Configuration & Tools

Table of Contents

1. Calendar, Time Zone, and Location Settings
2. Leads
3. From Settings
4. Customizing the Lead Capture Form
5. Publishing Your Form
6. API Key Integration
7. Lead Management
8. Customer Portal

Calendar, Time Zone, and Location Settings

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Settings on the left side of the screen.
3. Select the Calendar at the top of the box.
4. Select Edit

Enable or disable Allow calendar sharing for sales and installation users.

• If enabled, sales and installation users will be able to see all user appointments.
• If disabled, sales and installation users will only see their own appointments.
• Primary and Sales Managers will be able to see everyone's appointments regardless of this setting.

Customize settings for your region and time zone for software accuracy. The system uses these settings to center your map and schedule appointments. 

• Time Zone: Ensure all timestamps are accurate for your location.
• Latitude/Longitude: Your office location will center the map on a default location if no appointments are scheduled. Learn more in the How to Find Your Businesses' Coordinates: Latitude & Longitude article. 

Leads

The Lead Capture Form allows you to collect prospect information from outside sources and push it directly into Contractor Accelerator. You can either:

• Use the built-in form: Create and customize a form that can be embedded on your website.

• Use the API Key: Generate an API Key that allows you to build your own form or connect through an external integration.

Any data submitted through the  Lead Capture Form or the API will flow directly into the Leads Manager. This ensures all customer and prospect details are captured and organized, streamlining your lead management process.

Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (On a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.)

1. Select Company Settings on the left side of the screen.

2. Select Leads at the top of the screen.

3. Select Edit to enable the Lead Website Form (Copy the API Key and read our available documentation on setting up the Leads API Endpoint).

Form Settings

Within the Form Settings area, you can configure:

• Default Assigned To – The person who will automatically be notified when a new lead is created.

• Google Tag ID – Add your Google Tag Manager ID to track form submissions as part of your marketing analytics. You can locate this ID in your Google Tag Manager account under Admin → Container Settings.

• Additional Lead Notification Recipients – Add any email addresses that should receive notifications when a new lead is submitted.

• Send Welcome Email – Toggle this option on/off to automatically send a welcome email to new leads submitted via the website form. (For leads created manually, you’ll be prompted with a checkbox to indicate if the email should be sent or not)

  **The Lead Email can be customized in the Email section of your Company Profile. Click here to learn more from the Help Center. 

Customizing the Lead Capture Form

On the left-hand side of the editor, you can select which fields appear on your form, set them as required or optional, and adjust the labels.

Basic Fields

• First and Last names are required fields and cannot be removed.

• Email, Phone, and Address are optional, though we recommend making at least one required so you can follow up with prospects.

Marketing and Project Type Details

• Marketing Source and Project Type: You can edit the phrasing of these questions and choose between a dropdown or free-form text box.

  • Free-form responses appear in the Notes section of the Lead.

  • Dropdown options pull from your software settings and populate the appropriate fields in the Leads Manager.

    • Marketing Sources can be updated in the Marketing section.

    • Project Types can be updated in Company Settings → Project.

Notes

• Add or edit the Customer Notes field label to gather additional details from the prospect. Many customers like to update the lable in this section to something more customer focused like "Tell us about your project." 

Additional Input Options

• Email Checkbox – Allows prospects to unsubscribe from receiving marketing emails. If you choose to include this in the form, it will default to on. The customer would need to uncheck it to unsubscribe. 

• Upload File – Lets homeowners attach photos or documents (e.g., pictures of an issue).

• Appointment Request – Enables homeowners to pick three dates and select a time frame for each (8am–12pm, 12pm–4pm, or 4pm–6pm).

  • This does not place an appointment directly on your schedule. Instead, your team can review the submitted options and schedule the evaluation appointment.

  • Weekends are skipped automatically.

  • You can also update the label and instructions for this section.

After reviewing the preview, click Save.

Publishing Your Form

• Once saved, click the Copy button to copy the website embed code. Your web team can paste this onto the desired page code of your website.

• Alternatively, selecting the "click here to send....."  text on the screen will open your default email client with the code already inserted. All you need to do is add the email address to send it on. 

• If you’ve made changes to the form, you don’t need to copy and replace the code again. Updates will automatically appear on the published form, though you may need to refresh your website or clear cache to see them.

API Key Integration

If you prefer to build your own form or connect through an external integration, use the API Key.

• The key is visible under API Integration in the Leads section.

• Click the documentation link provided here and in the system for full setup instructions.

• Once the key is active, the status will display as Active.

Lead Management

When a customer fills out the form or data is submitted via the API:

• A new lead is created in Contractor Accelerator with all submitted information.

• Leads appear as unassigned unless a default user was set. If assigned, that user will be notified by email and/or the in-app notification center, depending on their personal settings.

• The lead’s origin will display as Standard, Website Leads Form or API Integration to differentiate from manually created leads.

• Any details, notes, photos, files, and appointment requests will follow the lead when converted into a Customer/Project.

You can learn more about managing leads by reviewing the Leads Manager article in the Help Center.

Customer Portal

The Customer Portal is a customer-facing view that brings together all items shared with your customers from properties, projects, appointments, bids, invoices, warranties, and selected photos, files, and videos tied to a customer record.

Customers can access the portal from a link in any email you send them. As long as they can locate one email, they can see everything you have shared with them that's associated with their account.

The portal is built at the customer level, meaning customers will see information across all of their properties and projects in one place.

• Enabled By Default: Update the default settings for turning on and off the portal for your customers by clicking
• Hide Invoice Section: If you do not want your customers to see the invoices in the Customer Portal, turn this setting off. 

Learn more in the Help Center article about the customer portal by clicking here.