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Services / Scope by agreement

Service areas and lead routing

Get an enquiry to the right person based on the work and the area you actually cover.

Discuss this scope
01

Use an explicit coverage rule

Define included postcodes, towns or agreed boundaries. Record exceptions and the person who can accept them. A town name alone may be too broad for a crew with limited travel time, so the intake process should allow a useful location check without collecting more detail than necessary.

02

Route for capacity as well as geography

A valid location does not mean the team can take the job. Service type, appointment availability and crew coverage can affect assignment. Begin with transparent manual rules before introducing more complex automation.

03

Scope can include

Agree the rules and failure handling before implementation.

  • Coverage matrix and exception handling
  • Location questions in forms
  • Assigned owner by service or territory
  • Fallback queue for unmatched enquiries
  • Source-to-territory reporting
04

Location on the website

Publish a service-area statement that reflects real coverage. A dedicated city page needs specific useful information and evidence. Do not create dozens of near-identical city pages or claim a local office where none exists.

05

What remains planned

Automatic geographic enrichment and scheduling-aware routing require validated data and supported integrations. Browser location permissions are not requested here. The website does not infer a visitor’s precise location.

Let’s build a system
that fits your business.

Start with your goals and the handoff that needs attention. We will define the scope before implementation.

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