A contractor takes a job when they cover the chosen Service Area and handle the Job Type. Pin colors below show area coverage density: red = none, yellow = 1–2, green = 3+.
🧾Contractor to-doshow ▾
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Editing coverage for —
Click pins to toggle · 🟢 covered · ⚪ not covered
3+ contractors
1–2 contractors
No coverage
📐 Click points on the map to draw a polygon
Double-click the last point (or click the first point again) to finish
✏️ Drag the polygon vertices to reshape
Click an edge midpoint to add a new vertex · Right-click a vertex to remove it
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📥 Import zones from Google MyMap (KML)
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In Google MyMap: 3-dot menu → Export to KML/KMZ → check Export as KML → save the .kml file. CSV won't work (points only). KMZ won't work either — extract the inner doc.kml first.
MyMap polygons don't carry a job type — pick one to apply to every zone in this batch.
⧉ Copy zones to another job type
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A zone is a shape on a map with a job type on it. When a new job type covers the same ground as one you have already drawn, this copies the shapes across instead of you drawing them again.
Only adds. A job type that already has zones is refused rather than merged into — copying twice would double a coverage map and there is no undo for that.
⚠ Unfiled zones
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These zones carry a job type that no longer exists — renamed or deleted since they were drawn. They stay on the map under All so nothing vanishes silently, but they appear under no job-type filter, and the New Job form never suggests them.
Two ways out. To keep them: in Control Panel → Job Types, name a type exactly as it reads below — the zones, contractors and jobs filed under it come straight back. To drop them: delete them here. There is no undo.
🗑 Delete zones
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Tick the job types to clear. A ticked type loses its zones in every office, not just the ones on screen or under the current filter — the shapes, the contractors on them and their priority order. There is no undo and no export.
A type with no zones left stops suggesting contractors by map on the New Job form. Contractors, service areas and jobs are untouched.
Save Zone
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Determines the zone color and which contractors are eligible to be added.
Use ↑ / ↓ to reorder. The first contractor is the primary suggestion. Only contractors who handle the selected Job Type appear here.
Add Contractor
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Now managed in Finance → Company Names tab — supports multiple names per contractor for DBAs, spouse LLCs, etc. Existing values were auto-migrated.
Jobs whose ZIP matches one of these will use the secondary % instead of the default.
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Jobs whose Source matches any of these will also use the secondary % (in addition to the ZIP match above).
Each bot send into this contractor's group will tag this contact. Often the same as the Reports number above, but sometimes a different person should be pinged. Leave empty to skip tagging.
Users assigned to any ticked office see this contractor — in this list, on the service areas page, in the
contractor picker when they create a job, and as WhatsApp group threads in their inbox. Untick an office and
the contractor disappears for everyone in it, so at least one is required. You only see the offices you
belong to; any others already ticked here are left as they are when you save.
Group = where short/long job messages land with K/PASS buttons. Pick ONE group from your existing WhatsApp account. DM = uses the WhatsApp Number above for weekly payment reports.
📥 Bulk Upload Contractors
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Drop a .xlsx or .csv with these columns (header row required): A — Contractor Name · B — Contact Person · C — US Number · D — WhatsApp Number · E — Email · F — Profit Share % · G — 2nd Profit Share % · H — Zipcodes for 2nd % · I — Job Partners for 2nd % · J — Notes · K — Pay Company (Zelle/Wire)
Existing contractors are matched by name (case-insensitive) and updated. Service areas + job types stay untouched on update — wire those up after.