Territories

Creating a list of territories
Assign workers to designated territories and mark these territories at client locations and job sites. This ensures you can verify if the assigned worker is...
Wed, 30 Jul, 2025 at 7:13 PM
Add territory to user
After you have created a list of territories, you can set territories for your workers. This way, workers will be assigned to territories, and when selectin...
Mon, 4 Aug, 2025 at 6:11 PM
Add territory to a client or site
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, P...
Mon, 4 Aug, 2025 at 7:03 PM
Add a territory to a job
⏰ Estimated reading time is 1 minute. After creating a list of territories and adding them to your workers and clients, you can create jobs with terri...
Tue, 5 Aug, 2025 at 6:36 PM
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. Filteri...
Tue, 5 Aug, 2025 at 7:05 PM
GeoJSON file in territories
⏰ 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