User Guide

March 2024

DE-DE ES-LATAM FR-CA IT-IT

Introduction

This document functions as a reference guide for the Routing & Optimization – Territory module in the Fleet Management Application. The Territory module provides a geographic visualization of data, allowing you to manage and optimize your territory to allocate resources effectively, save costs, and identify growth opportunities.

Getting started

Territory can be accessed directly from the Fleet Management Application. To access the Territory module:

Creating a Territory plan

To create a Territory plan, follow these steps:

Import from MyGeotab

The Import from MyGeotab option allows you to import existing zones in your Fleet Management Application account as orders or territories.

Your territory plan has been successfully created and is displayed on the Plans page.

Import a CSV File

The Import a CSV File option allows you to import existing data from a CSV file. You can also select Download Template if you want to build a plan from scratch, then import it.

Your territory plan has been successfully created, and is displayed on the Plans page.

Import from Route (Future Release)

The Import from Route option allows you to import order data from Optimization Route.

Your territory plan has been successfully created and is displayed on the Plans page.

View your territory plans

The Territory Plans page is displayed when you launch Territory.

The Plans page features a table that displays your territory plans with the following information:

1. Notes — Indicates whether the territory plan has notes.
2. 1. If the territory plan has notes, click the shaded Notes icon to view the notes.
   2. If the territory plan does not have notes, click the Notes icon to add notes.
2. Additional Options — Select the ellipsis (…) to open a menu with additional options. Refer to Additional options for each territory plan for more information.

Additional options for each territory plan

The Additional Options menu is accessed by selecting the ellipsis (…) on each territory plan.



This opens a submenu with the following options:

3. Open Plan In New Tab — Open the selected plan in a new browser tab.
4. Export — Export territories, or territory plan data.
5. 1. Export and download the specified territory plan data in a JSON or CSV file.
   2. Export territories data in a KML single file, or KML separate files.
5. Compare — Compare your territory plans side-by-side. This allows you to select up to four territory plans, and compare territory plan data.
6. Share Territory — Feature coming soon.
7. Load Orders — Load order data from the Fleet Management Application, a CSV file, or Routing & Optimization - Route.
8. Load Branches — Load Branch location data from a CSV file.
9. Load Resources — Load Resource Begin and End location data from a CSV file.
10. Archive — Archive the selected territory plan(s). These plans are eventually removed.
11. Hide — Hide the selected territory plan(s). You can view hidden territory plans through the Visibility filter

✱ NOTE: The hidden plan(s) can be made visible again by selecting the Show option from the Additional Options menu.

12. Delete — Permanently delete the selected territory plan(s).

! IMPORTANT: Deleted territory plans cannot be recovered.

Comparing territory plans

To help you manage multiple territory plans, the Territory app has a Plan Comparison feature that allows you to compare up to four territory plans in a side-by-side format.

You can also choose what metrics you want to see with the filters feature, allowing you to focus on high-priority metrics.

To compare your territory plans, follow these steps:

Review and compare selected territory plans

Once you have selected your territory plans, you can use the following features to help you with your comparisons:

1. Filter your metrics — Click the Filters icon beside Metrics to show metrics you want to view. You can also deselect metrics you want to hide.
2. Swap the positions of your territory plans — Click the Swap icon to move the plan panel left or right, or drag a plan panel to the desired position.
3. Replace with another plan — Click Change with another plan to replace the selected plan with another plan.
4. Review each metric — Hover over each metric to highlight it across the plans for easier comparison.

✱ NOTE: The metrics of a plan are compared to the plan positioned to its immediate left. A marker may appear next to the value to highlight if it is greater than or less than the compared value.

Finding a territory plan

Search

The Search bar on the Plans page allows you to search for territory plans.

To search for a specific territory plan, enter at least the first three letters of the territory plan name into the Search bar. The table displays the corresponding territory plan in real-time.

✱ NOTE: Apply filters to narrow down results when using the Search feature.

Filters

By default, the table on the Plans page displays a list of territory plans created today and over the past 14 days. To refine the list of territory plans, click Filters.

