Step 1: Log Into Your Agency Dashboard

Use your agency login to see all existing clients.

Step 2: Click “Add Client”

• Enter their email, name, phone number, and company name.

• Add their contact form URL, privacy policy, and set their currency.

Step 3: Select a Template

• Choose a pre-built estimator template from your folder to clone for this client.

• Click Create Client.

Step 4: Adjust Client Settings

• Edit branding colors, add their logo, and set tracking (Google Analytics, Facebook Pixel, etc.).

• Optional: Set up white-label options like custom subdomain and email.

Step 5: Edit the Estimator

• Swap in client-specific images.

• Tweak price ranges to fit their services.

• Add/delete questions or services as needed.

Step 6: Get It Live

• Copy the embed code or share the direct link.

• Add it to a new page on their website, link it in their menu, homepage, and contact page.