Regions & Zones: Organize properties by geographic areas
Overview
Regions and zones help you organize properties geographically. This makes it easier to filter, assign tasks, manage teams, and generate location-specific reports.
Benefits of Using Regions
- Team Assignment - Assign staff to specific geographic areas
- Task Routing - Auto-assign tasks to regional teams
- Filtering - Quickly filter calendar and reports by location
- Reporting - Generate performance reports by region
- Pricing - Apply region-specific pricing strategies
Creating Regions
1
Navigate to Regions
Go to Settings > Regions & Zones.
2
Add New Region
Click "Add Region" to create a new geographic grouping.
3
Enter Region Details
- Name - Descriptive name (e.g., "Downtown Miami")
- Code - Short code for quick reference
- Description - Optional details about the area
4
Assign Properties
Select which properties belong to this region.
Zone Hierarchy
Create a hierarchy for large portfolios:
- Market - Largest grouping (e.g., "Florida")
- Region - Medium grouping (e.g., "South Florida")
- Zone - Smallest grouping (e.g., "Miami Beach")
Properties can be assigned to the most specific level, and filters will include parent levels automatically.
Managing Regions
Edit Region
Update region name, add/remove properties, or change the description.
Merge Regions
Combine two regions into one, reassigning all properties automatically.
Delete Region
Remove a region. Properties will be unassigned and can be reassigned to other regions.
Pro Tips
Plan Ahead
Set up your region structure before adding many properties. It's easier to organize from the start than to reorganize later.
Logical Grouping
Group properties by how you operate, not just geography. If the same team manages nearby properties, put them in the same region.