How can CSRs quickly determine if a customer is within a service area?

Problem

When a customer calls from outside your service area, how can you know right away if you can service them? This helps avoid taking their information and then realizing no technicians can service their zone.

Solution

You can prevent booking jobs outside of your service area with a specific account configuration. When enabled, this configuration only allows jobs to be booked for addresses within the ZIP codes defined in your zones. To enable this setting:

1. Contact your Customer Success Manager and ask them to enable the Limit Jobs and Locations to be within Zones configuration for your account.

2. Enable this configuration in your Next account to test the workflow and functionality. Ensure all serviceable ZIP codes are included in your zones.

3. Ensure anyone booking calls is trained on this new process.

Note: This configuration only affects jobs booked through the Job Booking screen and does not support wildcard characters in zones. We recommend removing ZIP codes from any Do Not Service zone to avoid confusion.