Capture & Book · Online Booking
Homeowners book themselves. Your calendar fills itself.
Live calendar slots on your website and in your web forms. The homeowner picks a day and time, answers the qualification questions up front, and confirms her own appointment. The rep, the answers, and the source land in your CRM before she closes the tab.
Built by dealers. 30+ years in the trade.
West Coast Windows
Free in-home estimate · (425) 555-0100
Project address
Pick a day
September
Open times on Thursday
Powered byWindowEdge.ai
Booked with Pat Sullivan
Thu 1:00 PM · synced to CRM · texting agent stood down
From quote form to calendar in one sitting
Most forms collect a phone number and start a game of tag. This one ends with an appointment.
Live slots on your site
Real openings from your calendar, offered right on your website and inside the web forms WindowEdge generates for you. No "someone will call you" placeholder.
Qualified before the visit
The homeowner answers project type, number of openings, and who the decision makers are. Every answer lands on the appointment, so the rep walks in knowing the job.
One smart address field
One field instead of four. The address autocompletes, validates, and pins the job so drive time can be calculated before the slot is even offered.
Confirmed and synced
The homeowner confirms her own appointment. The confirmation syncs back to the CRM, including Zoho, with the rep, the answers, and the source attached.
A calendar that knows how your day actually runs
The texting agent stands down
The follow-up text that would have gone out ten minutes after the form stops the moment a slot is taken. Nobody gets asked to book an appointment they already booked.
Your catalog, your options
The project interest choices the homeowner sees come from your own catalog, not a generic list. Sell entry doors and bay windows? Those are the options.
Drive time inside the day
The calendar respects stop-to-stop drive time within a rep’s day, so a 1:00 in Redmond never gets offered against a 2:30 in Tacoma.
Rep scope and same-day dedup
Slots come only from reps who cover that territory and product. When the voice agent books the same homeowner the same day, the calendar catches the duplicate.
Measurements on their own lane
Measurement appointments run separately from sales appointments and never trigger sales reminders. The homeowner is not nudged to "get ready for your estimate" twice.
Fits a phone, carries your brand
The booking dialog is built for a thumb. It shows your name, your colors, and your phone number, so a homeowner who would rather call still has the number in front of her.
The rep walks in already knowing the job
Everything the homeowner answered rides along with the appointment. No re-asking on the porch, no surprise that only one spouse is home.
- Project type from your own catalog, not a generic dropdown
- Number of openings and which decision makers will be there
- Validated address with drive time already accounted for
- Lead source and campaign, kept from the first click
On the calendar
Sarah Chen · In-home estimate
Thu, Sep 17 · 1:00 PM · Pat Sullivan
- Project
- Windows and a patio door
- Openings
- 6
- Decision makers
- Both home
- Source
- Website form · Google Ads
- Address
- 1428 Alder Ct, Redmond, WA 98052 · 22 min from prior stop
Synced to the CRM, Zoho included. The follow-up text was cancelled the moment the slot was taken.
Self-booking that protects the schedule
Opening the calendar to the public only works if the calendar defends itself. These rules are built in, not bolted on.
No impossible days
Stop-to-stop drive time is respected inside each rep’s day before a slot is ever shown.
No double bookings
Same-day dedup catches a homeowner the voice agent already booked. Rep scope keeps the wrong rep out of the wrong territory.
No crossed wires
Measurements run on their own lane, and the texting agent stands down the moment a slot is taken.
Where it lives
- Your website, as a dialog that fits a phone
- The web forms WindowEdge generates for you
- The Web Chat Agent, when a visitor is ready
- The voice and texting agents, using the same calendar
One calendar behind every door. Whichever way the homeowner reaches you, the slot she takes is real.
Questions dealers ask
Where does the booking dialog appear?
On your website and inside the web forms WindowEdge generates for you. When a homeowner submits a quote request, she can pick a live slot right there instead of waiting for a callback.
What does the homeowner have to answer before booking?
Project type, number of openings, and who the decision makers are, plus one smart address field. The answers are saved on the appointment so the rep sees them before the visit.
Does the calendar account for drive time?
Yes. Slots respect stop-to-stop drive time inside a rep’s day, the rep’s territory and product scope, and same-day duplicates when the voice agent has already booked that homeowner.
What happens to the texting follow-up when someone books?
It stands down. The texting agent that would follow up ten minutes after a form submission stops the moment a slot is taken.
Does the booking sync to my CRM?
Yes. The homeowner confirms her own appointment and the confirmation syncs back to the CRM, including Zoho, with the rep, the qualification answers, and the lead source attached.
Are measurement appointments handled the same way?
Measurement appointments run on their own lane. They never trigger sales reminders, so the homeowner is not asked to prepare for an estimate she already had.
Let the next lead book herself
See online booking on your own website in a 20-minute demo. We will show the exact dialog your homeowners would use.
Built by dealers. 30+ years in the trade.