Neighborhoods & Territory Management

Category: Advanced Features
Access Level: All D4D Users

Overview

Neighborhoods help you organize, track, and complete geographic areas systematically. Transform random driving into strategic territory coverage.

Why Neighborhoods Matter

Benefits of Territory Organization

For Individual Users:

• 🎯 Focus - Work one area completely
• 📊 Track progress - See completion %
• ✅ Completeness - Don't miss streets
• 📈 Efficiency - Reduce backtracking
• 🏆 Achievement - Complete entire neighborhoods

For Teams:

• 🗺️ Divide territory - Assign areas to members
• 🚫 Avoid overlap - No duplicate efforts
• 📍 Coverage visibility - See team progress
• 🎯 Strategic planning - Target high-value areas
• 🤝 Collaboration - Coordinate team efforts

Understanding Neighborhoods

What Is a Neighborhood?

Definition: A defined geographic area with boundaries, typically representing:

• Residential subdivision
• City neighborhood
• Rural area section
• Custom-drawn territory
• ZIP code section

Components:

• Boundary polygon (drawn or imported)
• Name & description
• Total properties (estimated)
• Captured leads
• Completion percentage
• Assigned user(s)

Neighborhood Sources

Three Types:

1. System Neighborhoods (Built-In):

• Based on official data
• City/county boundaries
• Common neighborhood names
• Automatically available
• Can't be edited

2. Organization Neighborhoods:

• Created by admin/manager
• Shared across team
• Can be assigned
• Managed centrally

3. Custom Neighborhoods:

• Created by you
• Your personal areas
• Private or shared
• Full control

Viewing Neighborhoods

Map View

Access: Map → Layers → Neighborhoods

Display Options:

• Show all neighborhoods
• Show only assigned
• Show only active
• Hide completed
• Color by completion %

Neighborhood Display:

• Boundary outline (colored by status)
• Name label (center or corner)
• Completion % badge
• Lead count
• Assignment indicator

Color Coding:

• 🔴 Red: 0-25% complete
• 🟠 Orange: 25-50% complete
• 🟡 Yellow: 50-75% complete
• 🟢 Green: 75-95% complete
• ✅ Blue: 95-100% complete

Neighborhood List

Access: Neighborhoods → List View

List Shows:

• Neighborhood name
• Completion %
• Progress bar
• Lead count (captured/total)
• Assigned user(s)
• Last activity date
• Status

Sorting Options:

• By completion % (ascending/descending)
• By name (A-Z)
• By last activity
• By lead count
• By assignment

Filtering:

• My assignments only
• Team assignments
• Unassigned
• Active vs. completed
• By region/city

Creating Custom Neighborhoods

Drawing a Neighborhood

Step-by-Step:

1. Map → Neighborhoods → "Create New"
2. Select "Draw Boundary"
3. Click map points to draw polygon
4. Connect back to start point
5. Name your neighborhood
6. Estimate total properties (or auto-calculate)
7. Save

Drawing Tips:

• Follow street boundaries
• Include entire blocks
• Use satellite view for accuracy
• Zoom in for precision
• Double-click to finish

Auto-Calculate Properties:

• System estimates based on area
• Uses property data if available
• Can manually adjust

Importing Boundaries

From KML/GeoJSON:

1. Neighborhoods → Import
2. Upload file (.kml, .geojson)
3. Preview boundary
4. Name and save

From ZIP Code:

1. Neighborhoods → Create from ZIP
2. Enter ZIP code
3. System generates boundary
4. Confirm or edit
5. Name and save

From City Neighborhood:

1. Neighborhoods → Browse System
2. Search city/neighborhood name
3. Select from list
4. Add to your neighborhoods

Managing Neighborhoods

Editing Neighborhoods

What You Can Edit:

• Name & description
• Boundary (reshape, expand, reduce)
• Total properties estimate
• Assignment
• Status (active/inactive/complete)
• Privacy (private/shared)

How to Edit:

1. Neighborhoods → Select neighborhood
2. Click "Edit" (pencil icon)
3. Make changes
4. Save

Reshaping Boundaries:

• Edit mode → drag boundary points
• Add points: Click edge
• Remove points: Click and delete
• Move entire shape: Drag center

Assigning Neighborhoods

Assign to User:

1. Select neighborhood
2. Click "Assign"
3. Choose user (team members)
4. Set start/end dates (optional)
5. Save

Assign to Self:

