5. CRM/Scheduling Integrations

Common CRM/Scheduling Integration Use Cases

• Online booking

• Lead capture forms

• Review collection

• Job Calculators

• Customer portals

• Payment processing

• Service area maps

A. Cleaning Services

• Jobber

  • Open Online Booking > Get Code

  • Copy widget code

  • Paste into embed code section in ServicePixel (see video)

• ZenMaid

  • Go to Settings > Website Integration

  • Copy booking widget code

  • Paste into embed code section in ServicePixel (see video)

• MaidCentral

  • Navigate to Integrations > Website Tools

  • Get widget embed code

  • Paste into embed code section in ServicePixel (see video)

• Launch27

  • Access Online Booking > Widget Generator

  • Copy generated code

  • Paste into embed code section in ServicePixel (see video)

• Bookingkoala

  • Go to Website Integration

  • Get booking widget code

  • Paste into embed code section in ServicePixel (see video)

B. HVAC & Plumbing

• ServiceTitan

  • Access Marketing Pro > Website Tools

  • Copy booking widget

  • Paste into embed code section in ServicePixel (see video)

• FieldEdge

  • Go to Online Booking > Get Code

  • Copy embed code

  • Paste into embed code section in ServicePixel (see video)

• ServSuite

  • Navigate to Integration Settings

  • Generate widget code

  • Paste into embed code section in ServicePixel (see video)

C. Landscaping & Lawn Care

• Jobber

  • Open Online Booking > Get Code

  • Copy widget code

  • Paste into embed code section in ServicePixel (see video)

• LMN

  • Go to Customer Portal Settings

  • Get embed code

  • Paste into embed code section in ServicePixel (see video)

• Real Green

  • Access Customer Assistant Website

  • Copy integration code

  • Paste into embed code section in ServicePixel (see video)

D. Roofing & Solar

• AccuLynx

  • Navigate to Online Tools

  • Get lead form code

  • Paste into embed code section in ServicePixel (see video)

• JobNimbus

  • Go to Settings > Website Integration

  • Copy form code

  • Paste into embed code section in ServicePixel (see video)

• CompanyCam

  • Access Project Sharing

  • Get gallery widget

  • Paste into embed code section in ServicePixel (see video)

E. General Home Services

• Jobber

  • Open Online Booking > Get Code

  • Copy widget code

  • Paste into embed code section in ServicePixel (see video)

• Housecall Pro

  • Settings > Online Booking

  • Copy widget code

  • Paste into embed code section in ServicePixel (see video)

• ServiceFusion

  • Go to Integration Settings

  • Get booking widget

  • Paste into embed code section in ServicePixel (see video)

• Workiz

  • Access Online Booking Widget

  • Copy code

  • Paste into embed code section in ServicePixel (see video)

• Service Monster

  • Open Website Integration

  • Get embed code

  • Paste into embed code section in ServicePixel (see video)

• FieldPulse

  • Navigate to Website Tools

  • Copy booking widget

  • Paste into embed code section in ServicePixel (see video)

F. Last Steps For Going Live

• Hit 'Save and publish'

• Testing Integration

• View your website