5 things to know about the new estimator editor | Priceguide

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5 things to know about the new estimator editor

This isn't just new features bolted onto the old screen — the editor itself has been reorganized: a clearer three-panel layout, drag-and-drop ordering, one-click AI generation, richer pricing on a single answer, and Pricing Lab plus Financing living in the same set of tabs. Here's what's actually different.

For business owners5 minute readApplies to: new and existing estimators

The short version: the editor is now three panels instead of one long form — your services and questions on the left, the canvas for whatever you've selected in the middle, and advanced options on the right. Questions and answers can both be dragged into a new order. A new service can be generated by AI instead of built by hand. One answer can carry several pricing types at once. And the Pricing Lab's AI co-pilot plus a new Financing tab now sit right next to your questions, not somewhere else in the dashboard.

1. A clearer, three-panel editor

The editor used to be one long form. It's now split into three columns: on the left, Services and Questions lists everything in your estimator so you can jump straight to any question; the middle is the canvas for whatever you've selected — the question itself and its answer options; on the right, Question Options holds the advanced configuration for that question, split into its own tabs — Display, Selection, Number and Text block.

The estimator editor showing three panels: Services and Questions on the left, the question canvas in the middle, and Question Options with Display, Selection, Number and Text block tabs on the right
Everything for one question, in one screen: pick it on the left, see it in the middle, configure it on the right.
What good looks like: use the left panel to check the shape of the whole estimator — how many questions, how they're grouped — before you drop into any one question's detail on the right.

2. Reorder questions and answers by drag-and-drop

Every question in the left-hand list, and every answer option in the middle canvas, now has its own drag handle. Grab it and drop the item where it should sit — no more deleting and re-adding items just to change the order customers see them in.

Dragging a question by its handle to a new position in the Services and Questions list
Grab the handle and drop the question where it should sit.
Where it matters most: put your most common or cheapest answer first. Most customers pick from the top of a list, so order can quietly shape which answer gets chosen.

3. AI builds the service for you

Click + Add Service, give it a name, and hit Generate. The builder writes the question set, the answer options, starting prices and a matching service image for that one service — the same way it already builds a whole estimator from your website address, just scoped to a single addition.

The plus Add Service button, highlighted, below the services and questions list
Adding a service starts here.
A newly added Window Installation service with a highlighted Generate button, prompting you to name the service then generate questions and answers for it
Name it, then let Generate fill in the rest.
Generate with AI and Browse options next to a service image, with an image generation quota counter
It generates a matching image too — Generate with AI sits right next to Browse, with your monthly quota shown underneath.
What good looks like: name the service the way a customer would search for it before you generate. The AI uses the name as its main clue, so a vague name gets a vague result.

Still check the numbers afterward. Generated pricing is a starting point based on your industry and location, not your pricing. Review it in the Pricing Lab before it goes live, same as with a brand-new estimator.

4. Richer pricing types on one answer

Answer pricing used to mean Fixed, Range or Percentage. The type picker now also offers Monthly (fixed), Monthly (range), Annual (fixed), Annual (range), Fixed + Monthly, Fixed + Annual, and Multiple Costs — which lets you stack several of the above on a single answer.

The answer pricing type dropdown open, showing Fixed, Range, Percentage, Monthly (fixed), Monthly (range), Annual (fixed), Annual (range), Fixed+Monthly, Fixed+Annual and Multiple Costs
The full list of pricing types, including the new ones.
A Standard Care Plan answer set to Multiple Costs, with a Fixed $400 cost and a Monthly (fixed) $80 cost stacked on one answer
Multiple Costs in practice: a fixed sign-up fee plus a monthly charge, on one answer.
Worked example

A "Standard Care Plan" answer priced as Multiple Costs: a Fixed $400 cost, plus a Monthly (fixed) charge of $80/month. The customer sees both parts broken out, not one blended number.

Where to use it: anything with an upfront cost and an ongoing one — service plans, subscriptions, contracts with a setup fee — can now be represented as it's actually billed, rather than approximated as a single Fixed price.

5. Pricing Lab and Financing, in the same set of tabs

The top of the editor now has four tabs — Questions, Pricing Lab, Content settings and Financing — so pricing analysis and customer financing sit next to the question editor instead of somewhere else in the dashboard.

In the Pricing Lab, describe what you want your prices to do in the new Pricing expectations field, click Run Analysis, and review the AI Suggested Changes it returns — apply one at a time, or all at once. In Financing, set your own term lengths and APR, a minimum project value, and a customer disclaimer, then preview the estimated monthly payment before you turn it on.

The Pricing Lab with a filled-in Pricing expectations field, a Run Analysis button, and a Price Range Summary table of Budget, Baseline and Premium scenarios per service
Tell it what you're trying to achieve, then Run Analysis — it comes back with a full price range summary.
The AI Suggested Changes panel for Solar Control Window Film, showing six suggested label and pricing changes with Apply and Apply all buttons
Each suggestion comes with its own Apply button — nothing changes until you click it, or Apply all.
The Configure Your Finance Options page with Enable Financing toggled on, term lengths and APR, minimum project value, a customer disclaimer field, and a live estimated monthly payment preview
Financing sits in its own tab — turn it on, set your terms, and the preview updates as you go.
What good looks like: be specific in your pricing expectations — "increase margin a bit" gets a vague suggestion, "increase margin on jobs over $500 without losing our cheapest tier" gets a useful one. For Financing, use the "Test with a project range" preview to check the monthly payment shown at both your smallest and largest typical job.
Do my existing estimators automatically use the new editor?

Yes. Opening an estimator you already built takes you into the same three-panel layout — your questions and answers are unchanged, just reorganized on screen.

Does reordering a question or answer change its pricing?

No. Dragging an item into a new position only changes what customers see and in what order — the pricing behind it stays exactly as configured.

Will Generate overwrite services I already have?

No, Generate only fills in the new service you just added with + Add Service. Your existing services and their pricing are left alone.

Do AI Suggested Changes apply automatically?

No. Nothing changes on your live estimator until you click Apply on a specific suggestion, or Apply all. You can review each one first.

Do I have to turn on Financing to use the rest of the new editor?

No. Financing is a separate, optional tab per estimator. The other highlights here — the new layout, drag-to-reorder, Generate, and the new pricing types — all work whether or not Financing is switched on.

Can I use Multiple Costs with an existing Fixed or Range answer?

Yes — change the answer's type in the picker to Multiple Costs, then add each cost (Fixed, Monthly, Annual, etc.) that should make it up.

Questions about the new editor? Email [email protected].

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