Territories

Creating list of 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 ...
Mon, 17 Aug, 2020 at 11:32 AM
Add territory to user
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...
Mon, 17 Aug, 2020 at 11:33 AM
Add territory to client
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...
Mon, 17 Aug, 2020 at 11:33 AM
Job report for specific territory
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...
Mon, 17 Aug, 2020 at 11:35 AM