Whereas many systems resort to zip code lists to define technician routes, Clypboard provides a powerful territory drawing tool that allows you to define exactly where your technicians and outside sales works.
You can select specific Regions/Branches:
For more specific organization, click on the "All Users" button, where you can organize territories in specific tags and branch types.
Users are organized by tags
Users can organize territory tags by branch type which are as follows:
- General
- Termite
- Multi-Housing
- Wildlife
- Commercial
- Birds
- Bats
- Weeds
- Landscape
- Irrigation
- Office
- Sales
- Snow
This ensures that for any customer location, the CSR knows exactly who the technician or outside sales rep is:
