Configure Service Area

What this guide covers

This guide explains how to define your service area in JobsiteOn. Your service area affects dispatch rule matching, scheduling optimization, and the customer-facing request portal.

Before you begin

• You need Owner or Admin permissions.
• Know the geographic boundaries of where your business operates.

Step 1: Open service area settings

1. Go to /settings.
2. Under the Workspace group, click Service Area.
3. A map view loads with your current service area outlined.

Screenshot: The service area settings showing a map with a blue polygon outline around the configured service area, with an Edit Boundary button.

Step 2: Define your area

Click Edit Boundary to enter editing mode. You can define your service area using one of two methods:

By ZIP codes

1. Select the ZIP Codes tab.
2. Enter ZIP codes separated by commas.
3. The map highlights the corresponding areas.

By drawing on the map

1. Select the Draw tab.
2. Click points on the map to draw a polygon around your service area.
3. Close the polygon by clicking the starting point.

Animation: Drawing a polygon on the map by clicking four corners, then closing it to create a service area boundary.

Step 3: Save

Click Save Boundary to confirm your service area.

How the service area is used

• Dispatch rules -- rules can match jobs inside or outside specific service zones.
• Request portal -- customers outside your service area see a message that you do not serve their location.
• Scheduling -- the optimizer considers service area proximity when suggesting job sequences.

Tip: If you serve different areas on different days, create multiple service zones and assign them to specific team members using dispatch rules.

Creating multiple zones

Click Add Zone to create named sub-zones within your service area (e.g., "North Zone" and "South Zone"). Zones can be referenced in dispatch rules for geographic routing.

Note: Changes to the service area take effect immediately for the request portal. Dispatch rules continue to use the old boundary until the next job creation.

Related articles

• Set Up Dispatch Rules
• Navigate the Settings Page
• Set Business Hours and Time Zone