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Service area: where the assistant will book on-site visits

Service area

For businesses that go to the customer (cleaning, roofing, plumbing, HVAC and the other home-services trades), the Service area card on Settings is the list of places you actually drive to. When a caller says where the work is, the assistant checks that location against your list before it offers a visit, and it never books a visit outside it.

This is separate from What your AI knows: facts there let the assistant *talk* about your area; this list *decides*.

Set it up

  1. Open Settings and scroll to Service area.
  2. Enter the ZIP codes you serve, one per line or separated by commas. A ZIP+4 is fine; only the first five digits count.
  3. Enter the cities or towns you serve the same way. Capitalization and accents do not matter ("St. Louis" and "st louis" are the same city).
  4. Choose what happens when the caller's area cannot be confirmed (they gave no ZIP, or a city you did not list): by default the assistant does not book and asks for the ZIP once. Tick the box if you would rather it book anyway and let you confirm the area yourself.
  5. Press Save service area. The note under the button tells you whether the check is active and how many entries it holds.

Leaving the list empty turns the check off: calls behave exactly as they did before.

What the caller hears

  • In your area: nothing changes; the assistant offers times as usual.
  • Outside your area: the assistant says plainly that the location is outside the area you currently serve, that it cannot book a visit there, and that it will pass the request along. It takes no booking. The call notes still reach you, so you can follow up if you want to.
  • Cannot tell: the assistant asks for the ZIP code once, then checks again.

Limits and honesty

  • The list is the whole truth: the assistant does not use maps or distance. If a ZIP is missing from your list, callers there are treated as outside your area, so keep the list current.
  • Up to 200 entries (ZIPs plus cities) per account.
  • Businesses that do not book on-site visits (real estate, med spa, legal intake, dental) do not use this list on calls; the card says so.
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