Preferred Service Provider
How to Add a Service Provider to a Property that is Outside of an Assigned Territory / Zip Code
Managing a service provider based on service territories can be actioned from the company, portfolio, or even property level.
It is encouraged to assign service provider territory/zip code(s) when you do not want a service provider outside the property’s territory/zip code to be contacted when a work order comes in. Otherwise, a service provider can be dispatched to all jobs regardless of their location based on service provider prioritization and configuration.
However on this help guide, if you have a property that is not in a service provider’s assigned territory/zip code but wishes to be assigned on a work order moving forward, you can follow this help guide to add them to your service provider’s territory on a property level only. This action will not affect the company and portfolio level setup.
From your dashboard, click on Places then Properties.
From the Property Page, you can Search the property or Select it from the list.
Once you are on the property page, click on the Service Providers tab.
Now under the Categories & Priorities, click the Dropdown of the corresponding skill/categories and select + Include Service Provider.
You may now choose the service provider you’d like to add to the property by clicking + Include beside its name.
And since the property is outside the service provider’s territory, click **Continue **to allow the changes.
Then a new pop-up box will appear that will allow you to filter specific skills of the service provider.
To finish the configuration, click on Save.
