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Service Areas
Spectora Advanced: Service Areas
Spectora Advanced: Service Areas

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

Support Team avatar
Written by Support Team
Updated over a week ago

Part of Spectora Advanced, Service Areas allow you to set up boundaries on 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.

Enabling Service Areas

Once you've set up Spectora Advanced, you're ready to utilize the Service Areas feature. Enabling is quick and easy! In this section, you'll see how to enable Service Areas.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Advanced Tools"

  3. Click "Enable Service Areas"

  4. Click "Set Up Boundaries" on the right

Now you're ready to create your Service Areas!

Drawing Your Service Areas

When creating your Service Areas, you'll be prompted to draw the preferred area on the digital map. This creates a boundary for your inspector to work in and keeps them from being scheduled outside of that boundary. In this section, we'll go over how to create and draw your Service Areas.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Once you've enabled Service Areas, you'll be redirected to your "Availability" page

  2. Click "Service Areas"

  3. Click "New Service Area" to create a new boundary

  4. Name your service area - You can use county names, cities, or anything else you'd like

  5. Click "Draw Service Area"

  6. Draw your area on the map - Click to drop pins around your area to create an enclosed space

  7. Click "Save"

  8. To set up multiple areas, repeat the steps. You'll see all of your areas in the dropdown menu

Here's a small video on how to draw on the map:

πŸ”΄ Note: 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 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 or feedback, write into our chat bubble or email!

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