Service Areas in Pricing Forms allow you to assign geographic coverage directly to a Pricing Form. When a job is created or scheduled, Housecall Pro will automatically reference the customer’s address and determine whether it falls within the assigned Service Area.
This helps ensure jobs are routed appropriately — especially if you work with subcontractors or have multiple coverage zones.
🔎 Want to learn more about Service Areas? Learn more here.
What Are Service Areas in Pricing Forms?
Service Areas in Pricing Forms allow you to:
Assign a specific Service Area to a Pricing Form
Automatically determine job eligibility based on customer address
Prevent scheduling outside of coverage zones
When enabled, the system scans the customer’s address and matches it against your configured Service Areas.
Before You Begin
To use Service Areas in Pricing Forms:
You must already have Service Areas set up in your account.
Service Areas are managed in your account settings.
You must have permission to edit Pricing Forms.
If Service Areas are not set up yet, configure them first in your Service Area settings.
Set your Service Area
To set your service area, follow the steps below:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Company from the Settings menu on the left.
Click the Service area tab in the Company settings page.
Under Service Area, add one or more zip codes that define the area where you operate.
After typing the zip code you wish to use, press Enter on the keyboard to save.
🛠️ Pro Tip: You can copy and paste a list of several zip codes, separated by a comma, and press Enter if you want to add multiple zip codes at once.
Enabling Service Areas on a Pricing Form
You can assign a Service Area when creating or editing a Pricing Form.
To enable Service Areas on a Pricing Form:
Navigate to your Price Book
Select Pricing forms from the left menu
Click + Pricing Form or open an existing form
Locate the Service Area section
Select the appropriate Service Area from the dropdown
(Optional) Designate a Default Service Area
Save the Pricing Form
Once saved, that Pricing Form will be associated with the selected Service Area.
Setting a Default Service Area
You can assign a Default Service Area to determine what pricing should apply if a customer’s address does not match any configured Service Areas.
How the Default Service Area works:
If a customer’s address matches a configured Service Area, that Service Area’s pricing will apply.
If a customer’s address does not match any configured Service Areas, the Pricing Form will display using the Default Service Area.
If no Default Service Area is manually selected, the system will automatically use the first Service Area created in your account as the default.
This ensures that standard pricing is still available even when an address falls outside your defined coverage zones.
How Service Areas Work When Adding a Pricing Form to a Job
When you add a Pricing Form to a job:
The system checks the customer’s address
It compares the address against your configured Service Areas
If the address matches the Service Area assigned to the Pricing Form:
The form can be added normally
If the address does not match:
You may be notified that the job falls outside the assigned Service Area
This ensures jobs are scheduled within the correct geographic zone.
Example Use Case
If you have:
A primary Service Area for your internal team
A secondary Service Area handled by a subcontractor located two hours away
When a customer calls:
If their address falls within the subcontractor’s Service Area → their pricing form reflects that area
If their address falls within your primary Service Area → your standard pricing applies
If their address falls outside all configured areas → the Default Service Area pricing applies
This allows you to automate coverage logic and avoid manual pricing adjustments.
Editing or Updating Service Areas on a Pricing Form
To update the assigned Service Area:
Go to Price book > Pricing forms
Open the desired Pricing Form
Update the Service Area selection
Click Save
Changes will apply to future jobs using that Pricing Form.
FAQs
Can I assign multiple Service Areas to one Pricing Form?
Yes, you can have multiple Service Areas added to one Pricing Form.
What happens if no Default Service Area is selected?
If no Default Service Area is manually selected, the system automatically uses the first Service Area created in your account as the default.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.