Overview

HeavySet Tech - Turning Leads Into Booked Appointments — Automatically

HeavySet Tech Forms

Website forms that book the appointment, not just capture the lead.

HeavySet forms let homeowners pick a real time and land in your CRM as a booked appointment. Our team designs every form to match your website, builds the right version for each lead source, and hands your web team simple instructions to go live.

Try a HeavySet form ↓Talk to HeavySet

Hegg Windows & Doors raised website appointment conversion from 53% to 85%

Summit Bath & Shower

Try it

Pick a time for your free estimate

OCT 2026

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This is what your customers see. Pick a time and schedule it.

What you get

Turn website visits into appointments on the calendar

A contact form starts a game of phone tag. A HeavySet form ends with the appointment already booked, any time of day.

Book, not just capture

Homeowners pick a real appointment time instead of waiting for a callback.

Looks like your website

Our designers match your colors, fonts, photos and products.

Straight into your CRM

Every lead and appointment lands in your CRM the moment it is submitted.

Every conversion tracked

Send results to your ad platforms so you know which campaigns book appointments.

53% → 85%website appointment conversion at Hegg Windows & Doors

I've worked with technology companies that don't understand home improvement. HeavySet gets it. It's not just about having cool technology, it's about creating the right customer experience.

Tracie SnyderVice President, Hegg Windows & Doors

Read the full story →

A form for every lead source

The right first question for every lead source

Every HeavySet form collects name, address, phone and zip before a homeowner picks a time. What changes is the opening step, matched to where the lead comes from, so you capture the most important detail first.

Phone first

Call center

Phone→Contact details→Pick a time

Leads with the phone number, so your call center can follow up fast.

Email first

Paid advertising

Email→Contact details→Pick a time

Leads with the email, so you can follow up with more of the traffic you pay for.

Contact info first

Organic search

Name · email · phone→Address & zip→Pick a time

Gathers contact details up front, for visitors who are ready to talk.

Project first

Multi-step booking

Project→Your questions→Contact details→Pick a time

Walks homeowners through their project and your custom questions, then contact details and a real time.

In person

Shows, events & canvassing

QR code→Contact details→Pick a time

QR codes at your booth and tablet forms for your team, at home shows, events and door to door.

Enter, then book

Sweepstakes

Entry→Free consult?→Pick a time

Every entry collects contact details and is saved to your CRM, then asks if they'd like a free consultation.

01Design

Our designers build a form that matches your site

Our in-house design team studies your website and builds a form to match, with your colors, fonts, logo, product photos and the questions your sales team needs. You review it on desktop, tablet and phone before anything goes live.

Your products, front and center. Homeowners choose their project from your own photos.
Your questions. Add the custom questions your team needs answered before the visit.
Refined during onboarding. We adjust the design with you during setup until it looks right on your site.

Your form designExample

What can we help with?

Shower

Tub

Windows

DesktopTabletPhone

02Connect

Connected to your CRM and your real availability

Each form offers open times from your schedules and markets, then writes the lead and the appointment straight into your CRM, tagged with where it came from.

Works with the CRMs you use. AccuLynx, Builder Prime, improveit 360, JobNimbus, LeadPerfection, ServiceTitan, MarketSharp, Leap, Salesforce, Zoho, Housecall Pro, GoHighLevel and more.
Only real times. Availability comes from your schedules and markets.

Your CRMExample

New lead · Maria LopezWalk-in shower · 95032Google Ads

Appointment bookedWed 10:00 AM · South Bay teamSet

Project answers savedReplacing a tub · homeownerNotes

03Deploy

Your web team gets a deploy page made for you

When your forms are ready, we send a private deploy page for your company. It shows a preview of every form and gives your web team copy-and-paste code for each one, plus notes on tracking. It works with WordPress and nearly any site builder.

No developer project. Paste the code where the form should appear and it is live.
Every form in one place. Main site, landing pages and event forms, each with its own preview.
Help built in. The deploy page links your web team to step-by-step help articles.

Summit Bath & Shower · Deploy instructions

Main formHomepage booking formReady

Your form codeCopy code

Paste it where the form should appear

Event formHome show QR codeReady

04Measure

Know which campaigns book appointments

Every lead keeps its source, and conversions can be sent back to your ad and analytics platforms, so you can put your budget where appointments come from.

Step-by-step guides. See our Google and Facebook conversion guides.

Conversion trackingExample

Google Ads enhanced conversions

Google Analytics 4

Facebook conversions

CallRail

After the form

Then the follow-up starts on its own

Every lead from a HeavySet form can roll straight into automated follow-up, whether they booked or not.

SMS marketing

A text in seconds

Speed to lead, 90-day nurture, confirmations and reminders by text.

See SMS marketing →

AI Agent

A setter on every lead

Leads who didn't book get a conversation that ends with an appointment.

See the AI Agent →

Email automation

The right email, on time

Welcome emails, unfinished-form follow-ups, confirmations and reminders.

See email automation →

See it for yourself

This demo form is a HeavySet form

Pick a time for a demo and you'll see exactly what your customers experience. We'll walk you through how it would look on your website.

We build it. You start booking.

From kickoff to live form, our team handles the design, the CRM connection and the deploy instructions.

Talk to HeavySet

Kickoff call: share your website, products and lead sources
Our designers build your forms; you review them on every device
We connect your CRM, schedules and conversion tracking
Your web team pastes the code from your deploy page and you are live

Forms and screens shown are examples.