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Create a Service Location

Service Locations control where your team works and what services customers can request in each region. Setting these up correctly keeps requests accurate, improves technician dispatching, and prevents your team from receiving jobs outside your service range. It also ensures customers only see the repair types you actually offer in their area.

 

Who this is for
Admins or shop owners who manage where the business provides service and what repair types are available in each area.

What you’ll learn
• How to create a new Service Location
• How to set service radius and naming conventions
• How to assign repair types to a specific area
• How Service Locations affect the Service Order Request Hub

Before you start
• Must have Admin access to Platform Settings
• Know the address you service and the radius you cover
• Have a list of repair types that apply to this new location

Quick Summary (TL;DR)

  1. Go to Platform Settings → Service Locations

  2. Click Create New Service Area

  3. Enter the address and select the service radius (miles)

  4. Name your Service Location

  5. Save

  6. Open the new location and assign your repair types

  7. Confirm it appears in your list

Step-by-Step

  1. Navigate to Platform Settings → Service Locations.
    [add screenshot: service-locations-list.png, capture: Service Locations list, annotate: highlight “Create New Service Area”, caption: Open the Service Locations page.]

  2. Click Create New Service Area.
    [add screenshot: new-service-area.png, capture: address field, radius selector, name field, annotate: highlight each field, caption: Enter the address, radius, and name.]

  3. Enter the Address for your service area.

  4. Set the Radius (miles) that you cover.
    Tip: Most shops use 10–30 miles depending on travel time and technician availability.

  5. Give this location a clear Name (example: “North County – 20 Mile Radius”).

  6. Click Save.
    [add screenshot: service-area-saved.png, capture: saved confirmation and list, annotate: highlight new area, caption: Confirm the new Service Location appears.]

  7. Click into the newly created Service Location to configure services.
    [add screenshot: service-area-detail.png, capture: repair type selector, annotate: highlight repair type checkboxes, caption: Select the repair types that apply to this location.]

  8. Select the Repair Types that apply to this specific Service Location.
    Note: These are the only repair types your customers will see when they submit requests for this area.

  9. Confirm changes are saved and visible.

Troubleshooting

Symptom Likely Cause Fix Prevent
Customers are seeing repair types you don’t offer in that area Wrong repair types assigned Edit the Service Location and deselect unneeded repair types Review repair types for each new location
Service Location not appearing in customer request flow Service Location missing required details Ensure name, address, and radius are filled in Double-check before saving
Techs receiving jobs outside service range Radius set too large Edit radius to a realistic number Set radius based on travel time and tech count
Duplicate Service Locations Multiple admins created similar areas Merge or delete duplicates Standardize naming conventions (e.g., North / South / East / West)

FAQs

Can I edit a Service Location after I create it?
Yes. Open any Service Location and update address, radius, or repair types at any time.

Do customers see every Service Location?
No. They only see the one that applies to their address or the area they select.

Can a repair type belong to multiple locations?
Yes. You can assign repair types across as many Service Locations as needed.

What happens if I delete a Service Location?
It will no longer appear in the request hub, and any jobs tied to it will retain history but won’t route to that area anymore.