How to Set a Building’s Territory

Buildings in Inspect Point can be assigned to a single Territory (optional). Assigning a Territory helps control visibility and streamlines your workflow by allowing you to filter all backend screens by Territory.

🔗 Feature Overview: Territories

🏢 How to Assign a Territory to a Building

You can assign a Territory to a building either when creating a new building or when editing an existing one. A building's territory can be assigned a few ways:  

• When creating a new building (manually) — 🔗 How to Create a New Building 
• When editing an existing building (manually)  — 🔗 How to Edit an Existing Building 
• Via import 

📍 Territory Field Location

Whether you are creating or editing a building, the Territory field is located in the Details section of the building screen. Select the appropriate Territory from the list and save your changes.

⚠️ Important Notes

• A building can be assigned only one Territory
• The Territory must already exist in Settings → Company Settings → Territories to appear in the dropdown
  • If the Territory has not been created yet, you must create it in Settings before returning to the building to assign it — 🔗 How to Create Territories 

➕ Assigning a Territory When Creating a New Building

1. Go to the Buildings tab
2. Click + New Building 

3. Enter the building details
4. In the Details section, select a Territory from the dropdown
5. Finish adding the details 
6. Click Create when finished 

✏️ Assigning a Territory to an Existing Building

1. Go to the Buildings tab and locate the building using search or filters
2. Click the building name to open it
3. Click Edit in the upper-right corner 

4. In the Details section, select a Territory from the dropdown
5. Click Save when finished 

📥 Assigning Territories via Import

If you are using the Accounts, Buildings, and Contacts import — 🔗 Importing Accounts, Buildings, & Contacts 

• You can assign a Territory using the Territory column in the import file
• The Territory does not need to be pre-created in Settings
• If the Territory does not exist, it will be automatically created during the import

📍 What Assigning a Territory Does

When a Territory is assigned to a building:

• All of the building’s related data — including inspections, proposals, work orders, and account associations — is tied to that Territory
• The Territory is inherited across related records, allowing you to filter consistently throughout the backend
• All backend screens — such as Buildings, Calendar, Inspections, Reports, Proposals, Time Sheets, and Dashboard — support filtering by Territory
• Only users and technicians with access to the Territory can view the building and its associated data — 🔗 How to Set Territory Access for Backend Users & Technicians

🔍 Territory Visibility Example

• All backend tabs have a Territory filter. 
• Users and technicians will see only buildings in Territories they have access to. 

Example: 

• Jerry’s Hardware – Main Street and Jerry’s Hardware – Broadway are assigned to the Albany County Territory, and linked to the Jerry’s LLC account. 
  • When filtering by Albany County on the Proposals tab, you will see all proposals associated with buildings in that Territory — including proposals for Jerry’s Hardware – Main Street and Broadway
  • When filtering by Albany County on the Accounts tab, you will see Jerry’s LLC, since the account is associated with buildings assigned to that Territory