Online Booker Flow Documentation (V4 Mode) – Zr Ware®

Zerorez.com:

Unserviced Areas: If a customer enters a postal code outside the service area, they are routed to a "Notify Me" form to log their email for future expansion.
Serviced Areas: If a submitted postal code is in a base, the customer is routed to the correct specific base before beginning Step 1.

Zerorez.com/[Base]

Unserviced Areas: If a customer enters a postal code outside any bases service area, they are routed to a "Notify Me" form to log their email for future expansion.
Serviced by another base: If the postal code entered here is serviced by another location, the customer is routed that locations booker.
Serviced Areas: If a submitted postal code is in this base, the customer is taken to step 1.

This is the base's starting page. Customers may arrive here directly or be forwarded from the initial postal code input on zerorez.com.

Initial Inputs: The user enters their postal code (if not already carried over) and email address.
Path Selection: The user chooses to proceed down either the "Home" (Residential) or "Business" (Commercial) flow.
Optional Phone Number: Bases have the option to request the phone number on this screen.
Opt-Ins: Any email or phone number inputs on this page will also have marketing communication authorization checkbox's.

The flow branches here based on the path selected in Step 1.

Commercial (Business) View: * The business enters their contact information and a basic form input detailing the requested services.
- Note: This submission instantly turns into a lead in Zr Ware® (Dashboard > Leads) for a representative to contact and quote manually.
Residential (Home) View (V4 Mode - Pick Services):
- The user selects their specific services.
- Note: The generated estimate automatically factors in a Minimum Service amount (calculated based on the customer's postal code) along with any mandatory forced fees.

Details: The customer inputs their name, address, and additional required contact details.
Delayed SMS Authorization: If the phone number was not requested or provided during Step 1, the SMS communication authorization checkbox will appear at the bottom of this page instead.

Arrival Windows: The customer selects their preferred date and arrival window.
Time Slot Hold: Once an arrival window is selected, that time slot is held for 10 minutes. If the booking is not completed within this timeframe, the hold expires, and the customer must select a new window.
Department Splitting: If the base is configured to split reservations by department (e.g., a customer selects both "Carpet Cleaning" and "Air Duct Cleaning"), the customer will be prompted to pick a different date and arrival window for each distinct department.

This is the final review screen before the booking is submitted.

Review & Application: The customer reviews all inputs, adds a referral source, applies any Promo Codes, and marks that they have read the terms and conditions.
Job Breakdown: If the reservation was split by department in Step 4, the customer will see a detailed job breakdown and a specific total cost calculated for each individual department.

The confirmation screen routes dynamically based on the type of booking created.

Commercial B2B Flow: Routes to a custom "Redirect URL" if the base has one defined; otherwise, it shows the standard Thank You page.
Residential Air Ducts: If an "Air Duct Unit" is present in the finalized booking, the user is routed to a specific "Air Ducts Thank You Page."
Standard Residential: Routes to the standard Thank You page.

Analytics & Partial Online Reservations

Funnel Tracking: The system tracks the customer's progress every time they hit "Continue" to proceed to the next step.
Drop-off Metrics: This data allows bases to measure exactly which step customers are abandoning the flow on and make UI/UX adjustments accordingly.
Lead Recovery: Captured data from incomplete bookings are saved as partial leads, allowing the team to follow up and attempt to close the reservation.