Configure service areas and professions

You can define the geographical areas where your organization operates and specify the professions or services you offer.

Configure service areas

1. Click Settings in the sidebar.
2. Click the Areas tab.
3. Select your primary country or region from the Area of operation dropdown.
4. Toggle Show sub-organization areas to display or hide areas for sub-organizations.
5. Click Set area (or Define service area if you are completing an onboarding task) to save your changes.

Configure Professions for Your Organization

Initial professions and services are set during the signup process. You can modify them here.

1. Click Settings in the sidebar.
2. Click the Professions tab.
3. Use the Search professions... bar to find specific professions.
4. Select the checkboxes next to the professions your organization provides. These are the services your organization offers. Each profession is displayed with a corresponding icon, for example, Electrician, Plumber, or HVAC Technician.
5. Click Save to apply your selections.

Organization vs. User Professions and Installer Status

The professions configured under the Professions tab in your organization's settings define the master list of services your organization offers. Individual users within your organization can then select their specific professions from this master list.

A user is considered an 'installer' in the system if they have at least one profession assigned to their individual user account. This allows the system to correctly route tasks and orders to qualified personnel.

To assign professions to an individual user:

1. Navigate to the user's profile settings.
2. Under the Professions section, select the relevant professions from the list provided by your organization.
3. Save the changes.

Need help? Contact Installer.com support.