A website widget is an embed you place on a public site, such as a lead form or a price search. Settings to Website at /settings/website, Widgets, Add widget. A Lead widget asks for name, contact, and job details and creates a lead.
Settings to Website Builder (/settings/website) to Widgets tab Or manage widgets from the widget manager UI linked from website settings. For each widget you can generate embed code, configure styling/branding options, and copy to your site. For price book widgets: items flagged Show on web on the price book. For visualizer: see 3D Visualizer for the standalone app; widget mode embeds configured settings. For reviews widget: review integration configured (see Review Management). Configure fields, thank-you message, and styling. Copy embed code to paste into your site HTML or builder custom block. Test submission, confirm lead appears under Leads. Add widget to type Price book or Attribute search. Choose categories or attributes to expose. Copy embed code to your services or pricing page. Verify items with Show on web appear in results. Choose mode (3D or Garage door where applicable).
Overview
Website widgets are embeddable tools you place on your public site or landing pages—lead forms, price book search, 3D/garage-door visualizer, attribute search, and review widgets. They connect visitor actions back to ServiceFlow leads and catalog data.
How to access
Settings → Website Builder (
/settings/website) → Widgets tabOr manage widgets from the widget manager UI linked from website settings.
What you can do today
| Widget type | Purpose |
|---|---|
| Lead | Capture name, contact, and job details into Leads. |
| Price book | Searchable catalog of items marked Show on web. |
| Attribute search | Filter price book by custom attributes. |
| Visualizer | Photo-based product visualization (3D or garage-door mode). |
| Reviews | Display or collect review prompts (with review integration enabled). |
For each widget you can generate embed code, configure styling/branding options, and copy to your site.
Prerequisites
- Admin access to website settings.
- For price book widgets: items flagged Show on web on the price book.
- For visualizer: see 3D Visualizer for the standalone app; widget mode embeds configured settings.
- For reviews widget: review integration configured (see Review Management).
Step-by-step
Create a lead widget
- Settings → Website → Widgets → Add widget.
- Choose type Lead.
- Configure fields, thank-you message, and styling.
- Copy embed code → paste into your site HTML or builder custom block.
- Test submission—confirm lead appears under Leads.
Create a price book search widget
- Add widget → type Price book or Attribute search.
- Choose categories or attributes to expose.
- Copy embed code to your services or pricing page.
- Verify items with Show on web appear in results.
Configure visualizer embed
- Add widget → type Visualizer.
- Choose mode (3D or Garage door where applicable).
- Set default product/options and branding.
- Embed on a “Design your project” landing page.
Reviews widget
- Enable review settings under Settings → Review Settings.
- Add Reviews widget and copy embed code.
- Pair with Review Management for request flow.
Current limitations
- Widgets require you to paste embed code—automatic injection into the built-in website builder pages varies by block type.
- Visualizer advanced scenes may redirect to the standalone 3D Visualizer for some experiences.
- Widget analytics (views, conversions) are basic today.
- CSP/security headers on third-party sites may block scripts—test on your host.
Roadmap
- One-click insert widgets into website builder pages (no manual embed).
- Per-widget conversion tracking on dashboard.
- More industry-specific widget templates.
Example: a lead form and a catalog on the same site
Settings → Website at /settings/website, Widgets, Add widget. A Lead widget asks for name, contact, and job details and creates a lead. It does not create a job. A Price book widget only lists items marked Show on web. Attribute search filters those items by the attributes you stored. A Visualizer widget embeds the 3D or garage-door mode. A Reviews widget needs the review integration. Each widget has its own embed code and styling. Paste the code on the public site and submit a test lead, then look in Leads for that name before you advertise the page.
Items not marked Show on web stay in the office price book and off the widget. Attribute search does nothing useful until items have attributes. The embed is public. Do not put staff-only prices on a widget you did not mean to publish. Admin access is required to create the widget. The customer never signs into Settings.
Removing the embed from the website stops new submissions from that page. Leads already captured stay in ServiceFlow.