Processing Requests

Reset resource location to home location
At the end of the work day, the technician's location is at the last appointment for the day. Choosing this option resets the starting locations for all resources as set up on the Resource Options tab. See Setting Up Resource Options for more information. The Reset Resource Location process is also available to non-Admin users provided their user role has the Geocoding permissions assigned. See Resetting Resource Locations.

Get latitude and longitude 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. This geocoding process is also available under the Hamburger menu to a non-Admin users provided their user role has the Geocoding permissions assigned. See Setting up Geocoding for Service Locations.

Copy Company Settings
If you have more than one company, you can copy the configuration and color settings to another company.