When you select a postcode your office(s) will be allocated to the list of surveyors for that postcode.
Offices are mutually exclusive, so you can only nominate one office in your account for each postcode district. If you wish to offer different services over different geographical areas, please see Offering Different Services on Different Postcode Areas
To select your postcodes
To select the postcodes that you wish to be listed in, go to the Manage Postcodes page.
- Select the office that will receive the referrals for your selected postcodes, then the postcode area from the drop downs. This will load the available postcode districts for that area in the column on the left. Any postcodes already assigned to your account in that postcode area will be listed on the right. Also shown will be the office they are assigned to, and the status (Active or Waiting List). Only the postcodes for the current area are displayed - if you wish to check all your postcode allocations, click the "Your Postcodes" button to display all the postcodes for your account.
- Select your postcodes by ticking the relevant boxes. You can select all postcodes by ticking the “Select all available” option.
- Click on the "Add Postcodes" button to save your selection. The page will refresh and any postcode districts you have selected in that postcode area will now be displayed in the column on the right.
Repeat the process for any other postcode areas you wish to cover.
Checking which postcodes are allocated to your account
Click on the Your Postcodes button. This will open a pop-up listing ALL your postcodes and the offices they are assigned to. You can easily remove any postcodes from your account from this page by clicking the Remove link.
The easiest way to remove postcodes from your account is to click on the Your Postcodes button. This will open the popup and you can simply click on the Remove button alongside each postcode to delete it from your account.
Alternatively, select the postcode area to display the assigned postcodes, and to remove a postcode district simply click the Remove link. The postcode district will be unassigned and be transferred to the available list on the left.
Transferring Postcodes between offices
To transfer a postcode to another office in your account, your must first release it from the existing office by removing it (see above). You can then re-assign it to another office by selecting the relevant office from the drop down, and re-selecting it.
Offering Different Pricing on Different Postcode Areas
You may wish to offer different pricing in different postcodes, e.g. lower prices for local districts, and higher prices for further off postcodes which involve additional travel time/cost.
Step 1 - To offer different pricing in different postcode areas you will need to start off by adding an additional office to your account for each set of prices / postcodes. This need not be a physical office with its own address, but a 'virtual' office simply to allow you to assign services, prices and postcodes. If it is a virtual office, we recommend giving it a notional name to differentiate it in your control panel.
Remember that leads are sent to the email address for the office to which the postcodes are assigned. If you want all leads sent to a single email address, you can use the same one for all offices.
Step 2 - You then need to add the services you wish to offer through each office, and set the prices accordingly.
Step 3 - Then, from the Manage Postcodes page, unassign from your primary office the postcodes you wish to transfer, and reassign them to your new office(s).
Now leads for the services / postcodes assigned to office A will show one set of prices; leads for office B will show the alternative prices for the services / postcodes assigned to it.
Offering Different Services on Different Postcode Areas
You may not wish to travel long distances for "routine" or lower cost services, but may be happy to offer some more profitable services on a wider range of postcode areas.
To do this, you will need to set up an additional office in your account which will offer those services - it is perhaps easiest to visualise your offices as concentric rings: an "inner" office that provides all your services to your immediate postcodes, and an "outer" office covering a geographically larger selection of postcode areas that only offers the more profitable services that you are happy to travel larger distances to provide.
About Active and Waiting Lists
Postcodes are assigned on a "first come, first served" basis, and the list is nominally split into two parts: Active and Waiting List.
The objective of the Active and Waiting List system is to ensure that site users receive a representative selection of results, and surveyors receive a fair share of leads for any given postcode.
The Active list is not limited to five, but is a larger Active "pool" of surveyors from which the five search results will be drawn randomly, thereby sharing referrals evenly amongst the surveyors on the Active list. However there are exceptions to this: if the postcode district for the search is the same as an office postcode district, that office will be given priority and included in the results and the remaining spaces selected randomly.
Also, because not all surveyors offer the same services within the active pool, the frequency that you might be returned within the results and receive referrals will vary service by service.
When you add a postcode to your account you are automatically added to the Waiting List for that postcode. For each search in that postcode the Waiting List is reviewed and any eligible offices are promoted into the Active list. In the unlikely event of the Active pool for the postcode being oversubscribed the office will remain on the Waiting List until a slot becomes available.
The Active and Waiting List statuses are only general indicators of the status of the office on the list, as surveyors may be temporarily promoted to the Active list from the Waiting list at any time to suit the needs of a particular search. This is because not all surveyors offer all services. Consequently if there are not enough surveyors in the Active pool to deliver enough results for a particular service, then an office may be temporarily promoted from the Waiting List into the Active pool for the purposes of fulfilling the requirements of that search.
Thus being assigned nominally to the Waiting list for a postcode district does not necessarily mean that you will not receive any leads, but that you may receive fewer leads than a surveyor on the Active list.
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