Geo regions also help you to see where you work the most with the billed out report.
Geo Regions Overview
A Geo Region is a large piece of area that you can section off. This makes it easy to see which geographical areas have the highest demand for your services.
A Geo Region often correlates to a county or area of similar size.
A Super Geo Region is an even larger piece of area that encompasses multiple Geo Regions inside it. This allows for better compartmentalization and organization of Geo Regions.
Add/Edit Super Geo Regions
Manage Geo Regions by going to More -> List Management -> Quotes, Jobs, & Invoices -> Geo Regions -> Super Geo Regions
A Super Geo Region will include multiple Geo Regions,
an example of this could be a District or Territory your company has defined.
Click 'Add' to create a new Super Geo Region.
Click 'Open' to edit an existing Super Geo Region.
Select which branch it belongs to and give it a name.
Click OK to close the window while saving your changes.
Add/Edit Geo Regions
Go to More -> List Management -> Quotes, Jobs, & Invoices -> Geo Regions -> Geo Regions
Click 'Add' to create a new Geo Region.
Click the Ellipsis -> Modify to edit an existing Geo Region.
Click the Ellipsis -> 'Delete' to remove the Geo Region from the list of options.
When creating a Geo region please assign it to a Branch and give it a name.
Parent is a name for a larger area this Geo Region is a part of.
For example, if your Geo Region is a City, the Parent could be the county. If your Geo Region is a county, your Parent could be the State, etc...
Assign the Geo Region to a Super Geo Region if desired.
Click OK (hidden by the drop-down menu in the below screenshot) to close the window and save your changes.