The following filters are displayed:

1. Date Created Range — Select a start and end date for when the territory plan was created.
2. Branches — Select branches from a dropdown list to display territory plans with the selected branches.
3. Status — Select statuses from a dropdown list to display territory plans in the selected statuses.
4. Visibility — Select an option from the dropdown list to display territory plans with selected visibility setting.
5. 1. Visible — Select this option to show territory plans that are not hidden.
   2. All — Select this option to show all territory plans, visible and hidden.
   3. Hidden — Select this option to show territory plans that you have hidden.

Territory Plan Details

Once a territory plan is created, you can view and adjust the plan based on your needs. Territory has features to help you make changes and business decisions for your plan:

1. Review analytics to make decisions about service orders and territory management
2. Create or import territories
3. Analyze revenue and duration of service orders
4. Assign and unassign orders in bulk to a selected territory
5. Pinpoint areas that have a high concentration of service orders
6. Use data to better allocate Resources and plan their routes

From the Plans page, click on a territory plan to view the specific territory plan in detail. The territory plan details are displayed in a map view.

Map overview and features

Notes

The Notes icon is displayed on the map, and allows you to add notes to the territory plan. Clicking on the Notes icon opens the Notes popup. Enter a note, then click Add.

✱ NOTE: Notes can be edited, but cannot be deleted.

Layers

The Layers icon is displayed on the map, and allows you to adjust the layers you want to see on the map. Use the toggle to show or hide the following layers:

1. Map Background — Toggle on to show the map, or toggle off to hide it.
2. Postal Codes — Toggle on to show postal codes for orders, or toggle off to hide them.

✱ NOTE: You can only toggle one of the following heatmap options at a time:

3. Order Heatmap — Toggle on to show heatmap data points that represent individual orders, or toggle off to hide it.
4. Order Duration Heatmap — Toggle on to show heatmap data points that represent the duration of orders, or toggle off to hide it.

Options



The Options icon is displayed on the map, and allows you toggle various data types on or off, and set the Icon size.

5. Service Orders
6. Unplanned Orders
7. Service Types
8. Consolidate Order Points
9. Territories
10. Branches
11. Convex Territories
12. Icon size — Small, Medium, Large

Polygon selection

The Polygon selection icon is displayed on the map, and allows you to select multiple orders to be bulk edited.

Rectangle selection

The Rectangle selection icon is displayed on the map, and allows you to select multiple orders to be bulk edited.

Territory drawing

The Territory drawing icon is displayed on the map, and allows you to create a new territory.

✱ NOTE: Manually created territories cannot be edited and orders cannot be assigned to them. Refer to Recommended use for more information on using this tool.

Zoom in and zoom out

The Zoom in icon is displayed on the map, and allows you to increase the zoom level of your view.

The Zoom out icon is displayed on the map, and allows you to decrease the zoom level of your view.

Reset bearing to north

The Reset bearing to north icon is displayed on the map, and allows you to reset the angle at which the map is displayed.

Service order summary

The Selected Service Orders panel provides an overview based on the selected service orders.

The panel includes the following details:

1. Count — Total number of selected orders
2. Revenue — Total revenue of selected orders
3. Job Duration — Total duration of the selected orders

Analytics per month

4. Count Per Month — Total number of orders based on selected orders
5. Revenue Per Month — Total revenue based on a month of orders
6. Job Duration Per Month — Total duration or selected orders based on a month of orders.

Viewing analytics and edit multiple selected service orders

To view analytics on the Selected Service Orders panel, follow these steps:

1. Launch Territory.
2. Click on a territory plan.

The selected territory plan and map are displayed.

3. Select multiple orders— Use the Polygon selection or Rectangle selection tools, or press and hold Ctrl on your keyboard while clicking on multiple orders

The Selected Service Orders panel is updated to display analytics based on the orders you have selected.



4. To assign or unassign orders, select one of the following options:

1. Assign Selected — This option allows you to assign selected orders to an existing territory.
2. Create Territory and Assign — This option allows you to create a new territory, and assign selected orders to it.
3. Unassign Selected — This option allows you to unassign selected orders from their territories.

Assign Selected

1. Click Assign, then Assign Selected.

The Assign a Territory popup is displayed.



2. Select a territory from the Select a Territory dropdown.
3. Click Assign Territory.

You have successfully assigned orders to the selected territory.

