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Counties

Manage county information for geographic organization.

Overview​

Counties maintains a list of counties in your service area. This helps with geographic organization, reporting, and filtering projects by location.

Accessing This Setting​

  1. Go to Settings > Counties

Configuration Options​

Adding Counties​

  • County Name - Name of the county
  • State - State/province
  • Region - Optional regional grouping
  • Notes - Additional information
  • Active Status - Enable or disable

Associated Data​

  • Municipalities within the county
  • Tax rates (if applicable)
  • Service area flags

Using Counties​

County data is used for:

  • Geographic filtering of projects
  • Sales territory assignment
  • Location-based reporting
  • Service area management

Reporting​

Counties appear in:

  • Project lists filtered by location
  • Sales reports by geography
  • Service area analysis
  • Territory performance