Online Booking Widget

Overview

The Online Booking Widget is an embeddable scheduling tool that lives on the contractor's website and lets customers book service calls without picking up the phone. It handles the full intake: service type, preferred date and time, service address, and a brief description of the problem. The moment a customer hits submit, a new lead record appears in the CRM for the contractor to review and confirm.

This removes the back-and-forth phone tag that kills lead conversion. Customers who find you at 10 PM can book a slot right then — and the contractor sees it first thing in the morning.

The widget is generated from the CRM and embedded with a single script tag. No iframe sizing headaches, no third-party booking platform fees, no sync lag. It inherits the contractor's service area, available time slots, and service catalog from their CRM settings automatically.

Features

• Service Type Selection — Customer picks from the contractor's configured service catalog (configurable per-category and per-tier)
• Date & Time Picker — Shows only available slots based on the contractor's schedule and existing job calendar
• Address Capture — Full address input with optional service area validation — bookings outside the service area can be flagged or blocked
• Instant CRM Lead Creation — Every submission creates a Lead record with source tagged as website-booking
• Confirmation Email — Automated acknowledgment sent to the customer on submission; contractor notified via push and email
• Contractor Review & Confirm — Leads land in a pending state; contractor reviews and confirms, triggering the job creation and customer notification flow

How It Works

Customer fills widget
    └─→ Lead created in CRM (status: Pending Review)
            └─→ Contractor reviews in CRM dashboard
                    └─→ Confirm → Job created, customer notified
                    └─→ Decline → Customer notified, reason logged

CRUD Reference

Object	Create	Read	Update	Delete
Booking (Lead)	✅ (customer)	✅	✅	✅
Widget Config	✅	✅	✅	—
Available Time Slot	✅	✅	✅	✅
Service Catalog Entry	✅	✅	✅	✅
Booking Confirmation Email	auto	✅	—	—

Notes

Available time slots are derived from the contractor's job calendar — no double-booking is possible. Buffer time between jobs can be configured in CRM scheduling settings. The widget script tag is found under Website → Booking Widget → Embed Code in the CRM. Changes to the service catalog or availability reflect on the widget within 5 minutes via cache invalidation.