Technical Article: 

The Postal/Zip Code Filter search engine on the Scheduler is a powerful tool designed to help you efficiently manage and assign work orders based on geographical locations. This article will guide you through the setup and usage of this feature to ensure optimal accuracy and efficiency.

1. Threshold Setup

The Postal/Zip Code Filter works via the threshold setup on the Tenant Tab screen of the Settings area. By default, this threshold is set at 10 kilometers. However, for our U.S.-based customers, it may need to be set up for 10 miles. Adjusting this threshold allows you to define the radius within which the search engine will look for relevant postal/zip codes.

2. Full Postal/Zip Codes for Accuracy

For the most accurate results, the filter uses full postal/zip codes. In Canada, this means using the complete six-character postal code (e.g., T3E 4Y4). In the U.S., the full 5-digit zip code is required. This ensures that the search engine can pinpoint exact locations, especially in densely populated areas where postal codes are very specific.

3. Postal Code Mapping

The accuracy of the filter depends on the postal code maps provided by Canada Post or the USA's zip code maps for each state. Canada Post has a detailed mapping system for every postal code, with more refined accuracy as you use all six characters. In densely populated areas, these postal codes cover small, well-defined regions. In contrast, rural areas may have postal codes that cover vast areas.

Steps to Optimize the Postal/Zip Code Filter

  1. Use Full Postal/Zip Codes: Ensure that you are using the full postal code (six characters in Canada, five digits in the U.S.) for the most accurate filtering.
  2. Adjust the Threshold: Set the threshold to a distance that best serves your scheduling needs. This can be done in the Tenant Tab under the Settings area.
  3. Understand Postal Code Maps: Familiarize yourself with the postal code maps for your service area. This knowledge can help you understand the level of detail and accuracy you can expect from the filter.

Troubleshooting Tips

  • Full Postal Code Usage: If the filter is not working as expected, try using the full postal code to see if accuracy improves.
  • Threshold Adjustment: Reset the threshold to a distance that aligns with your scheduling requirements.
  • Postal Code Map Awareness: Ensure you are aware of how detailed the postal code maps are for your service area. This can help you make informed decisions about threshold settings.

Conclusion

The Postal/Zip Code Filter search engine is a valuable tool for managing work orders based on geographical locations. By using full postal/zip codes, adjusting the threshold appropriately, and understanding postal code maps, you can enhance the accuracy and efficiency of your scheduling process.

For further assistance, please refer to our support articles or contact our support team.