Territory Warning Overview
Territory Warning helps franchisors prevent territorial conflicts by alerting franchisees when a customer address falls outside of their assigned territory. This feature supports franchise agreement compliance by increasing visibility into territory ownership and discouraging out-of-territory work before it becomes a problem.
Territory Warning is designed for franchise networks that define territories externally (such as via mapping providers like GBBIS) and want to surface those boundaries inside HCP at critical moments in the customer lifecycle.
Specifically, Territory Warning allows you to:
Display territory ownership to franchisees.
Warn franchisees when a customer address is outside their assigned territory.
Transfer customers to the appropriate franchisee when needed.
Reduce territorial disputes and contract violations.
How Territory Warning Works
Territory Warning relies on territory data provided by the franchisor’s mapping provider and maps those territories to franchisee accounts in HCP.
At a high level:
Territory boundaries are established by the franchisor in a third-party mapping software.
Territory ownership is assigned to franchisees in HCP.
When a customer’s address is entered during customer creation, HCP checks whether the address is:
Inside the franchisee’s territory.
Inside another franchisee’s territory.
In an unowned (“whitespace”) territory.
HCP displays a warning and available actions when a customer belongs to another franchisee based on their territory.
What Do Franchisees See When a Customer Is Out of Territory?
When a franchisee attempts to work with a customer whose address is outside their assigned territory, they will see a clear warning indicating the territory status.
If the customer is outside of the franchisee’s territory, the franchisee will see:
A warning that the customer belongs to another franchisee’s territory.
The option to transfer the customer to the appropriate franchisee.
The option to cancel the action and avoid proceeding.
Upon saving the customer, a chip will be displayed showing the customer’s territory status. Those statuses can be:
In Territory – The customer is within the franchisee’s owned territory.
Out of Territory – The customer is within another franchisee’s territory.
Whitespace – The customer is in an unowned territory.
This territory status is also visible when viewing a customer profile for related workflows such as Leads, Estimates, and Jobs.
Conflicting Territory Example.
In Territory Example.
Available Territory Example.
Territory Status Chip on Job Pages Example.
Customer Transfers and Notifications
Transfer New Customers
When creating a new customer, if the customer’s address falls within another franchisee’s territory and the franchisee chooses to transfer, the customer will be created in the appropriate franchisee’s HCP account.
Transfer Existing Customers
When updating an existing customer’s address, if the updated address falls outside the franchisee’s territory, the franchisee can:
Cancel the address change.
Transfer the customer to the correct franchisee.
Notifications
When a customer is transferred, the receiving franchisee is notified of the newly created or transferred customer via email.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.