Create Territory and Assign

1. Click Assign, then Create Territory and Assign.

The Create a new Territory popup is displayed.



2. Enter a Name for your new territory.

✱ NOTE: The ID field is auto-populated based on the Name field. To change this, click the lock icon to unlock the field, and enter a different ID.

3. Optional: Enter a note about the new territory in the Note field.
4. Select a custom color to represent your new territory.

✱ NOTE: You can also select the refresh icon to randomly select a color.

5. Click Create Territory.

You have successfully created a new territory, and assigned the selected orders to the new territory.

Unassign Selected

1. Click Assign, then Unassign Selected.

The Success! message is displayed.

You have successfully unassigned the selected orders from their territories.

Additional options for selected orders

Territory offers additional options for selected service orders. To use these, select your orders, then select the ellipsis (…) on the Selected Service Orders panel.

The following options are available:

1. Assign to Postal Code Territories — Creates territories for orders automatically and groups them by postal code or zip code.
2. Mark Unplannable — Marks selected order(s) as unassigned.
3. Revert — Undoes your last action.
4. Delete — Deletes the selected order(s).
5. Select All — Selects all orders in your territory plan.
6. Unselect All — Deselects all orders in your territory plan.

View and edit a single order

Right-click on an order balloon to view details. To edit an individual order, use available options in the order details popup.

Creating a new territory in your territory plan

To create a new territory in your territory plan, follow these steps:

1. Launch Territory.
2. Click on a territory plan.

The selected territory plan and map are displayed.

3. Select the Territory drawing icon.

Your cursor changes to a crosshair cursor.

4. Click on the map to start drawing your new territory — this is the starting point of the territory. Then, continue clicking along the perimeter of your new territory.
5. To finish drawing your new territory, click on the starting point or double-click.

The Create a new Territory popup is displayed.

6. Enter a Name for your new territory.

✱ NOTE: The ID field is auto-populated based on the Name field. To change this, select the lock icon to unlock the field, and enter a different ID.

7. Optional: Enter a note about the new territory in the Note field.
8. Select a custom color to represent your new territory.

✱ NOTE: Click the refresh icon to randomly select a color.

9. Click Create Territory.

A new territory has been added to your territory plan.

Editing a territory in your territory plan

✱ NOTE: Manually created territories cannot be edited.

To edit an existing territory in your territory plan, follow these steps:

1. Launch Territory.
2. Click on a territory plan.

The selected territory plan and map are displayed.

3. In the Filters panel, locate the territory you want to edit, then select the ellipsis (…).
4. Click Edit shape.
5. Click once on the territory displayed on the map to begin editing.
6. Click and drag on the solid circles on the perimeter of the territory shape to resize and reshape the territory.
7. Optional: Click and drag the territory shape to move it around the map.
8. Click Confirm to save the changes you made to the territory.

The Success! message is displayed.

Edits made to the territory are saved.

Click Cancel if you do not want to save changes.

Refining your territory plan

Once you have added territories and other data to your territory plan, you may want to refine or tailor the map view to find specific information. You can achieve this by using the Search bar, or Filters.

Search

The Search bar on the territory plan detail view allows you to search for orders, postal codes, and customers (ID).

To search for a specific order, enter the order ID, customer ID or address associated with the order into the search bar. A list of search results are populated as you type.

Select the order from the results list to spotlight the location of the order on the map.

Filters

The Filters and Metrics panel is displayed by default.

Select the View icon to display the panel in either of the following formats:

1. Collapsed View — Displays the metrics in a floating popup (default view).
2. Table View — Displays the metrics in a table format.

Select the Filters tab to access the following filters:



3. 1. Territories — Displays a list of territories.
   2. 1. Select a territory to show the territory on the map.
      2. Deselect a territory to hide the territory from the map.

      ✱ NOTE: Orders under Unassigned are those not assigned to a defined territory.

      From here, you can also perform the following actions for a selected territory:

      3. Add a note
      4. Edit Color
      5. Edit Shape
      6. Delete

      ✱ NOTE: Orders assigned to the deleted territory will become Unassigned.

   2. Service Types — Displays the Service Orders by service type.
   3. 1. Select a service type to show those orders on the map.
      2. Deselect a service type to hide those orders on the map.
   3. Date Range — Displays a list of dates by month.
   4. 1. Select a date range to show orders scheduled for the specified month.
      2. Deselect a date range to hide orders scheduled for the specified month.

