Website connection
Settings → Website provides ways to connect your own website to Contractor Codex. It does not host or redesign your whole business website.
| Option | Use it for |
|---|---|
| Quote request form | Embed the form using the supplied HTML container and script |
| Hosted page | Share a link where an embedded script is not supported |
| Client sign-in button | Link existing clients to portal sign-in |
Copy the code or link from the current environment's page. A staging embed sends requests to staging; changing the visible text does not make it a production integration.
Configure and test the form
An administrator with settings-write access can:
- Enable Accept requests from my website.
- Set the optional headline and intro.
- Save, then use Preview or open the hosted link.
- Submit an identified test request and check the Leads inbox.
Your website editor must allow the supplied script for the embedded form to work. If it strips scripts or blocks the form, use the hosted link.
A quote request is a lead, not a generated quote or client account. It becomes linked to an existing client or creates a new client only when an authorized person accepts the lead.
Review incoming leads
Valid new requests appear in Leads, with notification email attempted by the portal. Spam/rate-limit and validation controls can reject or classify submissions; do not assume every attempted browser submission produced a lead or email.
Check the recorded request and recipient before drafting a response. Accepting a lead does not mean that a customer has accepted a price, signed a contract, or agreed to receive SMS.
Disable or rotate
Turning Accept requests from my website off makes the form/hosted page unavailable for new submissions.
Get a new embed code rotates the public key and invalidates old embeds and hosted links. Replace the code on your site and any shared links after confirming that action. The embed key is public form routing, not an MCP or AI-provider secret.