Territories

Creating a 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 ...
Thu, 1 Apr, 2021 at 2:12 PM
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 us...
Thu, 1 Apr, 2021 at 2:12 PM
Add territory to client
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
Add a territory to a job
⏰ 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
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 th...
Thu, 1 Apr, 2021 at 2:14 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