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Using Drawing Tools on the Map

Both Google Maps and Bing Maps have drawing tools that you can use to define an area for a technician. 

Using Google Maps

  1. Select the resource by clicking the Select Resource for Routing drop-down and select the technician.
  2. Select the Google Maps drawing tool that you'd like to use. You can select between a circle, a polygon, or a square. The hand icon may be used to close the polygon shape, although you can also complete the polygon shape by clicking on the starting point.

  3. Click the starting point on the map. 
    • Circle - The starting point is the center of the circle. Click again on the map to define the outer edge.
    • Polygon - You can click more than one time on the map to draw your shape. Double-click on the final point of the shape. 
    • Square - The starting point is the top left corner or the bottom right corner, depending on the direction in which you move your mouse. Click on the map a second time to determine the outer edge of the shape.
  4. After defining the shape with the final mouse click, you are prompted to add the unscheduled appointments to the technician's route. Appointments that are already scheduled are not added to the list.
  5. You can edit the technician's route by dragging the appointments or by using the icons at the top of the route list. See Viewing and Optimizing Routes.

Using Bing Maps

  1. Select the resource by clicking the Select Resource for Routing drop-down and select the technician.
  2. Use the Bing Maps polygon drawing tool located at the top left of the Map View to draw a shape on the map. 
  3. Click the drawing tool and then click once on the map to set the first point on your shape.
  4. You now have a line that will follow your mouse on the map.
  5. Click on the map again to set another point. 
  6. Repeat step 3 to add as many points as you'd like.
  7. After clicking the final point, press the ESC key on your keyboard to be prompted to add the unscheduled appointments to the technician's route. Appointments that are already scheduled are not added to the list. 

    If you are using Firefox, you may need to click in the shape and then press the ESC key on your keyboard.

  8. You can edit the technician's route by dragging the appointments or by using the icons at the top of the route list. See Viewing and Optimizing Routes.

Editing a shape

The shape that you've created can be edited by clicking and dragging the circles (or handles) that display on each corner and mid-line of the shape. Press the Escape key on your keyboard to select the appointments.

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