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 to understand if the chosen assignee can work on the client address or if you need to assign a different worker to this job.

 

First of all, you will need to create a list of all territories you're going to use. You can edit and add new territories to this list later.

 

Open page Откройте страницу Settings → Territories.

You will see a list of all your territories.

 

Click on the Add territory button. A new empty field will appear.

 

Add a name to territory using this field. If you need more territories, add and fill more fields.

 

When you're done, click on the Save button.

Now you can use territories from this list when you're creating jobs, clients, or assigning workers.


If you need any help, leave us a ticket or write to our email address: support@planado.app.