Territories
You can assign workers to a specific territory and add territories to your clients, both organizations and individuals, as well as sites. This can help you ...
Thu, 19 Nov, 2020 at 10:43 AM
After you created a list of territories, you can set working territory for your workers. Open page Settings → Users. You will see a list of all your us...
Thu, 19 Nov, 2020 at 10:44 AM
After you created a list of territories, you can add territory to any of your clients. Open page Addresses. You will see a list of all your clients. Yo...
Thu, 19 Nov, 2020 at 10:44 AM
If you're using territories in your clients and jobs, you can later export all this data for one specific territory in an Excel spreadsheet. Open t...
Thu, 19 Nov, 2020 at 10:46 AM