After you have created a list of territories, you can add a territory to any of your clients or sites. This way, when you add a client or a site to a job, Planado will automatically assign the territory to the job.
Adding a territory to a client or a site
Open the Addresses page.
The list of your clients will open. If you wish to add a territory to a site, open the Sites tab on the Addresses page.
Open the client you need. The page with his settings will be opened.
Click on the Territory field. A list of all available territories will be opened in the dropdown menu. Choose the one you need.
After you're done, click the "Save and close" button to accept the changes you made.
This way, you can set territories to all your clients and sites.
Now when adding a job for this client, its territory will be detected automatically and you can use it to find a suitable assignee for the job.
If you need any help, leave us a ticket or write to our email address support@planado.app.