Key benefits

Assisted territory creation

Craft multidimensional territories effortlessly using map-driven tools. Modify boundaries dynamically to include new data points, ensuring inclusivity of assets and work orders in specific areas.

Enhanced visualization

Empower decision-making with a clear visual representation of agents, tasks, and assets. Leverage custom data overlays and an interactive territory map for superior planning and scheduling capabilities.

Optimized resource allocation

Create flexible service territories, minimizing overlaps. Directly assign agents or crews without the need for assignment groups, maximizing efficiency in resource allocation.

Performance analytics and management

Gain valuable insights into your operations with performance analytics. Monitor open work order tasks, agent utilization on work order tasks, and average travel time according to territory through the Field Service Territory Performance Analytics dashboard.

Data security

Choose to have data privacy by limiting work order and work order tasks visibility to the assigned territory for smooth and secure business operations.

Capacity management

Manage capacity for in-house teams and external contractors, defining it in hours or tasks. Address external contractor groups separately, ensuring precise resource allocation based on territories, helping to prevent overloads, and enhancing operational efficiency.

Schedule optimization

Schedule complex multi-territory assignments where an agent might be responsible for multiple territories over a longer batch processing period. Assign tasks to agents whether they’re primary or secondary members of a single or multiple territories.

The following screenshot highlights data items and a contextual side panel. Selecting a co-located map marker displays detailed asset information, ensuring seamless territory management.