Territories and Maps

Territories group the places you serve, so work can go to the people who cover them. Draw a territory on the map, list its postal codes, or both. A place belongs to the smallest territory drawn around it; a place without coordinates goes by its postal code.

Menu	Territories; Settings > Maps and Geocoding
Permission	Manage service territories; Manage maps and geocoding settings
Feature	Geo, Maps and Territories

Can't find it?

What you see depends on your role. If the menu, a button or a setting on this page is missing, ask your administrator to give you the permission listed above or to turn on the feature. Only administrators can turn features on and change site settings.

Add a territory

1. Go to Field Service > Territories and select Add territory.
2. Enter a name, and choose the larger territory it is part of, if any.
3. Under Area, draw it with the tools on the left of the map: a rectangle or a polygon (click each corner, then the first one again). Draw more than one shape if the territory has separate parts. Drag a corner to change a shape, move it, cut a hole in it, or erase it. Other territories show in grey.
4. Under Postal codes, list its codes, separated by commas. End a code with * to take every code that starts with it, such as 021*.
5. Choose its time zone, and the average travel speed if it differs from the site's: travel in a dense city is slower than in the countryside.
6. Select Save.

To paste a shape from another tool, open The shape as GeoJSON and paste a Polygon, MultiPolygon, Feature or FeatureCollection; it loads on the map.

Deleting a territory moves the territories inside it up to its parent.

Find the territory of a place

On the Territories page, the map shows every territory. Under Find the territory of a place, enter a latitude and longitude, a postal code or both, and select Find. The page says which territory covers the place, and whether by its shape or its postal code, and marks the place on the map.

Set up maps and geocoding

Go to Settings > Maps and Geocoding.

• Geocoding finds the coordinates of addresses, such as a team's location or a worker's home base, in the background every minute, and retries for about three hours when the provider fails. Until you choose a provider, addresses wait; the page shows how many are waiting, geocoded and not found, and the latest problem, such as a refused key.
• Travel times come from the provider you choose, or from the built-in estimate: the straight-line distance times the road factor, at the average speed.
• Maps use the tile address and attribution you set. The OpenStreetMap tile server is there for trying things out: a live site must use its own tiles or a commercial tile service.

Use a map provider

Turn on the Azure Maps, Google Maps or OSRM feature under Configuration > Features. Its section appears on Settings > Maps and Geocoding:

• Azure Maps: paste the primary key of your Azure Maps account. It geocodes, gives travel times with traffic, and draws routes.
• Google Maps: paste an API key enabled for the Geocoding, Distance Matrix and Directions APIs, restricted to them. Google bills each request, and its travel times are never kept, as its terms require.
• OSRM: enter the address of your own OSRM server and its profile, usually driving. It gives travel times and routes, but doesn't geocode.

Then choose the provider under Geocoding, Travel times or Routes on maps, and select Save. Addresses that waited for a geocoding provider are tried at the next run. A saved key is never shown again; enter a new one to replace it, or tick Remove the key.

Who serves a territory

With Dispatch on, choose under Who serves it the technicians and the teams that work in the territory. Dispatch offers them first for its work, and only them when the dispatch settings say so.