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Service Areas

Service Areas let you define which zip codes your business serves — and which cleaners cover each area. Once configured, Allison will automatically flag any customer or lead outside your coverage zones, so you always know before scheduling.

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Written by Blake Wood
Updated over 2 months ago

Service areas are optional. If you prefer no geographic restrictions on your account, simply leave this section blank.

What You Can Do with Service Areas

  • Group zip codes into named service areas (e.g., "South Nashville", "North Nashville")

  • Assign one or more cleaners to service areas

  • Automatically detect when a customer or lead is outside your coverage zone

  • See cleaner-to-area matching when creating or scheduling a job


Setting Up Service Areas

Step 1: Open Company Settings

  1. Click the menu icon in the top-right corner of your Allison account

  2. Select Settings

  3. Click Edit within Company Settings

  4. Scroll to the bottom of the page to find the Service Areas section

Step 2: Add a Service Area

  1. Click Add Service Area

  2. Enter a name for the area (e.g., "South Nashville")

  3. Add the zip codes that belong to this area — you can add as many as needed

  4. Optionally, assign cleaners to this area directly from this screen

  5. Click Add to save

You can create as many service areas as your business requires. Each area can have its own unique set of zip codes and cleaners.


Assigning Cleaners to Service Areas

Cleaners can be assigned to service areas in two ways:

Option 1: During Setup

When creating or editing a service area in Company Settings, you'll see a section to add cleaners directly. Select the cleaners you want to assign before saving.

Option 2: From the Employee Profile

  1. Go to the employee's profile

  2. Click Edit

  3. Scroll down to the Service Area section

  4. Click Edit and select the service area(s)

  5. Click Save

A cleaner can be assigned to multiple service areas. Simply select all relevant areas from their profile or during setup.


What Cleaners See

Once assigned, cleaners can view their service areas directly from their own Allison account. They can go to Menu → Profile to see which areas they're associated with. This gives them visibility into the regions they're expected to cover.


How Service Areas Work When Scheduling

Customer & Lead Detection

When a customer submits a request-a-quote form through Allison, the system checks their zip code against your defined service areas. If they're outside your coverage zones, show that person a notice that they are outside of your service area.

You can still schedule a job for a customer outside your service area — Allison surfaces that information so you can make an informed decision.

Creating a Job

When adding a new job, Allison groups your cleaners by service area:

  • Cleaners assigned to the customer's service area are displayed first

  • Cleaners outside that area are still visible but clearly distinguished

  • You can assign any cleaner to any job — the grouping is for clarity, not a hard restriction


Service Areas and the Request a Quote Form

If you have service areas defined, Allison will validate the zip code submitted through your public-facing quote form. Leads from outside your coverage zones will be flagged so you're not getting unqualified leads. However, if you don't want geographic filtering on your quote form, leave the Service Areas section blank in Company Settings.


Frequently Asked Questions

Do I have to set up service areas? No. Service areas are completely optional. If you leave the section blank, Allison places no geographic limitations on your account.

Can a cleaner be in more than one service area? Yes. You can assign a cleaner to as many service areas as needed, either from their employee profile or during service area setup.

What happens if I schedule a job for a customer outside my service area? Allison will alert you that the customer is outside your defined zones, but won't block you from scheduling the job. You stay in full control.

Where do I find my service areas after setting them up? Go to Menu → Settings → Company Settings and scroll to the bottom of the page.


I have a large number of zip codes — do I have to enter them one by one? No need to do it manually. Reach out to our support team at [email protected] and we can help you get your zip codes bulk uploaded.


Still have questions? Reach out to the Allison team — we're happy to help. [email protected]

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