Setting up Engineer Zones

This article will show you how to create zones for your engineers, which will help you filter the right engineers for jobs.

Zones refer to the area the engineer is allowed to work in from a certain point. This could be the office, the engineer’s home or a chosen location.

Setting up zones

First, go to Settings > Staff.

Next, select the engineer and go to the ‘Zone/Skills’ tab.

Now, select the location and the zone radius. The location can be the engineer’s ‘Home’, ‘Office’ or any location point you choose by selecting ‘Other’. Then select the number of miles you wish that engineer to work within by putting the miles in the ‘Zone Radius’ box.

Once you’re happy with the location choice, click ‘Save’.

Using zones on the engineer schedule

By default, when adding an engineer to a job the assistant will be enabled, which includes zones. However, you can take the zone filter off if needed.

To do this, untick ‘Engineer zones’ in the assistant drop-down as shown below.