Think of territories as a geographical area that one or two techs will cover. It will consist of routes, each with stops.
Territories can be called whatever you think is best to identify them easily.
Some ideas could be:
- Direction: North, South, East, West
- Part of the city: Uptown, Downtown, Central, Riverside
- Suburb: Bronx, Manhattan, Long Island
You should avoid using the name of the tech for the territory: George, Matt, Will,... Note that this will require a name change if the tech changes or if the tech changes territories.
How To Create A Territory
- Go to the Territory Manager page.
- Tap on +Create.
Name the territory (see above).
Enter the technician(s) name. Use Technician 2 if you have two techs in this territory or a trainee tech. You can always edit/change the techs in a territory.
Pick a color for this territory.
Hit Save.
Update A Territory
Click on the gear icon on the right, then select Update OR click on the name of the territory.