Add a service territory

Name the areas your company serves so scheduling can match work to the people who cover that area.

In the sidebar, open Settings, then choose Territories under Scheduling. The page address is /settings/org/schedule-constraints/territories.

A territory is a named area you serve, such as "North shore" or "Downtown core". Territories decide who works where: once they exist, you say which people cover each one in Assign skills and territories to a team member. Add one only if some people should not be sent to some areas; most small teams do not need this. An address no territory covers is open to anyone.

Before you start

• Anyone whose role can read scheduling territories can open the list. Creating, editing, deactivating and reactivating territories are separate permissions; ask your admin if a button is missing.

Steps

1. Press Add territory. The Add territory drawer opens.
2. Type a Name.
3. Add a Descriptor describing the coverage, for example the neighbourhoods or highways that bound it. It is optional.
4. Press Create territory. The territory is created with an Initial status of active.

To change a territory later, press Edit on its row, change the Name or Descriptor and press Save changes.

What you see

• The list shows each territory's Name, Descriptor, Status and when it was Updated. Use Search territories to find one, or the filter button to show Active only, Inactive only or All.
• Deactivate retires a territory you no longer serve. Nova asks you to confirm; history is kept, and Reactivate brings it back.
• The column button can add ZIP prefixes, Region codes and Branch IDs columns. Nova matches a work address to a territory by those postal code prefixes, regions or branches, but the drawer on this page does not fill them in, so they usually read as a dash. A territory with none of them set does not match any address yet; ask Nova support to set its coverage.

If something looks different

• Add territory is missing: your role can read territories but not create them.
• Create territory refuses with "Name is required.": type a name first.
• You want address suggestions limited to an area, not scheduling matches: that is Set the area address search looks in.

Open Territories