MoveBoardSettings › Company & branches › Order routing is for companies with more than one branch. It decides which branch a new lead lands in.
Until you set it up, nothing moves: a new lead stays in the branch it came in for — the branch named on your website form, in your lead provider's link, or in your Angi address.
Before you start
Anyone who can open Settings can change this page. There is no Save button: every tick and choice here is saved the moment you make it.
Check each branch's parking address on Branches — that is the branch's yard, where distances are measured from. A branch with no parking address is measured from its own address.
Send leads to the nearest branch
Each branch has its own Routes to row, with one button per branch of your company.
- Open Settings › Company & branches › Order routing.
- In the Branches card, find the branch whose leads you want to share out.
- In its Routes to row, tick every branch those leads may go to — include the branch itself if it should keep the leads it's nearest to.
- The line under the buttons now says New leads for … go to the nearest of: …. Press a ticked button again to take that branch out.
- In All branches routing settings, pick how "nearest" is measured (below).
A branch with nothing ticked says New leads stay in … — that is the default.
Example — two brands in two states, each brand keeping its own leads: branch 1 (Brand A, California) ticks Brand A CA and Brand A PA; branch 3 (Brand B, California) ticks Brand B CA and Brand B PA. A lead from Brand A's website with a pickup in Pennsylvania lands in Brand A PA, and is never sent to Brand B.
How "nearest" is measured
All branches routing settings is one answer for the whole company, saved to every live branch. It is used only for branches that have something ticked in Routes to.
- By shortest mile distance to origin — the branch whose yard is closest to the pickup (the default).
- By shortest mile distance to destination — closest to the drop-off; a lead without a drop-off is measured to the pickup.
- By shortest distance to origin and destination — the smallest total of the two.
- By shortest travel time — the shortest drive from each yard to the pickup. If the map can't answer, the miles are used instead.
Miles are a straight line, so routing a lead adds no map charges; travel time asks the map once per yard and pickup address.
What a routed lead looks like
- The order is made in the chosen branch from the start: its prices, rates, assignment rules and messages are that branch's.
- On your website form, local or long distance is decided by the branch the move will go to, while the customer types: its distances, its warehouse and its Local or long distance choice (Settings › Services & packing › Local moves). A Reading, PA move typed on Fairprice CA's form is measured by Fairprice PA, so it is a local move with every local service. The form waits a moment for that answer instead of guessing.
- The order's log says where it came from, for example Routed from Fairprice CA to Fairprice PA (nearest to the pickup).
- The service and the stop choices picked on the website form (stairs, walking distance, packing) are matched by name in the chosen branch. If the chosen branch doesn't offer the form's service at all, the lead stays where it came in.
What is not routed
- A lead with no pickup address, or one the map can't find, stays where it came in.
- Leads are never sent to a branch that isn't ticked, to a branch that is inactive, or outside your company.
- Orders typed in by your office, client-portal moves and AI receptionist calls are not routed — they stay in the branch they were made in.
- Orders that already exist never move. To move one, use the Branch picker on the order.
If something goes wrong
If a change can't be saved, the button or choice goes back to what it was and a red bar says why — for example A lead can only go to one of this company's live branches.
If a lead landed in a branch you didn't expect, open the order's log: the Routed from … line says which branch it came in for and why it moved.