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Creating a widget takes only a few minutes. Start by choosing the widget type that best matches your customer journey: instant estimate, online booking, estimate & book, or lead capture, and then configure how submissions should be handled in Zuper. Every new widget begins in Draft status. You can complete the setup, test the experience, and make changes without exposing it to homeowners until you’re ready to activate it.

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Create a new widget

  1. Go to Settings from the left navigation menu.
  2. Under Customer Experience, select Website Widget.
  3. Select + New Widget at the top right.
  4. Enter a Widget Name. This name is for internal reference and isn’t shown to homeowners. Zuper also uses the widget name as a tag to help identify and manage submissions created through the widget.
  5. Optionally, add a Description for your team’s reference.
  6. Select a Widget Type: Online Booking, Instant Estimate, Estimate & Book, or Lead Capture.
  7. Turn on Create a Job if you want Zuper to automatically create a job for every submission. When enabled, a Job Category field appears, allowing you to select the category assigned to those jobs. Leave this setting turned off if you prefer to review submissions before creating jobs manually.
  8. Select Next. Zuper saves the widget as a draft and opens the next step, Appearance.
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What’s next

Continue through the setup to configure the experience for homeowners. The remaining steps depend on the widget type and may include appearance, questions, roofing options/service, and other settings. Choose the setup guide for your widget:

Online Booking

Let homeowners choose a service and book directly.

Instant Estimate

Show or share pricing options before a homeowner calls.

Estimate & Book

Combine a price estimate with scheduling a visit.

Lead Capture

Collect project details for your team to follow up.

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Frequently asked questions

You can create up to 20 widgets. Each widget is independent, with its own type, branding, questions, and settings, allowing you to tailor widgets for different customer journeys and campaigns.
Turn it on if you want every submission to become a job automatically, ready for your team to schedule without an extra step. Leave it off if you’d rather review each submission first, for example, to confirm scope or filter out low-quality leads, before it becomes a job.
Note: For Estimate & Book widgets, Zuper creates a job once a homeowner books a visit, regardless of this setting.
Yes. When a homeowner submits a response, Zuper checks your account for a matching contact and property. If a match already exists, Zuper links the submission to those existing records instead of creating duplicates. If no match exists, Zuper creates a new contact and property as a lead intake.