How to Create and Manage Territories

Territories are created and managed in the Backend Settings and must be set up before they can be assigned to Buildings, Backend Users, or Technicians.

🔗 Feature Overview: Territories

🏗️ How to Create a New Territory:

1. Go to Settings → Company Settings → Territories

2. Click + New Territory 

3. Enter a the Territory details, including: 

   • Name

   • Additional Territory (Optional) 

   • Address Information (Optional) 

4. Click Save 

5. Repeat as needed 

Once created, Territories will be available for selection when configuring:

• Buildings

• Backend Users

• Technicians

Additional Territory Option

When creating or editing a Territory, you'll see the option:

Additional Territory Only (not available as primary territory on buildings)

When enabled:

• The Territory cannot be selected as a building's Primary Territory
• The Territory can still be assigned to users and technicians
• The Territory can still be assigned as an Additional Territory on buildings

This is useful for supplemental groupings that support visibility and reporting without replacing a building's primary Territory assignment.

Example

A company has a "National Accounts" team that works across multiple regions.

Rather than making National Accounts a primary Territory, they can create it as an Additional Territory and assign buildings to it alongside their regional Territory.

🔧 Edit a Territory

1. Go to Settings → Company Settings → Territories

2. From the Territory Listing screen, click the Pencil icon next to the Territory you want to update

3. Update the Territory Details as needed

4. Click Update to save your change

The updated name will immediately reflect anywhere that Territory is used (Buildings, Users, Technicians, filters, etc.).

⚙️ Configure Territory Details

After creating a territory, you can configure additional settings that apply to all buildings assigned to that territory. From the Territory listing, click the pencil (edit) icon to open the territory.

The following settings are available:

• DBA Headers — Add one or more "Doing Business As" headers to appear on reports for buildings in this territory. 
• Tag Colors — Set territory-specific tag colors
• Time Entry Rates — Configure territory-specific labor rates
• Cover Letter — Assign a custom cover letter for reports in this territory
• Report Settings — Adjust territory-specific report settings

Click into any section to configure, then save your changes. These settings will apply to buildings once the territory is assigned at the building level.

🗑️ Delete a Territory

1. Go to Settings → Company Settings → Territories

2. Click the Pencil icon next to the Territory you want to remove

3. Click Delete

4. Confirm the deletion when prompted

⚠️ Important:
Deleting a Territory removes it from your system and it will no longer be available for assignment to Buildings, Backend Users, or Technicians. Be sure the Territory is no longer needed before deleting.