Add a Territory

Territories define the geographic areas where your business provides service. By creating territories in ServiceCore, you can quickly see whether a customer’s location falls within your service area and organize your schedule more efficiently.

Territories also help dispatchers visualize work across different regions. Jobs are color-coded based on the territory where the job site is located, making it easier to group work, assign drivers, and build efficient routes on the Schedule page.

Before You Start

Here are a few things to know before you continue:

• Territories cannot overlap with each other.
• Territories can only have one driver and one piece of equipment assigned to them at a time.
• Territories help organize scheduling by color-coding jobs on the Schedule page based on their location. 
• To see if you have user permissions to add and edit territories, please review this article.

Add a Territory

To add a territory, follow these steps:

1. Click your name in the top-right corner.
2. Select “Settings.”
3. Click “Schedule.”
4. Select "Territories."
5. Click the “Add a New Territory” button. 
    

Map Tools

To add a new territory, you will draw its boundaries directly on the map. Use the map to locate the area where you want to create the territory and draw its boundaries.

1. Map / Satellite Toggle: Switch between standard Map view and Satellite view for additional detail.
2. Hand Tool: Click this tool to grab the map and move it to your desired location.
3. Draw a Shape Tool: Click this tool when you're ready to start drawing the territory boundary.
4. Zoom: Use the plus (+) or minus (-) to zoom in or out.
5. Full Screen Mode: Expand the map to full screen. Press Esc on your keyboard to exit.

Draw Territory Boundary

Once you locate the area where your territory will be created, outline the territory by drawing a boundary shape on the map.

1. Click the “Draw a shape” tool.
2. Click the map to create the starting point for your territory.
3. Continue clicking around the map to create boundary points.
4. Click the starting point to close the shape and complete the territory.

Each point on the boundary can be adjusted to include or exclude specific roads or areas.

Please Note: Territories cannot overlap. You’ll see an error message appear if boundary lines are crossed.

Name the Territory and Select a Color

After creating the territory boundary, complete the following steps before saving.

1. Enter a Territory Name.
2. Select a Color for the territory. 
   • Please Note: The selected color is used on the Schedule page and helps visually identify jobs that fall within the territory.
3. Click “Add New Territory” to save.

Where Territories Appear in ServiceCore

Once a territory is created, it appears in several places throughout ServiceCore.

Order Entry

When entering a customer address, ServiceCore automatically identifies which territory the location falls within. This helps your team quickly determine whether a job is within your service area.

Schedule Page

Jobs are color-coded based on the territory where the job site is located. This makes it easier for dispatchers to group work by region and organize routes.

Please Note: If a job displays a gray bar on the Schedule page, the job site is outside any existing territory.

Edit a Territory

If you need to update an existing territory, follow these steps:

1. Navigate to Settings > Schedule > Territories.
2. Click the name of the territory you want to edit.
3. Click “Edit Territory.”
   
   
    
4. Make your changes.
5. Click “Save.”
   
    

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!