Setting up your online booking form
Create and activate a booking form so customers can submit enquiries from your website.
Embedding the booking form on your website
Add a booking form to your site with the iframe, JavaScript, or direct-link embed.
Managing incoming enquiries
Review booking requests, move them through the pipeline, and follow up — from the Requests page.
Converting a booking to a job
Turn a booking request into a job through the review dialog — trucks, status, and all.
Choosing which fields appear on your booking form
Turn steps and fields on or off per device — visibility and required, not custom fields.
Understanding the booking pipeline
The real booking statuses — New, Contacted, Quoted, Converted, Declined — and how they move.
Creating multiple booking forms
Build several named forms, each with its own slug, request type, fields, and embed.
Customer photo capture with a QR code
Let a desktop customer hand off to their phone to photograph their items for an AI-assisted list.
Adding upsell CTAs to your website
Build small call-to-action cards that open a booking form, themed per card and embedded anywhere.
Tracking where your enquiries come from
Add “Where did you hear about us?” to your booking form and read the Referral Sources card on your dashboard.