• Click "Claim" on unassigned neighborhood
• Appears in "My Neighborhoods"

Unassign:

• Release territory back to pool
• Makes available for others

Multi-Assignment:

• Assign same area to multiple users
• Useful for team coverage
• Track individual vs. team progress

Working a Neighborhood

Neighborhood Mode

Activate Neighborhood Mode:

1. Map → Select neighborhood
2. Click "Start Working"
3. Map focuses on that area
4. Shows only uncaptured properties

Neighborhood Mode Features:

• Filtered view (only this area)
• Uncaptured properties highlighted
• Suggested route
• Progress bar at top
• Completion checklist

Route Optimization:

• System suggests optimal path
• Covers all uncaptured properties
• Minimizes backtracking
• Updates as you capture

Tracking Progress

Real-Time Tracking:

• Progress bar updates with each lead
• Completion % recalculates
• Map colors change
• Notification at milestones (25%, 50%, 75%, 100%)

Milestones:

• 25% complete: +100 XP
• 50% complete: +250 XP
• 75% complete: +500 XP
• 100% complete: +1,000 XP + Neighborhood Complete badge

Marking Complete

Auto-Complete:

• System marks complete at 100%
• Triggers celebration
• Awards XP and badge
• Updates leaderboards

Manual Complete:

• Mark complete even if <100%
• Useful if remaining properties inaccessible
• Requires confirmation

Neighborhood Analytics

Individual Stats

Your Neighborhood Stats:

• Total neighborhoods
• Completed neighborhoods
• In-progress neighborhoods
• Average completion %
• Total leads from neighborhoods
• Completion rate (neighborhoods/month)

Access: Profile → Stats → Neighborhoods

Neighborhood Details

Per-Neighborhood Analytics:

• Completion % over time (graph)
• Leads captured (timeline)
• Time spent in area
• Route efficiency
• Property density
• Best times worked

Compare:

• Your progress vs. team average
• Completion speed vs. others
• Efficiency metrics

Team Territory Management

Team Neighborhoods

Team Territory View:

• See all team-assigned neighborhoods
• Member assignments visible
• Progress by member
• Uncovered areas highlighted
• Overlap detection

Access: Teams → Territory

Territory Assignment Strategy

Best Practices:

1. Geographic Division:

• Assign contiguous areas
• Reduce travel time between assignments
• Consider natural boundaries (highways, rivers)

2. Balanced Workload:

• Equal property counts
• Similar property density
• Account for accessibility

3. Skill-Based Assignment:

• New members: Small, easy areas
• Experienced: Large, complex areas
• Consider member preferences

4. Rotation:

• Rotate assignments periodically
• Prevent burnout
• Expose members to different areas

Team Coverage Goals

Set Team Goals:

1. Teams → Territory → Goals
2. Select target neighborhoods
3. Set completion deadline
4. Assign responsibilities
5. Track progress

Goal Types:

• Complete X neighborhoods by date
• Achieve X% coverage in region
• Capture X leads in territory
• Minimize uncovered gaps

Neighborhood Challenges

Personal Challenges

Neighborhood-Based Challenges:

• Complete 5 neighborhoods in 1 month
• 100% complete a neighborhood in 1 day
• Capture all leads in neighborhood without revisiting
• Highest completion % in week

Rewards:

• XP bonuses
• Neighborhood badges
• Leaderboard rankings

Team Competitions

Team vs. Team:

• Which team completes most neighborhoods
• Fastest neighborhood completion
• Best territory coverage
• Highest quality scores in area

See Teams Guide for team competition details

Advanced Features

Heat Maps

View Property Density:

• Map → Layers → Heat Map
• Shows property concentration
• Helps identify high-value areas
• Red = high density, Blue = low density

Use Heat Maps:

• Plan route efficiency
• Prioritize dense neighborhoods
• Estimate time requirements
• Optimize scheduling

Coverage Gaps

Find Uncovered Areas:

1. Map → Neighborhoods → "Show Gaps"
2. System highlights areas without neighborhood boundaries
3. Create neighborhoods to cover gaps

Gap Indicators:

• Gray/hatched areas on map
• "Uncovered Territory" list
• Recommendations for new neighborhoods

Neighborhood Templates

Save Common Boundaries:

