Assigning A District

Quickly organize job sites by assigning them to districts in your scheduler—making dispatch and management straightforward and efficient. In this tutorial, you'll learn how to add and assign districts step-by-step, just as shown in the accompanying video.

Step 1: Open the customer's listing from the main customer page. Search or scroll to locate the customer entry.

Step 2: On the customer screen, you'll see a list of addresses. Choose the site address you want to update.

Step 3: Double-click the site's address to open its details.

Step 4: At the top, navigate to the Addresses tab to access address settings for the job site.

Step 5: In the address details, locate the District field in the center section. To assign a district, select the desired option from the drop-down menu.

Step 6: To add a new district instead, click Add New.

Step 7: Enter your new district's details, then click the orange Save button to confirm.

Step 8: Once a district is chosen, confirm your changes by selecting the correct district from the dropdown.

Step 9: Click the Save button at the top right to ensure all changes are applied.

By following these simple steps, you'll keep districts organized for each job site—making scheduling and dispatch easy and efficient.