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The BeRocker quoting widget is one form serving every account. If you would rather design your own — your markup, your styling, your steps — you can, and it gets exactly the same treatment as the widget: the same lead, the same automatic quote, the same assignment and the same booking page. Everything the widget does, it does through two endpoints under your lead source URL, and this page walks through them in the order a form uses them.
Both endpoints are authenticated by the key embedded in your Lead save URL (Settings → Lead Management → Lead sources → URLs). Copy that URL from the CRM and replace the trailing /save with the path of the endpoint you need. The field-by-field reference is on the Lead source API page.

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1. Save the lead

Only first_name, phone and one vehicle are required. A ZIP on each end is enough for the route; BeRocker fills in the city and state.
Want year / make / model pickers instead of free-text fields? The Vehicle database API serves the same catalogue the widget uses, and the names it returns drop straight into vehicle_make and vehicle_model.
The response gives you the lead’s id and the booking page:
A 422 means a field was rejected; errors names it with a message you can show under the field, and no lead is saved.
Show the visitor a clear error and keep their input on a 422, a 500 or a dropped connection. Telling someone to “check their details” after a server error is how one failed submission turns into five leads.

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2. Wait for the price — booking-status

Pricing runs in the background, so price is usually empty right after the save. If you want to send the customer straight to the booking page with a price on it, poll:
  • priceReady: true — send them to bookingLink.
  • manualReview: true — the lead has a custom vehicle; an agent prices it by hand. Stop polling and show your own “we’ll be in touch with your quote” message.
  • priceFailed: true — pricing gave up. Same: stop and show a message.
Poll every couple of seconds for up to a minute or so, then give up gracefully — the lead is already in the CRM and assigned either way.

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3. Hand off to the booking page

Send the customer to bookingLink. The booking page opens on the pickup date they gave you, and whatever they confirm there — dates, signature, payment — flows into the lead exactly as it would for a widget lead.

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Editions with pickup windows

Some BeRocker editions let a form ask for a pickup window (a first and last day) or a pickup timeframe (“how soon do you need it?”) instead of a single date, and expose a quote-config endpoint that tells the form which question the account asks. If your CRM has a Settings → Feature Flags page with a Pickup windows switch, read Lead Source API with pickup windows. If it does not, your edition takes the single ship_date above and nothing on that page applies.

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Checklist

1

Copy your Lead save URL

Settings → Lead Management → Lead sources → URLs. Create a separate source for the form if you want its leads and cost tracked separately.
2

Post to /save

Required: first_name, phone, one vehicle. Handle a 422 by showing the field message.
3

Poll booking-status, then hand off

Send the customer to bookingLink once priceReady is true.
4

Send one test lead

Use your own name and number and watch it land in Inbox.

Lead source API

Every field the save endpoint accepts.

Vehicle database API

Year, make and model pickers backed by the widget’s catalogue.

Lead sources

Create the source and get the URL.

Lead Source API with pickup windows

Optional pickup fields, for editions that have them.

Booking page

Where the customer confirms dates, signs and pays.