Setting Up Service Areas

We've improved the way that Umbrava handles Service Areas to properly show what areas your vendors service, ensuring that your facilities are covered.

Setting Up My Service Areas:

Your Company Profile has a tab called 'Service Areas' that allows you to set where your company services. This information is used when a client is dispatching work to a vendor to make sure that the vendor services their location when sending over a Purchase Order.

Here is a link to the tab: https://app.umbrava.com/company/service-areas.

Follow these steps to be able to set up your companies information. To update your vendors Service Areas, you can follow the same steps except from the Vendor's profile.

1. Click the building icon in the top right of the web app to go to the Company Profile.
   
2. Select the Service Area section on the left navigation bar to open the Service Areas map.
   
3. Single click to select an area, or double click to drill into the country/state/county to see the next, deeper level.
4. Fully selected areas will be filled with a solid blue, and partially selected areas will have striping to show that your company services some of the region.
   Please note that townships and other level 1 admin areas cannot be partially selected.

The top left of the map has 2 arrow icons to undo/redo any actions taken within the session.
You can also zoom in/out with the +/- buttons on the bottom right of the map.

Service Area Lists

To the left of the map is a list of all of your selected locations. The list will show all areas within the partially selected areas that you have selected as well.

At the bottom of the list is the option to 'View All' which will only show the areas that are in the zoom level of the map. Selecting 'View All' will switch the option back to 'View Selected' to return to the original list.

1. Click on the options in the list to select the location as a service location.
2. Any area that was selected on the map will also be selected in the list.
3. Click an arrow next to an area in the list to zoom in and see the subareas of that area.
   
4. The left arrow at the top of the list will zoom out when available.

Setting up Dispatch Points

Dispatch points are used to calculate distance from the work's location the client has dispatched you to. These should be the addresses that your technicians are based out of when leaving to do work, or other sites your company may use.

1. Set your Dispatch Points by clicking the 'Dispatch Points' button in the top right corner of the map.
2. Input full addresses into the address field to add a new dispatch point.
   

Permissions:

For Self:

Company Profile → Manage Profile

For your Vendors:

Vendor Profile → Manage Profile

1. Also depends on vendors ownership of own profile. Independent vendors cannot have their service area edited by a client.