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Set up Service Territories and Organize Locations with Zuper’s Organization and Properties

Field Service

When you are in the business of sales, whether it be goods or services, it can be tough to know where to start. You want to cover the most ground possible, but also don’t want your service teams to feel unorganized or scattered, leading to missed opportunities or unhappy customers.

Organizing your field service properties and locations can help you map out your territories more effectively. When you have a smaller geographical area to focus on, it becomes easier to identify potential customers, market your product or service more effectively, and measure results.

But first, let’s cover the basics of how service area organization works.

Organization and Properties in Zuper

With Zuper’s new Custom Organizations and Properties module, you can easily create, edit, and manage company details and service location information.

What is a Property?

A property is a geographic region, asset, or collection of assets that a customer owns or occupies. A property could be an office building, a retail store, an apartment complex, or a group of homes. Mapping property information aims to minimize travel time and create manageable territories for your field service technicians.

Property

What is an Organization?

An organization represents a company, agency, or other entity that you do business with. An organization might be a utility company, a manufacturer, or a government agency.

Each organization has a unique identifier, such as a name or code, associated with one or more properties.

Organizations are typically large groups that have many properties associated with them. For example, a university might be an organization that has multiple campuses (properties) around the state. Or a franchisee might be an organization with multiple stores (properties) in a city.

Organization

Benefits of Using Zuper’s Custom Organizations and Properties Module

With custom Organizations and Properties, you can view the big picture of your operations while still focusing on the details of each territory and making the necessary changes to improve productivity.

After associating customers with an organization and mapping their properties, you can:

  • Create a job/quote/invoice for the organization without any hassle.
  • Create, edit, and manage company details and service location information with ease.
  • Track the customer’s property and the service maintenance done by the technician.
  • Create sales territories and organize service markets.
  • Assign field service technicians to particular regions with the right assets.
  • Minimize travel time and maximize productivity.
  • Find customers respond better to a service representative familiar with their geographical area.

You can also minimize travel time and maximize productivity by ensuring each team technician is assigned to a particular territory with the right assets. And ultimately, find your customers respond better to a service representative familiar with their area.

Service Territory Management

Final Thoughts

An effective service territory design can be the difference between well-organized, cohesive, successful sales efforts and inefficient, scattershot wastes of resources.

With Zuper your teams can break down the geographical area into manageable chunks and work on building relationships with customers in those areas. As a result, you will be able to increase your customer base and sales numbers.

To learn more about Zuper and how it can help you run your business more effectively, please schedule a demo with one of our specialists. We would be happy to show you how our solution can help you streamline your operations and grow your business.

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