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Service Areas
How to set up Service Areas for your inspectors
How to set up Service Areas for your inspectors

If your inspectors only work in certain geographic areas, you can set up Service Areas so your Online Scheduler assigns the right inspector.

Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Part of Spectora Advanced, Service Areas allows you to set up boundaries where each inspector performs inspections. This is useful when you operate over a large geographic area or are trying to optimize efficiency for multiple inspectors.

Enable Service Areas

Pop into Settings > Advanced Tools and enable Service Areas:

Drawing Your Service Areas

Visit your Availability page (the same place you set your hours):

Select "Service Areas" in the top right corner.

Once clicked, you'll see a map that allows you to draw the boundaries of the Service Area.

Click "Draw Service Area" to enable drawing mode and click on the map to add another vertex:

Note that multiple polygons can be used (if the inspector works in two disjointed areas), and you can also edit or remove existing polygons:

Note that if you enable Service Areas but leave a map blank the inspector can be scheduled for inspections anywhere!

Applying Service Areas

Once your Service Areas are drawn, select an inspector and choose which service area to apply to each day of the week.

This can be the same service area, or a different one for inspectors who work across multiple cities or areas throughout the week.

Service Areas in Effect

When scheduling your own inspections, you will now see warnings if the assigned inspector(s) are outside their service area.

Internally these can be ignored and scheduled past if desired.

Within the Online Schedule, the available time slots and inspectors displayed will only include those where the inspector is within their service area:

This ensures that an inspector with a defined service area is never scheduled for an inspection outside of it!

If you have any questions on this, or other parts of Spectora, write into our chat bubble or email!

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