Blog

Capacity Planning (CP) is a new feature available in 3.19.x. CP allows an analyst to estimate the necessary manpower (workload) for a given region based on historical service records (work orders.) The estimated workload is broken down by service date and the results are displayed in the statistics panel which provides additional information such as standard-deviation and allows for exporting to Excel. In order to use CP, uploaded...

EasyTerritory is excited to announce the updates that will be included in the September 2018 release, which will include improvements to our Partitioning feature and enhancements to the Markup panel! Improvements to the Partitioning Feature! -With the new release, EasyTerritory users now have the ability to partition points by the number of hours that a route of the points would take, rather than only being able to select the number...

Did you know that, in addition to the various out-of-the-box geography layers EasyTerritory has, users can also add their own custom layer to the catalog? Say for instance a user has created this project for his territories in the state of Texas: Now imagine another user needs to create his own project, and he needs to know the current boundaries of these Texas Territories for his project. The first user has the option of running a...

There are a variety of ways EasyTerritory users can build their territories. Many users will build territories by geographical boundaries, things like ZIP codes, county boundaries, or even state or country boundaries. Some users prefer to build their own territory boundaries manually using EasyTerritory’s drawing tools. There is another option for building territories as well. In some cases a user might wish to build a territory...

EasyTerritory is pleased to announce our July 2018 release! This July release (EasyTerritory v3.12.00) includes several new features, but what we are most excited about is the ability to integrate with new CRM platforms. NEW CRM INTEGRATION! Most users know EasyTerritory has long had the ability to integrate with Microsoft Dynamics 365. With the July 2018 release, we are excited to announce that Salesforce and SugarCRM users can...

If your organization has sales or service territories assigned to a specific sales or service rep, it is possible that you also have managers who are assigned to oversee multiple service reps, who thus have responsibility for multiple territories. Now EasyTerritory is the leading map-based territory managment software, but did you know you can also use EasyTerritory to help visually manage your organization’s leadership...