Service Area

Not every lead is worth your time. If someone lives 200 miles away and you only serve your city, that's not a match.

What service area does: - Filters leads by location before qualification - Lets SalesPartner ask location-specific questions - Helps prioritize local leads over distant ones - Prevents scheduling with people you can't serve

Who needs it: Service businesses, contractors, real estate agents, home services—anyone with geographic limits. If you only work in certain areas, set your service area.

Who doesn't need it: Online businesses, consultants who work remotely, anyone who serves customers regardless of location. If location doesn't matter for your work, skip this setting.

Service area is defined by a center point and a radius in miles.

To set your service area: 1. Go to Settings 2. Find Service Area or Location Settings 3. Enter your business address (this becomes the center point) 4. Set a radius in miles

Example setup: - Center: "123 Main St, Austin, TX" - Radius: 30 miles

This means you serve customers within 30 miles of your business address.

Choosing the right radius: - Think about how far you realistically travel - Consider travel time, not just distance - Account for traffic in your area - Be honest—too wide and you waste time on distant leads

No address verification? If you leave service area empty, SalesPartner won't filter leads by location. All leads pass regardless of where they are.

When a lead provides their address or location, SalesPartner calculates the distance from your service center.

The process: 1. Lead shares their address during conversation 2. SalesPartner converts the address to coordinates 3. Distance is calculated from your business address 4. Lead is marked as within or outside service area

What counts as location: - Full street address (most accurate) - City and state - Zip code - Neighborhood name

Accuracy: Full addresses give precise distance. City names give approximate distance based on city center. The more specific the address, the better the check.

When is it checked: Location is verified during the qualification process. It happens naturally as part of the conversation, not as a separate interrogation.

When a lead is outside your service area, the conversation adjusts accordingly.

What happens: - The lead is flagged as out of service area - SalesPartner can handle it gracefully in conversation - Scheduling might be blocked for out-of-area leads - You can see the distance when reviewing the lead

Example handling: "Based on your location, it looks like you're a bit outside the area we typically serve. Our team covers Austin and surrounding areas within about 30 miles. Let me check if we can still help..."

You decide what happens next: Some businesses refer out-of-area leads to partners. Others make exceptions for large jobs. Still others politely decline. Configure the response that matches your policy.

Why not just block? Sometimes leads will travel to you. Sometimes you'll make exceptions. Sometimes the lead entered the wrong address. Out-of-area flagging lets you make the call rather than automatic rejection.

If your business has multiple locations, each can have its own service area.

How it works: - Each team member or branch can have a different service area - Leads are matched to the closest location - Service areas can overlap

Example: - North location: 15-mile radius from downtown - South location: 15-mile radius from the south office - A lead in the middle could match either

Team-based areas: If different team members cover different territories, each person can have their own service area. Leads get routed to the right person based on location.

Company-wide vs personal: Company service area applies to everyone by default. Personal service areas let individuals override for their territory.

What if a lead won't share their address? The conversation continues without location verification. They won't be marked as in or out of area. You'll need to verify location manually before scheduling.

Can I serve different areas for different services? Currently, service area is a single setting. If you serve a wider area for some services, set your radius to the largest area and filter manually for restricted services.

What about leads who are willing to travel to me? Out-of-area leads aren't automatically rejected. They're flagged so you can make the decision. Some customers will come to you regardless of distance.

How accurate is the distance? Distance is calculated as the crow flies—straight line, not driving distance. Real travel time varies based on roads and traffic. Add some buffer to your radius to account for this.

Can leads lie about their location? Yes, but it comes out eventually. If they give a fake address, the mismatch shows up when you try to schedule or provide service.

Do I need service area if I'm online-only? No. Leave it empty if location doesn't matter for your business.