashboard for Tasks within that Region.

  1. Copy the hex code associated with the color and paste it into the Color field box.

  2. Review the Time Zone field and make sure it is set correctly for the region.
  3. Set up all regions then FIlter by Region Group to Sort by filtering regions -->Search 
  4. Select a Sort Order for the regions.  
Tip: Select a Sort Order based on the most efficient way to drive through the properties. This sort will affect the order properties appear on the Master and Scheduling Calendars and on the Staff Dashboards.  

  1. Set up and Assign Properties to Regions Setup --> Properties Bulk edit is available at the top of this page 

  2.  Sort properties within each Region for route optimization Setup --> Regions choose active properties under the Region name and Re-sort the Properties in an  appropriate order for your Staff when driving to and through the properties

  3. Review the Scheduling Calendar and your Master Calendar to view how your Regions appear

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