Instant quote: let homeowners price their own roof

Preconditions

• Your logo, colours and phone number in Branding, so the page looks like your company.
• Your installed price per square for each option you sell.
• Branding set up with a logo, colours and phone number.
• Instant quote prices filled in and the tool switched on.
• A real-looking test address to price on camera.

Steps

• 1. Open the Instant quote settingsDo: Click Settings in the sidebar, then "Instant Quote" in the settings menu.Expect: The Instant quote page opens with the on/off switch, your link, two website embed codes, your options, pricing rules and recent online estimates.Actual:
• 2. Set your options and pricesDo: Under "Good / Better / Best options", give each option a name, the product or system, your installed price per square, the warranty, a short description and what is included (one item per line). Pick which one gets the "Most popular" badge. Hide or remove options you do not sell.Expect: The Preview box under Pricing rules updates as you type, showing the price range for a sample 1,800 sq ft home.Actual:
• 3. Check the pricing rulesDo: Under "Pricing rules" set the waste allowance, the ± range, the steep-roof surcharge, the price for each extra layer to remove and your minimum job price.Expect: The preview range changes with each rule. A wider ± range gives a wider price range.Actual:
• 4. Edit the education and wordingDo: Review "What goes into a new roof": edit, reorder or remove items so they match how you build a roof. Then set the headline, intro, fine print and whether to show an example monthly payment.Expect: Your wording is ready to save.Actual:
• 5. Choose when to ask for contact detailsDo: Leave "Ask for contact details before showing prices" on to capture every homeowner who sees a price, or switch it off to show prices first. Optionally enter a different email for new-lead alerts. Click "Save changes".Expect: A "Instant quote saved." message appears and "You have unsaved changes" goes away.Actual:
• 6. Turn it on and share itDo: Switch the tool On at the top. Copy "Your link" for ads, Facebook posts and emails. For your website, copy one of the embed codes and paste it into your site where you want the tool (or ask your web designer to).Expect: The switch reads "On: homeowners can use your link". "Open my page" opens your branded page in a new tab.Actual:
• 7. Walk through it as a homeownerDo: Click "Open my page". Enter an address and click "Get my price", confirm the home on the satellite photo, answer the roof questions, read the "What goes into a new roof" step, enter contact details, then choose an option and click "Book my free inspection".Expect: You see your prices for each option, then a "You're all set!" screen. If email is set up, the homeowner email and your new-lead email arrive within a minute.Actual:
• 8. Follow up the leadDo: Open the Board. Find the new card in the Lead column and open it. Read the job activity. Back in Settings → Instant Quote, "Recent online estimates" lists every request.Expect: The job shows lead source "Instant quote" and activity entries such as "Online estimate requested" with the squares and prices, and "Chose Better … and asked for a free inspection".Actual:

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

• The link says "not available".What should happen or be shown: The tool is switched off, or the link is out of date after "New link". Switch it on and copy the current link.
• Homeowners are asked for their home size instead of seeing a satellite measurement.What should happen or be shown: Satellite measurement is not connected for your account yet, or there is no satellite data for that address. The home-size estimate still works; the exact size is confirmed at inspection.
• I can turn it on but not change prices.What should happen or be shown: Only the account owner can change Instant quote settings. Ask the owner, or have them change your role.
• The "We couldn't find that address" message appears.What should happen or be shown: Ask the homeowner to include the city, state and ZIP code. New-build streets can be missing from maps for a few months.