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Operations

Define Your Service Area; Block What's Out of Bounds

Set the ZIPs you actually serve and SalesButler blocks out-of-area bookings, adds travel surcharges, or routes to a partner.

No credit card required · Setup in 5 minutes

Overview

What It Does

Every service business has a sweet-spot service area — and a fringe where jobs cost more than they pay. SalesButler's Service Area & ZIP Rules let you define exactly which ZIPs you serve, block out-of-area bookings on your public booking widget, add travel surcharges for fringe ZIPs, or simply route the inquiry elsewhere. The public lookup endpoint also gracefully handles orgs with no rules (defaults to enforced=false).

SalesButler · Pipeline
Pipeline
+38% booked
12
New leads
7
Quoted
5
Booked
4.9 avg · 127 reviews
This month
How It Works

Step-by-Step Guide

1

Define Your ZIPs

List every ZIP you actively serve.

2

Set Surcharge Tiers (Optional)

Add travel surcharges for fringe ZIPs you'll serve at a premium.

3

Public Booking Validates

Customers booking through your public widget are blocked or warned if they're out of area.

4

Inbound Leads Tagged

Lead source automatically tags out-of-area inquiries for triage.

5

Refer or Decline

Office staff sees out-of-area leads with clear flags and acts accordingly.

Benefits

Why You'll Love This Feature

ZIP-Level Control

Define your service area down to the ZIP.

Travel Surcharges

Charge more for fringe ZIPs without losing the lead entirely.

Out-of-Area Blocking

Public booking can refuse jobs you'd lose money on.

Public API

Public service-area-check endpoint lets your website pre-validate addresses.

Graceful Defaults

Orgs with no rules return enforced=false — never accidentally block all leads.

Easy Updates

Add or remove ZIPs anytime as your service area expands.

Use Cases

Perfect For

Local-only service businesses protecting margin from long drives

Tiered pricing for in-area vs fringe ZIPs

Multi-location franchises routing leads to the right branch

Seasonal service expansion (only serve certain ZIPs in summer)

Pre-validating leads on your website before they hit your inbox

FAQ

Frequently Asked Questions

What plans include Service Area & ZIP Rules?

Service Area & ZIP Rules is included on the Growth and Pro plans.

What happens if no rules are configured?

The public lookup gracefully degrades to enforced=false — out-of-area logic is opt-in.

Can I define rules per location?

Yes — combine with Multi-Location to set distinct service areas per branch.

Can the public form check ZIPs?

Yes — the public endpoint /api/public/service-area-check?orgId=&zip= can be called from your website.

What about cities or states?

Today, ZIP-level. City/state grouping is on the roadmap.

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