What is Geo-Coding? Geo-coding is the one time process of locating and recording the map coordinates for each customer record. Once the customer has been correctly located Mapping Assistant will use that coordinate from then on. The Service Assistant has automated and interactive geo-coding tools to help us with this task. Let’s take a look… Map Point 2013 is available Now. Current Map Data also helps With improved geocoding Results. Geo-coding with Carrier Route Data Installing the Carrier Route data will greatly improve the geocoding process especially the interactive portion. It is highly recommended to install prior to performing any geocoding activities. Automated Geocoding Tools? Automated Geo-coding The first option is “Geo-code Customer Database”. Once selected, Service Assistant asks you if you are sure. Simply click yes and it will automatically go through and locate as many of your Active, Canceled and Estimate status customers as it can. Once finished repeat this process with the “Geocode Marketing Customers” utility. Interactive geocoding It is important that the manual geo-coding process be done as accurately as possible, as geo-coding is the foundation for successful routing. If the customers aren't located correctly, your routes will not be sequenced correctly. Ungeocoded customer list report A quick interactive geocoding utility. Ungeocoded Customer List Report The Un-geo-coded Customer List allows you to select those customers that are missing a latitude and longitude coordinate, by route code or status. You can print, preview or export this report. Interactive Geo-coding To start the geo-coding utility, press the Mapping Assistant button. Find Window If an exact address match can’t be made, Mapping Assistant will display the best matches possible. Select and press OK if there is an acceptable match in the list. Can’t find the address? Don’t worry - we have some other tools available that will help us locate the customer. Lets take a look at the Geo-coding Tools. Carrier Route Search •Same Street •Carrier Street Segment •Carrier Route •Postal Code By clicking the binoculars, Mapping will send you to either a carrier route, same street or street segment of a customer that already exists on that street. Yahoo, Google, MapQuest Start Over The Start Over button will reload the address into the Find Window and let you try to locate the customer another way. 1 Manually Move/Locate the Customer 2 3 1) Click on the pin to select, a box will appear around the pin. 2) Hover the Mouse over the selected pin, the cursor will switch to a compass point. 3) Press and Hold the left mouse button to drag the pin to the new location. View & Update Directions and Map Code Any Directions currently on the account will be displayed here. New directions can be added Directions are written back to the customer’s file. Directions will print on tech copy of the invoice. Skip The “Skip” button is used if you or the mapping program cannot locate the current customer. When you press the “Skip” button, you will move on to the next ungeocoded customer. Next The “Next” saves the customer once it has been located correctly. You simply hit the “Next” button, press “Yes” and move on to the next ungeo-coded record. Cancel The “Cancel” button is used to exit the mapping program. Once you determine you can’t locate the customer or just want to exit mapping, hit the “Cancel” button. Geocoding from the customer screen We can also geocode a customer from the customer screen. Clicking the Globe button will launch the geo-coding utility. Geocoding from the customers screen If Service Assistant can auto locate the customer the location will be displayed on the Map. If customer cant be located the same tools are available to help locate the customer. Manually Moving a customer from customer screen If you press and hold the left mouse button on the stop, you can drag and drop it anywhere on the map. When a customer is incorrectly geocoded, this is a quick way to correct them. Once the stop is where you want it, click on the MapPoint Tools Menu in Mapping and select an “Update Service Assistant Geocoding”. This will save the customers new location. Otherwise the customer will revert back to the old location. When geocoding from the customer Page Only… Muy importante!!! Property Inventory Page The Latitude and Longitude coordinates are stored on the customer property inventory page. If you made a mistake, you can correct it by deleting the lat. and long. from this screen and then try try again from the customer tab. Where to put the customer when a street doesn’t exist??? • When a customer is located on a street that doesn’t exist, locate them on the nearest cross street or at the entrance of the subdivision. And then use the directions button to update directions to walk the tech in. Those directions will print on the invoice. •Update MapPoint data for better Street level data. • Use our Mobile Assistant GPS devices for routing, •Consult paper map books. Re-Geocoding Utilities These utilities should only be ran with caution when updating from any previous version of Map Point to Map Point 2013. The utilities will try to find a more accurate location for any customer records that were manually geocoded.
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