How to Add New Questions to your Instant Estimator

Introduction

This Help article guides you through the process of adding and managing new question options in your instant estimator. By the end of this guide, you'll know how to customize your questionnaire, reorder questions, add new types like multi-story building or roof age, and preview your changes to ensure everything works seamlessly for your customers.

Prefer a video tutorial? Take a look at our video walkthrough here

Creating and managing your instant estimator

Accessing the Instant Estimator

• Navigate to the Instant Estimator tab on the left-hand side of your toolbar.

• Choose an existing estimator or click New in the top-left corner to create a new one.

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Managing questionnaire options

• Select an existing instant estimator to open its settings.

• Locate and click Manage Questionnaire to access the list of questions.

Customize which questions are included

You can control how many questions are shown on your Instant Estimator, and which ones. Keep in mind this is a lead capture tool, and the number of questions a lead must answer may impact your conversion rates. Try to include only the questions that are critical to your qualification process.

Removing questions

• Identify questions you don't need. If a question has an X next to it, click it to remove the question.
• Locked questions (indicated by a lock icon) are mandatory and cannot be removed.

Reordering questions

• Use the six dots next to a question to drag and drop it into a new order.
• Note: Certain mandatory questions (e.g., slope, address, and contact form) cannot be reordered as they are fixed in the process.

Adding new question types

• Navigate down to the button with the blue plus sign to add new questions. Available new questions include:
  • Leaks and damages
  • Multi-story building
  • Roof age
  • Insurance claim
  • Solar
  • How Did You Hear About Us?
• The How Did You Hear About Us? question can be set up by selecting the Contact Form question at the bottom, and enabling the option from there.

• The Multi-story building question enables you to apply a multi-story surcharge in the material pricing section.

Configuring material pricing for multi-story surcharge

1. Navigate to the Materials section of the estimator.
2. Enter your material details, including per square pricing.
3. Use the Multi-story surcharge field to input additional charges. This ensures accurate estimates and better qualification of the customer.

Previewing and finalizing changes

1. After customizing and reordering your questions, click Save to apply the changes.
2. Preview the customer-facing version by clicking the link at the top of the instant estimator page.
3. Test the form by filling it out to ensure the estimator functions as intended. Customer responses, including “How Did You Hear About Us?” answers, will be saved in the Job Card for reference.

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FAQs

Q: Can I remove locked questions?

A: No, locked questions are essential for generating accurate estimates.

Q: How do I reorder questions?

A: Use the six dots next to each question to drag and drop them into your preferred order.

Q: What is the purpose of the multi-story surcharge?

A: It accounts for additional costs associated with multi-story buildings, ensuring accurate pricing for materials and services.

Q: How can I customize the “How Did You Hear About Us?” question?A: Enable the question in your questionnaire settings and add relevant answer options, such as “Social Media” or “Search Engine.”

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