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.