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Website Widget for Lead Generation

Embed a scheduling widget on your website to receive job requests with date/time preferences

On this page

OverviewSetting Up Your WidgetWhat Customers SeeHow You Receive RequestsImportant NotesTipsQuestions

Overview

The website widget lets you embed a job request form directly on your contractor website. Homeowners can submit requests without leaving your site, including their preferred date and time for the work. You'll receive notifications just like marketplace job requests. It's a simple way to turn website visitors into customers.

Setting Up Your Widget

Accessing Widget Settings

  1. Go to Settings in your contractor dashboard
  2. Click the "Website Widget" tab
  3. Copy the embed code shown on the page

Customizing Widget Colors

You can match the widget to your website's branding:

  1. Primary Color - Main buttons and headings
  2. Accent Color - Secondary elements and highlights
  3. Preview updates live as you change colors
  4. Copy the updated embed code after customizing

Embedding on Your Website

  1. Copy the widget embed code from settings
  2. Paste it into your website's HTML where you want the form to appear
  3. The widget loads automatically when customers visit that page
  4. Test it by submitting a request yourself

What Customers See

The Widget Form

Customers fill out:

  • Name (required)
  • Email or Phone (at least one required)
  • Phone (optional if email provided)
  • Address (optional)
  • Service Description (required) - What they need done
  • Preferred Date (optional) - Can't pick past dates
  • Preferred Time (optional) - Morning/Afternoon/Evening/No preference
  • Disclaimer: "All dates and times are subject to availability"

After Submitting

  1. Customer sees confirmation that their request was received
  2. You receive a notification (email and in-app)
  3. Request appears in your dashboard like any job request
  4. Date/time preferences are shown in the job description and email notification

How You Receive Requests

Notification

When a request comes through your widget:

  1. Email notification with customer details and preferences
  2. In-app notification in BlueClerk
  3. Request appears in your Job Requests list
  4. Preferred date/time is appended to the description and shown in the contractor email

Responding to Requests

  1. Review the request including date/time preferences
  2. Contact the customer to confirm availability
  3. Schedule the work based on their preferences and your availability
  4. Create a job once confirmed

Important Notes

Date/Time Are Preferences Only

  • Not a confirmed booking - Preferences are requests, not guaranteed appointments
  • Subject to your availability - You confirm actual dates with the customer
  • Shows intent - Helps you understand customer urgency and scheduling needs
  • No automatic scheduling - You still control your calendar

Rate Limiting

  • 10 requests per hour per IP address
  • Prevents spam and abuse
  • Legitimate customers won't hit this limit

Customer Data

  • Homeowner accounts created automatically if email provided
  • Properties added if address provided
  • Job request linked to customer and property
  • No duplicate accounts - existing customers matched by email

Tips

  • Place widget prominently - Above the fold on your "Contact" or "Get a Quote" page
  • Test regularly - Submit test requests to ensure it's working
  • Respond quickly - Fast responses increase conversion rates
  • Match your brand - Customize colors to fit your website design
  • Mobile-friendly - Widget works on all device sizes automatically

Questions

Q: Can customers book appointments directly? A: No. The preferred date and time are just customer preferences. You still need to confirm availability and schedule the actual appointment.

Q: What if a customer picks a date I'm not available? A: Contact them to discuss alternative dates. The preferred date is a starting point for the conversation, not a confirmed booking.

Q: Do I get charged for widget requests? A: No. Widget requests are free lead generation - they don't count against any limits.

Q: Can I have multiple widgets on different pages? A: Yes. Use the same embed code on as many pages as you want.

Q: What if customers don't pick a preferred date/time? A: Both fields are optional. If left blank, you'll just see the service description like before.

Q: How does the "can't pick past dates" work? A: The date picker automatically disables all dates before today, preventing customers from accidentally selecting dates that have already passed.

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