Customer Intake & CRM
Configurable service area zones
Define where you service on a map and block out-of-area leads early.
Overview
Draw or import service zones in settings so scheduling and intake can warn when a job is outside your territory.
What we're building
Taking a job that turns out to be outside your service area wastes a slot you could have given to work you actually want.
Thorbis is adding configurable service area zones. You can draw your territory on a map or import zones in settings, and scheduling and intake will warn you when a job falls outside it, so out-of-area leads get flagged early instead of after a truck is rolling.
It is for contractors with defined coverage areas who want to catch out-of-bounds work before it is on the calendar.
What you'll be able to do
- Draw your service area on a map
- Import service zones into settings
- Warn when a job falls outside your territory
- Flag out-of-area leads during intake
- Catch out-of-area jobs before scheduling
- Define where you do and do not service
Rollout plan
- 01
Define service zones
In progressDraw or import the areas you service in settings.
- 02
Intake warnings
In progressWarn during intake when a lead is outside your territory.
- 03
Scheduling guardrails
In progressFlag out-of-area jobs before they are scheduled.
Milestones
- Not started:
Zone editor
Let you draw or import service zones.
- Not started:
Out-of-area detection
Detect when a job is outside defined zones.
- Not started:
Intake and scheduling warnings
Surface warnings in intake and scheduling.
More in Customer Intake & CRM
How to send useful feedback
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