Suggest and Auto‑Assign Server using Coverage Areas

Suggest and Auto‑Assign Server using Coverage Areas

Summary: Use server coverage ZIP lists and rankings to suggest or automatically assign the best server.

Quick answer

Maintain server coverage areas by ZIP and rankings. In Dispatch, use **Suggest Server** to see candidates or **Auto Assign Server** to apply the top match. Vacation dates are honored.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. In **Maintain ▸ Server Coverage Area**, add the server, define **ZIP codes**, typical charge, **Ranking**, and any notes.
    media/suggest-and-autoassign-server-01.png

    [Insert screenshot for Step 1]

  2. In **Dispatch**, select one or more jobs and click **Suggest Server** to review candidates based on coverage and ranking.
    media/suggest-and-autoassign-server-02.png

    [Insert screenshot for Step 2]

  3. Use **Auto Assign Server** to automatically assign the suggested server; vacation start/end dates on server profiles will exclude unavailable servers.
    media/suggest-and-autoassign-server-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Assigned server appears on the address/job; Dispatch list updates with the server column filled.

Troubleshooting

If no suggestions appear, ensure coverage ZIPs exist for at least one server and that the address ZIP is valid.

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