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.

To obtain technician starting locations:

1. In Schedule, select the Hamburger menu   icon.

2. Select Geocoding.
3. From the Entity drop-down, select Technicians. 
4. To display only the technicians that currently do not have coordinates assigned to their starting location, leave All Addresses? set to Off. To display all technicians, including those with coordinates already assigned, toggle All Addresses? to On. 
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 to the right of Technician Name.
8. Select Fetch Coordinates.

Resetting Resource Locations

At the end of the work day, the technician's location is at the last appointment for the day. Select Reset Resource Locations to reset all technicians to their starting location as set up on the Resource Options tab. See Setting up resource options for more information.