1Service Area
2Client Details
Step 1 of 2 — Build Your Service Area
Choose how you want to define this client's service area. Grid Paint is recommended.
Or click the map to drop a pin.
No HQ point set yet.
Define Territory Edges
Enter a ZIP or city, then press Enter. Or use the pin button and click the exact edge on the map.
Set all four edges to draw the bounding box territory.
Additional Areas We Serve
Add separate service pockets that sit outside the primary territory.
No additional areas added.
Areas We Never Serve
Add hard exclusion zones. These override the radius, primary territory, additional areas, and manual ZIP coverage.
No never-serve zones added.
Step 2 of 2 — Client Details
Add the client details and transfer instructions below.
Business Info
Transfer Setup
Qualification Rules
Service Area
Bounding Box Territory
Red zones = Never serve — overrides all coverage
