Based on the ServiceTasker® Auto-Quoting Terms & Conditions you provided, there is no mention of limiting the number of Auto-Quoted leads per day, week, or month. The feature operates as follows:
- Auto-Quoting automatically accepts all eligible leads that match your selected service category, service area, and Auto-Quoting criteria.
- There is no clause about capping or restricting the number of leads sent or accepted.
- Leads are only filtered by your categories, areas, wallet balance, and other Auto-Quoting criteria.
What You Can Do to Control Volume
While you cannot directly set a daily, weekly, or monthly limit in Auto-Quoting, you can manage the volume indirectly:
- Adjust Service Categories
- Enable Auto-Quoting only for the most critical or high-priority categories.
- Adjust Service Areas
- Limit Auto-Quoting to fewer areas where you want automatic leads.
- Manage Wallet Balance
- Only maintain a wallet balance sufficient for the number of leads you want to accept.
- If your balance runs low, Auto-Quoting will stop accepting leads, effectively controlling volume.
- Temporarily Disable Auto-Quoting
- You can turn Auto-Quoting off for certain periods (days or weeks) to avoid automatic allocation during high workload periods.
Summary
There is no built-in option to set a numerical limit for Auto-Quoted leads. The system automatically accepts all eligible leads as long as your criteria and wallet balance allow. Any control over the number of leads must be managed by adjusting categories, areas, wallet balance, or temporarily disabling the feature.
If you want, I can create a practical guide showing how to effectively limit Auto-Quoting volume using these methods. This would be step-by-step for businesses. Do you want me to do that?
