Let customers price their own job (instant quote)

The instant quote is a public page where customers pick a service, enter the size — square feet, windows, visits — and see a price straight away. It reads your live price book, so it always uses your current prices.

Set it up

1. Go to Website and select Instant quote at the top.
2. Write the Headline and Opening lines customers see first.
3. Set a Minimum job total. Quotes below it are rounded up to it.
4. Add any Small print — for example, that the price is confirmed after a quick look at the property.
5. Under Which services people can price, tick the services to offer. Only active services with a price are listed.
6. Under Behaviour, choose whether to Show the price on screen and whether to Ask for the property address.
7. Click Save, then Open the live page to try it.

What happens when someone uses it

1. The customer picks services and enters quantities. Each service's minimum charge from your price book applies, and your tax is added.
2. They enter their name, email and phone number — and the property address, if you ask for it — and click Send me this quote. If you show prices, they see the total on screen.
3. They become a lead in Recoatly, or the quote is added to their existing record. The quote appears under Recent instant quotes and Marketing → Enquiries with the price they saw.

Good to know

• Turn off Show the price on screen if you'd rather collect the details and send a price yourself.
• Switch on Show the instant quote on the Website tab to add a See a price now button to your Recoatly website.
• The quote is only as good as your price book, so check your units and minimum charges first. See Set up your price book.
• Owners, administrators, managers and sales reps are notified of each new quote. Switch on the Welcome new leads automation to send people a thank-you email.