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+.
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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.
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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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.
CSRs assigned to any of the ticked offices will see this contractor's WhatsApp group threads in their inbox.
Leave empty to keep threads owner-only.
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.