Leads
Service areas and branches
Under Settings → Service area, add your branches. If you work from one place, that’s one branch. Each branch can cover areas in two ways, and you can use both.
By postcode. Add the start of each postcode as a tag. SW covers every SW postcode, SE1 covers that district, and M1 covers M1 but not M11.
By distance (UK only). Drop a pin on the map, or find a postcode and drag the pin into place. Then add distances, each with its own travel charge: say, free within 10 miles and £25 within 25 miles. Distances are measured in a straight line to the customer’s postcode district, so treat them as a guide to within a mile or two.
Exclusions are places a branch never covers, even if they’re inside its area, like an island or a toll crossing.
A postcode you list always beats a distance, so you can charge for a radius and leave part of it free.
Turn on Check customers’ postcodes and customers enter their postcode before the first question. You can change the wording of that step. If you don’t cover them, they see your message, or a link you choose, such as a partner.
If your estimator also has a Postcode question, it’s filled in for them.
When you do cover it:
- the travel charge is added to the price, before tax
- the lead shows its branch
- that branch’s email address gets the lead alert too
If more than one branch covers a postcode, the lead goes to the most exact match, then the nearest branch, then the lowest travel charge. Use Check a postcode on the same page to try one out.