Setting Up Service Areas

We've improved how Umbrava enables users to manage a Vendor's Service Area, ensuring work assignments align with geographic areas of coverage. Additionally, new Dispatch Points allow users to select addresses from which a vendor's technicians are dispatched from or for their business locations. 

The 'Service Areas' tab on your Company Profile allows you to manage these settings (to update your Vendors' Service Areas, follow the same steps below from the Vendor Profile).

Setting Up My Service Areas:

Setting up Service Areas allows you to select a geographic area your company services using predefined levels 

(i.e. Township, County, State, Country.)  This information is used when a client is dispatching work, allowing them to filter to only vendors servicing the work's location.

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/logo in the top of the page right to open the Company Profile.
   
2. Select the Service Areas tab on the left navigation bar to see the Service Areas already selected (use the View All button at the bottom of the list or zoom out to see all areas available).
   
3. Service Areas can be selected/deselected from the map or list - each updating the other - so selections are kept in sync :
   1. From the Map: 
      1. Single click to select/deselect
      2. Double click to drill down to the next available level 

   2. From the List: 

      1. Use the checkbox to select an entire level 

      2. Use the > button to drill down to the next available level 

      3. Fully selected areas appear with a check, while those partially selected appear with a dash

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 right 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.

Setting up Dispatch Points

Setting up Dispatch Points allows you to add addresses from which your technicians are dispatched and/or your 

businesses locations. This information is used when a client is dispatching work, allowing them to filter by the 

distance between the dispatch point and the work's location.

1. Click the 'Dispatch Points' button in the top left corner of the map.
2. The Dispatch Points modal allows you to add complete addresses, as well as view/remove selections.
   
3. Dispatch Points are depicted on the map and display the address on hover.

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.