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.

$750 install + $350/mo CAD

  • Popup on your website
  • Alerts by text, call, or email
  • Live in about 14 days
  • Built by Canadians for Canadians
  • Pilots: Red Deer & nearby
  • Plumbers · Lawn · Snow
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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.

  1. 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.

  2. 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.

  3. 3

    Follow up on their preference

    Reach them on Text, Call, or Email the way they asked. Close the loop: booked call or sale.

  4. 4

    Live in about 14 days

    Standard install is scoped and shippable in about 14 days — not a six-month website rebuild.

  5. +

    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.

Visual demos

What the popup can look like

Example only — a made-up plumbing site with an Instant Intake popup. Not a real client. The live “Try demo” button opens a Google Form you can click through.

Demo mock: Instant Intake-style popup overlaid on a sample home services website
Demo / mock Example: visitor lands on a plumbing site and fills Name, Phone, and what’s wrong.

Industries we serve

Built for service businesses

Starting with plumbers, lawn care, and snow removal in Red Deer and nearby towns — same popup install for other Canadian service businesses too.

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

Pricing · CAD

Simple pricing

Popup on your site. Alerts to your phone. Live in about 14 days.

Instant Intake → Booked Call in 14 Days

$750 install
$350 / month
  • Custom popup on your website
  • Alerts by text, call, or email
  • About 14 days to go live

Optional add-on

Instant Schedule · +$200/mo

Want visitors to pick a time on your calendar? Add Instant Schedule after the popup is live. Uses Google or Microsoft Calendar.

Ask about Schedule

Start your install

Talk to Instant Intake

Fastest path: book a call. Or request by email to [email protected].

We’ll reply to schedule your install. Prefer email? Write [email protected].

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].

Book a call Demo