Instant Intake → Booked Call in 14 Days
The intake layer that turns website visitors into booked calls.
Instant Intake drops a smart popup on your site, then alerts your team on the channel they actually use. Fields are yours to define — service details, product interest, consult type, location, urgency, or any other info you need from the customer. Fewer missed leads. Faster bookings.
Instant Intake → Booked Call in 14 Days
Pilot: $750 install + $350/mo CAD · Optional Instant Schedule +$200/mo
- Customizable popup fields
- Preferred-channel alerts
- 14-day install standard
- Privacy-conscious by design
- Built by Canadians for Canadians
- Pilots: Red Deer & nearby
- Plumbers · Lawn · Snow
- Custom fields
How it works
From visitor to booked call — without another CRM project
Built for service operators across Canada who live and die by the phone — and can’t afford to miss the next job.
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1
Popup captures what you need
We configure the fields to match your business — contact info, job details, product preference, consult type, urgency, location, or anything else you need from the customer — plus how they want to be contacted.
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2
You get alerted your way
Owner alerts go where you actually look — text, call, or email — so hot jobs don’t sit in an inbox overnight.
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3
Follow up on their preference
Reach them on Text, Call, or Email the way they asked. Close the loop: booked call or sale.
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4
Live in about 14 days
Standard install is scoped and shippable in about 14 days — not a six-month website rebuild.
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Optional: Instant Schedule
With access to your appointment book (Google or Microsoft Calendar to start), offer real slots and write bookings to your calendar.
Interactive demo
What the lead sees
Try a sample popup below (nothing is submitted here). Or use the live Instant Intake demo form — fields customize to whatever you need from the customer.
Need service?
Tell us what’s going on — we’ll follow up the way you prefer.
Got it — in a real install, the owner would be alerted and follow up on the visitor’s preferred channel.
Visual demos
Popup on a site — mockups
These are demos / mocks for illustration — not live client installs. Gearhead and Sunrise imagery are concept screenshots only.
Industries we serve
Wherever the next call is the next job
National product. First pilots focused on Red Deer–area plumbers, lawn care, and snow removal — then the same install for any Canadian business that needs structured intake. Popup copy and fields flex to your offer.
Pilot focus: Plumbers · Lawn care · Snow removal in Red Deer & nearby towns.
- Plumbing & HVAC
- Lawn, snow & yard
- Auto & mechanics
- Salons & beauty
- Dental & clinics
- Paving & concrete
- Construction & trades
- Home services
- Cleaning & facilities
- Electrical
- Roofing
- Moving & storage
Transparent pricing · CAD
Core install. Optional scheduling.
Start with Instant Intake. Add Instant Schedule when you’re ready to write bookings into the calendar.
Core
Instant Intake → Booked Call in 14 Days
- 14-day install standard
- Custom popup (your fields & copy)
- Preferred-channel visitor follow-up
- Owner alerts where you actually look
- Capture → alert → book the call
Add-on
Instant Schedule
Optional. Stacks on Instant Intake when you grant calendar access.
- Connect Google or Microsoft Calendar (pilots)
- Offer real available slots after capture
- Write confirmed bookings to your book
- Hours, buffers, and booking rules with you
- Shop CRMs (Jobber, etc.) assessed case by case
Start your install
Talk to Instant Intake
Fastest path: book a call. Or request by email to InstantIntake.Tyler@gmail.com.
FAQ
Straight answers
Who is Instant Intake for?
Canadian businesses that need clean customer intake from their website — trades, clinics, salons, auto, home services, retail consults, and more. If you need specific info from the visitor before you call them back, we put those fields on the popup.
What fields does the popup collect?
Whatever you need. A common starter set is Name, Phone, Email, City, Address, What’s wrong?, How urgent?, and Preference (Text / Call / Email). We tailor the headline, questions, and fields to your business — service jobs, product help, consults, bookings, or any other customer info you want captured.
Can you customize the popup wording and fields?
Yes. The popup can say whatever you need it to say, and collect whatever information you need from the customer — not only service-job questions. We set the copy and fields with you at install.
How fast is install?
Standard installs are scoped for about 14 days — Instant Intake → Booked Call in 14 Days.
What’s the price?
Instant Intake: $750 install + $350/month CAD. Optional Instant Schedule add-on: +$200/month when calendar access is connected. Published on this site — no surprise pricing call.
What is Instant Schedule?
An optional add-on. If Instant Intake has access to your appointment book (Google or Microsoft Calendar for pilots), we can offer available times and write confirmed bookings to your calendar. Core Instant Intake does not auto-book without this add-on and your calendar access.
Are the screenshots real client sites?
No. The Gearhead- and Sunrise-style images are demos/mocks for illustration only — not live client installs and not testimonials.
Who do I talk to?
The Instant Intake team — InstantIntake.Tyler@gmail.com.