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, 1 Apr, 2021 at 2:12 PM
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, 1 Apr, 2021 at 2:12 PM
After you created a list of territories, you can add territory to any of your clients. Open the Addresses page. You will see a list of all your clients...
Thu, 1 Apr, 2021 at 2:13 PM
⏰ Estimated reading time is 1 minute. After you have created a list of territories and added them to your workers and clients, you can create jobs w...
Sun, 20 Jun, 2021 at 3:00 PM
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 th...
Thu, 1 Apr, 2021 at 2:14 PM
⏰ Estimated reading time is 3 minutes. Planado territories can be linked with areas on the map. In order to link them, you need to create a GeoJSON file an...
Fri, 23 Jun, 2023 at 4:25 PM