   Analyzing metrics in your territory plan

   You can view and analyze metrics in your territory plan to understand how it is performing.

   The Filters and Metrics panel is displayed by default. Select the Metrics tab to access metrics in your territory plan.

   

   From the Filter Metrics dropdown, you can select and view metrics:

1. By Month — Displays the selected territory’s order metrics (Count, Revenue, and Job Duration), broken down by month. Click Show more for the metric detail.
2. By Service Type — Displays the selected territory’s order metrics (Count, Revenue, and Job Duration), broken down by service type. Click Show more for the metric detail.
3. By Postal Code — Displays the selected territory’s order metrics (Count, Revenue, and Job Duration), broken down by postal code. Click Show more for the metric detail.
4. Postal Code By Month — Displays a postal code’s order metrics (Count, Revenue, and Job Duration), broken down by month. Click Show more for the metric detail.
5. Postal Code By Service Type — Displays a postal code’s order metrics (Count, Revenue, and Job Duration), broken down by service type. Click Show more for the metric detail.
6. Postal Code by Territory — Displays a postal code’s order metrics (Count, Revenue, and Job Duration), broken down by territory. Click Show more for the metric detail.

View order details

You can view details about a specific order in your territory plan. Right-click on any order balloon on the map to display a popup with more details.



This popup displays the following information:

1. Order ID — Displays a unique identifier for the order.
2. Date — Displays the scheduled date of the order.
3. Status — Displays the status of the order (Planned, Unplanned).
4. Assigned Resource — Displays the name of the Resource assigned to the selected order.
5. Preferred Resource — Displays the name of the Resource that is preferred to be assigned to the selected order, if applicable (upon CSV file import).
6. Do Not Send Resource — Displays the name of the Resource that must not be assigned to the selected order, if applicable.
7. Territory — Displays the territory the order is assigned to.
8. Service Type — Displays the service type of the order.
9. Service Groups — Displays the service group the service type of the order belongs to, if applicable.
10. Revenue — Displays the estimated revenue of the order, if value is provided.
11. Duration — Displays the scheduled duration of the order.
12. Customer — Displays the customer ID.
13. Address — Displays the order address.

From this popup, you can also perform the following actions:



1. Assign Territory — Assign the order to a specified territory.
2. Unassign Territory — Unassign the order from the assigned territory
3. Mark Unplannable — Set the selected order to unplannable. Unplannable orders are not included in your metrics, and have no Resource assigned.

* NOTE: this action cannot be undone

4. Delete — Permanently deletes the selected order.

✱ NOTE: Unassign Territory, Mark Unplannable, and Delete options are displayed after you select More.

Viewing metrics

You can view metrics for your territory plan using the Filters and Metrics panel. Click the View icon to display the panel in either of the following formats:

3. Collapsed View — Displays the metrics in a floating popup (default view).
4. Table View — Displays the metrics in a table format.

To view your metrics, follow these steps:

5. 1. Launch Territory.
   2. Select a territory plan.

   The selected territory plan and map are displayed.

   3. Select the Metrics tab on the Filters and Metrics panel.

   

   4. From the Filter Metrics dropdown, select one of the following options:
   5. 1. By Month
      2. By Service Type
      3. By Postal Code
      4. Postal Code By Month
      5. Postal Code By Service Type
      6. Postal Code by Territory

   ✱ NOTE: For more information on each Filter Metrics option, refer to Analyzing metrics in your territory plan.

1. Select the filter name (territory or postal code) to expand the view.

The view expands and displays Count, Revenue, Job Duration, Count Per Month, Revenue Per Month, and Job Duration Per Month.

2. Click Show more to display the metrics broken down further.

✱ NOTE: Metrics are displayed based on your selections in step 4. Select the filter name to expand the view.

Metrics are now displayed under the Filters and Metrics panel.

Features on the Metrics tab

The Metrics tab also has the following features:



1. Export — Select the Export metrics icon to download the metrics in a CSV format.
2. Sort — Select the Sort metrics icon to sort the metrics in alphabetical order (A to Z) or reverse alphabetical order (Z to A).