In this article:
How to manage your Instant Estimator
Click Add New Instant Estimator to begin
Give your estimator a name that describes how it'll be used
Review the default questions your customers will see
Every estimator starts with a:
Get started page, address, slope and multi-story selection, and contact page
Address, slope, and contact form fields can't be removed
Add, edit, or rearrange any additional questions, then click Save
Click Back to your estimator to continue setup
Add your material options one at a time
For each material, enter the name, and your cost for low, moderate, and high-sloped roofs
Optionally add a multi-story surcharge, custom images, and an edited description for each material
Click Save for each
In Pricing Settings, configure:
Which materials are available to customers
Whether pricing displays in square feet or squares
The price range shown to customers
Any financing options
Select the owner for job leads coming in from this estimator
Choose the point of contact and the heading your customers will see
Add an optional scheduling link so customers can book a meeting directly
Toggle on any additional content you want included in the estimator
Click Preview to review your full estimator flow before publishing
Customizing Your Instant Estimator
Button colors in your Instant Estimator are drawn from your brand color
To update them, go to Settings → Profile & Branding → Brand color
You can make the phone number field optional for customers
To do this, open your Instant Estimator settings and go to Manage questions → Contact form → Edit
Publishing your Instant Estimator
When you’re ready to go live with your Instant Estimator;
Toggle on Mark as Published
You’ll be able to:
Copy and share the direct link
Download a QR code for marketing materials
Get the code to add a widget on your website