ServiceTasker Auto-Quoting works by automatically accepting leads based on your selected service categories, service areas, and Auto-Quoting criteria. According to the Terms & Conditions you provided, there is no specific clause about excluding certain dates directly.
However, you can effectively exclude dates by using one of these approaches in your account settings:
1. Update Your Availability or Service Calendar
- Most businesses manage their availability in their dashboard or profile.
- If you mark certain dates as unavailable, Auto-Quoting will not accept leads for those days.
- This ensures that jobs falling on those dates are either not offered or remain manual leads for you to review.
2. Temporarily Disable Auto-Quoting
- If you have a block of dates where you do not want any leads to be auto-accepted:
- Go to Lead Preferences or Auto-Quoting settings
- Turn Auto-Quoting OFF during that period
- All incoming leads will then be standard leads, which you can choose to accept manually.
3. Adjust Service Area or Categories Temporarily (Optional)
- If you offer services in multiple areas or categories, you can temporarily remove certain areas or categories from Auto-Quoting.
- This prevents Auto-Quoting from accepting leads that fall in those areas during the dates you want to exclude.
Key Notes
- Auto-Quoting only works when leads match your categories, service areas, and wallet balance.
- You are responsible for keeping availability, wallet, and profile up to date to avoid accepting jobs you cannot take.
- ServiceTasker may suspend or disable Auto-Quoting if repeated non-response occurs.
Related Help Centre Buinesses
Get free quotes
Register Business
