Setting up Geocoding for Service Locations

In order for service locations to display on the Schedule Map, each location needs to have latitude and longitude coordinates added. Use the Geocoding window to assign these coordinates quickly using the mapping system that you have set up to use with Schedule (Bing or Google Maps). You can choose to display only those service locations that don't have coordinates or you can display all service locations. Displaying all the service locations will not overwrite any previously-entered values.

To obtain service location coordinates:

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. To display only service locations that don't currently have coordinates assigned, leave All Addresses? set to Off. However if you want to display all service locations, including those with coordinates already assigned, toggle All Addresses? to On. 
6. Select Fetch Address to display the Service 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 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).

8. To save the latitude and longitude coordinates to the service location record, select Update Coordinates. 

   This process only updates those records where the values are zero, existing latitude and longitude information will not be overwritten.