Service Territory Management

Service Territory Management

Service territories are domains that can be geographical, departmental, commercial, or based on any other way you want to segment your business. This demarcation helps you manage contact service requests and service personnel. For example, service territories can be different regions where an organization provides their field services. Service personnel such as dispatchers and field technicians are assigned to these service territories who then handle the service requests in their region. 

Create Service Territories

To create service territories:
  1. Navigate to Setup Workforce > Service Territories and click New Territory.
  2. Enter the following details, then click Create:
    1. A name in the Territory Name field.
    2. The address of the service territory base in the Street, City, StatePostal Code, and Country fields.
    3. An Administrator or Dispatcher from the Assign Owner drop-down.
      All new work orders in this territory will be under the purview of this person. They can triage them and perform the required actions.

The newly added service territory will be listed as shown below:

You can additionally search for a service territory from the territories list by clicking on the search [] icon and typing in a name.

A default service territory will be added when a new Zoho FSM account is created.

Editing Service Territories

To edit service territories:
  1. Navigate to Setup Workforce Service Territories.
  2. Select the name of the service territory and click the Edit button. Modify the required details and click Save.
    All the field technicians who have this service territory as their primary territory will be listed in the Available Resources of this service territory.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources

                      Zoho TeamInbox Resources

                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW

                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now

                                                          • Related Articles

                                                          • Crew Management

                                                            A crew consists of several field technicians who are grouped together to conduct a specific task. Each crew is assigned a lead. Create Crews To create a crew: Navigate to Setup > Workforce > Crew and click New Crew. Perform the following actions, ...
                                                          • User Management

                                                            Zoho FSM offers a multi-user environment by supporting different profiles. A Profile defines the set of permissions and accessibility within the application. There are four built-in profiles in the Zoho FSM application: Administrator, Customer ...
                                                          • Field Technician Management

                                                            The field technicians conduct the requested field services at the contact location. Each field technician has territories associated with them that denote their areas of service. To add a field technician, create a user with the Field Technician ...
                                                          • Manage Service Appointments

                                                            Scheduling Service Appointments All the service appointments in the Dispatch Console are initially scheduled by assigning it to a field technician or crew. The appointments can be scheduled from the Work Order Details page as mentioned here. It can ...
                                                          • Configure Field Service Process

                                                            Schedule Status You can configure the name, colour and the description associated with the status of a work order, service appointment, estimates or a request. Navigate to Setup > Customization > Status Settings. Select Work Order, Service ...



                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.

                                                            Zoho Show Resources