Instant Intake → Booked Call in 14 Days
Stop losing callers to voicemail. Catch the lead while they’re ready.
A customizable popup on your site captures the info you need — then alerts you on text, call, or email so you book the job fast. Fields flex to your business (service details, product interest, consults, or anything else).
Pilot: $750 install + $350/mo CAD · Optional Instant Schedule +$200/mo
Catches the lead and alerts you — does not replace your CRM or scheduling platform.
- Built for Canada
- Pilots: Red Deer & nearby
- ~14-day install
- CAD pricing on page
- You own lead data
- SMS consent / opt-out
Example only — nothing submitted · Home services sample
Hair salon sample is in the demo section below.
Need service?
Sample popup — try it. Nothing is sent.
Got it — example only. On a live install, you’d be alerted on their preferred channel.
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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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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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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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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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 · Example only
What the lead sees
Tap the mock site or Try a sample popup for a real Instant Intake overlay (nothing is submitted). Or see it live on our public Google Form demo — fields customize to whatever you need from the customer.
Sample industry
Example popups only — switch samples to see how fields flex. Entry overlay stays on Home services.
This is what a lead would see on your site — a real overlay, not a cropped screenshot.
See it liveExample only — nothing is submitted to a client from this preview.
Visual demos
What the popup can look like
Example only — not a real client. Plumbing mock shows how a customizable Instant Intake popup can look. See it live opens our public Google Form demo (fields customize to your business).
Industries we serve
Built for service businesses
Built for any service business that books from calls or inbound leads — same popup install across Canada.
Built for any service business that books from calls or inbound — Alberta pilots first, Canada-wide install.
- Plumbing & HVAC
- Lawn, snow & yard
- Auto & mechanics
- Salons & beauty
- Dental & clinics
- Paving & concrete
- Construction & trades
- Home services
- Cleaning & facilities
- Electrical
- Roofing
- Moving & storage
Local pilots · National product
Built for Alberta-area businesses — already scaling across Canada
If your business gets calls or inbound leads to book a service or product, Instant Intake is the software convenience layer: capture → respond → qualify → book. Alberta pilots first — same install Canada-wide.
- Signed as Tyler · [email protected]
- Alberta pilots first — no invented customer counts
- Clear CAD pilot price on this page
- Live in about 14 days
- Popup SMS consent / opt-out language
- Client owns lead data
First installs: Alberta. Same productized install across Canada. No fake testimonials or ROI claims.
Transparent pricing · CAD
Core install. Optional scheduling.
Capture → alert → book the call. Add calendar booking only if you want it.
Core
Instant Intake → Booked Call in 14 Days
- Live in about 14 days
- Custom-branded popup on your site
- Owner alerts by text, call, or email
- Preferred-channel follow-up
- Capture → alert → book the call
Optional add-on
Instant Schedule
- Real appointment slots
- Google or Microsoft Calendar
- Write bookings to your book
- Hours, buffers, and rules
- Add after the popup is live
Example math · Not a client result
Illustrative 10-year value (example math)
Here’s an illustrative look at how catching after-hours site leads can add up — example math, not a real client result.
No fake testimonials or guaranteed ROI — math is illustrative only.
Illustrative value of those leads over 10 years (CAD, example)
- Each slice ≈ $21,600 / year (example)
- Full pie ≈ $216,000 over 10 years (example)
- Without Instant Intake (same leads missed): ≈ $0 (example)
Example only — not a real client result. Pie shows the same sample math stretched across 10 years. Your numbers will differ.
- Assumptions (illustrative): 4 missed after-hours leads per month × $450 average job = ~$1,800/mo left on the table. Swap in your own lead count and job value.
- Same example, stretched out: ~$1,800/mo × 12 ≈ $21,600/year, or about $216,000 over 10 years (illustrative only — not a guarantee or Instant Intake client result).
Start your install
Talk to Instant Intake
Fastest path: book a pilot call. Or email Tyler / send a request below — stays on this page.
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?
Optional +$200/month. After the popup is live, we can connect your Google or Microsoft Calendar so customers can book a time. Core Instant Intake does not book appointments by itself.
Who do I talk to?
The Instant Intake team — [email protected].