Creating geographies
Create geographies and assign them to territories to efficiently schedule and assign the most appropriate agents and crews for work order tasks.
You can create three types of geographies for a territory. Understanding the importance of each type is vital for managing territories effectively.
- GeoJSON: GeoJSON geography type lets you import a GeoJSON file or draw the boundaries using shapes like polygons or circles in the map. It's special because it helps visualize territories on a map and is essential for making sure tasks are assigned to the right places. So, it's like a map tool that ensures work orders or tasks are matched accurately to specific geographic areas.
- Matching attributes: Define a geography based on certain characteristics such as city, state, country, or ZIP code. For example, you can create a territory that includes all tasks in a particular city or within a specific ZIP code range. Matching attributes provide a precise and criteria-based method for outlining territories without the need for visual mapping.
- Composite geography: Define a composite geography by combining or amalgamating different geographies into a single, comprehensive geography. This allows you to create a larger geography that encompasses the combined areas of several smaller geographies.