• Save neighborhood as template
• Reuse for similar areas
• Useful for:
  • Subdivisions with standard layout
  • Grid-pattern cities
  • Franchise territories

Using Templates:

1. Neighborhoods → Templates
2. Select template
3. Position on map
4. Adjust if needed
5. Save as new neighborhood

Mobile Neighborhood Features

Offline Neighborhood Data

Download for Offline:

1. Select neighborhood
2. Menu → "Download for Offline"
3. Includes: Boundary, property list, map tiles
4. Work offline, syncs when online

See Offline Mode Guide for details

Notifications

Neighborhood Alerts:

• Entering neighborhood boundary
• Milestone reached (25%, 50%, etc.)
• Neighborhood assignment received
• Team neighborhood completed
• Recommended neighborhood nearby

Settings:

• Enable/disable per alert type
• Quiet hours
• Push vs. email

Neighborhood Badges

Earned by Completing Neighborhoods:

• Neighborhood Explorer - Complete 1 neighborhood
• Territory Specialist - Complete 5 neighborhoods
• Area Expert - Complete 10 neighborhoods
• Regional Master - Complete 25 neighborhoods
• Completionist - 100% complete 5 neighborhoods
• Speed Runner - Complete neighborhood in 1 day
• Team Coordinator - Assign 10 team neighborhoods

See Badges Guide for all badges

Best Practices

🎯 Efficient Neighborhood Coverage

Strategy Tips:

1. Start edges, work inward - Clear boundaries first
2. Systematic rows - Cover street by street
3. Group by blocks - Complete full blocks
4. Use route planning - Let system optimize
5. Mark inaccessible - Note gates, no-access areas
6. Revisit strategically - Save scattered properties for one trip

📊 Progress Tracking

Stay Organized:

1. Review weekly - Check progress on active neighborhoods
2. Prioritize completion - Finish started neighborhoods before new ones
3. Log notes - Record access issues, best times, contacts
4. Celebrate milestones - Acknowledge 25/50/75% marks
5. Share with team - Update on progress and challenges

🗺️ Team Coordination

Team Territory Management:

1. Regular review - Weekly territory meetings
2. Clear assignments - Everyone knows their area
3. Communicate - Share discoveries (gates, hours, contacts)
4. Flexible reassignment - Adjust if member struggling
5. Overlap minimization - Use system to avoid duplicates

Troubleshooting

Neighborhood Not Showing

Symptoms: Created neighborhood but can't see it

Solutions:

1. Check layer visibility - Neighborhoods layer enabled?
2. Zoom level - May only show at certain zoom levels
3. Filter settings - Check active filters
4. Privacy settings - Private neighborhoods only visible to you
5. Refresh map - Reload page

Incorrect Completion %

Symptoms: Completion % seems wrong

Solutions:

1. Recalculate - Neighborhood menu → Recalculate
2. Check total properties - Estimate too high/low?
3. Sync data - Ensure all leads synced
4. Duplicate leads - System may count duplicates
5. Boundary issues - Leads outside boundary not counted

Can't Edit Boundary

Symptoms: Boundary edit not working

Solutions:

1. System neighborhood? - Can't edit built-in boundaries
2. Permissions - Need admin rights for team neighborhoods
3. Active session? - Can't edit while someone working it
4. Try desktop - Complex edits easier on desktop vs. mobile

Assignment Issues

Symptoms: Can't assign neighborhood

Solutions:

1. Already assigned? - Unassign first or multi-assign
2. Permissions - Need team admin rights
3. User availability - Assignee must be team member
4. Neighborhood status - Can't assign completed neighborhoods

Integration with Other Features

With Route Planning

Combined Power:

• Generate route within neighborhood
• Optimize path for completion
• Multi-day route planning
• Estimate time to complete

See Route Planning Guide

With Map View

Layered Visualization:

• Toggle neighborhood boundaries
• See leads within neighborhoods
• Property markers
• Heat maps
• Team coverage

See Map View Guide

With Teams

Team Territories:

• Assign neighborhoods to team
• Track team coverage
• Compete on neighborhood completion
• Share neighborhood discoveries

See Teams Guide

Related Guides

• Map View - Interactive map features
• Route Planning - Optimize driving routes
• Teams - Team territory management
• Analytics - Performance metrics
• Offline Mode - Work neighborhoods offline

← Back to Route Planning | Next: Calendar & Scheduling →