To set your Auto-Quoting service areas and service types on ServiceTasker, you generally need to configure them in your business profile or Auto-Quoting settings. Here’s a step-by-step guide based on how most platforms like this operate:
1. Log in to your ServiceTasker Business Account
- Use your registered credentials.
- Make sure your wallet balance is sufficient if you plan to activate Auto-Quoting.
2. Access Auto-Quoting Settings
- Navigate to Dashboard → Auto-Quoting (or similar menu like Lead Settings / Automatic Quotes).
- Look for an option like “Configure Auto-Quoting” or “Auto-Quote Preferences.”
3. Select Your Service Categories
- Choose the specific services you want to auto-quote for (e.g., painting, plumbing, cleaning).
- These must match the categories you are registered for in your business profile.
- Only leads matching these categories will be automatically assigned to you.
4. Set Your Service Areas
- Specify the geographic areas you operate in (city, zip codes, neighborhoods, or a radius around a location).
- Leads outside these areas will not be auto-assigned to you.
5. Set Auto-Quoting Criteria (Optional Filters)
- Some platforms let you filter by lead type, job size, budget range, or urgency.
- These filters refine which leads are automatically accepted.
6. Activate Auto-Quoting
- Make sure the feature is toggled ON.
- Check that your wallet has sufficient funds to cover the higher exclusive lead fees.
- Save your settings.
7. Verify & Monitor
- You may receive a test lead to confirm settings.
- Keep an eye on your Auto-Quoting dashboard to track accepted leads, wallet deductions, and refunds if applicable.
💡 Pro Tip: Always double-check your service areas and categories match exactly how your profile is set up. Mismatched settings may prevent leads from being auto-assigned.
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