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How To Add Counties To Territory

Overview

When counties are configured under each state, SubcontractorHub can auto-fill county data during proposal creation.

Why this matters first: Cleaner location data means fewer manual corrections and faster quoting.

Prerequisites

  • Database admin access

  • List of counties by state

  • Naming standard (avoid duplicate spellings)

Step-by-Step Instructions

  1. Open Manage DatabaseDatabase.

  2. Scroll to Territory.

  3. Click Territory Counties.

  4. Click Add.

  5. Select the State.

  6. Enter county name and click Add.

Pro Tips

💡 Import counties in batches by state during onboarding.

⚠️ Standardize county names (e.g., “Los Angeles” vs “Los Angeles County”) to avoid duplicates.

Real-World Example

A regional roofing business added all counties for CA and NV. Address lookups became more consistent, and sales stopped manually typing county names on every deal.

Troubleshooting / FAQ

Question

Answer

County not auto-filling

Confirm state is selected correctly in customer/project address.

Duplicate county values appear

Merge duplicates and enforce a single naming standard.

Can't see Territory Counties

Verify your role has database permissions enabled.

Change Log Summary

Change

Details

Original Title

How To Add Counties To Territory

New Title

Add Counties to Territory Settings for Better Address Auto-Fill

Key Updates

Reframed around data quality outcome, added 6 screenshots, cleaner step flow and troubleshooting

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