Technician Areas

Found in: Settings > Technician Areas

• Navigation
• Search or Filter Areas
• Create a New Area
• Manage Existing Areas
  • Edit an Area
  • Delete an Area

Technician Areas are location-based entries that define the geographical regions where technicians are assigned to work. These areas help structure operations by grouping technicians according to their working zones, such as cities, provinces, or districts.

This improves planning efficiency, ensures balanced workload distribution, and provides better visibility of technician coverage across multiple regions.

Let’s get started 🚀

Navigation

Step 1: Log in to your Syncontrol account and click on Settings from the top navigation bar.

Step 2: From the dropdown list, click on Technician Areas.

The Areas page will open, displaying a complete list of all configured technician areas in the system.

Areas Table Overview

The Areas table lists all existing technician areas along with their unique identifiers. It allows administrators to quickly view, filter, or manage geographic regions associated with technicians.

Ref	Field	Description
1	ID	A unique system-generated identifier for each area.
2	Name	The name of the area representing a specific region or province (e.g., “10 CN Zhejiang” or “20 CN Guangdong1”).

Search or Filter Areas

The search and filter options at the top of the page allow you to locate specific areas easily.

Step 1: In the Search box, type a keyword or partial name (e.g., “Zhejiang” or “CN”).

Step 2: Click the Go button to apply the search. The table automatically refreshes to display only matching results.

Step 3: Use the Show dropdown to control how many entries are displayed per page (for example, 10, 25, or 50 entries).

If you need to reset your search and view all areas again, simply clear the search field and click Go once more.

Create a New Area

You can create a new area whenever your organization starts working in a new region or wants to organize technician coverage more efficiently. This makes it easier to assign technicians, track activities, and manage operations in specific zones.

For example, if your company begins servicing a new province or district, you can add it as a new area so that future bookings and technicians can be linked to it directly.

Step 1: On the Areas page, click the Create a new area button located on the top-right side of the page.

Step 2: The New Area form will open. In the Name field, enter a descriptive name for the new area.

This should typically represent a region, city, or operational zone (for example, “North CN District” or “Sydney East”).

Step 3: Once you’ve entered the area name, click the Save button.

Step 4: After saving, the new area will be automatically added to the Areas list and will become available for technician assignment and other related modules.

Manage Existing Areas

Existing areas can be updated or deleted as required, ensuring your data remains accurate and up to date.

Edit an Area

You can edit area details, such as renaming a location or correcting input errors.

Step 1: In the Areas table, locate the row of the area you want to update and click on the row to open the Area Details page.

Step 2: In the Name field, modify the area’s name as needed. For example, you can change “10 CN Zhejiang” to “Zhejiang East Zone.”

Step 4: Click Save to apply your changes. The system will refresh, and the updated name will now appear in the Areas list.

Delete an Area

If an area is no longer in use or was created by mistake, you can delete it from the system.

Deleting an area is permanent. Ensure that no technicians or jobs are assigned to the area before proceeding to avoid data inconsistencies.

Step 1: From the Areas table, click on the row corresponding to the area you want to delete. The Area Details page will open.

Step 2: Click the Delete button at the bottom of the page.

After clicking on the “Delete” button, the area will be permanently removed from the list and will no longer be available for use in technician assignments or reports.