Check the job address is in our area

Every enquiry gets a clear in-area or out-of-area answer from your zone table, not a guess.

Sales · Home services · When something happens · Updated

Works with

How do you check whether a job address is in your area?

To check whether a job address is in your area, give Maito your zone table. When an enquiry arrives it checks the address against the table and its notes, and says which zone it is in and why. It drafts a reply and holds it for you, and can set a reminder for edge cases.

How it's done today

Someone looks the address up on a map and explains travel limits by hand.

What Maito does

  1. Read the job address from the form
  2. Compare ZIP and street with the approved zone table
  3. Draft a truthful next step
  4. Send borderline cases to a person

Example

Loop run: New enquiry form

quotes
Maito APP 10:14 AM

Service-area check for Daniel Reyes, 17 Quarry Rd, ZIP 98051. ZIP 98051 is Zone B on the zone table ($45 travel fee). But the table notes say addresses north of Route 9 in that ZIP are Zone C, and Quarry Rd is north of it. So this is Zone C: outside the standard area, by request only. I haven't told Daniel anything about coverage. Draft reply for Ana: "Thanks Daniel, your address is at the edge of our area. We'll confirm by tomorrow whether we can take the job."

Ana 10:20 AM

@Maito Send that draft, and set a reminder for me tomorrow at 9.

Maito APP 10:21 AM

Sent to Daniel from maito@northstar.example, copy to you. Reminder set for tomorrow, Oct 20, 9:00 AM, to decide on the Zone C job.

Example complete

How to set it up

When something happens Check the job address is in our area
Ask your agent

“When a new enquiry form comes in, check the job address against our service zone table. In-area addresses get tagged in the CRM. Anything borderline or outside goes to Ana in #quotes, with a draft reply for her to approve.”

Connect CRM
  • HubSpot
  • Salesforce
  • Attio
  • Pipedrive
Connect spreadsheet
  • Airtable
  • Microsoft 365
Use forms
  • Typeform
  • Tally

No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.

Not connected yet? Your agent sends you a link to sign in.

What it won't do

It follows your table. If the table has gaps or old rules, the answer is only as good as the table.

Questions

More sales workflows

See all workflows

Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.