Visual Grouping

Summary

The purpose of Visual Grouping is to divide customers into different routing groups based on either Preferred Technician or Region. All of the customers within each group will always be routed together. Assigning customers to areas with Visual Grouping makes it super easy to efficiently optimize routes later on with Intelligent Routing.

Preferred Technician or Route Region

With Visual Grouping, you can assign customers to either a Preferred Technician or a Routing Region.

When you choose to group customers by a preferred technician, the technician will be assigned to each customer within that area. This is great for companies that want to ensure one technician is servicing a customer every single time. Only active technician users will be available in Visual Grouping.

Routing by region will allow you to group customers within a general area. Your regions are created in Admin > Preferences > Customer Preferences > Route Regions. Regions are assigned in the same way that you assign preferred technicians.

Drawing Borders and Assigning Areas

To assign subscriptions, first, click on the technician or region that you want to assign in the list on the left side of the page, then click the polygon tool. From there, you can click to draw each corner of the area for that technician. Clicking on the starting point again will finish drawing the area. At that point, you can drag the corners to reshape or click on the dot between 2 corners to add a new one. Make sure to click the Save button after any changes you want to keep.

Filtering Visual Grouping Results

The filters in Visual Grouping are the same as the filters in the Job Pool. Setting your parameters will cause customers to appear or disappear from the map. Once your filters have been selected press Refresh to apply them.

• Scheduling: Include or exclude currently-scheduled Customers
  • Exclude Currently Scheduled Customers
  • Include Currently Scheduled Customers (pending appointments)
• Use Due Between Default = Yes, toggle to No
• Include Customers with Special Requests: Shows all results regardless of any requests listed on the Special Scheduling field on the Customer Card Infotab
  • ONLY Customers with Special Requests: Shows only those with Special Requests
  • Exclude Customers with Special Requests: Filters out all Customers with Special Requests
• Show pre-planned: Default = Include Customers Intelligent Routing has already been placed on a pre-planned route but has not yet been scheduled. Toggle to exclude this group. NOTE: If Customers on pre-planned routes are scheduled here they are then removed from those pre-planned routes.
• Exclude One Time Services: Default = Exclude any non-repeating subscription stops, drop-down options:
  • Include One Time Services
  • Only One Time Services
• Due Between: These fields allow you to filter by customers that have a service due between a specific date range.
• Follow-up Due Between Start and End Dates that allow Follow-up appointments with a different date range to be included in the search results. Overrides the Include Follow-up Services field setting.
• Customer: Multiple parameters are available to narrow the results based on the information provided on the Info tab in the Customer Cards.
  • Map Pages: Limit results to specific Map Pages using Map Page Codes
  • Zip Codes: Limit results to specific Zip Codes
  • Select Cities: (see below) Limit to Customers in specific cities
  • Include/Exclude/ONLY Potential Customers
  • Include/Exclude/ONLY Followup Services
  • Exclude/Include Pending Cancels
  • All/Residential only/Commercial Only Properties
• Balance: The Balance row will be considering the balance on the customer’s account. If you do not schedule customers that owe a previous balance, utilize the Balancesection to filter those customers out. You can exclude balances or account ages greater than the desired value.
  • Balance is <=: Specify the Account Balance upper limit
  • Age is <=: Specify the age of the account balance upper limit in days
• Service Types: Include or exclude a list of specific Service Types in the results
• Preferred: Filter results further by:
  • Preferred Tech: Specify those Customers preferring a particular technician
  • Preferred Day: Specify Customers who have a specific day of the week request
  • Filter by Region: Limit to neighborhood, county, etc.
• Customer Flags: Provide any Customer Flags to specifically include or exclude
• Subscription Flags: Provide any Subscription Flags to specifically include or exclude
• Measurement: Use for Dynamically Priced, measurement-based Service Types, allows the inclusion or exclusion of these based on square feet or linear feet measurements.
  • Include Measured and Non-Measured Services: Default setting
  • Only Non-Measured Services: Excludes all measurement-based services
  • Only Measured Services: Exclude all non-measurement-based services
  • Only SF Measured Services: Limit to only those measurement-based services in square feet
  • Only LF Measured Services: Limit to only those measurement-based services in linear feet
• Service Category: Filter results for specific Categories of Service Type, such as Lawn or Pest
• Skills: Filter customers based on the required skills for their services.

Once the filters have been set, select Refresh to update the results.

Things to Remember with Borders

• Borders will be drawn for the active technician / region.
• New borders will be drawn for the filtered service types or will be a Global border if none are selected.
• Borders of the same service type cannot overlap.
• Specific service type borders take precedence over global borders when assigning subscriptions.
• Delete border button (trash can icon) deletes the currently selected border.
  • Click on border to select
  • Click on a technician to select all technician’s borders
• When editing / deleting borders, only subscriptions previously inside the border will be reassigned