Assign a territory to a client or site

Assign a territory to a client or site so it is copied to new jobs for that record. You can then use the territory to help select an assignee.

First, create your list of territories.

Assigning a territory to a client

1. Open Addresses and select Clients at the top of the page.
2. Find the client using global search at the top of the page. You can also expand Name on the left, enter part of the name in Contains…, and press Enter.
3. Click the client’s name in the table or select them in global search to open their details.

Select a value in Territory, then click Save and close at the bottom of the dialog.

Assigning a territory to a site

Switch to Sites, open the site’s details, and select a Territory. Save changes with Save and close.

The selected territory is copied automatically when you create a new job for the client or site. Changes to their details do not automatically update existing jobs.

If territories have boundaries on the map, a territory is assigned automatically when a client or site address falls within its boundaries. See Draw territory boundaries on the map for details.

If you need help, submit a ticket or email support@planado.app.