Creating and Managing Regions

ServiceTrade provides admin users with Enterprise subscriptions with the ability to define geographical regions to assist with dividing your jobs.

This article will walk you through creating these regions in your account.

Prerequisites

• Must have an Enterprise Subscription.
• Must be an Admin User.

Video Walkthrough

Creating a New Region

1. While logged in as an admin user, click your profile image on the navigation bar.
2. Next, click on Account Settings.
3. Click the Offices accordion bar to expand the menu.
4. Click the button labeled Manage Offices & Regions.
   
   On the new page that appears, a map will be displayed that presents a breakdown of your offices.
   
5. To add a new region, click the add link under the office responsible for that region.
   
6. A shape is then added to the displayed map region, which can then be edited by dragging the points of the shape in various directions.
   
7. Clicking on any grey circles between the points of your shape will create a new editable section of the region, allowing you to change the shape to exactly fit your needs.
   • The shape itself can also be customized via the use of labels, colors, and selecting applicable offices.
     
8. Click Save.

You can now use your newly created region when interacting with various searches within ServiceTrade.

Managing Regions

Updating Regions

1. While logged in as an admin user, click your profile image on the navigation bar.
2. Next, click on Account Settings.
3. Click the Offices accordion bar to expand the menu.
4. Click the button labeled Manage Offices & Regions.
   
   On the new page that appears, a map will be displayed that presents a breakdown of your offices.
5. To edit an existing region, click the cog wheels icon under the region.
   
6. You can now edit the region's shape by dragging the points of the shape in various directions.
7. Clicking on any grey circles between the points of your shape will create a new editable section of the region, allowing you to change the shape to exactly fit your needs.
   • The shape itself can also be customized via the use of labels, colors, and selecting applicable offices.
     
8. Click Save.

Deleting Regions

1. While logged in as an admin user, click your profile image on the navigation bar.
2. Next, click on Account Settings.
3. Click the Offices accordion bar to expand the menu.
4. Click the button labeled Manage Offices & Regions.
   
   On the new page that appears, a map will be displayed that presents a breakdown of your offices.
5. To edit an existing region, click the cog wheels icon under the region.
   
6. In the Region Details section that appears, click the trash can button.
   

Searching by Region

You can utilize Regions as a search parameter on the following searches:

• Jobs List Page
• Location List Page
• Dispatch Page
• Schedule Page
• Service Opportunities Page
• Quotes List Page
• Deficiencies List Page