What You'll Learn:
How to set up geographic zones for efficient resource allocation
How to assign zones to staff and contractors
How to use zones in scheduling and task management
Overview
Zones help you organize work by geographic location. This powerful feature allows you to:
Create custom geographic regions using a map editor
Automatically assign properties to zones based on their address
Match technicians and contractors to work in their designated areas
Streamline scheduling by filtering tasks and staff by location
Note: You must have the Zones extension enabled to use this feature. Contact the Support Team if you don't see Zones in your Control Panel.
Setting Up Zones
Option 1: Create Custom Zones
Go to Control Panel > Zones
Click Create Zone
Double-click the zone name field and enter your zone name (e.g., "North Region," "Metro Area")
Repeat for each zone you need
Click on a zone to select it
Use the polygon map tool to draw the geographic boundary:
Click around the corners of your desired region
Double-click to complete the polygon
Click Save Changes
What happens next: All properties with validated addresses will automatically be assigned to the appropriate zone. When tasks are created for those properties, the zone field will be automatically populated.
Important: Properties are assigned to zones based on the geographic boundaries you create. You cannot manually change a zone on an individual property—you must update the zone boundaries instead.
Option 2: Use Pre-Built Zones
Uptick offers pre-configured zones for certain regions:
Australia: Statistical Area 4 (SA4) and Local Government Areas (LGAs)
UK: Postcodes and Districts
To enable pre-built zones, contact the Support Team with your request. All properties with validated addresses will automatically update to the correct zone.
Assigning Zones to Staff
Go to People > Users
Click Edit on any desk or field staff member
In the Zones field, add all zones this person services
Click Save
Bulk option: Use the data importer to set zones for multiple staff members at once.
Assigning Zones to Contractors
Go to People > Contractors
Click Edit on a contractor
In the Zones field, add all zones this contractor services
Click Save
Bulk option: Use the data importer to set zones for multiple contractors at once.
Using Zones for Task Allocation
In the Scheduler
Filter tasks and staff by zone to quickly match the right person to the right job:
Open the Scheduler
In the task list (left side), filter by the zone you want to schedule
In the staff list (right side), filter by staff assigned to that zone
Drag tasks to the appropriate technician's calendar
In the Geo-Allocator
Go to Tasks > Geo-Allocator
Use the zone filter to display tasks in specific areas
Select multiple zones at once if needed
Create polygons to group tasks and assign them to technicians
In the Default Technician Allocator
Go to Tasks > Programme Maintenance > Default Technician Allocator
Filter properties by zone
Assign default technicians for routine maintenance based on their zones
For Reactive Work
When assigning reactive tasks, use the zone filter to find contractors or technicians who service that area.
Manually Assigning Zones to Tasks
If you need to assign or update zones on existing tasks:
Go to Tasks
Click Add Filter > Zone
To find tasks without a zone, set the filter to is and select no zone
Select the tasks you want to update
Click Edit (x) tasks
In the Zone field, select the appropriate zone
Click Apply Changes
Tips for Success
Name zones clearly: Use names that make sense to your team (e.g., "CBD," "Western Suburbs," "Zone 1")
Toggle zones on/off: If you need to temporarily disable a zone, use the active/inactive toggle instead of deleting it
Review regularly: As your service area grows, update your zone boundaries to reflect changes
Combine with service groups: Use zones alongside service groups for even more precise resource allocation