Keeping your database up to date with the right equipment and settings is essential for accurate proposals and smooth project workflows. When your database reflects what you actually install, your team saves time and avoids costly mistakes on every job.

Select “Database” from the “Manage Database” section on the left panel.

Select “Territory” from the main menu and then click on “Territories.”This iswhere all country-based territory data is stored.

To create a new territory, click theAddbutton.

When the dropbox opens,begin by typing in the name of the territory that you wish to add. Be sure to selectCanadain the country field to ensure correct regional categorization. For the state field, you can select from a list of Canadian provinces or territories that matches the territory name you've filtered.

Click“Add” to Save Your Changes. Note:You can alsoview the details like zip code or countiesfor the listed territories. These details can be essential when filtering addresses during customer onboarding or proposal creation. With Canada Territories enabled, users can now more effectively manage customer locations, especially when generating proposals that require accurate regional data.

Click theeye iconnext to the territory name.

For each field (e.g., Zip Code), click the dropdown arrow to expand and view associated data. These details can be essential when filtering addresses during customer onboarding or proposal creation. Related ArticlesHow to Add Counties to Territory?Add and Manage New TerritoriesHow to Activate Auto Add with ZipcodesHow to Add Water Filter Equipment to Your DatabaseHow to Set a Default Panel for a Specific Territory in the Database

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.