Support

⏰ Estimated reading time is 1 minute.

After creating a list of territories and adding them to your workers and clients, you can create jobs with territories.

Adding a job with a territory

Open a new job window and add all the necessary information to it.

Click the Territory field and choose the job territory. This territory will be used to sort the list of assignees.

If you add a client with a territory to a job, this territory will be automatically added to the job.

Territory is manually selected when creating a job. If you want to detect territories by job address geolocation, upload GeoJSON files to your territories. You can find more information about them in the instructions.

After you have added a territory, you can select a suitable assignee. Click the Assignee field. The list of your workers will be opened.

Here you can apply a filter by territory. Select "In the territory" and Planado will show only workers who are attached to the job's territory.

Select one of the workers or teams to assign to the job.

A warning will appear if the assigned individual is unsuitable for the job territory or if no workers are allocated to the selected territory.

This way, a dispatcher can see if the selected worker can complete a job for a particular client because of their territory.

You can still assign a worker to a job even if their territories don't mat

If you need any help regarding territories or other Planado features, feel free to contact us on the support portal or email us at support@planado.app.