You should assign your service provider territory/zip code(s) when you do not want a service provider outside of a property’s territory/zip code(s) to be contacted when a work order comes in. Learn how to assign a service provider to a specific territory/zip code for new and existing service providers.

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Assigning a specific territory/zip code for a new Service Provider.

On the Latchel dashboard click People then select Service Provider on the dropdown.
Click on + New Service Provider located on the right side of the service provider page.
Fill out the service provider information then click Next.
After adding the appropriate skills, on the bottom part of the page choose either Add Territories From Existing Properties or Manually Add Zip Codes.
When you have assigned the territory click Add then Save.

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Assign a specific territory/zip code to an existing service provider.

On the Latchel dashboard click People then select Service Provider on the dropdown.
Under the My Service Provider Management tab, identify the service provider and click its corresponding** ellipsis icon then choose Service Provider Territory Settings** from the dropdown.
Then choose either Add Territories From Existing Properties or Manually Add Zip Codes.
When you have assigned the territory click Add then Continue.
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