Use the Geocoding window to obtain the Latitude and Longitude for the Customer Service Locations or Technician Starting Locations. The Mapping API that is set up in Schedule Settings is used to obtain the coordinates. If you do not have a Bing or Google API key, you will be limited to 2500 records per day.

Setting up Geocoding for Service Locations

Choose this to get the latitude and longitude for service locations. This will not overwrite any previously-entered values. If you do not have a Bing or Google API key, you will be limited to 2500 records per day. 

1. In Schedule, select the Hamburger menu  icon.
2. Select Geocoding.
3. From the Entity drop-down, select Location.
4. Select the Address Field that contains the street address for the entity.
   • Address1
   • Address2
   • Address3
5. If you want to see all Customer Locations, toggle All Addresses? to On. When On, the button turns from white to blue. 
   • If All Address? is Off, only the entities without coordinates will display. 
   • With All Address?  On, all entities display, regardless of having coordinates.
6. Select Fetch Address to display the Customer Locations. 
7. The following columns display: 
   • Customer Number
     This displays the Customer ID assigned in Signature.
   • Location Number
     This displays the Address ID assigned in Signature.
   • Address
     This displays the address in either the Address1, Address2, or Address3 field, depending on the selection from the Address field.
   • City/State/Postal Code
     Displays the City, State, and Postal Code from Signature.
   • Latitude/Longitude
     Displays the coordinates after you've selected Fetch Coordinates or if you've selected to display All Addresses? so that you are loading all the customer service locations.
   • Result
     This column displays information after Fetch Coordinates is run. 
     • Success displays for successfully obtaining the coordinates.
     • If there is an issue with obtaining the coordinates, the actual error message displays from the mapping system that you have set up (Google Maps or Bing Maps).
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Setting up Geocoding for Technician Starting Locations

Setting up geocoding for a technician location adds the latitude and longitude coordinates for their starting address. Technician Location addresses are set up in Administration Setup on the Resource Options tab. The technician location is their starting location for the day, which could be at their home or a work location. See Setting up resource options for more information. Technicians can be assigned to a specific vehicle in Signature. Schedule uses this geocoding information when using the Mapping feature. See Setting up vehicles for more information.

1. In Schedule, select the Hamburger menu   icon.
2. Select Geocoding.
3. From the Entity drop-down, select Technicians. 
4. If you want to see all Technician Locations in the display, toggle All Addresses? to On. When On, the button turns from white to blue. 
   • If All Address? is Off, only the entities without coordinates will display. 
   • With All Address? On, all entities display, regardless of having coordinates.
5. Select Fetch Address to display the Technician Locations. 
6. The following columns display:
   • Technician Name
     Displays the technician's long name.
   • Address/City/State/Postal Code
     Displays the address that was entered in the Resource Options setting window. 
   • Latitude/Longitude
     Displays the coordinates after you've selected Fetch Coordinates or if you've selected to display All Addresses?, the coordinates will displays for locations that already have been fetched. 
   • Result
     This column displays information after Fetch Coordinates is run. 
     • Success displays for successfully obtaining the coordinates.
     • If there is an issue with obtaining the coordinates, the actual error message displays from the mapping system that you have set up (Google Maps or Bing Maps).
7. Mark the check box(es) to the left of the technicians that you want to fetch the coordinates for. You can mark/unmark all check boxes by marking the check box in the header section.
8. Select Fetch Coordinates.

Resetting Resource Locations

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