Service Territory Members
- Matt Romeo
Analytics
Service Resources are added to one primary Service Territory via the Service Territory Members relationship - this record will identify the home location of the Service Resource and also helps to facilitate scheduling when Service Territories are used in the policies.
See the important attributes to add to the Service Territory Member record in the table below.
Attribute | Description |
Service Resource | Links the record to the related Service Resource. |
Service Territory | Links the record to the related Service Territory. |
Territory Type | Selected as Primary for the main Service Territory that the Service Resource is associated with.
Other Service Territories can be added but it’s not essential for the Service Resource to work in those territories. |
Address | Defines the home location of the Service Resource. |
Operating Hours | Defines the Operating Hours of the Service Resource in this specific territory, this will be inherited through the standard operating hours on the Service Territory if it’s left blank. |
Start Date | The date that the Service Resource started working in this Service Territory. |
End Date | The date that the Service Resource ended working in this Service Territory - this will remove them from the scheduling processes if the date is in the past. |